ERP for wholesale
Faster order processing, stable margins, full transparency – with KUMAVISION's industry solution based on Microsoft Dynamics 365 Business Central. Pre-configured best-practice processes instead of lengthy individual projects.
Planning a system change? In 30 minutes we'll determine together whether KUMAVISION is the right partner for your project.
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This is what the industry solution achieves
Who is our wholesale solution suitable for?
Our ERP industry solution for wholesalers is the right choice if you…
Managing complex product ranges
Clearly depict product variants, accessories and spare parts in the technical wholesale sector.
Customer-specific pricing logic
Manage tiered pricing, framework agreements and special conditions flawlessly.
Faster order processing
From order placement to delivery, the entire process is digital and without any media breaks.
Digitizing warehousing and logistics
Scanner-supported order picking and shipping integration into the ERP system.
EDI and electronic ordering methods
Use or introduce electronic data exchange with customers and suppliers.
Multi-site and distribution
Working as a distributor or specialist wholesaler across multiple locations and warehouses.
Overview of the features of the ERP industry solution for wholesalers
- Flexible order types: Mapping trading orders, drop shipping, sample orders and consignment in one system
- Multi-stage pricing: Automatically apply tiered pricing, special conditions, discount chains and bonuses without manual intervention.
- Cross-selling suggestions: The system displays suitable additional items during order entry and actively supports your sales team in increasing revenue.
- Offers with variations: Create alternative and optional items in offers, and transfer price agreements directly from the offer.
- Credit limit check: Outstanding items and credit limits are automatically checked during order entry.
- Set processing for pre-configured item bundles
- Document history with complete customer, order and quote overview
- Order entry via customer history for faster reordering.
- Pro forma invoices for international business
- Bonus statement and commission statement
- Delivery date tracking with automatic notification
- Mandatory field check for master data and order entry
- Product and product group listings
- Contribution margin accounting: Transparently evaluate margin per order, customer, item or product group
- Calculation including incidental acquisition costs: Purchase prices, customs duties, freight, storage and handling costs are automatically included in the cost price calculation.
- Consolidation: Merge data from multiple clients or locations into a unified report.
- Payment transactions: Automated processing of domestic and international payments, importing bank statements, dunning and interest payments.
- Inventory valuation: Automatic devaluation mechanisms, valuation according to various methods
- Sales evaluation at the time of delivery
- Variable illustration of tax requirements
- XBRL (Extensible Business Reporting Language)
- IFRS postings
- Asset Accounting
- cost accounting
This is what the industry solution trade looks like365 in everyday life
Clear, intuitive and tailored to wholesale: The user interface of KUMAVISION trade365 based on Microsoft Dynamics 365 Business Central is designed to enable your employees to quickly become productive. All relevant information about customers, orders, inventory, and key performance indicators is readily available via info boxes and customizable views.
From demand to evaluation – the wholesale process in ERP
Identify needs
Planning is based on order history, minimum stock levels, and blanket orders. The system suggests order quantities – you decide.
Solving typical tasks in wholesale using the ERP system
Process EDI orders automatically
The problem:
More and more customers are placing orders via electronic channels such as EDI through their procurement platforms. Manually transferring incoming orders into the ERP system wastes time, produces errors, and risks losing track of orders, especially with high order volumes.
The solution
KUMAVISION's industry solution processes electronic orders automatically: EDI messages are created directly as orders in the system, and order confirmations, shipping notes and invoices are sent back in the same way.
Your benefits
- Orders go directly into order processing without any media breaks.
- The error rate decreases because manual data entry is eliminated.
- Faster response times to your customers
Integrate multichannel sales via webshop and marketplaces
The problem:
In addition to traditional ordering methods such as phone, email, or field service, orders are increasingly coming in via B2B webshops or marketplaces. Without ERP integration, orders have to be entered manually, inventory levels don't match, and customers can't see current availability.
The solution
The industry-specific software can be integrated with common webshop systems and marketplaces. Orders are automatically transferred to the ERP system, and inventory and prices are synchronized in real time. Your customers always see up-to-date availability and terms in the shop.
Your benefits
- All ordering channels converge in one system.
- No manual transfer of webshop orders
- Inventory data is consistent across all channels.
Process returns and complaints in a structured manner
The problem:
Returns are commonplace in wholesale: incorrect quantity, wrong item, transport damage, customer returns. If the process isn't standardized within the system, returns get lost, credit notes are delayed, and the root causes are never analyzed.
The solution
The ERP solution maps the entire returns process: recording returns, inspecting goods, initiating credit notes or exchanges, and correcting inventory. Reasons for complaints are documented, allowing patterns to be identified and root causes addressed.
Your benefits
- No more returns get lost in the process.
- Credit notes are issued faster, customers are more satisfied
- Complaint analysis provides approaches for error reduction.
Keeping customer-specific prices and contribution margins under control
The problem:
In wholesale, almost every customer has different terms: tiered pricing, project discounts, framework agreements, bonuses, or surcharges. At the same time, purchase prices, freight costs, and customs duties are constantly changing. If this pricing logic isn't accurately and accurately reflected in the system, incorrect quotes and invoices result – and margin discrepancies often only become apparent during post-calculation.
The solution
In KUMAVISION's industry-specific ERP solution, you can store pricing agreements directly with the customer, the item, or the contract. The system automatically considers all relevant pricing components, applies the correct terms and conditions to quotes and orders, takes tiered pricing and validity periods into account, and displays the contribution margin in real time. New price lists can be created with just a few clicks, and scenarios can be simulated.
Your benefits
- Pricing errors on offers and invoices are avoided.
- Sales sees the margin immediately upon order entry.
- Costing and contribution margin are transparent at all times.
- Bonuses, commissions and follow-up processes can be derived automatically.
- Faster response times to your customers
Organize warehouse and order picking efficiently
The problem:
Large product ranges, many warehouse movements per day and the requirement to deliver as quickly and accurately as possible: Without digital support, order picking is a constant bottleneck, and incorrect deliveries drive up complaints.
The solution
The ERP solution controls the entire warehouse process: from receiving and scanner-assisted order picking to shipment preparation. Storage locations, zones, and strategies such as chaotic storage management can be flexibly configured. Mobile scanners guide employees step-by-step through the picking process.
Your benefits
- Shorter lead times from order to shipping ramp
- Fewer incorrect deliveries thanks to scanner checks during order picking
- Real-time inventory data across all warehouses and locations
Integrations and system landscape: How the ERP solution fits into your IT world
An ERP system for wholesalers never stands alone. It must integrate seamlessly into the existing system landscape and interact with the applications already in use within your company. KUMAVISION's industry solution is based on... Microsoft Dynamics 365 Business Central is thus part of a technology platform that combines ERP, CRM, BI, Collaboration and AI on a common data basis.
The Microsoft ecosystem as a foundation
ecosystem 365 and teams
Link emails, documents, and tasks directly to ERP processes without switching between systems.
Power BI
Create dashboards and analyses based on your ERP data, from inventory turnover to customer profitability.
Power Automate
Automate recurring processes, such as order notifications or approval processes in purchasing.
Power Apps
Create your own small applications, for example for mobile goods receipt recording or field service reports.
Copilot
AI-supported assistance with routine tasks such as order suggestions, text modules, or data analysis.
Typical integrations in wholesale
- Electronic data exchange
EDI/EDIFACT, BMEcat for supplier catalogs.
- Shipping service
DHL, DPD, UPS, GLS, TNT and freight forwarders are directly integrated. Label printing, waybills and tracking numbers are generated automatically.
- Financial Accounting
DATEV interface for direct data exchange with your tax advisor or your financial accounting department.
- Webshops and marketplaces
Integration with B2B webshops (e.g., Shopware, Shopify) and marketplaces. Orders, inventory, and prices are synchronized in real time.
- Document Management (DMS/ECM)
Archive documents, contracts, delivery notes and correspondence in an audit-proof manner and find them directly in the ERP system within the transaction.
- Storage technology and hardware
Mobile scanners, label printers, barcode readers and, if required, connection to automated storage systems.
How we implement integrations
We implement most connections via standard interfaces and proven connectors. If you are using a system for which no standard connector exists, we will develop a custom interface. In any case, we will clarify in advance which systems should be connected, which data flows in which direction, and how the processes should look in day-to-day operations.
Typical questions we answer:
- Which data should be synchronized in real time, and where is a daily synchronization sufficient?
- Which system is the leading system for which data records (e.g., item master data, prices, stock levels)?
- Which interfaces already exist and which need to be created?
Reporting and KPIs
Decisions based on current figures instead of outdated Excel exports: With the integration of Microsoft Power BI The industry solution provides you with all relevant wholesale KPIs as a dashboard. From contribution margin and delivery capability to inventory turnover and customer profitability, right through to cost price development.
Sales cockpit
Revenue, order intake, contribution margin, and hit rate over time. Filterable by sales region, customer group, or product group.
Stock and availability
Inventory coverage, inventory turnover, delivery capacity, and slow-moving stock at a glance. Shows where inventory should be reduced and where bottlenecks are likely.
Purchasing and supplier performance
Cost price development, delivery reliability, and order processing times per supplier. Basis for renegotiations and strategic supplier decisions.
Electronic data interchange: EDI and B2B portals seamlessly integrated
Electronic ordering channels are no longer an optional extra in wholesale, but a prerequisite for collaborating with numerous customers and suppliers. KUMAVISION's industry solution supports all common standards and formats, ensuring seamless data exchange without any media breaks.
Which formats and message types are supported?
ORDERS | Seamlessly integrates data from different sources, eliminates data silos and improves data consistency. |
ORDRSP | Send order confirmations back to the customer |
DESADV | Send delivery notifications with package and shipment data |
INVOIC | Provide invoices electronically |
PRICAT | Price lists and catalog data transferred to customers or platforms |
INVRPT | Inventory reports for consignment or VMI scenarios |
B2B portals and webshop integration
In addition to classic EDI, the industry solution can be integrated with B2B webshops and customer portals. Your customers see real-time availability, customized pricing, and the status of their orders without having to contact your back office. This relieves the burden on your team and simultaneously increases customer satisfaction.
What specific benefits will this bring you?
- Less manual effort is required for order entry because orders flow automatically into the system.
- Fewer errors because no data needs to be typed in anymore.
- Shorter lead times from order receipt to delivery
- Improved customer loyalty because you cater to your customers' ordering channels.
- Prerequisites for cooperation with purchasing associations and major customers are met
These wholesalers trust KUMAVISION
Customer testimonials: ERP in wholesale in practice
Customer testimonials: ERP in wholesale in practice
These wholesalers trust KUMAVISION
Börsig GmbH
How Börsig achieves faster response times in sales.
Pilot Pen (Germany) GmbH
Work from anywhere and optimize data quality.
Best4Tires GmbH
Reduced IT support effort and faster response times.
Albert Kerbl GmbH
Clearer data structure and lower error rate.
TKD Kabel GmbH
Future-proof, updatable system in SaaS.
EMKA Lubrication Technology GmbH
Transparency, process reliability and automation.
Practical example: Albert Kerbl GmbH
Background: Albert Kerbl GmbH is an international wholesaler and manufacturer of pet supplies with sales and logistics locations in Germany, Austria, France, and England. With a growing number of locations, increasing sales volumes, and increasingly individualized customer requirements, the existing ERP system reached its technical and organizational limits. Updates became more complex, and maintaining product and price information across all companies became increasingly complicated.
Procedure: Kerbl, together with KUMAVISION, introduced the industry solution trade.365 based on Microsoft Dynamics 365 Business Central. The system was built in three layers: trade365 The system consists of a standardized core, a central Kerbl app for company-wide customization, and a third layer for individual requirements. The rollout took place in several phases across all international locations.
Result: Today, all companies operate on a unified platform with standardized data structures and a harmonized chart of accounts. Controlling is transparent across all locations, customer orders can be consolidated across borders, and new companies can be connected quickly.
We place great value on quality, reliability, and professional expertise – not just for our customers. That's why we chose KUMAVISION – a partner we were confident would provide us with comprehensive support both today and in the future.
This is how ERP implementation works in wholesale.
Implementing an ERP system doesn't have to be a mammoth project. With pre-configured industry processes, a proven methodology, and experienced consultants, KUMAVISION significantly reduces the time to productive use. This allows you to see results faster, instead of waiting months for go-live.
Analysis and conception
Phase 1
We familiarize ourselves with your processes, your system landscape, and your requirements. Together, we determine which areas will be implemented first, which integrations are necessary, and what the project plan will look like. The result is a functional concept that serves as a binding basis for implementation.
about 3-4 weeks
Analysis and conception
Configuration and setup
Phase 2
The industry solution trade365 It already includes a large number of reference processes for wholesalers. In this phase, we adapt the system to your specific requirements: pricing logic, warehouse structure, interfaces, permissions, and reporting. Your key users are involved from the beginning and test the system iteratively.
approx. 6–10 weeks
Data migration and testing
Phase 3
Master data (articles, customers, suppliers, prices) is cleaned up and transferred to the new system. Your key users test the processes under real-world conditions in several rounds of testing. The go-live date is only confirmed once everything is running smoothly.
approx. 3–4 weeks
Data migration and testing
Go-live and stabilization
Phase 4
The system is now live. For the first few weeks, our team will provide intensive support, answer questions, and optimize any remaining issues in daily operations. After that, our support team will take over.
approx. 2–4 weeks
What KUMAVISION handles in the introduction
- Project management and control across all phases
- Process consulting based on industry experience in wholesale
- Configuration and customization of the industry solution trade365
- Interface development and integration testing
- Data migration including support with data cleansing
- Training of key users and end users
- Intensive support around the time of go-live
- Ongoing support and further development after go-live
Why it's faster with KUMAVISION
Industry-specific solution instead of a blank system: trade365 It comes with pre-configured processes for wholesalers. This saves design time and reduces the need for customization.
Reference processes instead of individual development: Many requirements in wholesale are typical for the industry. Instead of developing every function from scratch, use proven best practices.
Step-by-step instead of a big bang: If it makes sense, we will start with the most important areas and expand the system in further phases.
SmartStart as an option: For a particularly quick start, KUMAVISION offers a pre-configured package called SmartStart.
Your contact person for ERP in wholesale
What do you want to achieve with your ERP project?
Benjamin Weiher KUMAVISION is familiar with the processes in wholesale from numerous projects and will advise you honestly in a 30-minute conversation whether and how KUMAVISION can help you.
Knowledge about ERP in wholesale
Videos: Insights into the industry software
In short clips, we show you practical functions for wholesalers and what the user interface looks like in everyday use.
Easy to use and understand: Experience for yourself how intuitive and convenient the software's user interface is. In short clips, we present some practical functions for wholesalers that ensure efficient processes with just a few clicks.
Podcast: Every Friday
“Every Friday” delivers exciting insights into new features every first Friday of the month. Microsoft Dynamics 365 Business Central and our industry solution KUMAVISION trade365 for wholesale.
Brochure: KUMAVISION trade365 for wholesale
All functions, benefits and application areas of the ERP industry solution at a glance.
Our expert articles and free live webinars with industry know-how
Current and past webinars on ERP, warehousing, logistics and digitalization in wholesale.
Frequently asked questions about ERP in wholesale
In wholesale, efficient order processing, flexible pricing, efficient warehousing and logistics processes, and electronic data exchange via EDI are paramount. Furthermore, planning, inventory management, and transparent controlling play a central role. The industry solution KUMAVISION trade365 covers these areas with pre-configured processes.
