GeniusX
Food & Beverage

Dynamics 365 for Canadian Food and Beverage Businesses

In food, traceability isn't a reporting nicety — it's the difference between a contained recall and a catastrophic one. Business Central tracks lot, batch, and expiry through every stage, so a one-step-back, one-step-forward trace takes minutes.

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Where Food & Beverage operations break down

The same problems come up again and again:

Recall traces that depend on paper records and someone's memory of which supplier that batch came from

Product written off because expiry dates weren't visible during picking

Yield and give-away costs invisible until margin comes in under plan

Customer and retailer specification requirements tracked outside the system

Business Central for Food & Beverage

Configured around how food & beverage businesses actually operate:

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  • Lot, batch, and expiry tracking with full forward and backward traceability
  • FEFO picking so the shortest-dated stock moves first
  • Catch weight and variable yield handling for products that don't sell by fixed unit
  • Quality checks and hold status recorded against specific lots before release

Dynamics 365 Sales for Food & Beverage

A CRM built around how food & beverage teams actually sell:

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  • Retail and foodservice account management with promotional pricing and deal tracking
  • Standing and route orders for customers who reorder on a fixed cycle
  • Margin visibility per customer including promotional allowances and listing fees
  • New product listing pipeline with retailer buyers

Dynamics 365 Customer Service for Food & Beverage

Support and case management built for food & beverage teams:

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  • Complaint and quality incident logging linked to the lot in question
  • Credit and replacement processing with the traceability record attached
  • Delivery exception and short-shipment handling for time-critical routes
  • Retailer portal for order confirmation and delivery documentation
Compliance

Built for Canadian Requirements

Safe Food for Canadians Regulations traceability records and CFIA inspection readiness

Preventive control plan documentation supported by system-held quality and hold records

Bilingual labelling data maintained against product records where required

FAQ

Frequently Asked Questions

Yes — because lot and batch data is tracked at every stage, a mock recall can trace a lot forward to every customer it shipped to, or backward to every ingredient that went into it, in minutes rather than days.

Ready to see what Business Central can do for your food & beverage business?

Book a call with a GeniusX consultant. We'll listen to how your business runs, ask the questions that matter, and give you a clear picture of what an implementation would actually involve.