GeniusX
Wholesale & Distribution

Dynamics 365 for Canadian Distributors

Margin in distribution is decided by landed cost and inventory turns, and both get invisible fast when stock sits across several locations and suppliers invoice in three currencies. Business Central puts the true cost of every item where your pricing decisions get made.

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Where Wholesale & Distribution operations break down

The same problems come up again and again:

Landed cost is estimated, so nobody knows the real margin until the quarter closes

Stock sitting in one warehouse while another location backorders the same SKU

Purchasing decisions made on gut feel because reorder points were set years ago

Customer pricing tiers and rebates managed in spreadsheets that go stale

Business Central for Wholesale & Distribution

Configured around how wholesale & distribution businesses actually operate:

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  • Landed cost allocation across freight, duty, brokerage, and insurance, applied at the item level
  • Real-time inventory across every warehouse, bin, and in-transit shipment
  • Automated reorder points and demand forecasting based on actual movement history
  • Customer-specific pricing, discount matrices, and rebate accruals handled inside the system

Dynamics 365 Sales for Wholesale & Distribution

A CRM built around how wholesale & distribution teams actually sell:

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  • Reps quote from live stock and live cost, on mobile, while standing in a customer's warehouse
  • Upsell and cross-sell prompts driven by what similar accounts actually buy
  • Territory and account management with pipeline that reflects real availability
  • Contract and standing order automation for accounts that reorder on a cycle

Dynamics 365 Customer Service for Wholesale & Distribution

Support and case management built for wholesale & distribution teams:

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  • Order status, shipment tracking, and delivery exceptions in one agent view
  • Returns and credit note processing tied to the original invoice and lot
  • Claims and short-shipment handling with a full audit trail
  • Self-serve portal for reorders and invoice history
Compliance

Built for Canadian Requirements

CBSA import documentation and customs broker cost capture folded into landed cost

GST/HST and provincial sales tax applied correctly by ship-to province across a national customer base

CAD and USD purchasing with exchange gain and loss handled at the transaction level

FAQ

Frequently Asked Questions

Yes — Business Central supports consignment through location and ownership tracking, so stock held at a customer or partner site stays on your books until it's sold or consumed, without being counted as available inventory at your own warehouse.

Ready to see what Business Central can do for your wholesale & distribution 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.