Unlocking the "Find, Fix, Fuel" Approach for Business Central

In the fast-paced distribution world, ensuring every order’s profitability can be a complex challenge. Every day, distributors grapple with thin margins, increasing competition, and the need to optimize processes to stay ahead. Cavallo’s Order Intelligence platform simplifies this complexity into three critical actions—Find, Fix, Fuel—empowering businesses to identify issues, prevent losses, and refine operations. 

By combining Microsoft Dynamics 365 Business Central capabilities with Cavallo’s cutting-edge Order Intelligence tools like Profit Scan, Mission Control, and Profit Analytics, Cavallo enables companies to gain complete visibility and control over their order management process. This three-pronged approach isn’t just a philosophy—it’s a transformative measure for businesses striving to maximize their profitability and efficiency.

Find: Stop Low-Margin Orders Before They Harm Your Bottom Line

The first step to improving profitability is identifying where your margins are at risk. Order Intelligence makes this process seamless by detecting low-margin orders and surfacing them for review. With razor-thin margins common in the distribution industry, it’s vital to catch and correct margin-draining orders before they’re processed. Proactive capabilities ensure your business is always one step ahead of profit leakage.

Distributors can define target margins at both an overall level and by item groups or classifications, providing unparalleled precision and adaptability. Open orders and quotes are automatically compared to these targets, instantly revealing discrepancies that may harm profitability. This process is fully integrated into Business Central, providing a user-friendly experience. Key margin-related data is visible across the system, ensuring your team can monitor profitability metrics at a glance. Additionally, the ability to customize margin thresholds and exclude specific items or subcategories ensures that Profit Scan adapts to the unique needs of your business. It acts as a powerful early warning system, empowering teams to take corrective action before issues arise.

Don’t stay in the dark about where your margins are eroding. Unlock a crystal-clear view of problematic orders and the tools to address them. Whether you’re dealing with over-discounting, underperforming products, or other issues, ensure every order meets your targets.

Profit Scan Key Features:

• Automated Detection: Instantly highlights low-margin orders or quotes.
• Customizable Targets: Allows you to define margin thresholds by item groups or classifications.
• Integrated Visibility: Displays critical margin-related information throughout your ERP.

Fix: Streamline Operations and Prevent Margin Leakage

Identifying margin risks is only the first step—solving them is where the real value lies. A proactive approach paired with efficient use of AI automation to fix inefficiencies empowers your product-centric business to take control of order processes and eliminate margin leakage. 

Workflow automation is a key feature of a successful order process. When tasks like invoicing, inventory allocation, and purchase order creation are streamlined and automated, businesses can drastically reduce manual labor and the potential for human error. This automation not only saves time but also frees up employees to focus on higher-value tasks, such as building customer relationships and strategizing for growth. By integrating seamlessly with Microsoft Dynamics 365 BC, you can ensure your team operates efficiently within systems they’re already familiar with. With this comprehensive tool, businesses can confidently eliminate inefficiencies, enhance throughput, and protect their margins.

Mission Control Key Features:

• Advanced Business Rules: Automatically enforce margin thresholds and validate documents to prevent issues.
• Workflow Automation: Speeds up tasks like invoicing, inventory allocation, and purchase orders.
• Complete Visibility: Provides real-time access to key performance indicators and related documents, helping users pinpoint and resolve bottlenecks.

Fuel: Unlock Data-Driven Insights to Maximize Profitability

Once your operations are optimized, the focus shifts to ongoing improvement. Utilizing actionable insights, your business could be turning massive amounts of raw data into a goldmine of strategic information. Gain clarity on where profits are leaking, why they’re declining, and how to reclaim lost margins to avoid dramatic losses down the line.

Don’t just guess at the root causes of leaks – break down complex data into easy-to-understand, real-time insights. Businesses can now monitor gross margin performance in real time, pinpointing the root causes of margin erosion. Whether the process is suffering from over-discounting, inefficient workflows, or poor SKU performance, identifying and addressing these issues is key to accessing your ultimate profit potential. Order Intelligence features like sophisticated KPI trend analysis visualize sales and margin metrics over time, helping business leaders spot patterns and make informed decisions. The tool also provides comprehensive reporting capabilities, allowing businesses to segment data by customer, SKU, and other dimensions to uncover hidden opportunities.

Empower decision-makers across all levels of your organization by offering clear insights to shape high-level strategies, while sales and operations leaders can leverage the data to refine day-to-day processes. From tracking (and predicting!) customer churn to analyzing performance across multiple critical measures, you can ensure every piece of data serves a purpose. It transforms your ERP system into a strategic asset, driving long-term profitability and growth.

Profit Analytics Key Features:

• Margin Monitoring: Tracks gross margin performance in real-time and identifies root causes of leaks.
• KPI Trend Analysis: Visualizes sales and margin metrics over time for granular insights.
• Comprehensive Reporting: Allows detailed segmentation by customer, SKU, and other dimensions to uncover opportunities.

The Power of Order Intelligence

Ensure every order meets your profitability goals, delivering unmatched value for businesses in today’s competitive market. Whether you’re struggling with profit leaks, operational inefficiencies, or underperforming products, the Order Intelligence platform provides the tools and insights to overcome these challenges. It’s not just about managing orders—it’s about transforming your business into a well-oiled, profit-driven machine. 

Cavallo’s Profit Scan, Mission Control, and Profit Analytics solutions form a robust framework for order process optimization. By integrating these tools into your operations, your business can find margin risks before they occur, fix inefficiencies with automated precision, and fuel data to improve profitability continuously. This methodology represents a paradigm shift for distributors, empowering them to take control of their operations like never before.

Ready to take your order management to the next level? Discover what Cavallo’s Order Intelligence platform can do for your business. Your margins, your team, and your bottom line will thank you.