Stay ahead of the curve

Dive deep into major distribution trends and cutting-edge technologies with research and interviews sourced from top academic and industry experts.

The Inventory Tracking System — Everything You Need to Know

The warehouse is a chaotic place, especially if you’re relying on manual inventory management processes. To combat this, many logistics providers use an inventory tracking system to make sense of the chaos and improve the efficiency of their operations. With the right solution, you can improve inventory accuracy, reduce carrying costs, prevent stockouts, and consistently […]

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Workflow Automation 101: Definition, Benefits, Examples

In the fight for operational efficiency, workflow automation provides a means of eliminating manual tasks and minimizing the risk of human error. However, the concept of workflow automation can be a bit mysterious, leaving business leaders unsure where to begin, when to eliminate human intervention, or how to build an effective automation strategy. To help […]

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Gross Profit vs. Gross Margin: Measuring What Matters

If you’re a growing business with goals to innovate and scale while remaining profitable, it’s crucial that you know how to make sense of your financial data. By doing so, you can ensure you’re getting a comprehensive view of your business performance, rather than just staring at an overwhelming assortment of numbers. But when it […]

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The Benefits of Dynamics F&O

For medium to large organizations seeking robust Enterprise Resource Planning (ERP) systems, there are a lot of options on the market. Plus, there’s typically a lot of complexity to deal with before you can implement one and extract its value.  Often, the decision comes down to selecting the ERP system that’s the best fit for […]

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The Inventory Management System: An Introductory Guide

An inventory management system is crucial for businesses to track stock levels, orders, sales, and deliveries efficiently. Inaccuracies in inventory management can lead to stockouts, overstocking, and other missteps that erode a company’s profit margins and diminish the customer experience. With so much at stake, it’s vital to understand the types of inventory management systems […]

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Optimizing Workflow for Business Central

Boasting over 30,000 users, Microsoft Dynamics 365 Business Central is one of the most popular enterprise resource planning (ERP) solutions for small to mid-sized businesses. This cloud-based solution includes built-in workflow management capabilities designed to help you get more done.  However, you can streamline the workflow for Business Central by integrating robust automation modules and […]

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Dynamics 365 F&O FAQs — Answered

To build finance and operations agility in the face of disruption, today’s most forward-thinking organizations are making strategic investments in Enterprise Resource Planning (ERP) systems.  Modern ERP solutions serve as unified data hubs and flexible business management solutions. And, as an added bonus, investments in ERP technology are proving time and time again that they […]

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Warehouse Management Trends You Should Embrace in 2024

Every year, new warehouse management trends emerge, many of which promise to reshape the warehouse and supply chain ecosystem as we know it. However, as all experienced warehouse managers know, most of these trends are simply passing fads. Few have the staying power necessary to significantly impact the supply chain.  That said, some warehouse management […]

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SalesPad v5.4.10

Release Note Highlights: What’s In SalesPad v5.4.10?

SalesPad v5.4.10 is now available!  A variety of new features have been introduced since 5.4.6, including: HubSpot Integration SalesPad now supports automated data flow between SalesPad/GP and HubSpot.  This new integration automatically syncs customers and contacts, product information, and sales documents between these two systems.  This is a separate license from SalesPad, so please contact […]

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Warehouse Management Metrics: KPIs You Need to Be Tracking

If organizational stakeholders or investors ask about the efficiency of your warehouse operations, can you support your response with hard data? If not, you’ll probably end up having to rely on anecdotal evidence and generalized answers. Unless you are tracking relevant warehouse management metrics, it’s impossible to understand what goes on in the day-to-day. If […]

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3 Underutilized ERP Metrics to Measure Implementation Success

For leaders with hopes of both scaling and modernizing their business, implementing an Enterprise Resource Planning (ERP) system can be the key to streamlining core business processes. It can help drive business agility through automation. In addition, it has the potential to carve a path toward a new, insight-driven way of working that’s fueled by […]

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The Future of Warehouse Management

The mounting pressure to optimize—and even revolutionize—warehousing has long challenged businesses with disrupted or inefficient supply chains. Still, there hasn’t always been a clear, future-facing, and cost-effective path toward modernization. This has sparked hesitation among organizations looking to ensure a smart and valuable investment.  But as the rise of disruptors and innovations like artificial intelligence […]

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ERP Templates: Simplifying Your Search

Choosing an enterprise resource planning (ERP) platform is no small task. You need to make sure it meets your core functional requirements and supports essential business processes, such as inventory management and project management, all while aligning with your implementation methodology. With so many variables at play, it is no wonder that ERP implementation projects […]

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Understanding the ERP Industry

Enterprise resource planning (ERP) software provides your organization with an all-in-one solution for managing business processes and optimizing operational efficiency. As a single source of truth, cloud-based ERP tech includes a wealth of tools and functionalities that give you a competitive edge and empower you to better serve your customers.  In this deep dive into […]

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2024 ERP Statistics You Need to Know

Enterprise resource planning (ERP) software promises huge benefits, including better insights into inventory levels, business process improvements, and a sizable return on investment (ROI). But do supply chain management technologies like ERP software really live up to the hype? In most cases, the answer is a resounding yes.  However, there are some challenges associated with […]

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ERP Trends to Watch in 2024

Enterprise resource planning (ERP) technology has been around for decades, but it is constantly evolving in response to changing business processes and shifting user demands.  The transition from on-premise systems to cloud-based solutions represents one of the most significant changes to the ERP ecosystem in years. But it is just the beginning, seeing as it […]

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The History of ERP

If we were to pick one technological innovation that has revolutionized business operations, enterprise resource planning (ERP) would be the clear choice. From streamlining core business processes like human resources (HR) and inventory management to integrating essential software systems, enterprise resource planning systems have impacted virtually every aspect of modern organizations.  Nevertheless, to fully understand […]

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The Future of ERP: Exploring What’s Next

We live in a world where technology continues to evolve at breakneck speeds, and enterprise resource planning (ERP) innovations are no exception. Staying ahead of the curve is vital, so as we look to the future of ERP, it’s crucial to understand how emerging trends will impact your core processes and business functions.  Why the […]

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SalesPad by Cavallo EDI Automation

Automate Your EDI and Leave Manual Order Entry Behind

If you currently or plan to sell to retailers, then there’s no doubt that you’ll be using EDI, Electronic Data Interchange, to facilitate transactions. If you want to ease communication with your trading partners, you can benefit immensely from SalesPad by Cavallo® EDI. Enable that communication channel and drive more revenue without adding significant effort. […]

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EDI: A Comprehensive Guide

In the dynamic world of product-based businesses, efficient communication and streamlined operations are paramount to a successful operation. Enter Electronic Data Interchange (EDI), a transformative tool that reshapes the way businesses exchange information. Discover the role EDI plays in business, its practical applications, how it is used across various industries, and the benefits and risks […]

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SalesPad v5.4.10

Required Update for UPS Paperless Invoicing

We recently announced required updates for everyone who uses ShipCenter for international shipments via UPS. UPS is implementing a new surcharge for international shipments that require commercial invoices and are not processed with paperless invoicing. Per UPS: “Customers that are not using UPS Paperless® for Commercial Invoices associated with international shipments will be subject to a surcharge that […]

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SalesPad v5.4.10

SalesPad v5.4.6

SalesPad v5.4.6 is now available!  A host of new features and updates have been introduced since 5.4.2, including: Automation Agent Updates The Remove Sales Batch Holds job settings have been expanded – this job now provides configuration options for: Which batches to affect Whether to forward documents after hold removals Whether to use workflow plugins […]

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Profit Scan, available FREE on AppSource

Cavallo Partner News: Quarter 1, 2024

It is with great excitement that we welcome Zach Wetta, the new Senior Vice President of Sales, to the Cavallo® leadership team as we prepare to launch several new game-changing products into the market. Zach’s wealth of sales and go-to-market strategy experience will be instrumental in helping us continue to help others as Cavallo moves […]

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SalesPad v5.4.10

SalesPad v5.4.2

SalesPad v5.4.2 is now available! This latest release is packed with valuable new features, such as: FedEx REST API Updates  New FedEx extended module and updated ShippingV2 module New settings exist for new/updated handling The New Access Token Maintenance screen allows users to view and revoke existing access tokens and generate new access tokens Learn […]

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