67% Shorter Month-End Close Cycle with the
Best ERP Software for Wholesale Distributors

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client

Client:

CPG Company
group

Industry:

Wholesale & Distribution
core technologies

Core technologies:

Dynamics 365 Business 
Central
country

Country:

United States
Client Background

Client Overview

Unlocking Growth via the Best ERP for Growing Wholesale Business

Our client is a small CPG business in the US with 85 employees and $12 million in annual revenue. It sells through its own Shopify store, wholesale B2B accounts, Amazon, and two physical stores.

For years, the business used QuickBooks and numerous spreadsheets. This setup worked at lower volume but began breaking down as the number of channels grew. The number of items in stock varied across platforms, and the wholesale prices no longer matched what customers saw online. Every order from Shopify had to be manually typed into QuickBooks, consuming 15+ hours of staff time each week. The month-end close took 12 days because the financial data was stored across four systems that didn’t automatically communicate with each other.

The tools they were using were made for businesses that are easier to run. With two new wholesale accounts in the pipeline and an Amazon expansion planned, the company needed a single system that could govern pricing, inventory, and financials across every channel without manual intervention holding the whole thing together

Challenge

Challenge

The Best Wholesale ERP Software for High-Volume Distribution

When the consumer packaged goods (CPG) brand turned to Glorium Technologies for Microsoft Dynamics 365 Business Central implementation, it dealt with numerous issues:

  • Disconnected systems multiplied manual work: Order data, inventory counts, and financial transactions were each managed in separate tools — Shopify, QuickBooks, Square, and spreadsheets. And there was no automated handoff between them, leading to constant duplication and an increasing risk of error
  • Inventory accuracy degraded across channels: Stock levels were always updated separately on each platform, with no centralized record reflecting the actual availability. By the time the difference was noticed, there had already been an oversell, or a wholesale order had been confirmed for stock that wasn’t there
  • Pricing inconsistency: There were separate systems for wholesale tiers, DTC list prices, and marketplace rules, with no enforcement layer. Across QuickBooks, Shopify, and Amazon Seller Central, the same SKU was often priced differently
  • Financial close consumed half the month: The close cycle took 12 days because it was necessary to reconcile transactions from five channels, each with its own data format and export process. This left finance with little time for future-looking analysis
  • Profitability was a retrospective guess: Reporting margins involved manually combining data from different sources into Excel dashboards. The whole thing was slow, not always the same, and always a few days behind what was really happening
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Why They Chose Glorium Technologies

The Trusted Partner for the Best Cloud ERP for Wholesale Distribution

The client selected Glorium Technologies among Microsoft partners based on:

  • Documented migrations from QuickBooks to Business Central
  • Proven BC deployments for multi-channel product SMEs
  • Native Shopify connector and Amazon integration expertise
  • Phased onboarding methodology with minimal business disruption
  • End-to-end understanding of wholesale, DTC, and marketplace ops
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solution

Solution

Fixing Operational Cracks with the Best ERP for Wholesale Distribution

Dynamics 365 Business Central replaced five tools and was set up to fit the company’s unique mix of channels and pricing. Glorium Technologies ensured that all its channels used the same basic systems for inventory, finance, and orders.

Key operational modules deployed:

  • Centralized pricing engine (wholesale tiers, DTC, and marketplace rules)
  • Native Shopify bi-directional connector (products, orders, inventory, pricing)
  • Amazon and marketplace order ingestion into BC
  • Multi-warehouse inventory management with real-time stock visibility
  • POS integration (transactions synced to BC inventory and finance in real time)
  • Automated financial consolidation across all channels
  • Power BI dashboards for channel-level and product-level profitability reporting
Key Features

What Makes the Best ERP Integration for Wholesale Distributors

  • Multi-Channel Pricing Engine: Wholesale customer tiers, DTC list prices, and marketplace-specific pricing rules are managed in a single pricing matrix within Business Central. This eliminates the conflicting price records that previously existed across QuickBooks and Shopify
  • Native Shopify Integration: A bi-directional connector keeps product catalog, inventory levels, order data, and pricing in continuous sync between Business Central and Shopify, removing the need for any manual data transfer
  • Real-Time Multi-Warehouse Inventory: Stock levels update across all warehouse locations and channels the moment a transaction occurs
  • IPOS-to-ERP Sync: Business Central’s inventory and general ledger are updated in real time with sales made in physical stores and pop-up shops. This gives finance a clear picture of stock and revenue at all times
  • Automated Financial Aggregation: The BC ERP automatically gets data on revenue, cost of goods, and transactions from all five channels. This cuts the month-end close from 12 days to 4
  • Amazon Order Automation: Orders from Amazon Seller Central are brought into Business Central through the implemented marketplace integration, where they are matched with inventory and sent to fulfillment without manual entry or post-hoc reconciliation
  • Power BI Profitability Dashboards: Channel-level, product-level, and customer-segment-level margin data is available in real time through connected Power BI dashboards, replacing the manually compiled Excel reports used previously
Implementation Approach

Targeted 3-Phase Implementation for a CPG Business

Phase 1: Core Rollout

  • Mapping of order management, inventory, purchasing, and finance processes across all five channels
  • Setup of core Business Central modules: finance, inventory, sales, and purchasing
  • Data migration from QuickBooks, Shopify, and legacy spreadsheets
  • Initial configuration of pricing tiers, product catalog, vendor records, and warehouse locations

Phase 2: Channel & Operations Enhancements

  • Shopify bi-directional connector configuration and order flow testing
  • Amazon Seller Central order automation and SKU mapping
  • POS transaction sync to BC inventory and general ledger
  • Multi-warehouse inventory rules and reorder point logic
  • Wholesale customer pricing tiers and B2B order workflow setup

Phase 3: Training & Optimization

  • Role-based training for warehouse, sales, finance, and operations teams
  • Power BI dashboard configuration for channel-level and SKU-level profitability reporting
  • Post-go-live review workshops focused on process refinement and adoption
Results

Tracking Key Performance Gains Six Months After Go-Live

Within the first two quarters post-go-live, the business saw measurable improvements across all targeted operational areas.

67% Shorter Month-End Close Cycle: Automated reconciliation across Shopify, Amazon, POS, and wholesale channels reduced the time to close from 12 days to 4. The finance team doesn’t have to spend the first two weeks of every month looking for data anymore

15+ Hours/Week Saved: Shopify and Amazon orders now flow directly into Business Central without any manual handling. The 15+ hours per week previously spent on data re-entry are gone, along with the transcription errors that came with them

Improved Profitability Reporting: The Power BI layer connected to Business Central replaced manually assembled weekly Excel reports with real-time dashboards. Stakeholders no longer need to wait for end-of-week reporting to review channel margin data

56% Fewer Stock Oversell Incidents: Real-time inventory sync across all channels and warehouse locations reduced oversell events in the first three months post-go-live, reducing order cancellation rates

Cross-Channel Pricing Consistency: A single BC pricing matrix governing all channels eliminates conflicting price records that existed across QuickBooks, Shopify, and Amazon

34% Drop in Order Processing Time: Wholesale orders now enter a single Business Central workflow with automated pricing tier application and inventory reservation. The fulfillment team no longer needed to check multiple systems before confirming stock availability

Business Value

Operational Excellence for Multi-Channel Wholesale Distribution

Finance Efficiency
The move from a 12-day to a 4-day close cycle, combined with automated cross-channel reconciliation, reduced month-end finance labor by an estimated 60%

Inventory Accuracy
Real-time syncing across multiple warehouses and centralized stock records helped address overselling and stock discrepancies that had led customers to complain

Operational Control
For the first time, the business has a single inventory record shared across wholesale, DTC, Amazon, and retail, updated in real time

One Source of Truth across Every Channel You Sell On
Stop managing five channels across four disconnected systems. Move to Business Central to bring all your workflows under one roof.
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Anna Vozna
Account Executive

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Questions You May Have

How does Business Central licensing work when most warehouse staff only need limited system access?

You don't need a full user license for everyone on your warehouse floor. Business Central offers Team Member licenses that are much cheaper but only let you do a few things, like track time, update inventory counts, or approve requests. You can mix license types and keep your monthly costs in line with how much the system is actually used if only a few people need full access.

Can Business Central handle intercompany transactions and transfer pricing across multiple legal entities?

Yes. You can manage intercompany sales, purchases, and journal entries across entities within the same environment. Transfer pricing is configurable at the relationship level, meaning your finance team spends less time chasing cross-entity discrepancies and more time on work that moves the business forward.

Does Business Central support EDI compliance for distributors supplying large retail chains that require specific transaction formats?

Out of the box, Business Central doesn't include native EDI functionality, so you’ll need a third-party EDI solution. Most distributors supplying large retail chains connect BC to a dedicated EDI provider through an established integration layer. You get full compliance with retailer-mandated transaction formats, and the order data flows into Business Central automatically, without your team manually handling each trading partner's requirements.

Can Business Central support consignment inventory?

Business Central can help with consignment if it's part of your distribution model, but it takes more setup time than regular inventory workflows. At the location level, you'll want to separate consigned stock and set posting rules that keep revenue from being recognized until the downstream sale is confirmed. If you do it right, your inventory stays accurate, your revenue timing stays clean, and your finance team doesn't have to manually check consignment balances every cycle.

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