United StatesWith So Smart you have control over orders, prices and inventory, reducing errors and snags. Simplify work, maximize profits.Efficient management of critical processes can make the difference between success and stagnation
Automation for the wholesale trade
Smoothly manage inventories, prices, orders and shipments
Wholesale business is a constant race: orders to manage, margins to protect, inventory to monitor. Every mistake can mean delays, extra costs and lost customers. And when the market suddenly changes, keeping up becomes a challenge. So Smart, based on Microsoft Dynamics 365 Business Central, helps you stay on track. With smooth management of inventories, prices, orders and shipments, you eliminate uncertainty and work with the confidence that you have everything under control.Fluently manage inventories, prices, orders and shipments
Custom price lists
Effectively managing prices and discounts is essential to staying competitive in wholesale. With So Smart, you can create personalized price lists for specific customers or groups, apply targeted discounts, and update prices with ease—quickly adapting to market conditions. Thanks to advanced automation and an intuitive interface, you eliminate the risk of manual errors and save valuable time.
The "Copy Lines" and "Suggest Lines" features make pricing even easier: you can duplicate existing price lists or get suggestions based on historical data to optimize your pricing strategies. This allows you to offer consistently competitive deals, improve customer satisfaction, and maintain full control over your pricing policy—without the hassle.
Manage sales with ease and without errors
Have you ever wasted time with disorganized price lists or sending out quotes too late? With So Smart, powered by Microsoft Dynamics 365 Business Central, you can manage every stage of the sales process quickly and efficiently.
📌 Keep full control over your customers
Create and update profiles with detailed data to offer a personalized service.
📌 Tailored price lists
Customize discounts and promotions without risking errors or inconsistencies.
📌 Professional quotes in just a few clicks
Generate detailed quotes instantly, with no wasted time.
📌 Outlook integration
Send quotes via email directly from the system and track every communication.
Place orders in seconds: AI helps you.
With Copilot, managing sales becomes faster and more accurate. No more manual data entry: Copilot analyzes your data and fills in the sales lines for you.
📌 From email to order in one click
Copy the text from a received email and let Copilot automatically identify products, quantities, and prices.
📌 Phone notes turned into orders
Write down notes during a call and Copilot will instantly suggest the correct sales lines.
📌 Stress-free file import
Upload a .csv file from the customer and Copilot will complete the order for you, reducing the risk of errors.
From shipping to billing, everything under control
With Microsoft Dynamics 365 Business Central, the process is automated to ensure accuracy and efficiency.
📌 Sales order
Record items, quantities, and payment terms in just a few clicks.
📌 Shipping and inventory update
Confirm the shipment and Business Central automatically updates stock levels.
📌 Immediate or consolidated invoicing
Issue the invoice right after shipping or group multiple shipments into a single invoice at the end of the month.
📌 Automatic SDI submission
Generate and send e-invoices without errors, fully compliant with regulations.
Inventory and supply-chain management
With Microsoft Dynamics 365 Business Central, the entire procurement process is automated and optimized—from supplier selection to warehouse management.
📌 Smart planning
Manual or automatic purchase orders based on sales forecasts, minimum stock levels, and backorders.
📌 Real-time control
Goods receipt with instant traceability and integrated quality control procedures.
📌 Interactive dashboard
Monitor critical sales, item availability, and suggested purchase orders, with the ability to send requests to suppliers in just one click.
📌 Optimization and cost savings
Analyze operational flows, cut costs, and improve efficiency to deliver an increasingly competitive service.
Automating financial management
📌 Automatic reminders
Set custom rules to send reminders to customers with overdue amounts, keeping your cash flow steady.
📌 Simplified collections
Automatically match payments to open invoices and get forecasts on collection times.
📌 Optimized vendor invoicing
Register, review, and post invoices using the "Get receipt lines" feature, eliminating errors and discrepancies.
📌 Fast and secure payments
Create and send SEPA transfer files directly from the system, ensuring on-time payments to suppliers.
📌 Complete cash flow control
Monitor bank balances and cash flow forecasts in real time for more strategic financial decisions.