Trade Assistant

Trade Assistant – Powered by Microsoft Dynamics 365 Business Central

Streamline Trade Logistics. Enhance Accuracy. Drive Efficiency.

Trade Assistant is a powerful extension for Microsoft Dynamics 365 Business Central that transforms trade logistics management. Designed for businesses of all sizes, it offers four specialised modules to optimise vendor and customer processes, improve costing accuracy, and strengthen financial control.

Why Trade Assistant?

Manual processes and spreadsheets often lead to:

Delayed vendor reconciliations causing strained supplier relationships.

Audit concerns due to inconsistent accounts payable checks.

Slow debt collection impacting cash flow.

Inaccurate costing of imported goods, risking profit margins.

How Preferential Procurement Helps

Our solution provides a suite of tools that integrate seamlessly with Business Central:

Vendor Reconciliations

Automate statement matching, apply deductions, and generate payments directly from reconciliations. Email statements and payment advices effortlessly.

Debtors Collection Management

Gain full visibility of outstanding accounts with dashboards and collection notes. Track interactions, reasons for non-payment, and follow-up dates.

Forward Exchange Contracts

Record and manage FEC purchases, link documents, and apply accurate exchange rates to inventory receipts.

Landed Cost

Apply import tariffs, freight, and foreign currency costs to shipments for precise product pricing.

Key Features

Seamless integration with Microsoft Dynamics 365 Business Central.

Automated reconciliation and collection workflows.

Real-time costing for imported goods.

Multi-company and multi-user support.

Email notifications and audit-ready records.

Top Benefits

Preferential Procurement empowers your business to:

Accuracy

Ensure precise vendor and customer account management.

Efficiency

Reduce manual work and speed up financial processes.

Visibility

Gain real-time insights into reconciliations and collections.

Profitability

Price products correctly with accurate landed costs.

Industries & Business Size

Unlimited companies and users.

Modules can be purchased individually or as a suite.

Suitable for any industry and any business size.

Our Commitment to You

When you choose Trade Assistant, you get:

Complete setup and integration.

Dedicated support.

Free trial available.