CalTrade Commodity Trading Solution

by Calsoft Systems

CalTrade enhances Business Central to optimize the business performance of commodity trading firms.

Trading firms must make accurate decisions that respond to rapidly changing conditions, while simultaneously planning for an unknown future. Despite this, the reality is that most trading firms have limited means to do this effectively. Many rely on manual processes to get the information they need, or invest in expensive customized solutions which cut into their already sensitive costs.
CalTrade is a cutting-edge solution designed specifically for global commodity trading firms to optimize their operational efficiency, management visibility, risk assessment and customer service, all while reducing costs. 
CalTrade fills in the missing gap between Microsoft Dynamics 365 Business Central and the specific needs of trading firms – offering a powerful, efficient all-in-one solution for commodity trading companies.

Key Functionality of CalTrade:

 - A centralized one-stop-solution to manage all trade contracts and activities

- Automated contract profitability projections based on sales, purchasing and shipping expenses

- Report generation helps to provide analytical insights into import/export processes.

- Ability to handle quantity changes within released contracts

- Freight expense control by selected Incoterm conditions

- Automated sales and purchasing status management and approval procedure for efficiency and accuracy

- Helps with tracking required documents of International trade.

- Integrates with Microsoft Dynamics 365 Business Central and its logistics modules, including Sales and Distribution (SD), Material Management (MM) as well as Financial Accounting (FA).

- Improves customs processes by generating pre-shipment and post-shipment documents BC (Bill of Lading, Commercial Invoice (Packing List), Shipping Bill/Bill of Export)

- Forward Exchange Contracts can be managed in real-time by ERP

Supported Editions: The app supports the Essentials and Premium Editions of Microsoft Dynamics 365 Business Central.  Supported Countries: United States and Japan. Supported Languages: This app is available in English (United States) and Japanese (Japan). 

At a glance