See margin clearly—from quote to delivery

Delivered pricing is one of the biggest friction points in Forest Products sales, especially when freight varies by lane, mill capacity shifts, and customers expect fast answers. Our enhancement brings mill pricing, freight estimates, and margin visibility into one view—so a salesperson can quote confidently without toggling between spreadsheets, emails, and calculators. Every number is pulled directly from Dynamics 365, ensuring that quotes stay accurate and consistent across the team.

By allocating estimated freight down to the line level, the system gives both sales and leadership a clearer picture of true profitability. No more over- or under-quoting because of missing freight assumptions, and no more internal debates over how margins were calculated. You get one consistent method that eliminates guesswork and protects mill margin every time.

The result is a quoting process that moves at the speed of the customer. Reps answer pricing questions on the first call, avoid delays, and maintain credibility by presenting complete, accurate delivered numbers. Faster quotes mean more won deals—and fewer margin surprises when loads ship.

Forest Products companies operate with complex units of measure—MBF, MSF, M3/8, lineal feet—and those conversions break quickly when systems aren’t aligned. Our enhancement ensures that sales orders and inventory use the same standardized UOM logic, preventing disconnects between what was quoted, what was produced, and what is actually available to ship. Sales reps can enter quantities in one unit while pricing in another, and the system handles conversions automatically.

This accuracy becomes especially important during high-volume periods or shifting mill production schedules. When on-hand, reserved, and future inbound inventory all reconcile automatically, fulfillment teams make decisions based on real availability—not estimates or outdated spreadsheets. That visibility reduces partial shipments, prevents over-allocations, and keeps customers informed instead of surprised.

Ultimately, synchronized inventory eliminates the friction that slows sales cycles and strains mill operations. Everyone—sales, manufacturing, logistics, finance—works from the same source of truth, reducing errors and making the entire sales-to-delivery process predictable and repeatable.

New sales hires often struggle with the complexity of Forest Products item catalogs. Attributes like species, grade, dimension, pattern, and finish create thousands of possible combinations, and memorizing SKUs is nearly impossible. Our attribute-based search tool removes that barrier by letting reps filter items the same way customers describe them. What once required tribal knowledge becomes intuitive and accessible.

This levels up the entire sales team. Entry-level reps can quote accurately within hours, not weeks, and experienced reps move faster without relying on cheat sheets or manual cross-references. The system reduces the cognitive load on the salesperson and ensures that customers receive correct product recommendations the first time.

As a result, sales organizations become more scalable and resilient. Expertise still matters, but it no longer limits the team’s ability to grow, onboard, and maintain accuracy under pressure. Customers benefit from quicker responses and fewer quoting errors—strengthening trust and improving win rates.

Freight coordination is one of the most error-prone stages of the Forest Products order cycle. With so many carriers, lane rates, and weight or dimension restrictions, planners often resort to manual spreadsheets or email threads. Our load tendering and dispatch enhancement consolidates that work into one streamlined screen—making it easier to assign carriers, plan routes, and build loads without a complex TMS.

Captured freight details flow automatically into the financial side of the business. Accounts payable no longer has to reconcile missing paperwork or guess at accruals because freight transactions are generated the moment loads are dispatched. This creates a clean audit trail and significantly reduces month-end effort.

For operations teams, the impact is immediate: fewer delays, fewer miscommunications, and far less administrative overhead. Loads move on time, planners stay in control, and freight accuracy increases across every order.

Forestry sales teams often chase margins in the dark. Costs hide in disconnected systems, freight estimates vary widely, and line-level profitability is difficult to pin down until long after a load ships. Our enhancement changes that by surfacing real-time margin visibility at every step—quote, order entry, load building, and delivery.

By capturing freight, pricing, and product costs in the same workflow, the system gives leadership accurate margin reporting without manual reconciliation. Sales teams can adjust quantities or pricing mid-cycle with full clarity on how those changes affect profitability. Finance benefits from tighter controls, fewer adjustments, and month-end numbers that match operational reality.

The result is a business that runs proactively rather than reactively. Margin conversations become data-driven, customer negotiations become more strategic, and mill output is aligned with what the market is willing to pay. Every decision grows sharper because the data finally tells the full story.