Our client:
The client is a leading retail and hospitality group with a strong presence across the Middle East, India, Southeast Asia, and Africa. With over 2,200 stores spanning fashion, home, baby products, and fitness, they operate across both physical and digital channels. Their portfolio includes retail, hospitality, and logistics, backed by a strong focus on customer experience and operational excellence.
Solution Area: Inventory Management
Technology: Microsoft Dynamics 365 Finance & Operations – Inventory Module
Business Challenge
The client runs multiple retail outlets selling lifestyle and baby products. But behind the scenes, warehouse teams were bogged down by:
- Manual transfer orders via Excel.
- No automation for warehouse-wise scheduling.
- Frequent stock imbalances due to missed min/max checks.
This slowed down operations and increased the risk of overstocking or stockouts.
Solution Implemented
CodeValue addressed these challenges by implementing a custom automation solution within Microsoft D365 Finance & Operations. Here’s how:
- Excel Integration via Staging Table
We enabled store teams to upload Excel sheets into a custom staging table in D365. This table captured all transfer order details such as items, quantities, and target warehouses—eliminating manual data entry. - Warehouse-Day Based Scheduling Logic
Each warehouse was mapped to specific days of the week for transfer order processing. A background job automatically checked this configuration and filtered eligible lines accordingly. - Automated Transfer Order Creation
On the scheduled days, D365 automatically created transfer orders using the data from the staging table. This eliminated delays and ensured orders were processed with consistency and speed. - Differentiated Logic for Replenishment & Initial Allocation
- Replenishment Orders: The system validated available stock against item coverage settings—ensuring orders adhered to minimum and maximum thresholds.
- Initial Allocation Orders: These orders bypassed the min/max checks and used the quantities directly from the Excel input.
Business Impact
- Reduced Manual Effort: Transfer order creation is now fully automated, saving hours of manual work each week.
- Improved Accuracy: Orders strictly follow business logic—no overstocking or missed replenishments.
- Day-Specific Control: Orders are processed only on the right days for the right warehouses.
- Scalable Architecture: Easily extendable to more warehouses, formats, or additional business rules.
Conclusion
By modernizing the client’s transfer order process using D365 Finance & Operations, CodeValue delivered a scalable, intelligent solution that removed manual bottlenecks and brought precision to warehouse operations.
It’s not just automation—it’s smarter retail logistics.
And this is just one of the many ways CodeValue empowers retail businesses to move at the speed of their customers.