Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Smarter wholesale distribution software
Tackle distribution challenges head-on
From unpredictable demand patterns to rising costs and shifting customer expectations, wholesale distribution companies need reliable insights to act fast and make informed decisions.
The Phocas cloud-based Business Intelligence and Financial Planning & Analytics (FP&A) platform is built for mid-market wholesale distribution businesses. Helping them predict and manage ongoing risks and opportunities with scalable and customizable solutions.
Smart inventory management
"Phocas has helped us to analyze stock that isn't moving or is moving slowly, so we can move stock around to make the best use of it. This also helps us ensure our suppliers are stocking the right products for us or to plan our deliveries proportionately."
— Mark Law, IT Director at Hayley Group.
Keeping pace with technology
- Automate: centralize data and save hours wrangling spreadsheets with automated data consolidation
- 360 view: data is pulled from multiple ERPs, subsidiaries, branches, warehouses into one view
- Intuitive: drill down from high-level dashboards to transaction detail to analyze trends, customer behaviour, inventory levels
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Phocas AI: accelerate analysis by asking questions like, ‘How much of this product sold last month?’ or ‘Which customers declined last quarter?'
Inventory & supply chain disruptions
Maintaining optimal inventory control is essential but increasingly difficult due to unpredictable supply chain and demand fluctuations.
- Plan: predict stock needs months ahead using purchase history and sales order forecasts
- Track: analyze how long products take to ship, deliver and align suppliers with most efficient and cost-effective routes
- Quickly access: regularly tap into inventory management analytics to balance stock levels and avoid overstocking or stock outs
- Segment: Analyze patterns and forecast customer demand segmented by product class, geography, omnichannel, sales, seasonality
Strategic warehouse management
Phocas has helped Savona better plan for seasonality and establish different stock holding policies for different products depending on whether they’re identified as slow or fast moving.
Pricing increases & margin pressure
- Self-serve reports: create, customize and automate financial reporting for profit & loss, balance sheets and cashflow in minutes
- Compare: quickly split reports like profit and loss to compare divisions, subsidiaries, regions, costs centres
- Proactive: track and analyze cost and margin in real-time with interactive dashboards that are easy to share and understand
- Easy: quickly adjust pricing strategies and harness automated rebate management to boost your bottom line
Take a Phocas product tour
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Analytics -
Financial Statements -
Budgets & Forecasts -
Platform
Labor shortages
- Driver-based: accommodates operational planning; headcount planning, demand planning, sales forecasting
- Accurate: headcount plans are connected to financial budgets, ensuring forecasts meet productivity goals
- Adaptable: updates to hires, salaries, benefits flow directly into budgets, helping manage gaps and maintain KPIs
- User-friendly: create headcount budgets for every department; bring in detail like complex remuneration structures
Adapting to customer preferences
Distributors must stay informed and agile to keep pace with global product trends and rapidly evolving customer preferences.
- BI-driven: gain real-time insights with customer relationship management (CRM), sales order, financial data centralized in one place
- Proactive: spot trends as they emerge with interactive dashboards and customer relationship analysis
- Agile: performance measures (customer, sales, stock) and lead management enable you to pivot to new product lines
- Connect: use contact and interaction tracking to improve customer experience and customer satisfaction
"Independent mid-size companies like us, need a competitive advantage, and a tool like Phocas, allows us to compete on the same level as larger, more sophisticated companies in a real-time, cost competitive way."
“Phocas can tell you anything that you want to know; from sales to inventory, by SKU, product, customer, transaction. Using data to make decisions is the expectation now. Those using Phocas daily are constantly finding ways to improve their areas of responsibility.”
“We wanted business intelligence to be an aid for decision making, but not to slow us down. The software needs to be complementary to our process, and that's what we've got with Phocas.”
Keeping pace with evolving product lines
As demand grows for local and climate resistant materials in construction and EV-compatible parts in automotive, distribution companies must adapt their product offerings and supply chain management strategies to stay competitive.
- Data-driven: analyze sales and supplier data to identify high-demand sustainable products
- Sales enablement: empower teams with real-time insights on customer preferences through interactive, drillable dashboards
- Impact analysis: monitor margins and performance of new product lines to ensure profitability and scalable growth while maintaining financial reporting accuracy
One platform for smarter wholesale inventory management
Data-driven inventory optimization eBook
Discover how data analytics can improve inventory management
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