Industries Dynamics 365 for Equipment Dealer Management

Streamlined Data Consolidation & Asset Management

There is increased demand on equipment rental dealerships to find the balance necessary to achieve sustainable rental, sales, and service profits while dealing with more complex reservation/returns processes, billing systems, contracts, and pricing models.

On the back end, you need to keep up with utilization and maintenance to ensure your assets are always in great shape. You need efficient management, effective procurement and maintenance processes, inventory management, and visibility to set optimal rental rates and fleet mix — all while providing a superior customer experience. Dynamics 365 for Equipment Rental Management is your go-to solution to do it all. You can effectively manage your processes, streamline rental, sales, and service operations, and ensure your customers keep choosing your business.

Expertise in Equipment Rental Management—Flexible Solutions to Meet Volatile Demands

With decades of experience in enterprise resource planning (ERP), eCommerce, and equipment dealer management solutions, ArcherPoint by Cherry Bekaert has a comprehensive understanding of your biggest friction points and expansion opportunities. We help streamline and optimize everything from equipment procurement to customer service, maximizing your efforts and minimizing your operational costs.

We provide end-to-end, ERP-focused equipment dealer management solutions completely integrated within Microsoft Dynamics 365 Business Central, to give you a comprehensive, consolidated system designed with your needs in mind. Manage every aspect of your business to improve asset management, inventory accuracy, and streamlined billing and invoicing, among other benefits.

Comprehensive Solutions for Equipment Dealers

Organizations that rent, sell, or service equipment rapidly adopt innovative information technology solutions to gain an advantage in a highly competitive landscape. These solutions help organizations streamline and control processes while delivering simpler, better, faster customer service. The right solution will help your rental business exceed objectives and meet the volatile demands. 

Dynamics Rental Management delivers a solid solution that gives you insights into current operational information in 100% real time, ensuring optimal performance

Fortified Financials

Robust, built-in accounting features help you more effectively manage accounts receivable, accounts payable, and the general ledger—all with customizable interfaces. You get functionality for multiple costing methods, inventory management, accrued and deferred rental revenue calculations and postings, and managing fixed assets.

Business Intelligence

With built-in business intelligence (BI) capabilities, you can make informed strategic business decisions and customized reports based on accurate data. Leverage BI data to identify patterns, trends, and key performance indicators (KPIs), such as customer preferences, revenue forecasts, and equipment utilization rates. Provide your leaders with support for decision-making through BI dashboards, reports, and visualizations, helping them establish data-driven pricing, inventory management, and marketing campaign strategies. Track real-time performance to quickly adapt to volatile market conditions, optimizing operational efficiencies and profitability. 

Fleet Asset Management 

Get the most out of your assets and reduce lost revenue with fleet asset management features that include utilization and margin tracking. Get an instant snapshot of utilization percentage, income and costs, margin, and ROI for each rental unit or equipment subcategory. 

Track different types of maintenance required for each rental unit. Set up your planned maintenance schedule by time or meter use, and track any meter use on your equipment.

Features for parts management enable you to manage replenishment levels, whether you purchase from a vendor or stock your service vans from your warehouse. Fleet asset management capabilities help you track inventory across multiple locations, transfer it between locations, and connect with your suppliers via optional electronic data interchange (EDI) functionality.

Rental & Sales Operations 

Make rental and sales operations easier with flexible billing codes that support any billing option, including daily, weekly, monthly, 28-day month, in advance, in arrears, excess meter usage, utilization-based billing, non-rental days, and any other customizable billing segments your company needs. 

Invoicing is also highly customizable, with options for pre-authorization, pro forma, recurring rental, contract, equipment, and parts sales, and batch invoicing.

Service Work Orders 

Save time and effort by creating service work orders for off-rent inspections, cleanings, and repairs, and by dispatching and scheduling technicians. Seamlessly track maintenance activities’ progress, ensuring timely completion and efficient equipment upkeep. View details on work done, parts used, and additional notes for billing purposes or future reference at a glance on a dashboard.