How Heritage Hardware & Supply Uses Orgill Dealer Cloud Software

Customer Profile

Heritage Hardware & Supply serves customers from its Edgefield store with a broad mix of hardware and supply products. As the business expanded beyond its original basic retail system, management needed technology that could support customers at the counter and the operational work behind each sale.

Challenges Before Microsoft Dynamics 365 Business Central

Heritage Hardware & Supply began with MicroBiz, a basic POS system that fit the early stage of the retail business. Growth changed the requirements. The company needed a more capable platform for employees, customers, and business management rather than a stand-alone checkout tool.

Why Heritage Hardware & Supply Chose System Solutions LLC

Heritage Hardware & Supply selected System Solutions LLC because the Microsoft Dynamics approach addressed both customer needs and back-office operations. The relationship gave Heritage a practical migration path and access to a team that remained available when operational issues required assistance.

“We found System Solutions and an easier way to do business. Their Microsoft Dynamics product was ideal for our customers’ needs and for our business back-end.”Chris Gossett, President/Owner, Heritage Hardware & Supply

Implementation Experience

The company’s move to Microsoft Dynamics was structured to carry Heritage beyond its basic POS foundation. System Solutions LLC supported the migration and continued assisting the business as its requirements evolved into Microsoft Dynamics 365 Business Central.

“System Solutions made it easy to migrate over to Microsoft, and their team has always been available to help resolve our issues.”Chris Gossett

Orgill Dealer Cloud Software Results

Heritage Hardware & Supply reports that Business Central improves the overall ease of doing business. That operational simplicity matters because it gives the team more room to concentrate on customer satisfaction.

How Heritage Hardware & Supply Uses Business Central Today

How Orgill Dealer Cloud Software Supports Daily Operations

Heritage relies on Business Central as a cloud-based business platform that supports customer service and business back-end work in one continuing Microsoft Dynamics environment. The company benefits from cloud access, faster service, automatic software updates, enhanced data security, and a simpler operating experience.

For other dealers comparing broader retail and business-management requirements, System Solutions explains how Business Central supports hardware store POS and operations, including the relationship between checkout, inventory, purchasing, and financial management.

Functions, Workflows, and Devices Heritage Uses Every Day

Heritage Hardware & Supply uses Microsoft Dynamics 365 Business Central with LS Express as an operating system for the sales counter, customer accounts, purchasing, receiving, inventory, payment processing, reporting, and year-end item maintenance. The configuration reflects the way an independent Orgill dealer actually works rather than treating point of sale as an isolated checkout application.

Point of Sale and Customer Service

• Three POS workstations: Heritage operates three sales stations, with two at the front counter and a third near the paint aisle when traffic requires it.
• Cash, check, card, and house-account sales: Cashiers can complete retail sales, charge purchases to customer accounts, receive payments on account, issue returns and credit memos, and reprint receipts.
• Quotes and suspended sales: Staff can build or suspend a transaction for a customer, retrieve it later, and convert it into an order or invoice when the customer is ready.
• Customer-specific pricing: The system supports contractor discounts, employee pricing based on cost plus a markup, customer discount groups, and authorized price changes at the counter.
• Signature capture: Signatures are captured for card transactions and house-account sales and can appear on slip or full-page documents.
• Offline continuity: Offline sales capability is available for the POS workstations when Internet service is interrupted, allowing sales to be captured and synchronized afterward.

Orgill Purchasing, Receiving, and Item Setup

• Orgill-centered item records: Item records can include the Orgill SKU, manufacturer UPCs, alternate barcodes, legacy Monroe numbers, aliases, departments, subcategories, units of measure, cost, and retail price.
• Barcode-driven receiving: Staff scan items into purchase orders at the receiving computer. Item References allow more than one barcode to resolve to the same Business Central item, reducing the need to leave the purchase order and search the Item List.
• Manual control of retail pricing: Heritage reviews the sticker price while receiving and updates the selling price when the desired retail differs from the supplier-suggested retail.
• New-item creation: Items not already in the database can be created during the receiving process using templates and the appropriate barcode or supplier reference.
• Bulk maintenance: Configuration packages, Edit in Excel, and data-import utilities are used when item references, names, prices, or other item fields need to be updated in volume.

Inventory and Year-End Workflows

• Inventory availability and history: Users can review quantity on hand, sales history, item sales statistics, inventory valuation, cost, and profit information.
• Multiple locations and transfers: Location-based inventory and transfer orders have been used to move and report inventory between store locations.
• Item cleanup: Obsolete items are marked with DELETE conventions or a designated GTIN value. At year-end, inventory is adjusted to zero, open documents are cleared as required, the fiscal year is closed, and qualified obsolete items are removed.
• FIFO costing: Inventory costing and valuation workflows use Business Central history to reflect cost layers as older stock is sold and newer purchases are received.

Customer Accounts, Statements, and Accounting

• House accounts: Heritage maintains commercial and community customer accounts, applies payments to selected invoices, handles unapplied payments, and uses finance charges where configured.
• Statements: Customer records distinguish statements that should be printed from those sent by email. Saved filters, custom layouts, and full-page output support the monthly statement process.
• Receivables research: Customer Ledger Entries, cash-applied reports, aged accounts receivable, payment reports, and customer trial balances help staff trace which payments were applied to which invoices.
• Accounting handoff: Trial Balance and closeout reporting provide sales, returns, sales tax, tender, customer-charge, customer-payment, and cost information used in the accounting process.
• Tax-exempt customers: The system stores tax-exempt settings and supporting documents on customer records and supports reporting for exempt sales.

Payments, Closeout, and Reconciliation

• Integrated card processing: LS Express connects through the System Solutions credit-card integration to Datacap NETePay Hosted and a TranCloud device.
• Ingenico Lane 7000 devices: Each POS workstation uses a Lane 7000 payment terminal for card acceptance and signature capture.
• Level II and Level III data: Tax and customer-code information is included in the initial sale request to support qualifying commercial-card transactions and processor requirements.
• Daily closeout: Staff use posted closeout summaries, authorized-credit-card reporting, cash and check over/short accounts, and processor reporting to reconcile drawers and bank deposits.
• Background posting: LS Express background posting and job queues move staged payments and transactions into Business Central. Support procedures include reviewing pending or errored entries when a closeout cannot be completed.

Store and Back-Office Devices

• Sales floor: Three POS computers, barcode scanners, cash drawers, receipt printers, and three Ingenico Lane 7000 payment terminals.
• Receiving: A dedicated receiving PC with barcode scanning and printing for purchase-order and receiving activity.
• Back office: A server or bookkeeper workstation used for accounting, statements, reporting, and administrative work.
• Printing: PrintNode routes slip, invoice, statement, and full-page document output to the appropriate printers.
• Document handling: An HP scanner is used to scan and email business documents.
• Connectivity and resilience: The environment has used wired networking, fiber or other ISP service, hotspot connectivity during outages, a TranCloud appliance, and remote-support access.

Customer Success Story

“Over the years with System Solutions, we have grown into the Microsoft Dynamics 365 Business Central product that brings cloud-based software that offers faster customer service, automatic software updates, enhanced data security and overall ease of doing business.”Chris Gossett

The progression from a basic POS system to Business Central reflects Heritage Hardware & Supply’s growth. The technology relationship developed with the business rather than remaining fixed around its earliest requirements.

“Customer satisfaction is what drives our business and the ease of doing business with Business Central allows us to focus on what matters: the customer.”Chris Gossett

Conclusion

Heritage Hardware & Supply’s Orgill Dealer Cloud Software experience shows how a growing supply house can move beyond basic POS while keeping customer service at the center of daily operations. Business Central supports the company with cloud access, automatic updates, enhanced data security, and an easier way to manage the business. Microsoft provides additional information on the official Dynamics 365 Business Central page.

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