How Fogo Island Castle Ltd. Uses Orgill EDI Freight Processing
Fogo Island Castle Ltd., a Castle building materials and hardware dealer in Fogo Island Central, uses Orgill EDI Freight Processing with Microsoft Dynamics and System Solutions LLC to receive freight more efficiently, maintain inventory counts, accelerate end-of-day reporting, and give associates more time for customer service. Since beginning with Microsoft Dynamics in 2013, Fogo Island Castle Ltd. has been a Microsoft Dynamics customer for 13 years.
Customer Profile
Fogo Island Castle Ltd. is a family-run building materials and hardware store that supports contractors, homeowners, and do-it-yourself customers across Fogo Island. The business is also active in community events, youth activities, local sponsorships, and charitable initiatives.
Challenges Before Microsoft Dynamics
Before Microsoft Dynamics, Fogo Island Castle Ltd. prepared handwritten invoices and manually added invoice totals. That process took employee time away from customers and did not provide the inventory control the growing dealer needed.
Manual invoicing
Handwritten invoices required totals to be calculated manually, increasing the effort needed to complete sales paperwork.
Inventory visibility
The business wanted dependable inventory counts for a broad assortment of hardware, building materials, flooring, tools, and electrical products.
Lengthy closeout
End-of-day totals previously required approximately three hours to complete.
Freight processing
Receiving supplier freight efficiently was important to keeping inventory information current and the store ready to serve customers.
Why Fogo Island Castle Ltd. Chose System Solutions LLC
Fogo Island Castle Ltd. implemented Microsoft Dynamics with System Solutions LLC to replace handwritten processes with a structured Microsoft Dynamics POS, inventory control, electronic supplier workflows, reporting, and connected accounting. The relationship has included ongoing support for daily operations, reporting, receipts, statements, registers, and supplier processing.
“It was a huge upgrade for us. We didn’t have to manually add up our invoices anymore. It also keeps control of our inventory counts, which was a huge help for my business.”Ryan Holmes, Fogo Island Castle Ltd.
Implementation Experience
Fogo Island Castle Ltd. moved from handwritten invoicing to Microsoft Dynamics POS and built daily routines around inventory, reporting, connected accounting, and Orgill freight processing. System Solutions LLC also supported register configuration, receipt and statement output, and item-maintenance needs as the store expanded its product assortment.
When the business requested its HST number on emailed sales receipts, the receipt output was updated. When large Picture Inventory departments became difficult to scan visually, the support team supplied a practical color-image method for differentiating buttons.
Orgill EDI Freight Processing Results
Faster closeout
Fogo Island Castle Ltd. reduced the time required to complete end-of-day totals from about three hours to about five minutes.
Easier supplier receiving
The Orgill EDI connection makes freight processing easier for the store.
Inventory control
Microsoft Dynamics keeps control of inventory counts across the dealer’s product assortment.
Streamlined settling
Connected accounting makes end-of-day settlement easier without framing the workflow as a separate accounting product.
More customer time
Time released from manual totals and closeout work allows associates to spend more time supporting customers.
Clearer selling tools
Picture Inventory gives the store a visual item-selection workflow, with color images available to help distinguish large departments.
How Orgill EDI Freight Processing Supports Daily Operations
Fogo Island Castle Ltd. relies on the Orgill EDI connection to simplify freight processing while Microsoft Dynamics maintains item and inventory information used at the point of sale. The combined workflow supports receiving, stock control, checkout, and reporting without returning the store to handwritten calculations.
Functions, Workflows, and Devices Used by Fogo Island Castle Ltd.
Point-of-sale functions
Staff use Microsoft Dynamics POS for sales transactions and Picture Inventory for visual item selection. The documented environment expanded to three POS licenses, including a register configured for house-account activity.
Customer service and account workflows
The store uses house-account transactions and customer statements. Faster end-of-day processing gives associates more time to work with customers.
Supplier purchasing and receiving
Fogo Island Castle Ltd. uses its Orgill EDI connection to make freight processing easier. Large item lists supplied by vendors can be evaluated for import rather than requiring every item to be entered manually.
Inventory management
Microsoft Dynamics maintains inventory counts, one of the most important improvements identified by the business.
Pricing and item maintenance
Item records include identifiers such as item codes, UPC aliases, descriptions, costs, and retail prices. Picture Inventory organizes high-volume departments in a visual selling interface.
Statements, receivables, and accounting
Connected accounting supports settlement and posting from Microsoft Dynamics. Customer statements are produced from the operating environment.
Payment processing and daily closeout
Management completes end-of-day totals in approximately five minutes instead of approximately three hours. Register and batch support helps maintain the closeout workflow.
Reporting and administrative workflows
Fogo Island Castle Ltd. uses Microsoft Dynamics reporting for end-of-day totals and operational review rather than calculating handwritten invoices manually.
Integrations and connected services
Active connected services include Orgill EDI for freight processing and connected accounting for settlement and posting.
POS terminals, payment devices, scanners, printers, and other hardware
The documented setup includes multiple POS stations. One register used for house accounts shares a printer with another register and does not require its own cash drawer or receipt printer.
Offline, networking, printing, and business-continuity capabilities
The store’s support history includes register connectivity, shared printing, emailed receipts, customer statements, and server restart assistance. Emailed sales receipts were updated to display the store’s HST number.
Customer Story
“We see a big difference in reporting times, as we went from three hours to five minutes to complete the end-of-day totals.”Ryan Holmes, Fogo Island Castle Ltd.
The improvement transformed a lengthy daily administrative process into a short closeout routine. Management gained faster reporting while employees recovered time for store operations.
“Microsoft Dynamics integrates with my accounting software, which makes settling a breeze at the end of day.”Ryan Holmes, Fogo Island Castle Ltd.
Connected accounting complements the faster reporting workflow by simplifying settlement and reducing repetitive end-of-day effort.
“We can spend more time with customer service now that we have freed up associates.”Ryan Holmes, Fogo Island Castle Ltd.
For a community-focused Castle dealer, the operational result is practical: associates can devote more attention to contractors, homeowners, and do-it-yourself customers.
“The Orgill EDI connection makes processing freight very easy.”Ryan Holmes, Fogo Island Castle Ltd.
Conclusion
Orgill EDI Freight Processing is central to a broader customer success story at Fogo Island Castle Ltd. Microsoft Dynamics replaced handwritten invoice totals, strengthened inventory control, shortened end-of-day reporting, supported connected accounting, and made supplier freight easier to process. Those gains help the Castle dealer keep attention on customers and day-to-day retail operations.
Microsoft describes Dynamics 365 Business Central for small and midsize businesses as a platform for connecting finance, sales, service, and operations.
Discuss Your Dealer Workflows
Hardware and building-material businesses looking to improve inventory, supplier receiving, reporting, or point-of-sale workflows can contact System Solutions LLC to discuss their current processes.