How Poultney Pools Uses Pool Supply Mobile Inventory Software
Poultney Pools, an Orgill dealer with retail and construction divisions, uses Pool Supply Mobile Inventory Software to give store and field personnel current sales, inventory, customer contact, and customer-history information wherever work takes place. A Microsoft Dynamics customer since 2010, Poultney Pools has worked with System Solutions LLC for 16 years while progressing from Microsoft Dynamics to Microsoft Dynamics 365 Business Central.
Customer Profile
Poultney Pools combines in-store pool and hardware sales with field-based construction work. The business needs the same customer, sales, and inventory information to support personnel at the store and personnel working away from the retail counter.
Challenges Before Microsoft Dynamics 365 Business Central
Poultney Pools previously used Microsoft Dynamics RMS and valued the familiar retail system. The move to Business Central required the company to preserve practical retail workflows while gaining access to cloud information beyond the store.
Information Beyond the Store
Field personnel needed current sales, inventory, customer contact, and purchase history without depending on a workstation at one location.
Construction Purchase Controls
Construction customers use authorized buyers and transaction-specific purchase-order requirements, creating a need for clear customer records and dependable purchase communication.
Fast-Moving Inventory
Poultney Pools needed an efficient way to identify and reorder items that move quickly.
Retail Communication
Customers needed timely documentation when authorized purchases were made in the store.
Why Poultney Pools Chose System Solutions LLC
Poultney Pools continued its long Microsoft Dynamics relationship with System Solutions LLC while moving to Business Central. The implementation connected the company’s retail counter with cloud access, reporting, customer records, replenishment, and construction-account requirements.
“As a company with both retail and construction divisions, we appreciate the ability of Microsoft Dynamics 365 Business Central to provide us access to our company information regardless of our location.”Rusty, Poultney Pools
Implementation Experience
System Solutions LLC moved Poultney Pools from its earlier Microsoft Dynamics environment into Business Central while retaining operational history needed for store decisions. Imported sales history supports current reporting and replenishment analysis. The environment also includes Orgill-related purchasing activity, mobile inventory scanning, two POS stations, three PCs, and a dedicated label printer.
The company adopted a practical rollout focused on the workflows personnel use: access to reports from the field, fast-moving item replenishment, customer and buyer information, purchase-order requirements, customer emails, mobile inventory work, and supplier purchasing.
Pool Supply Mobile Inventory Software Results
Retail and construction personnel can reach company information regardless of location.
Field personnel can review up-to-the-minute sales and inventory reports.
Poultney Pools describes replenishment of fast-moving items as effortless.
Customers also benefit from automated emails generated after in-store purchases. That communication is especially useful for construction crews with authorized buyers and purchase-order requirements for each transaction.
How Poultney Pools Uses Business Central Today
How Pool Supply Mobile Inventory Software Supports Daily Operations
Poultney Pools uses Business Central across retail and construction work. Current sales and inventory reports help field personnel make decisions away from the store. Customer contact details and history remain available in the same environment, while replenishment workflows support fast-moving inventory.
At the retail counter, Poultney Pools uses Business Central with embedded POS for transactions. Customer records support authorized-buyer and purchase-order requirements, and automated emails document in-store purchases for customers and construction account teams.
Functions, Workflows, and Devices Used by Poultney Pools
Retail POS and Customer Service
- Two POS stations: Poultney Pools operates two point-of-sale stations within a three-PC environment.
- Customer records and history: Store and field personnel access customer contact information and customer history from Business Central.
- Authorized buyers and purchase orders: Transactions can retain the buyer and specific customer purchase-order requirement needed by construction accounts.
- Automated purchase emails: In-store transaction documents are emailed to customers, giving office and construction teams timely purchase visibility.
Mobile and Field Access
- Cloud access: Personnel can reach company information regardless of location.
- Current sales and inventory reports: Field users review up-to-the-minute operational information.
- Mobile inventory scanning: Poultney Pools uses mobile inventory scanning for inventory work.
Inventory, Reordering, and Sales History
- Fast-moving item replenishment: Reordering supports items that sell quickly.
- Historical sales visibility: Earlier sales history was imported so Business Central can support reporting and item-demand analysis.
- Item and inventory reporting: Business Central centralizes inventory information for both retail and field personnel.
Orgill Purchasing and Receiving
- Orgill purchasing workflow: Poultney Pools creates and receives supplier purchase orders through its Business Central and Orgill process.
- EDI updater: The store uses supplier-related electronic activity to maintain and receive Orgill orders.
- Purchase-order review: Received quantities, supplier costs, backorders, and order totals are reviewed as part of receiving.
Labels, Computers, and Connected Devices
- Label printing: A dedicated label printer supports item-label requirements.
- Three PCs: Poultney Pools has a three-PC environment supporting two POS stations and business administration.
- Mobile devices: Mobile access and mobile inventory scanning extend Business Central beyond fixed workstations.
Customer Success Story
Poultney Pools values the ability to connect its retail and construction divisions through one cloud business system. The most visible advantage is not software for its own sake. It is access to timely information where employees need it.
“Our personnel in the field have access to up-to-the-minute sales and inventory reports, as well as all of our customer contact info and history.”Rusty, Poultney Pools
That visibility supports customer service and inventory decisions. Business Central also makes replenishment a routine operational process rather than a disconnected manual activity.
“Reordering of fast moving items is an effortless task, and our customers are always pleased at the efficiency of automated emails when in-store purchases have been made, especially for construction crews who have authorized buyers and specific PO requirements for every transaction.”Rusty, Poultney Pools
Conclusion
Poultney Pools demonstrates how Pool Supply Mobile Inventory Software can connect a pool retailer’s counter, construction division, field personnel, inventory reporting, customer history, and replenishment process. The transition to Business Central gives the business shared information beyond the store while supporting Orgill purchasing, mobile inventory work, customer purchase controls, and automated communication.
Microsoft provides an overview of its cloud business-management platform on the official Dynamics 365 Business Central page.
Discuss Your Pool-Supply Workflows
Pool and hardware businesses looking to connect retail activity, field access, inventory reporting, customer history, and replenishment can contact System Solutions LLC to discuss current workflows.