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Wednesday, July 17, 2019

Kelly-Fradet Lumber Masters Inventory With DMSi's Agility ERP

Kelly-Fradet Lumber is a pro dealer serving professional contractors across Connecticut and Massachusetts. A key part of their business is custom items, many of which have hundreds of configurable options. One of Kelly-Fradet’s biggest challenges lay in serving customers who want an exact copy of custom items ordered months or years ago. With so many configurable parts, customers rarely remember the exact specs of the original piece. To further complicate the matter, Kelly-Fradet’s customers frequently do business at different branches. They may have placed the original order at one branch, but then reorder it at a different location.

Kelly-Fradet wanted to provide even better service to their multi-location customers, so they decided to implement the Agility ERP system from DMSi. “We made the move to DMSi several years ago after experiencing serious growing pains with our previous software,” says Dan Sullivan, Kelly-Fradet’s general manager.

Agility handles every aspect of Kelly-Fradet’s operation, from sales and accounting to purchasing. “Agility integrates all our information into a very efficient system,” says Sullivan. “With just a few clicks, you have everything you need to handle inventory management and fulfillment quickly and accurately.”

Agility streamlines custom order processes, from order-entry to fulfillment. From the customizable Point of Sale screen, Kelly-Fradet’s team can easily search a customer’s order history (including orders placed at other branches) to find a specific custom item. The sales rep can then add the item to the current sales order with a few clicks. “Finding customer information is infinitely easier,” says Rick Barrows, outside sales rep. “Even if a customer isn’t sure about a previous order, we can look up their past orders and re-create the item.”

Overall, Agility’s full integration and real-time data allow the Kelly-Fradet team to deliver outstanding service. “Agility works very well handling multi-store transactions,” says Sullivan. “The process is seamless for customers who visit multiple locations.”

Kelly-Fradet continues to expand its services to customers, branching most recently into e-commerce with the Agility online customer portal, PartnerView. PartnerView increases service levels by giving customers a 24-7 way to place orders and pay bills.

“Agility saves so much time and research,” says Sullivan. “There is no more guessing. The data that Agility provides allows quicker and better decisions regarding inventory, payables, receivables, and purchasing. On a daily basis, I’m able to accomplish much more and do so more accurately. DMSi has been a big factor in our company’s growth and success.”

Learn more at the DMSi Newsroom.

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