Wholesale & Distribution Case Study: Trembath & Taylor
Trembath & Taylor was established in 1994 by Michael Trembath and Virginia Taylor.
It has since risen to become a preeminent importer and distributor of Italian wines
in Australia. Based in Melbourne with national distribution, Trembath & Taylor has
sales/agents and warehouses in Victoria, NSW, Tasmania, Queensland and WA. Trembath
& Taylor represents 42 Italian producers, three producers from Spain and one Australian
winery.
Situation
Trembath & Taylor required a solution to integrate their 5 off-the-shelf accounting
programs, eliminating duplicate data entry, allowing for precise stock control,
accurate enterprise-wide reporting and efficient customer service and sales management.
Solution
Trembath & Taylor engaged Qdos Technology to provide a comprehensive B2B cloud solution,
consisting of five components:
Customer Relationship Management (CRM)
Trembath & Taylor utilize single-entry customer details model, to capture their
clients’ complete sales history, delivery requirements, account status and customer
notes. Relevant customer service and sales staff can access real-time information
about their customers, use a simple email marketing module to create outbound newsletters
or manage event RSVPs.
Product Catalogue Management
Trembath & Taylor have benefited from real-time inventory visibility across 5 states.
With an accurate picture of stock levels, invoices can be easily managed from order
placement to dispatch, within defined price lists, payment options and terms. Stock
levels are automatically updated across the system, with a suite of reports to help
control inventory. With audit-trailed, secure user access, staff in the sales departments,
warehouses or head office can administer the system.
Order Management
Mirroring the sales order management module, Trembath & Taylor is able to create
and track Purchase Orders from order placement to goods receipt. Qdos provides an
accurate view of outstanding supplier payments and system-driven remittance advices,
to red flag price changes. Most importantly, Trembath & Taylor can manage international
shipments, including multi-currency Purchase Orders and payments, Duty and Freight
invoices.
Accounting
As an enterprise-wide solution, Qdos offers a full banking and financials suite,
including a multi-segmented General Ledger, complete transaction history, budgeting
and non-stock invoices. Trembath & Taylor access financial reports such as income
statements, balance sheet and cash flow. They can easily manage multiple bank accounts,
bank reconciliation and tax compliance.
CMS Website
Trembath & Taylor use their website as an information portal, offering detailed
background notes on producers, news and events and blog entries, available to the
public and media. Staff can update content at anytime utilizing the Content Management
System (CMS).
www.trembathandtaylor.com.au