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Primeline Case Study

Case study

How Primeline made B2B ordering simple and compliant, with Dynamics AX at the core

Primeline Group is Ireland's largest independent logistics and route-to-market provider. With Cloudfy, its grocery, pharmacy and retail customers order online whenever they like, see only the products their contract allows, and every order syncs with Microsoft Dynamics AX.

Primeline Group warehouse aisles stacked with FMCG pallets, with staff moving stock on pallet trucks
Industry
FMCG distribution and logistics
ERP
Microsoft Dynamics AX (now Dynamics 365 F&O)
Customers
Grocery, supermarket, pharmacy and retail
Restricted products
Tobacco, e-cigarettes and pharmaceuticals

The scale behind every order

Retailers served
7,500
Deliveries every week
25,000
Cases delivered every week
1.6M
Square feet of warehousing
1.5M
Vehicles
400
Employees
1,200+
The challenge

An in-house portal that couldn't keep up

Primeline serves 7,500 retailers across FMCG, retail, pharmacy, media, automotive and technology. Its growing list of exclusive distribution deals includes branded tobacco and e-cigarettes, sold to grocery, supermarket and pharmacy customers.

Orders ran through an outdated in-house retailer portal. It was hard to maintain, couldn't scale, and gave little flexibility for restricted products. With new sectors and brands on the way, Primeline needed:

  • Simpler ordering for every type of customer
  • Compliance built in for tobacco and pharmaceuticals
  • Deep sync with Microsoft Dynamics AX, their ERP
  • A fast launch, in step with their wider digital plans
Primeline Express team member loading boxes beside a branded Primeline delivery van
The solution

One B2B webstore, built around their rules

Primeline chose Cloudfy to replace its old portal with a modern, easy-to-use B2B webstore. Self-service logins make ordering simple for customers, and syncing with Dynamics AX takes the manual work out of sales.

Why Primeline chose Cloudfy

Fast to launch

Rapid deployment and pre-built connectors moved Primeline from manual processes to digital ordering, fast.

Flexible on integration

We usually run the ERP integration. Primeline's IT team wanted to lead, and Cloudfy fit right in.

Ready for restricted products

Contract-based catalogs keep regulated items in the right hands.

Contract-based catalogs

The right products for every customer

Each customer sees a catalog based on their wholesale contract. They can only view and buy what they're authorized to order. That matters most for tobacco and pharmaceuticals.

Online and offline ordering

Every customer orders their way

Online customers use favorites lists, reusable order templates and fast reordering. Offline customers log in, download stock sheets, print them and send their orders in.

Document store

Contracts on hand, any time

Customers view their contracts and account documents whenever they need them, without waiting on customer service.

Microsoft Dynamics AX

Works like part of their ERP

Customer records, products, pricing, stock levels and order status sync in near real time. Customers check stock, place orders and pay invoices whenever it suits them.

The results

Easier ordering. Built-in compliance. Less admin.

Before
With Cloudfy
Ordering
Outdated in-house retailer portal
Self-service portal with favorites, templates and fast reordering
Compliance
Little flexibility for restricted products
Contract-based catalogs and secure access controls
ERP
Manual data entry and errors
Near real-time Dynamics AX sync and faster order processing
Customer service
Account questions landed with the team
Customers find contracts and account info themselves
Growth
Hard to maintain and scale
A scalable base for every division and brand
The outcome Customers order the way they like. Restricted products only reach the customers allowed to buy them. And Primeline has a fully digital ordering platform, ready for every new division and brand.
A word from Cloudfy's MD
"Complex, regulated ranges are where Cloudfy shines. Every account has its own rules, so restricted products only reach customers cleared to buy them."
Simon Hartley, Managing Director, Cloudfy
Under the hood

Good news, IT: you can stay in the driver's seat

We usually manage ERP integrations for you. Primeline's experienced IT team chose to lead, to keep strict data governance and access controls. They built a custom API to share customer records, product data and orders with Cloudfy, and kept full control of sensitive business logic. Your call, either way. We've got you.

B2B ecommerce replatforming Microsoft Dynamics AX integration Custom API, built by Primeline IT Contract-based catalogs Restricted product controls Self-service logins Downloadable stock sheets Favorites lists Reusable order templates Fast reordering Document store Online invoice payments Near real-time stock and order status
Quick answers

Primeline and Cloudfy at a glance

Which ERP does Primeline connect to Cloudfy?

Microsoft Dynamics AX, now called Dynamics 365 Finance and Operations (F&O). Customer records, product data, pricing, stock levels and order status sync with Cloudfy in near real time.

How does Cloudfy handle restricted products like tobacco and pharmaceuticals?

Each Primeline customer gets a catalog based on their wholesale contract. They can only view and buy the products they're authorized to order, so regulated items only reach the right customers.

Can Primeline's customers still order offline?

Yes. Offline customers log in, download stock sheets, print them and send their orders in. Online customers use favorites lists, reusable order templates and fast reordering.

Who built the ERP integration?

Primeline's in-house IT team built a custom API to keep strict control of data governance and access. Cloudfy usually manages ERP integrations for its customers, and supports either approach.

Selling restricted or contract-only products?

Show us how you trade today. We'll show you how Cloudfy gives every customer the right catalog, syncs with your ERP and keeps your compliance boxes ticked. Complex B2B welcome.