Material Handling

Run your dealership on software built for material handling

Features designed for the way material handling dealers work

Integrated Finance

Handle dealer finance from floor plan financing and unit costing to multi entity accounting, all inside one platform. Every sale, rental, and service invoice rolls up to the same set of books.

Parts & Logistics

It’s time your software allows you to use the lean principles you teach your customers. NAXT triggers replenishment automatically and manages supplier logistics, so your technicians are never waiting on a part to finish a forklift repair.

Field Service

Dispatch technicians, open and close work orders, and capture labor and parts from the field in real time. The loop between your shop, your road crews, and the customer stays connected.

Safety & Compliance

Track inspections, certifications, and compliance requirements against every unit you sell or rent. Built in safety functions help your dealership stay audit ready without a stack of spreadsheets.

CRM & Sales

Follow every prospect, quote, and account from first call to closed deal. A shared view of the pipeline keeps your sales team aligned across the whole dealership.

Business Intelligence

Make decisions from live data with predefined dealership reports and Power BI dashboards covering sales, service profitability, and parts fill rates.

Mobile Suite

Give technicians and sales reps full access to work orders, customer records, and inventory on any device, whether they are on the lot or at a customer’s warehouse.

Predictive Maintenance

Use telematics and service history to flag wear before it becomes a breakdown. Planned maintenance keeps your customers’ forklifts moving and keeps your service bays booked.

Our solutions are built with the following modules for material handling equipment dealers

Open each module below to see how NAXT supports your dealership day to day.

Finance

Manage financial accounting records, with support for multiple and recurring journals and cost and income allocation
Assign credit limits by business area and track invoices, terms, and discounts
Monitor credit checks and manage collections from dashboards
Track the financial value of each machine through a dedicated equipment sub ledger
Run the full asset lifecycle: acquisition, depreciation, transfer, and disposal
Register, match, and pay invoices with approval workflows

Parts & Supply Chain

Interface with OEM systems for parts availability, ordering, lookup, pricing, substitutions, returns, and warranty
Track items by site, warehouse, pallet, location, batch, and serial number
Run cycle counts and compare inventory turnover against historical data
Manage storage and material handling across multiple warehouses
Set branch transfer priorities and track on hand inventory per warehouse
Operate the warehouse with fully RF wireless workflows

Service & Warranty

Capture time, expenses, parts, and outside labor on every work order
Support multiple serial numbers and customers on a single order
Bill by flat rate or by time and materials, at the segment or the whole order level
Tailor service agreements to each customer and track profit and loss by unit and by contract
Schedule service visits from calendar or telematics triggers
Manage warranty claims end to end, with OEM submission and settlement where supported
Capture hour meter, location, fuel level, error codes, and geofencing automatically through telematics
Manage technician skills and assign work by certification level

Mobile Suite

Pull up technician service tasks on the mobile app, even while offline
Create and submit a service report from the road
Add parts, services, and tasks to a work order from the app
Log billable and non billable time from the field
Look up machine service history and navigate to job sites
Scan a barcode to view unit details and contract information

CRM & Sales

See every prospect, lead, and opportunity assigned to you
Track lead and opportunity progress, and create new records on the fly
Keep a full history of each machine’s contact with the dealership, including purchases, location, and status
Review all customer activity across sales, rental, and product support
Check in stock and on order availability from a filterable list

Manage financial accounting records, with support for multiple and recurring journals and cost and income allocation
Assign credit limits by business area and track invoices, terms, and discounts
Monitor credit checks and manage collections from dashboards
Track the financial value of each machine through a dedicated equipment sub ledger
Run the full asset lifecycle: acquisition, depreciation, transfer, and disposal
Register, match, and pay invoices with approval workflows

Interface with OEM systems for parts availability, ordering, lookup, pricing, substitutions, returns, and warranty
Track items by site, warehouse, pallet, location, batch, and serial number
Run cycle counts and compare inventory turnover against historical data
Manage storage and material handling across multiple warehouses
Set branch transfer priorities and track on hand inventory per warehouse
Operate the warehouse with fully RF wireless workflows

Capture time, expenses, parts, and outside labor on every work order
Support multiple serial numbers and customers on a single order
Bill by flat rate or by time and materials, at the segment or the whole order level
Tailor service agreements to each customer and track profit and loss by unit and by contract
Schedule service visits from calendar or telematics triggers
Manage warranty claims end to end, with OEM submission and settlement where supported
Capture hour meter, location, fuel level, error codes, and geofencing automatically through telematics
Manage technician skills and assign work by certification level

Pull up technician service tasks on the mobile app, even while offline
Create and submit a service report from the road
Add parts, services, and tasks to a work order from the app
Log billable and non billable time from the field
Look up machine service history and navigate to job sites
Scan a barcode to view unit details and contract information

See every prospect, lead, and opportunity assigned to you
Track lead and opportunity progress, and create new records on the fly
Keep a full history of each machine’s contact with the dealership, including purchases, location, and status
Review all customer activity across sales, rental, and product support
Check in stock and on order availability from a filterable list

Manage financial accounting records, with support for multiple and recurring journals and cost and income allocation
Assign credit limits by business area and track invoices, terms, and discounts
Monitor credit checks and manage collections from dashboards
Track the financial value of each machine through a dedicated equipment sub ledger
Run the full asset lifecycle: acquisition, depreciation, transfer, and disposal
Register, match, and pay invoices with approval workflows

Interface with OEM systems for parts availability, ordering, lookup, pricing, substitutions, returns, and warranty
Track items by site, warehouse, pallet, location, batch, and serial number
Run cycle counts and compare inventory turnover against historical data
Manage storage and material handling across multiple warehouses
Set branch transfer priorities and track on hand inventory per warehouse
Operate the warehouse with fully RF wireless workflows

Capture time, expenses, parts, and outside labor on every work order
Support multiple serial numbers and customers on a single order
Bill by flat rate or by time and materials, at the segment or the whole order level
Tailor service agreements to each customer and track profit and loss by unit and by contract
Schedule service visits from calendar or telematics triggers
Manage warranty claims end to end, with OEM submission and settlement where supported
Capture hour meter, location, fuel level, error codes, and geofencing automatically through telematics
Manage technician skills and assign work by certification level

Pull up technician service tasks on the mobile app, even while offline
Create and submit a service report from the road
Add parts, services, and tasks to a work order from the app
Log billable and non billable time from the field
Look up machine service history and navigate to job sites
Scan a barcode to view unit details and contract information

See every prospect, lead, and opportunity assigned to you
Track lead and opportunity progress, and create new records on the fly
Keep a full history of each machine’s contact with the dealership, including purchases, location, and status
Review all customer activity across sales, rental, and product support
Check in stock and on order availability from a filterable list

With NAXT for material handling dealers, it’s easy to see your return on investment.

Benchmark Every Branch

With one system and shared processes, you can line up your locations, service shops, and parts counters and compare them directly. Spot the branches running best practice and roll that performance out across the group.

Watch Your Parts & Service Profitability

NAXT tracks cost and revenue at the unit level across new, used, and customer owned equipment. Because service costs tie back to each machine, you see the full financial picture, not just the sales margin.

Retain Your Technicians

Skilled forklift technicians are hard to find and costly to replace. Guided workflows, mobile tools, and automated checklists make your experienced techs more productive and help new hires follow the right steps from day one.

Keep Pace with Warehouse Demand

As warehousing and logistics keep growing, so does demand for material handling equipment. NAXT gives you the software to add branches and volume without outgrowing your systems.

What is NAXT?

NAXT is the leading ERP for material handling equipment dealers, built on Microsoft Dynamics 365 for Operations and Finance.

Beyond a complete dealership platform covering Finance, Parts, Service, CRM, and Sales, NAXT ships with hundreds of predefined dealer business processes, so your team starts from a working system rather than a blank slate.

With built in Business Intelligence, a Mobile Suite for technicians and sales reps, safety and compliance tools, and telematics driven maintenance, NAXT is material handling software shaped around how forklift and lift truck dealers actually run.

View All Features

Solutions

Dealer Operations

Partner Ecosystem

Industries Served

Customer Engagement

Material handling solutions built for you and your team

For CEOs & Owners

Set your dealership up for long term growth on a single platform that scales as you add branches and brands.

For CFOs

Cut financial complexity with one system that connects sales, service, parts, and rental revenue.

For CIOs

Replace disconnected tools with a cloud based, full stack ERP on Microsoft Dynamics 365.

For Service Managers

Run technicians, shop workloads, and warranty claims from a field service system built for material handling.

For Rental Managers

Track utilization and manage a growing forklift rental fleet in real time.

One of the big benefits of going with NAXT is that you get access to the dealer community because there are several other dealers that are now moving toward Dynamics 365, and . . . NAXT kind of acts as this connective tissue between these dealers.

Isaac Berling

Director of Enterprise Applications , Ziegler Cat

We narrowed down to NAXT 365 as it proved to have a very strong business perspective. It was strong in allowing us to deliver to our customers what they needed from us.

Ahiro Guzman

Business Transformation Manager , SOE360

I think it’s fair to say that we still have a touch of silos that’s there, but this solution (NAXT) has maybe made us more aware of them.

Anders Roil

Director of Digital , Zeppelin

Our leadership began researching to find what they wanted was a Microsoft provider that was future-forward technology focused, and more importantly, was one that was within the dealership community.

Danielle Papenberg

Director of Organizational Development , Foley, Inc.

When we looked at the alternatives out there and spoke to other (Caterpillar) dealers, NAXT was the solution that met our needs most closely.

Martin Briggs

President , Relianz Mining Solutions

We were looking for a more modern landscape, easier to adapt to, but also more flexible in this ever-changing and fast-changing world so that we could keep pace with what’s happening around us.

Ben Van der Werff

Product Owner NAXT , Zeppelin