Heavy Equipment Lot Inventory with Sales Reps Walking Lot

Equipment Management

Seamlessly and effortlessly
provide clear visibility of
all equipment.

Improve the capabilities of equipment management within your dealership.


Know what is on order and when it is due at your facility.

Evaluate Cost Basis

Accurately review your cost basis in any piece of equipment, work tool, or attachment.

Centrally Located Data

Your financial and operational information is 100% accurate and current. You will no longer need to rely on interpreting disparate data to arrive at a conclusion.

Reduce Inventory Carry Costs

Significantly reduce inventory carry costs by having equipment available at the proper location at the right time with the correct configuration.

Our solutions are built with the following modules for equipment management.

Dive deeper into our equipment management features by clicking the items below.

Equipment Management

Manage the following fleets:

  • New equipment
  • Rental fleet
  • Customer equipment population
  • Used equipment
  • Competitive
  • Lease
  • Used rental
  • Used lease
  • Re-rent
  • Consignment
  • Like-kind exchange
  • Service trucks

Cost and Revenue

Track all equipment costs including but not limited to:

  • Acquisition cost
  • Capital additions
  • Capital reductions
  • Depreciation earned
  • Rental revenue
  • Warranty expense, reimbursement, and net cost
  • Expensed repairs
  • Gross rental revenue
  • Warranty (base and extended)
  • Service contract
  • Product support
  • Interest income
  • Drill down to the transaction level to review every step in financial history
  • Analyze equipment sales, compare planned versus actual cost items, and investigate margins by deal or by machine category (NAXT Power BI Report Package)


Allow insight into equipment cost and revenue during different stages of the lifecycle, such as:

  • Rental fleet
  • First retail sale
  • Trade into used equipment fleet
  • Second retail sale
  • Interest income

Visibility, Equipment Availability

Dynamic features for viewing your equipment availability, including:

  • View equipment, work tool, and attachment inventory by make, model, branch, location, etc.
  • View all branch locations at a glance, at a summary level with detailed drill-down capability to see attachments (work tools), hours, etc., on specific units
  • View by type (e.g., hydraulic excavator, crawler dozer, wheel loader, hydraulic hammer, rock bucket, etc.)
  • View availability and generate sales quote/order, rental quote/contract, service calls from equipment availability

Manufacturer Interfaces

Better integration and visibility with manufacturer interfaces, including:

  • Machine and engine pricing list
  • Machine ordering
  • Engine ordering
  • Score
  • Order transportation visibility

Inventory Management

Dynamic information on your inventory utilizing features such as:

  • Track equipment inventory by inventory dimensions, including configuration, site, warehouse, location, fleet type, serial number, and equipment ID
  • Assign barcode to equipment
  • Track inventory value per equipment ID and adjust it with additions and credits over the equipment multiple lifetimes

Equipment Consist

Maintain equipment consist better with these features:

  • Build and maintain equipment configuration (consist) freely or based on the vendor pricing list. Handle sales, purchase, and inventory consist
  • Track and manage actual consist and consist changes of the equipment in inventory

Sales Quotations for Equipment

Save time with our all-in-one sales solution for equipment, including:

  • Build sales quotations for equipment deals – including one or multiple prime products with consist, attachments, bulk items, and services (e.g., freight, warranty, specific or generic service work)
  • Quote a model or specific equipment (serial number)
  • Build a new configuration in the equipment builder or use a configuration template
  • Build the quotation with templates (e.g., cost template, configuration template, full quotation template – or using previous quotes)
  • Build deal with estimated real costs; calculate sales prices from cost with a margin added or use predetermined sales prices (currencies are handled)
  • Apply for marketing programs
  • Include trade-in offers
  • Review different kinds of costs, revenues, and margins easily

Order to Delivery Management

Know the exact status of equipment sales orders and delivery, including:

  • Manage sales orders from signing the quote till invoicing
  • Track due dates and the status of delivery during the whole business cycle, from the purchase of the units through the service works and preparation until the machine gets delivered
  • Gain visibility of possible delays with using the conflicts review


Manage your equipment purchasing, inventory, and backorders with these features:

  • Purchase equipment for inventory or sale
  • Create backorder from sales order


Simplify the servicing of equipment and take advantage of these features:

  • Create model-specific standard jobs that include parts, items, tools, hours, etc. to save time building equipment sales related service calls
  • Generate service calls from the sales quotation or from the sales order to initiate work orders
  • Track service costs on the prime equipment as part of its book value or its preparation cost depending on the nature of the work

Equipment Movement Records (EMR)

Move equipment for all business divisions easier.

NAXT manages the movement of equipment seamlessly for all business divisions of your dealership. You be able to handle outbound, inbound, and store to store equipment movements related to rental, sales, service, and Power System processes.

Trade-in Management

Trade-in management solutions with your dealership operations in mind

  • Include one or more trade-ins in a deal. Deduct the trade-in value from the customer invoice amount or process a vendor invoice from the customer with the trade-in value
  • Register the trade-in unit as used equipment, see history together


Account for your equipment moving within your dealership

  • Automate trade of equipment between subsidiaries or distribution centers
  • Generate sales and purchase orders for equipment manually or automatically across subsidiaries

With NAXT Solutions, it’s easy to see your return on investment.

Benchmark your departments

With a single system and unified processes, you can monitor and rank your branches, locations, or service shops, enabling you to control best practices and implement them everywhere. It also allows you to reward actual performance and maintain organizational agility.

Watch your profitability

NAXT collects all costs and revenue information on each piece of equipment, regardless if it is in the new, used, or rental fleet. Furthermore, service costs and revenue are tracked to the machine, so any equipment has a holistic financial view.

Retain your workforce

A valuable and intuitive system can add to a technician’s capabilities by reminding them with checklists, optimize operations through dynamic workspaces, and speed up onboarding. The system will not replace experience but will enable those with less experience to follow correct procedures based on specific circumstances.

Keep up with rental growth

To make equipment rental profitable, you must consider financing costs and depreciation, among other expenditures, and compare those to revenue. Based on this information, executives and rental managers can decide which type of equipment and service they should invest in when extending their rental portfolio.

What is NAXT?

NAXT is a leading solution for equipment dealers on Microsoft Dynamics 365.

Beyond offering a complete dealership management solution with all the capacity of an ERP and CRM, we provide over 700 predefined equipment dealership processes, delivering insightful business intelligence reports along with partner eco-system solutions made for this industry.

Solutions built for you and your team

For CEOs & Owners

Ensure your equipment dealership’s future growth with NAXT.

For CFOs

Position your equipment dealership for growth by reducing costs, complexity and risks.

For CIOs

Get more from your infrastructure with a dynamic, full-stack, cloud-based ERP solution.

For Rental Managers

Increase utilization and manage your growing fleet in real time with NAXT.

For Service Managers

Transform your dealership from a box mover to a solution provider.

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.

Foley Cat Logo

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

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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 , Pon Equipment and Pon Power

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

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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

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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 , Pon Equipment and Pon Rental