Case Study: NetSuite SuiteSuccess Wholesale/Distribution Premium ERP Implementation for Press Metal North America

Customer Success Story

Folio3 implemented NetSuite SuiteSuccess Wholesale/Distribution Premium with Dynamic Quoting Engine, Container Management, and automated Pricing Card generation for Press Metal North America to manage their aluminum extrusion operations.

Company

Press Metal North America

Company Size

11-50

Industry

Wholesale Distribution

Region

NetSuite Services

NetSuite SuiteSuccess Wholesale/Distribution Premium

All NetSuite Solutions and Modules

Application replaced

About Press Metal North America

Leading aluminum extrusion business with complex manufacturing and distribution operations.
Manages multiple factories and customers with global supply chain.
Specializes in high-quality aluminum extrusions with competitive pricing.
Offers premium finishes across diverse customer base.

Press Metal North America & NetSuite

With NetSuite implementation, Press Metal North America:

Built Dynamic Quoting Engine with automatic pricing based on alloy, die specs, finish codes, and factory costs.
Implemented Container Management for end-to-end shipment tracking with document storage.
Automated Monthly Price Card generation and customer distribution.
Enabled customer-specific item management with unique pricing and configurations.

Summary

Press Metal North America achieved operational transformation across pricing, quoting, container logistics, and customer management through NetSuite SuiteSuccess Wholesale/Distribution Premium with custom solutions.

Aimed to replace existing systems with a unified ERP while managing dynamic pricing models, complex container lifecycle tracking, and customer-specific item configurations across multiple factories.

With this implementation, they gained automated quoting with real-time pricing calculations, centralized container management with document storage, monthly price card generation, and complete traceability of freight, duty, and landed costs.

Press Metal North America also implemented custom rebate tracking, bundle ticket printing, deferred revenue automation, and estimated journal entries for freight and duty.

The Challenges

Press Metal North America faced multiple operational challenges before NetSuite:

Unable to manage dynamic pricing, factoring alloy type, die specs, finish codes, factory costs, scrap ratios, metal premiums, and freight.
Could not automatically generate monthly updated purchase and sales prices.
Lacked centralized container lifecycle management, including booking info, vendor terms, and shipment tracking.
Had no system to store container documents like Proforma Invoice, Packing List, Entry Statement, and Customs Statement.
Could not track line-level container detail,s including weight, finish, die, length, and customer PO linkage.
Missing one-click operations for item receipt, customer shipment, and invoice generation.
Unable to manage customer-specific items with unique pricing and configuration data.
Could not generate and distribute Monthly Price Cards to customers automatically.
Lacked traceability for actual freight, estimated freight, duty, landed cost, and freight margin.
No system to link factory invoices, freight invoices, and cost documents for complete visibility.

Solution

Press Metal North America partnered with Folio3 to implement NetSuite SuiteSuccess Wholesale/Distribution Premium with extensive customization for their aluminum extrusion business.

Our implementation purpose was to address the specific challenges faced by aluminum extrusion distributors with complex pricing models and international container logistics. Folio3’s solution focused on:

Dynamic Quoting Engine with custom Master Quote, Item Pricing, and Pricing Condition records calculating costs based on factory parameters, alloy/finish codes, shipping terms, and specifications.
Custom Pricing Condition records for Factory Agreements, Factory Surcharges, and LME Index with automatic price updates.
Quoting Engine creating new items and pricing records, pulling latest prices, auto-calculating margins, generating PDFs, and tracking quote versions.
Container Management system with header/booking info, container documents, freight/duty tracking, and line-level detail for SO/PO/Item/Finish/Die/Length/Weight.
One-Click Container Operations for receiving containers, shipping to customers, generating invoices, and printing bundle/sub-bundle tickets.
Monthly Price Card Scheduled Script auto-updating item pricing, generating customer price cards, and optional email distribution.
Custom Records for HTSUS Codes, Freight Rates, and Die Numbers with approval tracking and tooling rebate programs.
Special Purchase Orders with approval workflows and factory acknowledgment tracking.
Rebate Reports for tracking vendor and customer rebate data from orders.
Deferred Revenue automation with journal entries based on product delivery status.
Estimated journal entries for duty and freight with accrual reversal and actual charge posting.

Results

With NetSuite SuiteSuccess Wholesale/Distribution Premium Implementation, Folio3 helped Press Metal North America achieve the following:

Dynamic Quoting Engine calculates purchase and sales prices automatically based on multiple pricing conditions and generates professional quote PDFs.
Container Management tracks the complete lifecycle from booking through delivery with one-click receipt, shipment, and invoice operations.
Monthly Price Card automation updates all item pricing and distributes cards to customers via email.
Customer-specific items managed with unique pricing, die info, finish codes, and configuration data.
Complete traceability tracks actual vs estimated freight, duty, landed cost, and freight margin across operations.
Rebate tracking monitors vendor and customer rebate programs through custom saved searches.
Deferred revenue automation creates journal entries as product status changes to shipped and delivered.
Bundle and sub-bundle ticket printing generate formatted labels directly from container records.
Die Number management includes approval tracking for tooling drawings and profile samples with rthe ebate program association.