Case Study
How Sunbeam Foods Achieved 99%+ Fill Rates & Cuts Inventory by 55%
Introduction
Founded in 1972, Sunbeam Foods is a family-owned food distributor serving daycares across North Texas. When Sunbeam Foods was acquired in 2017, the new owner realized that running on their current Sage 100 setup was not ideal, leaving a lot of opportunity on the table.
Client Overview:
Industry: Food Products Distribution
Company Size: 25-50 employees
Location: Dallas, TX
Case Study Overview
The Challenge
- Fill rates stuck at 84%
- Over 40% excess inventory, mostly slow-moving items
- Frequent backorders and special deliveries
- Customer service teams spending excessive time suggesting substitutes
- Manual purchase order creation based on physical warehouse counts and guesswork
The Solution
- Upgrading to Sage 100c
- Implementing Sage Inventory Advisor to replace manual inventory planning
- Product segmentation by volume and value using a matrix-based approach
- A Data Purity Report to identify data issues before they affect purchasing decisions
- Automated “top-off” replenishment to maintain optimal stock levels
Business Impact
- Fill rates increased from 84% to over 99%
- Inventory reduced by 55%
- Significant working capital freed from excess stock
- Near elimination of backorders
- Faster, more accurate order processing
- Increased confidence across sales and operations teams
Why Atlantic for ERP Optimization & Implementation
Atlantic helps distributors and growing businesses modernize operations by combining ERP expertise with practical process improvement. By aligning technology to real-world workflows, Atlantic enables clients to scale efficiently, improve customer satisfaction, and make better decisions with confidence.
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