From Manual to Momentum: How Vital Farms Transformed Order-to-Cash

Scaled Order-to-Cash

Vital Farms automated core order to-cash workflows, helping the team keep pace with growth without adding manual work.

Successful ERP Migration

Vital Farms moved from NetSuite to Microsoft Dynamics 365 Finance & Supply Chain Management while keeping critical EDI processes aligned.

Ready For What’s Next

With stronger visibility, testing, and partner alignment, Vital Farms is better equipped to onboard customers and adapt as the business grows.

Vital Farms is a purpose-driven food company bringing pasture-raised eggs, butter, and other ethically sourced products to households nationwide.

Vital Farms had already transformed order-to-cash by replacing manual processes and a standalone EDI  system with TrueCommerce EDI integrated with NetSuite. That foundation helped the team reduce chargebacks, improve invoice accuracy, and process 85–90% of orders through EDI without adding headcount.

As the company continued to grow, the next challenge was bigger: migrate from NetSuite to Microsoft Dynamics 365 Finance & Supply Chain Management (FSCM) while preserving reliable EDI operations and building a platform ready for long-term scale. Vital Farms needed stronger inventory control, traceability, auditability, and process maturity, which are capabilities especially important in food and beverage, where transparency and compliance matter at every step.

The goal was not just to complete an ERP migration; it was to protect the order-to-cash momentum Vital Farms had already built, keep EDI connected to critical business processes, and create a stronger foundation for long-term growth.

TrueCommerce and partner RSM helped Vital Farms bring its proven EDI foundation into a new ERP environment. RSM guided the broader migration from NetSuite to Microsoft Dynamics 365, with a focus on data requirements, cross-references, mapping between legacy and target systems, and iterative validation with the business. This structure helped ensure migrated data aligned with the new system design and supported Vital Farms’ evolving processes.

TrueCommerce supported the EDI workstream with project management, technical mapping support, regular updates, project status visibility, and documentation that helped the Vital Farms team build confidence in the new environment. Together, the teams worked through complex mapping needs, including allowances, and supported new transaction types such as 940, 945, 943, and 944. The result was a migration approach that treated ERP and EDI as connected workstreams, keeping order management, fulfillment, invoicing, and trading partner communications aligned from the start.

Results

• 36 to 23 DRO
  • Vital Farms cut Days Receivable Outstanding from 36 to 23 when they first implemented TrueCommerce EDI, turning order to-cash automation into a cash flow advantage.
• Fewer Errors, Faster Answers
  • Vital Farms reports a noticeable reduction in errors following the move to Dynamics 365. With better visibility into EDI data and configuration, the team can troubleshoot more effectively, understand issues faster, and have more informed conversations about future changes.
• Faster Onboarding
  • Since the migration, Vital Farms has seen faster implementation cycles. The team can use the Dynamics 365 test environment to validate setups and changes on demand, making new EDI customer onboarding easier and less risky.
• Partner Alignment
  • RSM helped define data requirements, establish cross references, map legacy and target systems, and support iterative business validation. That structure helped ensure migrated data aligned with the new system design and business processes.
• 85–90% Order Automation
  • Vital Farms now automates 85–90% of all orders through EDI, giving the team a more efficient, reliable way to support customer demand.
• Expanded Transactions
  • As part of the migration, Vital Farms successfully brought on additional transaction types, including 940, 945, 943, and 944, extending the company’s ability to support broader supply chain workflows.

Built to Keep Growing

Vital Farms’ original EDI transformation helped the company reduce manual order-to-cash work, improve order accuracy, reduce chargebacks, and cut Days Receivable Outstanding from 36 to 23. The company also processed 350–450 EDI sales orders weekly with no added headcount, while 85–90% of all orders were automated through EDI. Those results created a strong foundation for the next stage of growth: moving to an enterprise ERP without losing the order flow, trading partner connectivity, and operational discipline the business had already built.

The Dynamics 365 migration added another layer of scalability. With TrueCommerce supporting EDI continuity and RSM guiding ERP structure, data migration, and validation, Vital Farms gained a more mature operating model that supports traceability, auditability, inventory control, and future process improvements.

A Smarter Path to ERP Migration

For companies planning a similar move, RSM’s advice is simple: treat ERP and EDI as one integrated workstream from the beginning. EDI touches the business processes that keep orders moving and customers satisfied, so it should be considered alongside data structures, transaction flows, mapping requirements, and core ERP design.

Vital Farms’ experience shows the value of choosing partners who understand both the business and the technical details. According to Rene at Vital Farms, a strong partner does more than check boxes. They learn how the team works, explain tradeoffs in plain language, push back when something adds risk, and stay engaged after go-live to make sure the system works in the real world.