Aptean Discrete Manufacturing ERP Features
Inventory Management Platform Features (25)
Centralized Inventory Database
Manage and track all inventory records across warehouses and retail locations through a single unified database.
Inventory Level Dashboards
Maintain a visual on product stock levels throughout your facilities with flexible inventory dashboards.
Stock History Reporting
View the history of individual items and compare the sales performance of new to old stock in order to inform purchasing decisions.
Low Stock Notifications
Set low stock thresholds and receive automatic alerts when stock decreases to that level.
Bundles, Kits, & Variants
Automatically adjust inventory for product bundles, kit orders, and product variations within the system.
Asset Tracking
Use barcode or radio-frequency identification (RFID) technology with specialized readers or mobile applications to track inventory assets throughout warehouse facilities.
Inventory Forecasting
Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.
eCommerce Integrations
Integrate shopping carts, eCommerce platforms, POS, and payment gateways with the system to link inventory records between across platforms.
Accounting Integrations
Track inventory costs and costs of goods sold (COGS) with accounting software integrations.
Data Exporting / Importing
Transfer large volumes of inventory data records into and out of the system with built-in import / export tools.
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Budget Tracking
Track actual spending to ensure it's in line with the planned budget
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Status Tracking
Track the status over time for a request, process, asset, or transaction
Demand Forecasting
Forecast customer demand using historical insights and simulations
Customer History
Access previous interactions or concerns to maintain customer relationships
Serial Number Tracking
Track and assign specific serial numbers to products
Status Tracking
Track the status over time for a request, process, asset, or transaction
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Demand Forecasting
Forecast customer demand using historical insights and simulations
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Analytics (9)
Demand Forecasting
Forecast customer demand using historical insights and simulations
Asset Tracking - Supply Chain Planning
Monitors and tracks the physical status of goods and materials
Data Collection - Supply Chain Planning
Aggregates and centralizes data regarding product movement, materials management, and financial information
Business Reporting - Supply Chain Planning
Generates reports that identify KPIs and other relevant metrics
Status Tracking
Track the status over time for a request, process, asset, or transaction
Real-Time Data
Receive data and information in real time
Earned Value
Track the earned value of projects to monitor performance and progress
Project Optimization
Identify project issues and provide corrective actions to improve performance
ROI and Forecasting
Measure return on investment and leverage data to predict profitability of future projects.
Warehouse Management (24)
Sales and Operations Planning - Supply Chain Planning
Provides comprehensive visibility and oversight into supply chain operations
Production Planning - Supply Chain Planning
Provides inventory scheduling and inventory management functionalities
Workforce Management - Supply Chain Planning
Provides employee scheduling and employee management functionalities
Process Automation - Supply Chain Planning
Automates the tracking and recording of activities within the entire supply chain lifecycle
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Procurement Management
Organize and manage all processes/procedures involved in purchasing goods and/or services
Supplier Management
Manage all supplier data and operations
Inventory Management
Track and manage inventory levels to maintain proper supply
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Purchase Order Management
Create, send, and track purchase orders and their statuses
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Workflow Management
Create, design and manage workflows for repetitive tasks
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Logistics Management
Management of the flow of things between point of origin and point of consumption.
Returns Management
Track and facilitate returns of products sold
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Warehouse Management
Manage and track operations and inventory within warehouses
Sourcing Management
Negotiate best prices and choose the right vendor for various purchases
Import/Export Management
Management of inbound and outbound shipments in the context of international trade
Document Management
Store, manage, and track all electronic documents in a centralized location
Shipping Management
Manage and track orders being shipped to customers
Transportation Management
Organize and track the physical movement of goods from one location to another
Accounting (70)
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Chart of Accounts
Deliver out of the box Chart of accounts that can be used across multiple companies or business units.
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AP Automation
Steam lines data entry by auto-populating recurring or predefined vendor values.
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AR Automation
Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.
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Journal Entries
Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.
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Tags & Dimensions
Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.
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Cash Management
Match payments and invoices and perform bank reconciliation in multiple currencies.
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Payment Batches
Payments can be processed by batch without manual intervention
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Payments Scheduling
Ability to schedule payments at predefined dates and times
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Payment Settlements
Clearing of electronic payments to transfer funds from customers to suppliers
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Payment Methods
Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers
Chart of Accounts
Deliver out of the box Chart of accounts that can be used across multiple companies or business units.
AP Automation
Steam lines data entry by auto-populating recurring or predefined vendor values.
AR Automation
Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.
Journal Entries
Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.
Tags & Dimensions
Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.
Cash Management
Match payments and invoices and perform bank reconciliation in multiple currencies.
Payment Batches
Payments can be processed by batch without manual intervention
Payment Settlements
Clearing of electronic payments to transfer funds from customers to suppliers
Payment Methods
Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers
Chart of Accounts
Deliver out of the box Chart of accounts that can be used across multiple companies or business units.
AP Automation
Steam lines data entry by auto-populating recurring or predefined vendor values.
AR Automation
Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.
Journal Entries
Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.
Tags & Dimensions
Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.
Cash Management
Match payments and invoices and perform bank reconciliation in multiple currencies.
Fixed Assets
Assign depreciation methods to track the value of the fixed assets used in production
Proejct Accounting
Calculate costs and revenues per project and determine project profitability
Payment Batches
Payments can be processed by batch without manual intervention
Payments Scheduling
Ability to schedule payments at predefined dates and times
Payment Settlements
Clearing of electronic payments to transfer funds from customers to suppliers
Payment Methods
Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers
AP Automation
Streamlines data entry by auto populating recurring or predefined vendor information and invoice details
AR Automation
Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions.
Audit Trail
Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record
Budgeting / Forecasting
Create and revise an unlimited number of budget, plan and forecast scenarios.
Collections Automation
The system automates the dunning process to help drive collections
Financial Statements
General reporting offered covers all of the standard financial statements and meets the basic needs of the business
Invoice Customization
The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates.
Journal Entries
Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source.
Monitor Cash Positions
Ability to track cash positions across all accounts, banks, business units, and countries
Multi-Entity / Consolidation
Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations
Payment Processing
Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.
Recognition Rules
Automate recognition of revenue and expenses by defining recognition templates.
Reconciliations
Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules.
Tags / Dimensions
Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes.
Payments Scheduling
Ability to schedule payments at predefined dates and times
Payment Batches
Payments can be processed by batch without manual intervention
Payment Settlements
Clearing of electronic payments to transfer funds from customers to suppliers
Payment Methods
Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
Sales Automation
Automate processes to manage leads, contacts, opportunities and sales activities
Marketing Automation
Automate workflows and trigger campaigns based on customer actions
Chart of Accounts
Deliver out of the box Chart of accounts that can be used across multiple companies or business units.
AP Automation
Steam lines data entry by auto-populating recurring or predefined vendor values.
AR Automation
Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.
Journal Entries
Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.
Tags & Dimensions
Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.
Cash Management
Match payments and invoices and perform bank reconciliation in multiple currencies.
Project Accounting
Track accounting transactions, costs, and expenses by project or portofio of projects
Fixed Assets
Manage information on fixed assets such as asset value and depreciation
Payment Batches
Payments can be processed by batch without manual intervention
Payments Scheduling
Ability to schedule payments at predefined dates and times
Payment Settlements
Clearing of electronic payments to transfer funds from customers to suppliers
Payment Methods
Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers
Inventory Management
Track and manage inventory levels to maintain proper supply
Change Order Management
Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs
Task Management
Create, manage and track all task activities and progression
Budget Management
Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure
Project Planning/Scheduling
Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints
Resource Scheduling
Allocate and manage resources, such as employees, equipment, facilities, and other assets
Inventory & Warehouse (15)
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Inventory Tracking
Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.
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Inventory Costing
Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.
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Product Master
Manage and track all inventory records across warehouses and retail locations through a single unified database.
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Inventory Forecasting
Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.
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Integrations
Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms.
Inventory Tracking
Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.
Inventory Costing
Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.
Product Master
Manage and track all inventory records across warehouses and retail locations through a single unified database.
Inventory Forecasting
Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.
Integrations
Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms.
Inventory Tracking
Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.
Inventory Costing
Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.
Product Master
Manage and track all inventory records across warehouses and retail locations through a single unified database.
Inventory Forecasting
Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.
Integrations
Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms.
Purchasing (11)
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Demand
Identify demand based on different types of sales orders and forecasting data.
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Purchase Orders
Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.
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In Transit
Track products and raw materials shipped by suppliers, from origin to destination.
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Receiving
Match the products received with the corresponding purchase orders and add them to inventory.
Demand
Identify demand based on different types of sales orders and forecasting data.
Purchase Orders
Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.
Receiving
Match the products received with the corresponding purchase orders and add them to inventory.
Demand
Identify demand based on different types of sales orders and forecasting data.
Purchase Orders
Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.
In Transit
Track products and raw materials shipped by suppliers, from origin to destination.
Receiving
Match the products received with the corresponding purchase orders and add them to inventory.
Sales & Marketing (24)
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Customer Master
Manages customer information including multiple ship-to and bill-to locations.
ATP
Available to promise provides information on future availability of products that are either planned for production or purchased but not received.
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Order History
Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.
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Returns
Manage return merchandise authorizations (RMS) approval processes and match with the original invoices.
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Credit Limits
Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.
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Pricing & Discounts
Manage various types of pricing and discounts associated with product categories and customer types.
Customer Master
Manages customer information including multiple ship-to and bill-to locations.
ATP
Available to promise provides information on future availability of products that are either planned for production or purchased but not received.
Order History
Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.
Returns
Manage return merchandise authorizations (RMS) approval processes and match with the original invoices.
Credit Limits
Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.
Pricing & Discounts
Manage various types of pricing and discounts associated with product categories and customer types.
Customer Master
Manages customer information including multiple ship-to and bill-to locations.
ATP
Available to promise provides information on future availability of products that are either planned for production or purchased but not received.
Quote Management
Allows sales to create quotes and proposals which can be modified for each customer or project
Order History
Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.
Returns
Manage return merchandise authorizations (RMS) approval processes and match with the original invoices.
Credit Limits
Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.
Pricing & Discounts
Manage various types of pricing and discounts associated with product categories and customer types.
Customer Master
Manages customer information including multiple ship-to and bill-to locations.
Order History
Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.
Credit Limits
Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.
Pricing & Discounts
Manage various types of pricing and discounts associated with products, services, and customer types.
Proposals
Generate and manage proposals for project or portfolios of projects
Discrete Manufacturing (6)
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MRP
Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.
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MPS
Create and implement master production plans for multiple production lines and locations.
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Shop Floor
Assign equipment and monitor shop floor activities during various production stages.
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WIP
Track work in process (WIP) across multiple production lines and manufacturing locations.
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Work Orders
Manage work orders for different types of activities such as production, rework, or maintenance.
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BOM
Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.
Process Manufacturing (2)
Formulas & Recipes
Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them
Co-Products & By-Products
Track products manufactured along with a standard product (co-products) and secondary products (by-products)
ETO Manufacturing (3)
Engineering
Implement engineering changes across all manufacturing activities and locations
Product Configuration
Support advanced product configuration features to adapt to specific customer needs
Concurrent Engineering
Integrate design, engineering, manufacturing, and other functions to reduce the time to market.
Quality Management (10)
Waste
Track production waste such as scrap, as well as returns that cannot be repaired.
Defects
Monitor product defects, identify causes and provide corrective actions to improve quality.
Inspections
Define and implement workflows for inspections, including rules for escalations and notifications.
Rework
Identify rejected products and decide either they can be repaired or discarded.
Waste
Track production waste such as scrap, as well as returns that cannot be repaired.
Defects
Monitor product defects, identify causes and provide corrective actions to improve quality.
Inspections
Define and implement workflows for inspections, including rules for escalations and notifications.
Rework
Identify rejected products and decide either they can be repaired or discarded.
Waste
Track production waste such as scrap, as well as returns that cannot be repaired.
Defects
Monitor product defects, identify causes and provide corrective actions to improve quality.
Service (4)
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Maintenance
Track maintenance operations for the products sold, such as calibration or preventive maintenance
Field Service
Manage field service activities related to the finished products delivered, such as installation and repairs
Warranty Management
Maintain information on warranties for the products delivered and for their components
Maintenance
Track maintenance operations for the products sold, such as calibration or preventive maintenance
Distribution (9)
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Picking & Packing
Define and implement optimal procedures to pick and pack product for shipping.
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Shipping
Plan deliveries based on inventory availability, transportation costs, and order priority.
Tracking
Track shipments from warehouse to the destination, including drop shipments and multilocation shipping.
Picking & Packing
Define and implement optimal procedures to pick and pack product for shipping.
Shipping
Plan deliveries based on inventory availability, transportation costs, and order priority.
Tracking
Track shipments from warehouse to the destination, including drop shipments and multilocation shipping.
Pickinh & Packing
Define and implement optimal procedures to pick and pack product for shipping.
Shipping
Plan deliveries based on inventory availability, transportation costs, and order priority.
Tracking
Track shipments from warehouse to the destination, including drop shipments and multilocation shipping.
HR (12)
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Payroll
Payroll module or integration to an external payroll provider which automates the recording of payroll.
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Workforce Management
Manage personnel availability and allocate human resources to production and inventory operations.
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Time & Attendance
Track the time spent by employees performing various tasks related to production or inventory management.
Payroll
Payroll module or integration to an external payroll provider which automates the recording of payroll.
Workforce Management
Manage personnel availability and allocate human resources to production and inventory operations.
Time & Attendance
Track the time spent by employees performing various tasks related to production or inventory management.
Payroll
Payroll module or integration to an external payroll provider which automates the recording of payroll.
Workforce Management
Manage personnel availability and allocate human resources to production and inventory operations.
Time & Attendence
Track the time spent by employees performing various tasks related to production or inventory management.
Payroll
Payroll module or integration to an external payroll provider which automates the recording of payroll.
Workforce Management
Manage personnel availability and allocate human resources to production and inventory operations.
Time & Attendance
Track the time spent by employees performing various tasks related to production or inventory management.
Planning (4)
Identify Demand
Calculate demand by consolidating data from multiple sources.
Manage Resources
Track resource availability for raw materials and production capacity.
Production Plans
Generate production plans based on demand and resource availability.
Optimization
Ability to improve production plans using historical data.
Scheduling (5)
Production Schedules
Allowa supervisors to convert production plans into production schedules.
Deployment
Implement production schedules on the shop floor in multiple locations.
KPI Monitoring
Tracking the status of previously identified performance measurements
Shop Floor Management
Manage and control operations that take place on the shop floor or factory floor
Scenario Planning
Develop potential scenarios to identify risks and opportunities
Front-Office (4)
Contacts
Provide customer contact management features or integration with CRM.
Sales
Helps salespeople create and manage quotes and sales orders.
Service
Includes service management features or integration with field service management.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Manufacturing (18)
Product Configuration
Create and maintain product configurations using Bills of materials (BOMs).
Work orders
Generate work orders based on demand and assign them to employees.
Scheduling
Plan manufacturing activities based on product type, and employee or equipment availability.
WIP
Track work in process (WIP) across multiple production lines and manufacturing locations.
Work Orders
Manage work orders for different types of activities such as production, rework, or maintenance.
MRP
Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.
BOM
Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.
MPS
Create and implement master production plans for multiple production lines and locations.
Shop Floor
Assign equipment and monitor shop floor activities during various production stages.
MRP
Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.
BOM
Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.
MPS
Create and implement master production plans for multiple production lines and locations.
Shop Floor
Assign equipment and monitor shop floor activities during various production stages.
WIP
Track work in process (WIP) across multiple production lines and manufacturing locations.
Work Orders
Manage work orders for different types of activities such as production, rework, or maintenance.
Engineering
Implement engineering changes across all manufacturing activities and locations
Product Configuration
Support advanced product configuration features to adapt to specific customer needs
Concurrent Engineering
Integrate design, engineering, manufacturing, and other functions to reduce the time to market.
Back-Office (3)
Accounting
Provide basic features for finance or integration with accounting software.
Inventory
Manage inventory or components, finished goods, and equipment.
Purchasing
Include functionality to create and manage purchase orders.
Customer Requirements (3)
Quoting
Ability to create custom quotes based on customer requirements.
Configuration
Allows users to configure products and revise quotes accordingly.
Pricing
Provide standard pricing options that can be customized by customer.
Contracts (3)
Creation
Deliver standard contract templates that can be modified by users.
Negotiation
Track contract changes made by all parties during negotiation.
Execution
Implement the final version of the contract, including SLAs.
Revenue (3)
Invoicing
Monitor invoices and payments per product, customer, or contract.
Matching
Match invoices with sales orders, quotes, and contracts.
Recognition
Perform revenue recognition to ensure that pricing or payment terms are accurate.
Task Tracking (3)
Activity Feed
Provides a live feed that updates when the status of a task has changed.
Task Schedules
Organizes tasks for different checklists into a daily, weekly, or monthly schedule
Comments
Allows users to comment on tasks or checklists.
Checklist Options (3)
Templates
Provides pre-made templates for specific types of procedures and processes.
Native Forms
Natively provides an online form builder option.
Downloadable Manuals
Allow users to download a manual or checklist as a PDF, image file, etc.
Software Availability (4)
Integrations
Integrates with other outside software.
Permissions
Allows administrators to set permissions on editing rights, specific checklists, etc.
Mobile Application
Software is available as a mobile application.
Desktop Application
Software is available either in-browser or as a downloadable software application.
Back Office (36)
Allocation
Resources can be allocated and reallocated across multiple projects and portfolios.
Asset Register
Create a list of all the assets owed by a company.
Lean Management
Include lean project management features and best practices.
Maintenance
Track maintenance operations for the products sold, such as calibration or preventive maintenance
Organization Management
Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.
Payroll
Payroll module or integration to an external payroll provider which automates the recording of payroll
Portfolio Mix
Create the optimal mix of portfolios to achieve operational and financial goals.
Purchase Orders
Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process
Requisition
Define requisition rules for various types of procurement.
Shift Scheduling
Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.
Sourcing
Identify and assess suppliers for different products and services.
Status
Monitor the status of multiple types of assets.
Time & Attendance Tracking
Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features.
Warranty Management
Maintain information on warranties for the products delivered and for their components
Inventory Management
Track and manage inventory levels to maintain proper supply
Support Ticket Management
Allow customers/users to submit support queries and service requests
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Financial Management
Plan, manage, and track the financial activities of an individual or organization
Client Management
Manage contact details and communication with clients
Workflow Management
Create, design and manage workflows for repetitive tasks
Time Off Management
Track and manage employee time-off, vacation, and sick leave requests
Training Management
Track employee/learner's progression through training programs
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Supply Chain Management
Manage the planning and execution of supply chain activities
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Document Management
Store, manage, and track all electronic documents in a centralized location
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Warehouse Management
Manage and track operations and inventory within warehouses
Enterprise Asset Management
Helps users manage the maintenance of assets; offers reporting to identify areas for improvement
Sales Management
Managing activities & processes related to planning, coordination, implementation, control, and evaluation of sales performance.
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Distribution Management
Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc.
Marketing Management
Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding
Resource Scheduling
Allocate and manage resources, such as employees, equipment, facilities, and other assets
Front Office (20)
ATP
Available to promise provides information on future availability of products that are either planned for production or purchased but not received.
Checkout Process
Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts.
Configuration Rules
Rules ensure that users select only compatible options and that all required items are included
Contact & Account Management
Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Customer Portal
Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents
Field Service Booking
Allows clients to book jobs through the desktop page or within the app.
Field Service Dispatch
Notifies field service workers of their upcoming assignments.
Product & Price List Management
Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders.
Product Catalog
Allows users to search, filter, sort and select items to be added to quote
Promotions and Discounts
Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.
Quote & Order Management
Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders.
Returns / Refunds
Functionality to allow users to process returns/refunds either via self service or contacting customer service.
Storefront Design Tools
Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience
Territory & Quota Management
Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
Tickets
Creates and assigns support tickets, scheduling them in a timely manner.
Visual Configuration
Images can be displayed of options to enable users to visualize product options as it is being configured
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Task Management
Create, manage and track all task activities and progression
Customizable Fields
Customize data fields to support various needs and use cases
Purchase Order Management
Create, send, and track purchase orders and their statuses
Integration (7)
Breadth of Partner Applications
To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Data Import and Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Productivity Tools
Tools to facilitate the production of information and promote efficiency
Real-Time Data
Receive data and information in real time
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Data Analysis Tools
Analyze survey results via statistical testing or crosstabs directly within the software
Logistics (10)
Centralized Inventory Database
Manage and track all inventory records across warehouses and retail locations through a single unified database.
Inventory Forecasting
Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.
Inventory Pricing and Costing
Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.
Inventory Reporting
Customizable reporting allows insight into usage of inventory and services.
Inventory Tracking / Ordering
Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.
Picking Methods
Support multiple picking methods such as batch, wave, or zone picking.
Picking Planning
Create schedules for picking activities based on inventory availability.
Receiving
Match the products received with the corresponding purchase orders and add them to inventory.
Shipping Options
Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.
Manufacturing Planning
Supports the effective planning of manufacturing production based on materials, labor, and machinery.
Platform (7)
Customization
Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Output Document Generation
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Workflow Capability
Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
Mobile Access
Access software remotely via mobile devices
Production (12)
BOM
Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.
Defects
Monitor product defects, identify causes and provide corrective actions to improve quality.
Identify Demand
Calculate demand by consolidating data from multiple sources.
Inspections
Define and implement workflows for inspections, including rules for escalations and notifications.
Manage Resources
Track resource availability for raw materials and production capacity.
MPS
Create and implement master production plans for multiple production lines and locations.
MRP
Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.
Production Plans
Generate production plans based on demand and resource availability.
Rework
Identify rejected products and decide either they can be repaired or discarded.
Shop Floor
Assign equipment and monitor shop floor activities during various production stages.
Waste
Track production waste such as scrap, as well as returns that cannot be repaired.
WIP
Track work in process (WIP) across multiple production lines and manufacturing locations.
Reporting & Analytics (4)
Custom Reporting
Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer
Dashboards
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
Integration
Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Project Management (10)
Project Maps
Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
Baselining / KPIs
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource.
Workflow
Automate task approvals processes and handoffs at project milestones.
Cost Tracking
Track total cost associated with projects and then report actual versus planned budget.
Risk Analysis
Forecast and account for project risk scenarios and apply plans to mitigate these risks in the system.
Resource Management
Define and allocate human and material resources for different types of projects
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Multiple Projects
Ability to handle several projects simultaneously
Approval Workflow
Route documents and other data through one or more stakeholders for review and approval
Procurement (7)
Requisitions
Create and manage requisitions by project, portfolio, or business entity
Purchase Orders
Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.
Subcontractor Management
Provides features to manage subcontractors for various types of tasks and projects
Project Procurement
Calculate procurement costs by project, portfolio, or type of projects
Supplier Management
Manage relationships with suppliers and track their performance
Purchase Order Management
Create, send, and track purchase orders and their statuses
Bid Management
Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison
Content Management (7)
Document Management
Provides a single repository for all documents and options to create and manage files
Collaboration
Allows users to colalborate on documents and keep an audit trail of the changes
Taxonomy
Categorize content based on its purpose and define relationships with projects
Contract Creation
Deliver templates for multiple types of contracts, that can be used to generate new contracts
Subcontracts
Manage subcontracts and thei dependencies on projects and contracts
Costs
Identify and track costs and expenses by contract or by type of contract
Procurement Management
Organize and manage all processes/procedures involved in purchasing goods and/or services
Multichannel inventory management (3)
Warehouse Inventory Transfer
Allows users to create warehouse-to-warehouse transfers knowing the exact stock levels for both locations when sending and receiving
Multichannel Inventory Syncing
Allows users to sync inventory across multiple stores, marketplaces, and warehouses
Multi-Warehouse Routing
Allows users to connect sales channels to specific warehouses.
3PL inventory management (27)
Client management
Allows users to manage all thier clients on one system
Marketplace connections
Allows users to connect marketplaces for each client
3PL inventory tracking
Allows inventory tracking for specific customer required attributes such as lot, serial, style/color/size
Returns Management
Track and facilitate returns of products sold
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Shipping Management
Manage and track orders being shipped to customers
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Fee Management
Track collected or paid charges for services performed or access granted
Consignment Management
Manage goods purchased or received from third-party suppliers/consignors
Layaway Management
Purchasing method in which a consumer places a deposit on an item for later pick-up when they come back and pay the balance
Gift Card Management
Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus
Manufacturing Inventory Management
Software specialized for manufacturers to track work orders, bills of materials, and manufacture orders to help streamline operations
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Retail Inventory Management
Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process
Reorder Management
Purchase and replenish product stock based on inventory levels and needs
Warehouse Management
Manage and track operations and inventory within warehouses
Purchase Order Management
Create, send, and track purchase orders and their statuses
Barcode/Label Management
Print and scan barcode or labels
Shop Floor Management
Manage and control operations that take place on the shop floor or factory floor
Supplier Management
Manage all supplier data and operations
Inventory Management
Track and manage inventory levels to maintain proper supply
Item Management
Collect, organize, and track inventory/product data including item numbers, descriptions, etc.
Pricing Management
Tool used to determine accurate pricing and product eligibility for borrowers
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Sales Order Management
An order generated by a seller to a customer, containing details about products or services
Inventory Management (10)
Inventory Tracking
Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.
Inventory Costing
Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.
Product Master
Manage and track all inventory records across warehouses and retail locations through a single unified database.
Inventory Forecasting
Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.
Integrations
Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms.
IoT Integration
Integration with Internet of Things devices to automate real-time tracking, data collection and other processes
Vendor Managed Inventory
Vendor takes full responsibility for maintaining an agreed inventory of the material on behalf of the buyer
Stock Levels
Maintain visual on stock levels
Flow Of Goods
Track available inventory and manage flow of goods to/from warehouses
Reserving Goods
Reserve goods that have been added to cart and update stock levels
Order Entry (5)
Entry
Enter and convert orders and quotes
Register
Register received orders in the system
Notifications
Provide real-time notifications and status updates
Order Entry
Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries
Remote Order Entry
The ability to enter orders from a remote location such as a computer, mobile, or tablet.
Order Tracking (6)
Shipping
Verify shipping preferences
Tracking
Track orders and their statuses as they move along the supply chain
Backorder
Manage orders for products that are unavailable due to inventory shortage
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Order Tracking
Track orders throughout the fulfillment process
Purchase Order Management
Create, send, and track purchase orders and their statuses
Customer Management (6)
Order Status
Track status of orders from shipment to delivery
Information Access
Provide customers access to their information in order to answer FAQs
Email Notifications
Automatically send emails using certain triggers to notify customer service of issues
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Recurring Orders
Managing orders that a customer purchases repeatedly and regularly
Subscription Management (5)
Payment Data
Store payment data and customer information
Payment Gateway
Support and/or integrate with a payment gateway(s)
Billing
Automate billing and contracts
Automatic Payments
Accomidate automatic payments from various payment methods
Real-Time Data
Receive data and information in real time
Generative AI (2)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI (10)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Mixed Mode ERP (3)
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Job Shop Management (3)
Multi-step Planning
Ability to break down and plan multi-step processes
Decision Making
Makes informed choices based on available data and objectives
Material Requirements Planning
Material requirements planning software manages the scheduling and inventory control for manufacturers.
Agentic AI - Advanced Planning and Scheduling (APS) (1)
Adaptive Learning
Improves performance based on feedback and experience
Agentic AI - Order Management (2)
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - ERP Systems (1)
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Project-Based ERP (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - ETO ERP (1)
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Discrete ERP (3)
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Additional Functionality (249)
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Revenue Recognition
An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Data Import/Export
Import and export data to and from software applications
Mobile Access
Access software remotely via mobile devices
Project Costing
The process of estimating and tracking the expenses incurred for a specific project
Multi-Currency
Manage and handle various international currencies
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Quotes/Estimates
Generate quotes or estimates for customers
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Bill of Materials
Access to a library of manufacturing parts, models, and specs
Data Import/Export
Import and export data to and from software applications
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Point of Sale (POS)
Accept and process customer payments for products or services using hardware and software
Quotes/Estimates
Generate quotes or estimates for customers
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Branding
Add customized logos and colors to align with company branding
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Integrated Business Operations
Integrated suite of industry-specific operations management applications (Supply Chain, HR, Project Management, Manufacturing, etc.)
Multi-Location
Manage and support multiple locations
Bills of Material
Material list of manufacturing parts and associated costs
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Customizable Reports
Alter the layout and content of reports
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Business Intelligence
Technological processes and strategies used for collecting, managing, and analyzing organizational data
Multi-Location
Manage and support multiple locations
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Product Configurator
Customize the specifications of a finished product to meet the particular needs of a customer
Data Import/Export
Import and export data to and from software applications
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Inventory Auditing
Cross-checking financial records with physical inventory counts and records
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Quotes/Estimates
Generate quotes or estimates for customers
Customer History
Access previous interactions or concerns to maintain customer relationships
Invoice Creation
Create invoices from scratch or have recurring invoices
Order Fulfillment
Manage the process of receiving, preparing, and delivering orders for goods/products
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Shipping Management
Manage and track orders being shipped to customers
Assignment Management
Assign issues and tasks based on availability or required skills
Workflow Management
Create, design and manage workflows for repetitive tasks
Warehouse Management
Manage and track operations and inventory within warehouses
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Billing & Invoicing
Create, manage, and send invoices or bills to customers
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Delivery Management
Manage order deliveries until they are received by the customers
Real-Time Updates
Receive system updates as soon as any changes are made
Returns Management
Track and facilitate returns of products sold
Label Printing
Process of printing custom labels through various methods.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Inventory Management
Track and manage inventory levels to maintain proper supply
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
For eCommerce
Intended to be used by online stores
Backorder Management
Manage customer orders that cannot be filled immediately due to out-of-stock items
Supplier Management
Manage all supplier data and operations
Batch Processing
Software's ability to perform similar action on multiple similar files simultaneously
Order Routing
Set up routing rules that connect sales channels with warehouses to minimize order processing time
Promotion Optimization
Assess and optimize pricing markdowns, special offers, or other promos
API
Application programming interface that allows for integration with other systems/databases
Multi-Currency
Manage and handle various international currencies
Shipping Labels
Generate or print labels that contain shipping information for packages
Customer Management
Store and organize information about customers and previous interactions
Order Processing
Send / receive, process, and execute orders
Exchange Management
Enable the process of exchanging one item for another
Customizable Branding
Add customized logos and colors to align with company branding
Special Order Management
Manage special order requested by a customer
Forecasting
Form predictions based on past and present data/trends
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
Change Management
Track and monitor efficient handling of all changes/transitions
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Quality Control
Ensure that quality requirements and standards are met across production processes
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Supply Chain Management
Manage the planning and execution of supply chain activities
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Quotes/Estimates
Generate quotes or estimates for customers
Multi-Currency
Manage and handle various international currencies
Production Tracking
Track the production of materials and items over certain periods or seasons
Production Management
Manage the end-to-end production process for manufacturing operations
Status Tracking
Track the status over time for a request, process, asset, or transaction
API
Application programming interface that allows for integration with other systems/databases
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Job Tracking
Track and visualize the status of an ongoing job and the time spent on tasks or projects
Data Import/Export
Import and export data to and from software applications
Sales Order Management
An order generated by a seller to a customer, containing details about products or services
Traceability
Track and document the history, application, or location of an item or activity
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Capacity Management
Monitor service demand and performance to plan for adequate resources that meet business needs
Real-Time Data
Receive data and information in real time
Workflow Management
Create, design and manage workflows for repetitive tasks
Projections
Estimate or forecast of a future scenario based on the study of present trends
Cost Analysis
Analyze and calculate business costs
Contact Management
Manage, organize, and store contact information
Shipping Management
Manage and track orders being shipped to customers
Accounting Integration
Integrate with a third-party accounting system
Job Costing
Calculate total itemized costs, including initial costs and any changes
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Demand Forecasting
Forecast customer demand using historical insights and simulations
Bills of Material
Material list of manufacturing parts and associated costs
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Supplier Management
Manage all supplier data and operations
Estimating
Estimate expected cost based on various factors before a project begins
Inventory Management
Track and manage inventory levels to maintain proper supply
Cost Estimating
Forecast the cost and resources required to complete a project
Serial Number Tracking
Track and assign specific serial numbers to products
Forecasting
Form predictions based on past and present data/trends
Warehouse Management
Manage and track operations and inventory within warehouses
Maintenance Management
Manage, maintain and track the performance of assets and equipment
Shop Floor Management
Manage and control operations that take place on the shop floor or factory floor
Quality Management
Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Task Management
Create, manage and track all task activities and progression
Document Management
Store, manage, and track all electronic documents in a centralized location
For Small Businesses
Designed for small businesses
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
MES
Manufacturing execution systems focus on quality control in the production process.
Asset Tracking
Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
Safety Management
Identify and assess hazards to ensure the well-being of employees, assets, and the environment
ERP integration
Integrate with existing ERP systems
Data Import/Export
Import and export data to and from software applications
Check Printing
Print paychecks issued to confirm payment of wages or salary
Price Optimization
Track factors that affect pricing and adjust prices accordingly to increase sales
Online Store Builder
Includes functionalities for creating custom eCommerce websites
Customizable Fields
Customize data fields to support various needs and use cases
Categorization/Grouping
Organize and group data or items based on various criteria
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Inventory Optimization
Maintain and control the stock level of inventory
Shopping Cart
Checkout of online store
Customizable Reports
Alter the layout and content of reports
Sales Reports
Reports specific to sales analysis for trends and strategies
Credit Card Processing
Accept and process credit card transactions
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Multi-Location
Manage and support multiple locations
Mobile App
Access the system via a mobile application
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Automatic Backup
Data is backed up automatically to prevent data loss
Label Printing
Process of printing custom labels through various methods.
Point of Sale (POS)
Accept and process customer payments for products or services using hardware and software
Multi-Currency
Manage and handle various international currencies
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Order Processing
Send / receive, process, and execute orders
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
SKU/UPC Codes
Internal and external product tracking codes
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Check-in/Check-out
Track the status of assets and whether they're checked in or out
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Backup and Recovery
Create backups and provide methods to recover deleted/lost data
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Product Identification
Ability to link barcodes or serial numbers with specific items for identification
Kitting
Group and package individual but related items as one package set
Mobile Access
Access software remotely via mobile devices
Predictive Analytics
Predict future data based on historical data sets
Inventory Control
Monitor product stock levels
Inventory Auditing
Cross-checking financial records with physical inventory counts and records
API
Application programming interface that allows for integration with other systems/databases
Bill of Materials
Access to a library of manufacturing parts, models, and specs
Ordering Automation
Automate order processes to improve operational efficiency in fulfillment, shipping, and more
Inventory Replenishment
Track stock count levels to manage product reordering
Custom Pricing Rules
Create custom predefined rules for prices for products and services
Bills of Material
Material list of manufacturing parts and associated costs
Process Modeling & Designing
Visually identify, define, and map all details and relationships surrounding business process models and elements
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
"What If" Scenarios
Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities
Task Management
Create, manage and track all task activities and progression
Process Control
Monitor and manage manufacturing and production processes.
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Color Codes/Icons
A way to visually represent data where different categories of items are marked with different colors
Quality Management
Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.
Packaging
License bundling
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Demand Forecasting
Forecast customer demand using historical insights and simulations
Gantt Chart
Create appealing visualizations to illustrate and coordinate project benchmarks and dependencies
Material Requirements Planning
Material requirements planning software manages the scheduling and inventory control for manufacturers.
Production Scheduling
Plan and schedule the use of production resources
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Multi-Location
Manage and support multiple locations
Raw Material Tracking
Track the availability of raw materials in the production lifecycle
Capacity Planning
Determine and plan production capacity based on changing demands
Traceability
Track and document the history, application, or location of an item or activity
Order Management
Manage and track customer orders for goods, investments, or any other purchases
ERP integration
Integrate with existing ERP systems
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Inventory Management
Track and manage inventory levels to maintain proper supply
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Preventive Maintenance
Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Mobile Access
Access software remotely via mobile devices
Quotes/Estimates
Generate quotes or estimates for customers
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Change Management
Track and monitor efficient handling of all changes/transitions
Scheduling
Plan availability and assign specific time slots for tasks and resources
Status Tracking
Track the status over time for a request, process, asset, or transaction
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
API
Application programming interface that allows for integration with other systems/databases
Real-Time Data
Receive data and information in real time
Document Management
Store, manage, and track all electronic documents in a centralized location
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Prioritization
Arrange tasks based on the level of priority or urgency
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Forecasting
Form predictions based on past and present data/trends
What-if Analysis
Provides varying estimates based on different scenarios
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Data Visualization
Graphical representation of data
Supplier Management
Manage all supplier data and operations
Production Management
Manage the end-to-end production process for manufacturing operations
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Order Fulfillment
Manage the process of receiving, preparing, and delivering orders for goods/products
API
Application programming interface that allows for integration with other systems/databases
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Bills of Material
Material list of manufacturing parts and associated costs
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
EDI
Transfer of data from one computer system to another
Inventory Optimization
Maintain and control the stock level of inventory
Multi-Location
Manage and support multiple locations
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customizable Reports
Alter the layout and content of reports
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Quotes/Estimates
Generate quotes or estimates for customers
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Inventory tracking plays an essential role in the inventory management planning process. Learn more about inventory tracking, how it can benefit overall company organization, and how to implement it in a business structure using various techniques.
An audit trail is a chronological record of who did what, when, and where in a system or process. Learn its types, components, benefits, and best practices
A product catalog is online or offline marketing material for all the products an enterprise has or wants to sell to customers designed to display relevant product details that help buyers make informed purchase decisions.
A purchase order is an official document given to a seller by a buyer, pledging to pay for the sale of particular products or services that will be delivered in the future. Learn more about what a purchase order is, the types, the formats they come in, and their benefits.
Supplier management plays a valuable role in the procurement process by overseeing supply chain relationships. Learn more about its benefits.
Inventory pricing helps businesses estimate the value of their products or services. Learn more about inventory costs and inventory pricing methods.