Aptean Food & Beverage 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
Accounting (10)
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
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 & Warehouse (8)
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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.
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.
Shelf Life
Manage the time length for which ingredients may be used and finished products stored and sold
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Traceability
Ability to trace ingredients from supplier to warehouseing and production, and finally to the customer
Hazardous Materials
Identify hazardous materials and provide features for special storage and manipulation instructions
Purchasing (8)
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
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.
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
Sales & Marketing (12)
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.
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.
Manufacturing (8)
MRP
Determine what raw materials are required for production, based on demand, production capacity, and inventory availability
Formulas & Recipes
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
Co-Products & By-Products
Track products manufactured along with a standard product (co-products) and secondary products (by-products)
Batch Management
Production batches can be resized up and down to include new sales orders and to reprioritize production orders
Quality Management (7)
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
Recalls
Define procedures to be implemented during recalls to limit their negative impact on the company and its customers
Compliance
Ensure compliance with regulations and standards for production, storage, packaging, and transportation
Customer Requirements
Manage customer specific quality standards and requirements
Distribution (5)
Picking & Packing
Define and implement optimal procedures to pick and pack products for shipping
Custom Packing
Create packing options that are specific to one or more customers and can be modified for new clients
Labelling
Create labels that are compliant with governmental standards and with customer requirements
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 (7)
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 & Attendance
Track the time spent by employees performing various tasks related to production or inventory management.
Workflow Management
Create, design and manage workflows for repetitive tasks
Accounting (25)
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.
Order Entry
Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries
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
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
Warehouse Management
Manage and track operations and inventory within warehouses
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Financial Management
Plan, manage, and track the financial activities of an individual or organization
Stock Management
Manage the buying, selling, and holding of stocks
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Supply Chain Management
Manage the planning and execution of supply chain activities
Distribution Management
Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc.
Supplier Management
Manage all supplier data and operations
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Import/Export Management
Management of inbound and outbound shipments in the context of international trade
Inventory Management
Track and manage inventory levels to maintain proper supply
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Shipping Management
Manage and track orders being shipped to customers
Returns Management
Track and facilitate returns of products sold
Sales Order Management
An order generated by a seller to a customer, containing details about products or services
Inventory (7)
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.
Sales Forecasting
Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Warehousing (3)
Locations
Create and manage warehouse locations and areas for shipping or receiving.
Multi-Warehouse
Manage locatons accross multiple physical or virtual warehouses.
Third-Party
Ability to monitor locations and inventory in third party warehouses.
Assembly (3)
BOM
Provide Bill of materials to define what components and packaging should be used for assembly.
Kitting
Define kits and packages of two or more finished products that can be sold together or separately.
Disassembly
Ability to take apart assemblies and ensure that the components are transfered to inventory.
Logistics (8)
Picking & Packing
Define and implement optimal procedures to pick and pack products for shipping.
Packaging
Identify packaging options like pallets or containers to optimize shipping performance and reduce costs.
Shipping
Plan deliveries based on inventory availability, transportation costs, and order priority.
Routing
Create routes for shipping directly to customers, to distribution centers, or for dropshipping.
Tracking
Track shipments from warehouse to the destination, including drop shipments and multilocation shipping.
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Activity Tracking
Track and document all activities across devices, networks, and other systems
Order Tracking
Track orders throughout the fulfillment process
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 (7)
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
Supply Chain (7)
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Incident Reporting
Captures food quality incidents and reports them to supplier for reimbursement. Also supports internal auditing reports for food safety or quality incidents.
Document Management
Manages all key documents for each vendor, such as food safety plans, invoices, and other business documentation.
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Shipping Management
Manage and track orders being shipped to customers
Supplier Management
Stores important performance and audit data related to each food supplier for monitoring purposes and manages key documents for each vendor, such as invoices.
Incident Reporting
Captures food quality incidents and reports them to supplier for reimbursement. Also supports internal auditing reports for food safety or quality incidents.
Compliance Management (9)
CCP Monitoring
Allows users to create custom critical control points and operational triggers based on qualitiative or quantitative food supply data.
Lot Tracking
Captures traceability for all food items throughout their entire lifecycle, from grower or distributer to restaurant or retailer.
Safety Plans
Assists food processors and distributors with creating food safety plans that satisfy all government regulations.
Visualization Tools
Displays food safety incidents in visual dashboards to track real-time food safety trends.
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Visualization Tools
Displays food safety incidents in visual dashboards to track real-time food safety trends.
HACCP Analysis
Allows users to manage the HACCP process through a systematic preventive approach to food safety from biological, chemical, and physical hazards in production processes that can cause the finished product to be unsafe and designs measures to reduce these risks to a safe level.
Safety Plans
Assists food processors and distributors with creating food safety plans that satisfy all government regulations.
Secure Communications
Keeps data safe with encryption and multilevel security.
Traceability (4)
Barcoding
Integrates with RFID hardware and/or digitally tracks all food inventory.
Custom Workflows
Creates withdrawal templates to plan and automate common types of recalls and stock withdrawals.
Food Labels
Generates labels for food inventory that display all nutritional and food safety information.
Recall Messaging
Alerts supply chain about recalls or stock withdrawawls via text, phone, and email.
Platform (17)
Incident Reporting
Captures food quality incidents and reports them to supplier for reimbursement. Also supports internal auditing reports for food safety or quality incidents.
Integrations
Integrates with food ERP systems or foodservice distribution platforms to support distribution operations.
Recipe Management
Stores recipes for prepared food items, with all nutritional and food safety information readily accessible.
Purchase Order Management
Create, send, and track purchase orders and their statuses
Recall Management
Remove or recall products from the market
Inventory Management
Track and manage inventory levels to maintain proper supply
Production Management
Manage the end-to-end production process for manufacturing operations
Product Lifecycle Management
Manage and track all stages of a product lifecycle, from its conception, design, development, and deployment
Workflow Management
Create, design and manage workflows for repetitive tasks
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Alerts
Receive email and/or text alerts to manage overdue tasks, verify approvals, and access priority tasks.
Documentation
Allows users easy access to centralize documents and records.
Financial Management
Provides real-time visibility into the financial state of the business.
Dashboards
Allows users to monitor compliance in once place by creating dashboards.
Reporting
Generates standard and custom reports for a number of uses, including: audit documentation, recall reports, revenue, safety reports, and inventory trends.
Integrations
Integrates with food ERP systems or foodservice distribution platforms to support distribution operations.
Safety Checklist
Includes interactive food safety checlist where saefety information is readily accessible.
Generative AI (5)
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.
Distributor Operations - Beverage Distribution (5)
Inventory Management
Tracks inventory levels in real-time, helping users manage inventory efficiently and reduce waste. May also support lot and warehouse management functions.
Order Processing
Automates processing of customer orders, including order entry, fulfillment, and tracking.
Product Information Management
Provides a centralized database for managing beverage product details, including descriptions, pricing, and availability.
Route Planning
Optimizes delivery routes to ensure timely and cost-effective deliveries
Compliance Tracking
Provides tools that ensure adherence to industry regulations and standards, such as food safety, quality control, and tax requirements.
Sales Tools - Beverage Distribution (3)
CRM
Manages customer information, communication, and service history, improving customer satisfaction. Also supports lead nurturing and management for new business.
Billing and Invoicing
Automates billing and invoicing features to streamline financial transactions and improve cash flow management.
Sales Reporting & Analytics
Offers comprehensive reporting tools that provide insights into sales performance, market trends, and profitability.
Platform Capabilities - Beverage Distribution (2)
Mobile Access
Offers a mobile app or mobile-compatible interface for sales reps and delivery drivers to access critical information on the go.
Platform Integrations
Integrates with other business systems, such as ERP, accounting software, manufacturing systems, e-commerce platforms for cohesive operations.
Agentic AI - Process ERP (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Foodservice Distribution (8)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Cross-system Integration
Works across multiple software systems or databases
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
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Distribution ERP (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Additional Functionality (168)
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
Distribution Management
Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc.
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Electronic Payments
Electronically collect payments for goods or services
Inventory Replenishment
Track stock count levels to manage product reordering
Traceability
Track and document the history, application, or location of an item or activity
Real-Time Updates
Receive system updates as soon as any changes are made
Quotes/Estimates
Generate quotes or estimates for customers
Production Tracking
Track the production of materials and items over certain periods or seasons
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Warehouse Management
Manage and track operations and inventory within warehouses
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Delivery Tracking
Track item deliveries through dispatch notifications, status and location tracking, and ETA updates
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Food & Beverage Management
For businesses handling food & beverage operations
Import/Export Management
Management of inbound and outbound shipments in the context of international trade
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customer Management
Store and organize information about customers and previous interactions
Lot Tracking
Track product batches using identification labels or lots
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.
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Inventory Management
Track and manage inventory levels to maintain proper supply
Dispatch Management
Manage sending personnel and resources to a site as needed
Inventory Optimization
Maintain and control the stock level of inventory
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Purchase Order Management
Create, send, and track purchase orders and their statuses
Picking & Routing
Pick and route items from inventory locations to their designated destinations
Sales Order Management
An order generated by a seller to a customer, containing details about products or services
Real-Time Data
Receive data and information in real time
Order Entry
Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries
Vendor Managed Inventory
Vendor takes full responsibility for maintaining an agreed inventory of the material on behalf of the buyer
Activity Tracking
Track and document all activities across devices, networks, and other systems
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Sales Reports
Reports specific to sales analysis for trends and strategies
Cost Management
Manage budgets, track and optimize spending and align capacity to workload demand
Order Tracking
Track orders throughout the fulfillment process
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Traceability
Track and document the history, application, or location of an item or activity
Labeling
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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
Quality Control
Ensure that quality requirements and standards are met across production processes
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
Traceback & Traceforward
API
Application programming interface that allows for integration with other systems/databases
Bills of Material
Material list of manufacturing parts and associated costs
Data Import/Export
Import and export data to and from software applications
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Multi-Location
Manage and support multiple locations
Barcode Recognition
The ability to identify a barcode on or within an image or packaging
Multi-Currency
Manage and handle various international currencies
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Quotes/Estimates
Generate quotes or estimates for customers
API
Application programming interface that allows for integration with other systems/databases
Document Storage
Store and organize documents in a centralized system
Customizable Fields
Customize data fields to support various needs and use cases
Data Import/Export
Import and export data to and from software applications
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Real-Time Reporting
Active reporting of data and metrics
Order Processing
Send / receive, process, and execute orders
Customizable Reports
Alter the layout and content of reports
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Barcoding/RFID
Identify and track items using barcode tags or RFID (radio-frequency identification) tags
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Inventory Optimization
Maintain and control the stock level of inventory
Real-Time Data
Receive data and information in real time
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Bills of Material
Material list of manufacturing parts and associated costs
Real-Time Analytics
Analyze and gain insights into data in real-time
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Menu Planning
List of food items to serve in any type of meal including main dishes, side dishes, and desserts.
Purchase Order Management
Create, send, and track purchase orders and their statuses
Accounting Integration
Integrate with a third-party accounting system
Multi-Location
Manage and support multiple locations
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Food & Beverage Management
For businesses handling food & beverage operations
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Real-Time Updates
Receive system updates as soon as any changes are made
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
Forecasting
Form predictions based on past and present data/trends
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Point of Sale (POS)
Accept and process customer payments for products or services using hardware and software
Cost Management
Manage budgets, track and optimize spending and align capacity to workload demand
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Customizable Branding
Add customized logos and colors to align with company branding
API
Application programming interface that allows for integration with other systems/databases
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Activity Tracking
Track and document all activities across devices, networks, and other systems
Electronic Payments
Electronically collect payments for goods or services
Customizable Reports
Alter the layout and content of reports
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Inventory Management
Track and manage inventory levels to maintain proper supply
Recipe Management
Store recipes, enable recipe modification, and generate data required for production records
Catering Management
Manage catering operations/processes
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Nutrition Analysis
Scientific process of assessing the types, amount & nutritional content, including calories, vitamins & minerals for food/food products
Data Import/Export
Import and export data to and from software applications
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Labor Cost Reporting
Report on the allocation and distribution of labor costs across projects
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Clock In/Out
Track employees' arrival and departure timings for payroll purposes
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Sales Reports
Reports specific to sales analysis for trends and strategies
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Real-Time Data
Receive data and information in real time