Cetec ERP Features

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Automates a process that requires a series of steps that typically require intervention by a 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.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

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.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Access software remotely via mobile devices

Manage the process of attracting and converting business prospects into leads

Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

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.

Grants access to select data, features, objects, etc. based on the users, user role, groups, etc.

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.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Access software remotely via mobile devices

Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

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.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

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.

Access software remotely via mobile devices

Delivers APIs and standard integrations with other software systems.

Complies with security and privacy regulations and standards.

Allows users to access the software using mobile devices.

Facilitates software configuration without the need for technical experise.

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Track, store, and access client contracts or licenses

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Enables analysis of effectiveness of an organizations various marketing activities

Manage, store and organize emails within the system or via third-party apps

Create, save, and store files

Defines specific deal parameters to negotiate and secure deals

Tracks issues/help requests reported by customers through the resolution process.

Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

Create, design and manage workflows for repetitive tasks

Track all opportunities for potential sales and convert them into recurring revenue

Pipeline view and tracking lead status

View and track pertinent metrics to find patterns and gain insights from data

Track and manage schedules and meetings via an integrated calendar

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Manage and track all internal and external communication conducted via calls, email, text, or chat

Interact with data visualization elements, such as charts and graphs, to drill down into data

Create, save, and re-purpose templates for emails, forms, etc.

Predict future data based on historical data sets

Store, manage, and track all electronic documents in a centralized location

Manage various distribution channels, build relations with channel partners, and track their performance

Tracking, calculating, and paying commissions and earnings to employees

Manage or track sales completed by field teams/employees

Ability to input, modify and extract data from the application in bulk through a structured file.

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.

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.

Addition of necessary external data, applications, tools, or features

Incorporation of a chat or messaging system within an organization's internal communication infrastructure

Provides a channel for team members to share media files, communicate, and work together

Tools designed to streamline the process of lead generation and management for sales teams

Receive data and information in real time

Ability to input, modify and extract data from the application in bulk through a structured file.

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.

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.

Provides a channel for team members to share media files, communicate, and work together

Set up connections to third-party platforms to improve business processes

Integrate with a third-party accounting system

Set up connections to third-party platforms to improve business processes

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.

Ability to input, modify and extract data from the application in bulk through a structured file.

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.

Tools to facilitate the production of information and promote efficiency

Receive data and information in real time

Provides a channel for team members to share media files, communicate, and work together

Analyze survey results via statistical testing or crosstabs directly within the software

Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

Allow integration with procurement software, such as Procure To Pay, RFP and Spend Management

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Set up connections to third-party platforms to improve business processes

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Provide online support for your customers through live chat or help desk functionality

Integrate with more than one social media network

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

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

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

General reporting offered covers all of the standard financial statements and meets the basic needs of the business

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

Create and revise an unlimited number of budget, plan and forecast scenarios.

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

Generate reports to assess the financial performance of an organization

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

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

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

Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.

Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record

The layout of the invoice template is fully customizable and you can add or remove fields.

Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.

The system automates the dunning process to help drive collections

Steamlines data entry by auto populating recurring or predefined vendor values

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process

Creation, processing, verification, and execution of invoices till the payment is made

Create, send, and track purchase orders and their statuses

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Electronically collect payments for goods or services

Electronically collect payments for goods or services

Accept and process credit card transactions

Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.

Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.

Customizable reporting allows insight into usage of inventory and services.

Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations

Automates recognition of revenue and expenses by defining recognition rules.

Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations.

Payroll module or integration to an external payroll provider which automates the recording of payroll

Automated time and expense capture, tracking, approval, reimbursement and reporting

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Measure and track time including hours worked and paid time off (PTO)

Track the status over time for a request, process, asset, or transaction

Track actual spending to ensure it's in line with the planned budget

Manage and track all inventory records across warehouses and retail locations through a single unified database.

Maintain a visual on product stock levels throughout your facilities with flexible inventory dashboards.

View the history of individual items and compare the sales performance of new to old stock in order to inform purchasing decisions.

Set low stock thresholds and receive automatic alerts when stock decreases to that level.

Automatically adjust inventory for product bundles, kit orders, and product variations within the system.

Use barcode or radio-frequency identification (RFID) technology with specialized readers or mobile applications to track inventory assets throughout warehouse facilities.

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

Integrate shopping carts, eCommerce platforms, POS, and payment gateways with the system to link inventory records between across platforms.

Track inventory costs and costs of goods sold (COGS) with accounting software integrations.

Transfer large volumes of inventory data records into and out of the system with built-in import / export tools.

A collection of customer information such as contact details, demographics, previous interactions, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Track actual spending to ensure it's in line with the planned budget

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Track the status over time for a request, process, asset, or transaction

Forecast customer demand using historical insights and simulations

Access previous interactions or concerns to maintain customer relationships

Track and assign specific serial numbers to products

Track the status over time for a request, process, asset, or transaction

Set up connections to third-party platforms to improve business processes

Forecast customer demand using historical insights and simulations

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Tools to create and adjust workflows to ensure consistency.

Tools to plan the lifecycle of a product from design to manufacture and distribution.

The ability to organize records of each version of a product and approve or veto designs.

Manage the end-to-end production process for manufacturing operations

Ensure that quality requirements and standards are met across production processes

Monitor expiration dates for inventory items

Track and manage inventory levels to maintain proper supply

Manage budgets, track and optimize spending and align capacity to workload demand

Store recipes, enable recipe modification, and generate data required for production records

Store, manage, and track all electronic documents in a centralized location

Manage and control operations that take place on the shop floor or factory floor

Manage all supplier data and operations

Manage and track customer orders for goods, investments, or any other purchases

Create, send, and track purchase orders and their statuses

Calculate nutritional analysis and allergens on menu items

Manage the planning and execution of supply chain activities

Remove or recall products from the market

Create and maintain product configurations using Bills of materials (BOMs).

Generate work orders based on demand and assign them to employees.

Plan manufacturing activities based on product type, and employee or equipment availability.

Track work in process (WIP) across multiple production lines and manufacturing locations.

Manage work orders for different types of activities such as production, rework, or maintenance.

Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.

Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.

Create and implement master production plans for multiple production lines and locations.

Assign equipment and monitor shop floor activities during various production stages.

Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.

Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.

Create and implement master production plans for multiple production lines and locations.

Assign equipment and monitor shop floor activities during various production stages.

Track work in process (WIP) across multiple production lines and manufacturing locations.

Manage work orders for different types of activities such as production, rework, or maintenance.

Implement engineering changes across all manufacturing activities and locations

Support advanced product configuration features to adapt to specific customer needs

Integrate design, engineering, manufacturing, and other functions to reduce the time to market.

The ability to manage certivicates of compliance and certificates of analysis from suppliers.

A means to view and customize a large amount of pertinent data represented in one place.

Track and manage the profit margin between the cost of a product and its selling price.

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Track and manage adherence to policies for any service, product, process, or supplier

Deliver out of the box Chart of accounts that can be used across multiple companies or business units.

Steam lines data entry by auto-populating recurring or predefined vendor values.

Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.

Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.

Match payments and invoices and perform bank reconciliation in multiple currencies.

Payments can be processed by batch without manual intervention

Ability to schedule payments at predefined dates and times

Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers

Deliver out of the box Chart of accounts that can be used across multiple companies or business units.

Steam lines data entry by auto-populating recurring or predefined vendor values.

Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.

Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.

Match payments and invoices and perform bank reconciliation in multiple currencies.

Payments can be processed by batch without manual intervention

Ability to schedule payments at predefined dates and times

Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers

Deliver out of the box Chart of accounts that can be used across multiple companies or business units.

Steam lines data entry by auto-populating recurring or predefined vendor values.

Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.

Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.

Match payments and invoices and perform bank reconciliation in multiple currencies.

Calculate costs and revenues per project and determine project profitability

Payments can be processed by batch without manual intervention

Ability to schedule payments at predefined dates and times

Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers

Streamlines data entry by auto populating recurring or predefined vendor information and invoice details

Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions.

Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record

Create and revise an unlimited number of budget, plan and forecast scenarios.

The system automates the dunning process to help drive collections

General reporting offered covers all of the standard financial statements and meets the basic needs of the business

The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates.

Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source.

Ability to track cash positions across all accounts, banks, business units, and countries

Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

Automate recognition of revenue and expenses by defining recognition templates.

Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes.

Ability to schedule payments at predefined dates and times

Payments can be processed by batch without manual intervention

Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Automate processes to manage leads, contacts, opportunities and sales activities

Automate workflows and trigger campaigns based on customer actions

Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.

Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.

Manage and track all inventory records across warehouses and retail locations through a single unified database.

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms.

Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.

Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.

Manage and track all inventory records across warehouses and retail locations through a single unified database.

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms.

Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.

Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.

Manage and track all inventory records across warehouses and retail locations through a single unified database.

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms.

Identify demand based on different types of sales orders and forecasting data.

Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.

Track products and raw materials shipped by suppliers, from origin to destination.

Match the products received with the corresponding purchase orders and add them to inventory.

Identify demand based on different types of sales orders and forecasting data.

Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.

Track products and raw materials shipped by suppliers, from origin to destination.

Match the products received with the corresponding purchase orders and add them to inventory.

Identify demand based on different types of sales orders and forecasting data.

Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.

Track products and raw materials shipped by suppliers, from origin to destination.

Match the products received with the corresponding purchase orders and add them to inventory.

Manages customer information including multiple ship-to and bill-to locations.

Available to promise provides information on future availability of products that are either planned for production or purchased but not received.

Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.

Manage return merchandise authorizations (RMS) approval processes and match with the original invoices.

Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.

Manage various types of pricing and discounts associated with product categories and customer types.

Manages customer information including multiple ship-to and bill-to locations.

Available to promise provides information on future availability of products that are either planned for production or purchased but not received.

Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.

Manage return merchandise authorizations (RMS) approval processes and match with the original invoices.

Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.

Manage various types of pricing and discounts associated with product categories and customer types.

Manages customer information including multiple ship-to and bill-to locations.

Available to promise provides information on future availability of products that are either planned for production or purchased but not received.

Allows sales to create quotes and proposals which can be modified for each customer or project

Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.

Manage return merchandise authorizations (RMS) approval processes and match with the original invoices.

Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.

Manage various types of pricing and discounts associated with product categories and customer types.

Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.

Create and implement master production plans for multiple production lines and locations.

Assign equipment and monitor shop floor activities during various production stages.

Track work in process (WIP) across multiple production lines and manufacturing locations.

Manage work orders for different types of activities such as production, rework, or maintenance.

Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.

Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them

Track products manufactured along with a standard product (co-products) and secondary products (by-products)

Production batches can be resized up and down to include new sales orders and to reprioritize production orders

Implement engineering changes across all manufacturing activities and locations

Support advanced product configuration features to adapt to specific customer needs

Integrate design, engineering, manufacturing, and other functions to reduce the time to market.

Define and implement workflows for inspections, including rules for escalations and notifications.

Identify rejected products and decide either they can be repaired or discarded.

Track production waste such as scrap, as well as returns that cannot be repaired.

Monitor product defects, identify causes and provide corrective actions to improve quality.

Define and implement workflows for inspections, including rules for escalations and notifications.

Identify rejected products and decide either they can be repaired or discarded.

Track production waste such as scrap, as well as returns that cannot be repaired.

Monitor product defects, identify causes and provide corrective actions to improve quality.

Define and implement workflows for inspections, including rules for escalations and notifications.

Identify rejected products and decide either they can be repaired or discarded.

Track production waste such as scrap, as well as returns that cannot be repaired.

Monitor product defects, identify causes and provide corrective actions to improve quality.

Manage field service activities related to the finished products delivered, such as installation and repairs

Maintain information on warranties for the products delivered and for their components

Track maintenance operations for the products sold, such as calibration or preventive maintenance

Manage field service activities related to the finished products delivered, such as installation and repairs

Maintain information on warranties for the products delivered and for their components

Track maintenance operations for the products sold, such as calibration or preventive maintenance

Define and implement optimal procedures to pick and pack product for shipping.

Plan deliveries based on inventory availability, transportation costs, and order priority.

Track shipments from warehouse to the destination, including drop shipments and multilocation shipping.

Define and implement optimal procedures to pick and pack product for shipping.

Plan deliveries based on inventory availability, transportation costs, and order priority.

Track shipments from warehouse to the destination, including drop shipments and multilocation shipping.

Define and implement optimal procedures to pick and pack product for shipping.

Plan deliveries based on inventory availability, transportation costs, and order priority.

Track shipments from warehouse to the destination, including drop shipments and multilocation shipping.

Payroll module or integration to an external payroll provider which automates the recording of payroll.

Track the time spent by employees performing various tasks related to production or inventory management.

Track the time spent by employees performing various tasks related to production or inventory management.

Track the time spent by employees performing various tasks related to production or inventory management.

Calculate demand by consolidating data from multiple sources.

Track resource availability for raw materials and production capacity.

Generate production plans based on demand and resource availability.

Ability to improve production plans using historical data.

Manage workflows and business processes for procurement.

Provide standard procurement contracts that can be customized.

Maintain a repository of content such as catalogs and other documents.

Define requisition rules for various types of procurement

Pre-designed layouts that can be customized to match preferences and requirements

Allowa supervisors to convert production plans into production schedules.

Implement production schedules on the shop floor in multiple locations.

Tracking the status of previously identified performance measurements

Manage and control operations that take place on the shop floor or factory floor

Develop potential scenarios to identify risks and opportunities

Provide customer contact management features or integration with CRM.

Helps salespeople create and manage quotes and sales orders.

Includes service management features or integration with field service management.

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Provide basic features for finance or integration with accounting software.

Manage inventory or components, finished goods, and equipment.

Include functionality to create and manage purchase orders.

Create a list of all the assets owed by a company.

Include lean project management features and best practices.

Track maintenance operations for the products sold, such as calibration or preventive maintenance

Payroll module or integration to an external payroll provider which automates the recording of payroll

Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process

Define requisition rules for various types of procurement.

Identify and assess suppliers for different products and services.

Monitor the status of multiple types of assets.

Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features.

Maintain information on warranties for the products delivered and for their components

Track and manage inventory levels to maintain proper supply

Allow customers/users to submit support queries and service requests

Track and manage schedules and meetings via an integrated calendar

Plan, manage, and track the financial activities of an individual or organization

Manage contact details and communication with clients

Create, design and manage workflows for repetitive tasks

Track and manage employee time-off, vacation, and sick leave requests

Track employee/learner's progression through training programs

Track employee schedules, availability, and performance across projects and tasks

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Manage the planning and execution of supply chain activities

Manage employee salary processes, data, taxes, and records administration efficiently

Track and manage adherence to policies for any service, product, process, or supplier

Store, manage, and track all electronic documents in a centralized location

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manage and track operations and inventory within warehouses

Helps users manage the maintenance of assets; offers reporting to identify areas for improvement

Managing activities & processes related to planning, coordination, implementation, control, and evaluation of sales performance.

Plan and coordinate all the resources, costs and time needed to execute assignments

Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc.

Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding

Allocate and manage resources, such as employees, equipment, facilities, and other assets

Available to promise provides information on future availability of products that are either planned for production or purchased but not received.

Rules ensure that users select only compatible options and that all required items are included

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents

Notifies field service workers of their upcoming assignments.

Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders.

Allows users to search, filter, sort and select items to be added to quote

Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.

Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders.

Functionality to allow users to process returns/refunds either via self service or contacting customer service.

Creates and assigns support tickets, scheduling them in a timely manner.

Images can be displayed of options to enable users to visualize product options as it is being configured

Automates core HR functions such as talent management, employee evaluation and learning management

Create, manage and track all task activities and progression

Customize data fields to support various needs and use cases

Create, send, and track purchase orders and their statuses

Manage and track all inventory records across warehouses and retail locations through a single unified database.

Track products and raw materials shipped by suppliers, from origin to destination.

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.

Customizable reporting allows insight into usage of inventory and services.

Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.

Support multiple picking methods such as batch, wave, or zone picking.

Create schedules for picking activities based on inventory availability.

Match the products received with the corresponding purchase orders and add them to inventory.

Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.

Supports the effective planning of manufacturing production based on materials, labor, and machinery.

Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.

Monitor product defects, identify causes and provide corrective actions to improve quality.

Calculate demand by consolidating data from multiple sources.

Define and implement workflows for inspections, including rules for escalations and notifications.

Track resource availability for raw materials and production capacity.

Create and implement master production plans for multiple production lines and locations.

Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.

Generate production plans based on demand and resource availability.

Identify rejected products and decide either they can be repaired or discarded.

Assign equipment and monitor shop floor activities during various production stages.

Track production waste such as scrap, as well as returns that cannot be repaired.

Track work in process (WIP) across multiple production lines and manufacturing locations.

Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds.

Add one-time or recurring cash flow items and add line items for each payment or deposit.

Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.

Create and revise an unlimited number of budget, plan and forecast scenarios.

Import trial balance, monthly P&L, balance sheets, and other types of financial data

Forecasting is based on past transactions and historical financial or operational data

Supports multiple types of revenues, such as recurring and transaction based

Allows users to allocate revenues to various business entities or departments

Allows users to create warehouse-to-warehouse transfers knowing the exact stock levels for both locations when sending and receiving

Allows users to sync inventory across multiple stores, marketplaces, and warehouses

Allows users to connect sales channels to specific warehouses.

Allows users to manage all thier clients on one system

Allows users to connect marketplaces for each client

Allows inventory tracking for specific customer required attributes such as lot, serial, style/color/size

Track and facilitate returns of products sold

Manage and track customer orders for goods, investments, or any other purchases

Manage and track orders being shipped to customers

Track products that are for sale at a reduced price or part of coupon promotions

Track collected or paid charges for services performed or access granted

Manage goods purchased or received from third-party suppliers/consignors

Purchasing method in which a consumer places a deposit on an item for later pick-up when they come back and pay the balance

Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus

Software specialized for manufacturers to track work orders, bills of materials, and manufacture orders to help streamline operations

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Create and manage digital catalog of products/services with their details, specifications, and price

Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process

Purchase and replenish product stock based on inventory levels and needs

Manage and track operations and inventory within warehouses

Create, send, and track purchase orders and their statuses

Print and scan barcode or labels

Manage and control operations that take place on the shop floor or factory floor

Manage all supplier data and operations

Track and manage inventory levels to maintain proper supply

Collect, organize, and track inventory/product data including item numbers, descriptions, etc.

Tool used to determine accurate pricing and product eligibility for borrowers

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

An order generated by a seller to a customer, containing details about products or services

Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.

Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.

Manage and track all inventory records across warehouses and retail locations through a single unified database.

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms.

Integration with Internet of Things devices to automate real-time tracking, data collection and other processes

Vendor takes full responsibility for maintaining an agreed inventory of the material on behalf of the buyer

Maintain visual on stock levels

Track available inventory and manage flow of goods to/from warehouses

Reserve goods that have been added to cart and update stock levels

Use criteria to add or remove suppliers to/from approved lists.

Manage communications with suppliers on multiple channels such as phone or email.

Capture and maintain documents related to suppliers and their products or services.

Compare goods received with purchase orders and document variations

Provide features to capture and record invoices, such as import or scanning

Allow suppliers to submit invoices using an online portal

Deliver a central repository of AP documents, such as POs and invoices

Allows users to evaluate supplier performance using standard and custom KPIs.

Provide features to compare suppliers and choose the best option for various activities.

Track and manage inventory levels to maintain proper supply

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Create, design and manage workflows for repetitive tasks

Track and manage adherence to policies for any service, product, process, or supplier

Create, send, and track purchase orders and their statuses

Review, approve and cancel requests for goods/services to be purchased

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Allows businesses to create and manage auctions.

Negotiate best prices and choose the right vendor for various purchases

Track and facilitate returns of products sold

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Track, store, and access client contracts or licenses

Manage all supplier data and operations

Track the amount of money spent on a certain product or with a certain supplier

Manage and track customer orders for goods, investments, or any other purchases

Manage and track orders being shipped to customers

Manage and track operations and inventory within warehouses

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Create and manage digital catalog of products/services with their details, specifications, and price

Upload, track, and submit receipts in a central database

Identify and assess suppliers for different products and services.

Electronically create and manage purchase orders for products and services.

Include features for procurement invoicing and e-invoicing.

Ability to match AP invoices to POs, contracts, or payments

Identify incomplete or late supplier payments

Include workflows for approvals and invoice processing

Comply with local and global tax regulations for collections

Electronically submit invoices to buyers

Configure existing workflows to meet your organization's needs

Create and manage supplier profiles that include contact and pricing information.

Identify the services and products provided by suppliers, as well as certifications.

Track history of all interactions and business transactions with suppliers.

Improve visibility into procurement activities across the company.

Monitor the performance of procurement operations

Analyze procurement spending and identify future trends.

Track invoices based on due dates to identify overdue payments

Monitor KPIs such as time to process an invoice or erroneous payments

Allows users to create, track and maintain accurate, auditable conformance records.

Allows users to assign tasks for corrective and preventive actions (CAPA) to employees in nonconformance

Allows users to submit change requests and control plan revisions at any point in the production process and track all revisions.

Create, manage and track all task activities and progression

Create, manage, and track policies and procedures within an organization

Store, manage, and track all electronic documents in a centralized location

Manage and track all disruptions and incidents

Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Create, design and manage workflows for repetitive tasks

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Record and track all relevant internal and external communications

Track employee/learner's progression through training programs

Manage, maintain and track the performance of assets and equipment

Obtain, monitor, and review customer feedback/complaints relating to products and services to improve customer satisfaction

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Track and monitor processes/products to ensure they meet international standards developed by the ISO

Schedule the calibration of instrumentation and maintenance requirements

Track and manage adherence to policies for any service, product, process, or supplier

Allow users to centralize and archive documents for quality management

Allows users to collaborate in real time with editing and commenting capabilities to minimize miscommunication

Allows users to collects both vendor- and customer-facing data relevant to the product development lifecycle, and generates performance and health reports

Qualify, select, and monitor supply chain partners

Statistical methods to assist with and maintain quality control of processes

Manage the process of evaluating documents or requests submitted for approval

Ensure that quality requirements and standards are met across production processes

Allows users to determine potential risks that may impact employees or the environment

Allows users to estimate the impact of EHS risks on the operations of the company

Allows users to evaluate suppliers using safety and environmental criteria

Allows users to choose from templates for multiple types of inspections such as safety or quality

Provides users with workflows to assign tasks for audit and inspections

Allows users to identify corrective actions to address incidents and accidents

Provides users with regulations to follow under the Occupational Safety and Health Act (OSHA)

Allows users to track permits required for environmental and safety compliance

Allows users to manage certifications to comply with regulations and standards

Enter and convert orders and quotes

Register received orders in the system

Provide real-time notifications and status updates

Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries

The ability to enter orders from a remote location such as a computer, mobile, or tablet.

Verify shipping preferences

Track orders and their statuses as they move along the supply chain

Manage orders for products that are unavailable due to inventory shortage

Track products that are for sale at a reduced price or part of coupon promotions

Track orders throughout the fulfillment process

Create, send, and track purchase orders and their statuses

Track status of orders from shipment to delivery

Provide customers access to their information in order to answer FAQs

Automatically send emails using certain triggers to notify customer service of issues

Access software remotely via mobile devices

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Managing orders that a customer purchases repeatedly and regularly

Store payment data and customer information

Support and/or integrate with a payment gateway(s)

Automate billing and contracts

Accomidate automatic payments from various payment methods

Receive data and information in real time

Assists customes through all the phases of the implementation process.

Provides software users with training courses and learning content.

Delivers customer and technical support, directly or trough partners.

The vendor provides consulting services such as business process reengineering.

Use AI to generate content in the form of text, images, videos, etc.

Create proposals based on costs of labor and materials

Use AI to generate content in the form of text, images, videos, etc.

Uses AI to automatically input data from receipts, invoices, and other documents

Uses AI to generates, send, and track invoices

Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns

Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time

Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns

Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports

Uses AI to match transactions recorded in the accounting system with those in bank statements

Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business

Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances

Uses AI to analyze data to identify trends and make predictions

Upload, track, and submit receipts in a central database

Create, design and manage workflows for repetitive tasks

Manage employee salary processes, data, taxes, and records administration efficiently

Calculation of consumption tax imposed on the sale of goods/services

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

View and track pertinent metrics to find patterns and gain insights from data

Manage and track customer orders for goods, investments, or any other purchases

An order generated by a seller to a customer, containing details about products or services

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Receive data and information in real time

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Accept and process credit card transactions

Bring together financial information by collecting data from multiple ledgers and close financial processes

Manage, record and track all business exchanges in form of money and its related interactions in the system

Enables synchronization of accounting data across devices in real-time

Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines

Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables

Allows users to view and update certain data without an internet connection

Allows users to capture and upload expense receipts directly from mobile devices

Enables creation, editing, and sending of invoices

Track and manage adherence to policies for any service, product, process, or supplier

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Track and manage inventory levels to maintain proper supply

Plan, manage, and track the financial activities of an individual or organization

Track and document all activities across devices, networks, and other systems

Store, manage, and track all electronic documents in a centralized location

Track and report regulatory data to either internal management or external stakeholders

Allow users to create, edit, and sort multiple notes

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Ability to break down and plan multi-step processes

Makes informed choices based on available data and objectives

Material requirements planning software manages the scheduling and inventory control for manufacturers.

Improves performance based on feedback and experience

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Notifications/alerts for upcoming events or tasks

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Create budgets based on historical data and future projections

Capability to perform complex tasks without constant human input

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Works across multiple software systems or databases

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Provides conversational assistance for accounting tasks, financial data, and product navigation using natural language.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Import and export data to and from software applications

Automatically identify and save contact information of potential customers

Software's ability to perform similar action on multiple similar files simultaneously

Track delivered, received, and opened emails

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Assemble applications and processes by dragging over and arranging pre-built components

Group leads or contacts based on their specific characteristics

Customize data fields to support various needs and use cases

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Track interaction history by documenting conversations for contacts

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Store and organize documents in a centralized system

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Log and store the source of contacts/leads

Generate quotes or estimates for customers

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Score a lead on their quality or likelihood to buy based on certain behaviors

Automate workflows and trigger campaigns based on customer actions

Pre-made examples and templates for emails

Reports specific to sales analysis for trends and strategies

Visualize and analyze customer experience across all touchpoints and channels

Timed notification for any upcoming task, deadline, appointment, or activity

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Protect sensitive data for digital privacy

Alter the layout and content of reports

Synchronize with other calendars to view mutual availability and schedules

Primarily serving startup companies

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Operate/access software on iPad Devices

Pre-designed layouts that can be customized to match preferences and requirements

Track and document all activities across devices, networks, and other systems

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Operate/access software on Mac Devices

Create landing pages or online forms designed to capture new leads and prospects

Engage with a lead throughout the sales process by actively providing information

Games or game-like elements to track progress and reward accomplishments

Arrange tasks based on the level of priority or urgency

SaaS, web-based, online deployment

Use your computer as a phone device to make calls over the internet

Allow users to access multiple services after entering their login credentials once

A collection of customer information such as contact details, demographics, previous interactions, etc.

Predefined actions automatically performed on the occurance of specific events

Access the system via a mobile application

Set up automated email sequences to streamline outreach and engage leads/contacts

Process of dividing customers into groups based on common characteristics

Manually or automatically assign leads to sales reps

Designed for small businesses

Ability to chat online in real time

Capture contact information by scanning a physical item and having the system automatically extract data from the scan

Graphical representation of data

Track customers' activities across social networks and maintain details about their demographics, preferences & more

Market event via social media tools

Observe and track the demand, usage, progress or quality of a system, product, or user

Tracks metrics that provide insight into how a user interacts with any interface or product

Track activity on sites such as Facebook, Twitter, Instagram, etc.

Initiate interactions with customers by proactively starting conversations or providing informational content

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Monitor social media posts or web that mention a particular brand

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Streamlining repetitive tasks and activities through automated and predefined workflows

Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.)

Use AI to generate content in the form of text, images, videos, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Follows the movement of a food product and its ingredients through all steps in the supply chain

Material list of manufacturing parts and associated costs

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Receive data and information in real time

View and track pertinent metrics to find patterns and gain insights from data

Calculate the cost of each item in a recipe

Material requirements planning software manages the scheduling and inventory control for manufacturers.

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Plan and schedule the use of production resources

Form predictions based on past and present data/trends

View and track information about potential allergens in food items

Supports the effective planning of manufacturing production based on materials, labor, and machinery.

Generate quotes or estimates for customers

Manage and support multiple locations

Use AI to generate content in the form of text, images, videos, etc.

Track money owed to a company's creditors/suppliers

Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability)

Generate quotes or estimates for customers

Manage the process of evaluating documents or requests submitted for approval

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

A financial statement that lists a company's accounts and details the account type and balance

Manage and track financials on a project-to-project basis

Convert data into a code for security

Track outstanding invoices and the money owed from clients

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Create, manage, and send invoices or bills to customers

Timed notification for any upcoming task, deadline, appointment, or activity

Manage and handle various international currencies

Define levels of authorization for access to specific files or systems

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Protect sensitive data for digital privacy

Centralized accounting record which tracks all financial transactions

Change one currency to another based on real-time rates/values

Pre-designed layouts that can be customized to match preferences and requirements

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Estimate expected cost based on various factors before a project begins

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Attaching relevant receipts or supporting documents to submit expenses for reimbursement

Store and organize documents in a centralized system

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Organize and group data or items based on various criteria

Setup and send recurring or automated bills

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

A collection of customer information such as contact details, demographics, previous interactions, etc.

Primarily serving wholesale distribution companies and supply chain industry professionals

Material list of manufacturing parts and associated costs

Monitor product stock levels

Software program that continuously adjusts its behavior based on observed data

Access the system via a mobile application

Private online space that lets businesses securely share documents and provide information access to clients

Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals

Access work applications remotely, for when working away from the office and/or traveling

Calculates a company's working capital which is the amount of money a company has available to run its business

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Manage the accounting and financial aspects of multiple locations or companies in a single location

Designed for small businesses

Import and export data to and from software applications

Timed notification for any upcoming task, deadline, appointment, or activity

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Create, manage, and send invoices or bills to customers

Accept and process customer payments for products or services using hardware and software

Generate quotes or estimates for customers

Pre-designed layouts that can be customized to match preferences and requirements

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Add customized logos and colors to align with company branding

Assemble applications and processes by dragging over and arranging pre-built components

Define levels of authorization for access to specific files or systems

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Integrated suite of industry-specific operations management applications (Supply Chain, HR, Project Management, Manufacturing, etc.)

Manage and support multiple locations

Material list of manufacturing parts and associated costs

View and track pertinent metrics to find patterns and gain insights from data

Alter the layout and content of reports

Interact with data visualization elements, such as charts and graphs, to drill down into data

Technological processes and strategies used for collecting, managing, and analyzing organizational data

Manage and support multiple locations

Scan barcodes to ensure accurate pricing and label tracking

A collection of customer information such as contact details, demographics, previous interactions, etc.

Customize the specifications of a finished product to meet the particular needs of a customer

Import and export data to and from software applications

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Cross-checking financial records with physical inventory counts and records

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Generate quotes or estimates for customers

Access previous interactions or concerns to maintain customer relationships

Create invoices from scratch or have recurring invoices

Manage the process of receiving, preparing, and delivering orders for goods/products

Private online space that lets businesses securely share documents and provide information access to clients

Manage and track orders being shipped to customers

Assign issues and tasks based on availability or required skills

Create, design and manage workflows for repetitive tasks

Manage and track operations and inventory within warehouses

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Use AI to generate content in the form of text, images, videos, etc.

Create, manage, and send invoices or bills to customers

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Manage order deliveries until they are received by the customers

Receive system updates as soon as any changes are made

Track and facilitate returns of products sold

Process of printing custom labels through various methods.

View and track pertinent metrics to find patterns and gain insights from data

Search and filter data across systems to locate required information by entering keywords or certain criteria

Manage and track customer orders for goods, investments, or any other purchases

Create and manage digital catalog of products/services with their details, specifications, and price

Track and manage inventory levels to maintain proper supply

Set up connections to third-party platforms to improve business processes

Intended to be used by online stores

Manage customer orders that cannot be filled immediately due to out-of-stock items

Manage all supplier data and operations

Software's ability to perform similar action on multiple similar files simultaneously

Set up routing rules that connect sales channels with warehouses to minimize order processing time

Assess and optimize pricing markdowns, special offers, or other promos

Application programming interface that allows for integration with other systems/databases

Manage and handle various international currencies

Generate or print labels that contain shipping information for packages

Store and organize information about customers and previous interactions

Send / receive, process, and execute orders

Enable the process of exchanging one item for another

Add customized logos and colors to align with company branding

Manage special order requested by a customer

Form predictions based on past and present data/trends

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Manage the process of evaluating documents or requests submitted for approval

Provides a channel for team members to share media files, communicate, and work together

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Use AI to generate content in the form of text, images, videos, etc.

Application programming interface that allows for integration with other systems/databases

Define levels of authorization for access to specific files or systems

Track orders throughout the fulfillment process

Monitor product stock levels

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Analyze and gain insights into data in real-time

Review and uncover trends in spending activity

Manage and handle various international currencies

A record of all activities within the system, including user access, changes made, etc.

Active reporting of data and metrics

Track and document all activities across devices, networks, and other systems

Search and filter data across systems to locate required information by entering keywords or certain criteria

Set allowances and ensure employees don't spend more than the allotted amounts

Import and export data to and from software applications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Creation, processing, verification, and execution of invoices till the payment is made

Manage all receiving processes within a warehouse

Store and organize documents in a centralized system

Generate quotes or estimates for customers

Integrate with a third-party accounting system

Set up connections to third-party platforms to improve business processes

Manage and support multiple locations

Monitor and record expenses such as purchases or charges incurred

Reports that analyze a company's purchasing activities, including purchases made, suppliers used, and expenses incurred

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alter the layout and content of reports

Receive data and information in real time

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Track and monitor efficient handling of all changes/transitions

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Ensure that quality requirements and standards are met across production processes

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage the planning and execution of supply chain activities

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Generate quotes or estimates for customers

Manage and handle various international currencies

Track the production of materials and items over certain periods or seasons

Manage the end-to-end production process for manufacturing operations

Track the status over time for a request, process, asset, or transaction

Application programming interface that allows for integration with other systems/databases

Use AI to generate content in the form of text, images, videos, etc.

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Import and export data to and from software applications

An order generated by a seller to a customer, containing details about products or services

Track and document the history, application, or location of an item or activity

Create, manage, and send invoices or bills to customers

Monitor service demand and performance to plan for adequate resources that meet business needs

Receive data and information in real time

Create, design and manage workflows for repetitive tasks

Estimate or forecast of a future scenario based on the study of present trends

Analyze and calculate business costs

Manage, organize, and store contact information

Manage and track orders being shipped to customers

Integrate with a third-party accounting system

Calculate total itemized costs, including initial costs and any changes

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

A collection of customer information such as contact details, demographics, previous interactions, etc.

Forecast customer demand using historical insights and simulations

Material list of manufacturing parts and associated costs

Manage and track customer orders for goods, investments, or any other purchases

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Manage all supplier data and operations

Estimate expected cost based on various factors before a project begins

Track and manage inventory levels to maintain proper supply

Forecast the cost and resources required to complete a project

Track and assign specific serial numbers to products

Form predictions based on past and present data/trends

Manage and track operations and inventory within warehouses

Manage, maintain and track the performance of assets and equipment

Manage and control operations that take place on the shop floor or factory floor

Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.

View and track pertinent metrics to find patterns and gain insights from data

Create, manage and track all task activities and progression

Store, manage, and track all electronic documents in a centralized location

Designed for small businesses

Plan and coordinate all the resources, costs and time needed to execute assignments

Manufacturing execution systems focus on quality control in the production process.

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

Identify and assess hazards to ensure the well-being of employees, assets, and the environment

Integrate with existing ERP systems

Import and export data to and from software applications

Print paychecks issued to confirm payment of wages or salary

Track factors that affect pricing and adjust prices accordingly to increase sales

Includes functionalities for creating custom eCommerce websites

Customize data fields to support various needs and use cases

Organize and group data or items based on various criteria

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Maintain and control the stock level of inventory

Checkout of online store

Alter the layout and content of reports

Reports specific to sales analysis for trends and strategies

Accept and process credit card transactions

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage and support multiple locations

Access the system via a mobile application

Use AI to generate content in the form of text, images, videos, etc.

Data is backed up automatically to prevent data loss

Process of printing custom labels through various methods.

Accept and process customer payments for products or services using hardware and software

Manage and handle various international currencies

Online portal through which end users can access the system, manage tasks, or obtain information

Send / receive, process, and execute orders

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Internal and external product tracking codes

Create, manage, and send invoices or bills to customers

Track the status of assets and whether they're checked in or out

Scan barcodes to ensure accurate pricing and label tracking

View and track pertinent metrics to find patterns and gain insights from data

Search and filter data across systems to locate required information by entering keywords or certain criteria

Provides a channel for team members to share media files, communicate, and work together

Create backups and provide methods to recover deleted/lost data

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Ability to link barcodes or serial numbers with specific items for identification

Group and package individual but related items as one package set

Access software remotely via mobile devices

Predict future data based on historical data sets

Monitor product stock levels

Cross-checking financial records with physical inventory counts and records

Application programming interface that allows for integration with other systems/databases

Access to a library of manufacturing parts, models, and specs

Automate order processes to improve operational efficiency in fulfillment, shipping, and more

Track stock count levels to manage product reordering

Create custom predefined rules for prices for products and services

Material list of manufacturing parts and associated costs

Visually identify, define, and map all details and relationships surrounding business process models and elements

Measure and track time including hours worked and paid time off (PTO)

Creating, assign, and track jobs and/or tasks for work orders

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Create, manage and track all task activities and progression

Monitor and manage manufacturing and production processes.

Assemble applications and processes by dragging over and arranging pre-built components

A way to visually represent data where different categories of items are marked with different colors

Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.

License bundling

Use AI to generate content in the form of text, images, videos, etc.

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Forecast customer demand using historical insights and simulations

Create appealing visualizations to illustrate and coordinate project benchmarks and dependencies

Material requirements planning software manages the scheduling and inventory control for manufacturers.

Plan and schedule the use of production resources

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage and support multiple locations

Track the availability of raw materials in the production lifecycle

Determine and plan production capacity based on changing demands

Track and document the history, application, or location of an item or activity

Manage and track customer orders for goods, investments, or any other purchases

Integrate with existing ERP systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Track and manage inventory levels to maintain proper supply

Provides a channel for team members to share media files, communicate, and work together

Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements

View and track pertinent metrics to find patterns and gain insights from data

Access software remotely via mobile devices

Generate quotes or estimates for customers

Create, manage, and send invoices or bills to customers

Track and monitor efficient handling of all changes/transitions

Plan availability and assign specific time slots for tasks and resources

Track the status over time for a request, process, asset, or transaction

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Application programming interface that allows for integration with other systems/databases

Receive data and information in real time

Store, manage, and track all electronic documents in a centralized location

Manage the process of evaluating documents or requests submitted for approval

Arrange tasks based on the level of priority or urgency

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Form predictions based on past and present data/trends

Provides varying estimates based on different scenarios

Set up connections to third-party platforms to improve business processes

Graphical representation of data

Manage all supplier data and operations

Manage the end-to-end production process for manufacturing operations

Track and manage adherence to policies for any service, product, process, or supplier

Process of tracking logged defects (errors) in a product or service to create new versions to fix the error

Digitally sign online documents

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Import and export data to and from software applications

Use AI to generate content in the form of text, images, videos, etc.

Identify issues and deviations from specifications

Gauge satisfaction and receive information for improvement and success

Define levels of authorization for access to specific files or systems

Application programming interface that allows for integration with other systems/databases

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Receive data and information in real time