[
Cetec ERP Reviews
](https://www.g2.com/products/cetec-erp/reviews)

[
Cetec ERP Reviews
](https://www.g2.com/products/cetec-erp/reviews)

# Cetec ERP Features

##### 
## Platform (16)

Customization

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

Workflow Capability

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.

User, Role, and Access Management

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

Sandbox / Test Environments

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.

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Output Document Generation

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

Customization

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

Workflow Capability

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

User, Role, and Access Management

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

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Output Document Generation

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

Customization

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

Output Document Generation

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

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

User, Role, and Access Management

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

Workflow Capability

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

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##### 
## Sales Force Automation (8)

Contact & Account Management

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

Partner Relationship Mgmt. (PRM)

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

Opportunity & Pipeline Mgmt.

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.

Task / Activity Management

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

Desktop Integration

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

Product & Price List Management

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.

Quote & Order Management

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.

Customer Contract Management

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.

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##### 
## Marketing Automation (2)

Lead Management

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.

Marketing ROI Analytics

Enables analysis of effectiveness of an organizations various marketing activities

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##### 
## Customer Support (2)

Case Management

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

Customer Support Portal

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.

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##### 
## Integration (13)

Data Import & Export Tools

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

Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Breadth of Partner Applications

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Data Import and Export Tools

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

Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Breadth of Partner Applications

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Breadth of Partner Applications

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Data Import and Export Tools

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

Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Accounting

Provide integration with accounting and financial management software

Payments

Integrate with payment gateways and enterprise payments software

ERP

Deliver integrations with accounting modules of ERP systems

Procurement

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

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##### 
## Mobile & Social (1)

Mobile User Support

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

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##### 
## Reporting & Analytics (10)

Reporting

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

Dashboards

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Forecasting

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

Financial Statements

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

Custom Reporting

Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer

Budgeting / Forecasting

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

Dashboards

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Custom Reporting

Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer

Dashboards

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Integration

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

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##### 
## General Ledger (3)

Journal Entries

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

Tags / Dimensions

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.

Audit Trail

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

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##### 
## Accounts Receivable (3)

Invoice Customization

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

AR Automation

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.

Collections Automation

The system automates the dunning process to help drive collections

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##### 
## Accounts Payable (3)

AP Automation

Steamlines data entry by auto populating recurring or predefined vendor values

Payment Processing

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

Purchase Orders

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

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##### 
## Other Functionality (8)

Inventory Tracking / Ordering

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

Inventory Pricing and Costing

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.

Inventory Reporting

Customizable reporting allows insight into usage of inventory and services.

Multi-Entity / Consolidation

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

Recognition Rules

Automates recognition of revenue and expenses by defining recognition rules.

Reconciliations

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

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

Time and Expense

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

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##### 
## Inventory Management Platform Features (10)

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.

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##### 
## Accounting (45)

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 Methods

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

Chart of Accounts

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

AP Automation

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

AR Automation

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

Journal Entries

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

Tags & Dimensions

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

Cash Management

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

Payment Batches

Payments can be processed by batch without manual intervention

Payments Scheduling

Ability to schedule payments at predefined dates and times

Payment Methods

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

Chart of Accounts

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

AP Automation

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

AR Automation

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

Journal Entries

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

Tags & Dimensions

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

Cash Management

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

Proejct Accounting

Calculate costs and revenues per project and determine project profitability

Payment Batches

Payments can be processed by batch without manual intervention

Payments Scheduling

Ability to schedule payments at predefined dates and times

Payment Methods

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

AP Automation

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

AR Automation

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

Audit Trail

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

Budgeting / Forecasting

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

Collections Automation

The system automates the dunning process to help drive collections

Financial Statements

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

Invoice Customization

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

Journal Entries

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

Monitor Cash Positions

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

Multi-Entity / Consolidation

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

Payment Processing

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

Recognition Rules

Automate recognition of revenue and expenses by defining recognition templates.

Reconciliations

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

Tags / Dimensions

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

Payments Scheduling

Ability to schedule payments at predefined dates and times

Payment Batches

Payments can be processed by batch without manual intervention

Payment Methods

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

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##### 
## Inventory & Warehouse (15)

Inventory Tracking

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

Inventory Costing

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

Product Master

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

Inventory Forecasting

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

Integrations

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

Inventory Tracking

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

Inventory Costing

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

Product Master

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

Inventory Forecasting

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

Integrations

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

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.

Show More

##### 
## Purchasing (12)

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.

Receiving

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

Demand

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

Purchase Orders

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

In Transit

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

Receiving

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

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##### 
## Sales & Marketing (19)

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.

Customer Master

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

ATP

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

Quote Management

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

Order History

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

Returns

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

Credit Limits

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

Pricing & Discounts

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

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##### 
## Discrete Manufacturing (6)

MRP

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

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.

BOM

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

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##### 
## Process Manufacturing (3)

Formulas & Recipes

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

Co-Products & By-Products

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

Batch Management

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

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##### 
## ETO Manufacturing (3)

Engineering

Implement engineering changes across all manufacturing activities and locations

Product Configuration

Support advanced product configuration features to adapt to specific customer needs

Concurrent Engineering

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

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##### 
## Quality Management (12)

Inspections

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

Rework

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

Waste

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

Defects

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

Inspections

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

Rework

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

Waste

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

Defects

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

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.

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##### 
## Service (6)

Field Service

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

Warranty Management

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

Maintenance

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

Field Service

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

Warranty Management

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

Maintenance

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

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##### 
## Distribution (9)

Picking & Packing

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

Shipping

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

Tracking

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

Picking & Packing

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

Shipping

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

Tracking

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

Pickinh & Packing

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

Shipping

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

Tracking

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

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##### 
## HR (4)

Payroll

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

Time & Attendance

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

Time & Attendance

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

Time & Attendence

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

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##### 
## Planning (8)

Identify Demand

Calculate demand by consolidating data from multiple sources.

Manage Resources

Track resource availability for raw materials and production capacity.

Production Plans

Generate production plans based on demand and resource availability.

Optimization

Ability to improve production plans using historical data.

Processses

Manage workflows and business processes for procurement.

Contracts

Provide standard procurement contracts that can be customized.

Content

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

Requisition

Define requisition rules for various types of procurement

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##### 
## Scheduling (3)

Production Schedules

Allowa supervisors to convert production plans into production schedules.

Deployment

Implement production schedules on the shop floor in multiple locations.

Monitoring

Track production schedules to identify issues and adjust accordingly.

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##### 
## Front-Office (3)

Contacts

Provide customer contact management features or integration with CRM.

Sales

Helps salespeople create and manage quotes and sales orders.

Service

Includes service management features or integration with field service management.

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##### 
## Manufacturing (18)

Product Configuration

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

Work orders

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

Scheduling

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

WIP

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

Work Orders

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

MRP

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

BOM

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

MPS

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

Shop Floor

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

MRP

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

BOM

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

MPS

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

Shop Floor

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

WIP

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

Work Orders

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

Engineering

Implement engineering changes across all manufacturing activities and locations

Product Configuration

Support advanced product configuration features to adapt to specific customer needs

Concurrent Engineering

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

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##### 
## Back-Office (3)

Accounting

Provide basic features for finance or integration with accounting software.

Inventory

Manage inventory or components, finished goods, and equipment.

Purchasing

Include functionality to create and manage purchase orders.

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##### 
## Back Office (10)

Asset Register

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

Lean Management

Include lean project management features and best practices.

Maintenance

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

Payroll

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

Purchase Orders

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

Requisition

Define requisition rules for various types of procurement.

Sourcing

Identify and assess suppliers for different products and services.

Status

Monitor the status of multiple types of assets.

Time & Attendance Tracking

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

Warranty Management

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

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##### 
## Front Office (12)

ATP

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

Configuration Rules

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

Contact & Account Management

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

Customer Portal

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

Field Service Dispatch

Notifies field service workers of their upcoming assignments.﻿

Product & Price List Management

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

Product Catalog

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

Promotions and Discounts

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

Quote & Order Management

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

Returns / Refunds

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

Tickets

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

Visual Configuration

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

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##### 
## Logistics (10)

Centralized Inventory Database

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

In Transit

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

Inventory Forecasting

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

Inventory Pricing and Costing

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

Inventory Reporting

Customizable reporting allows insight into usage of inventory and services.

Inventory Tracking / Ordering

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

Picking Methods

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

Picking Planning

Create schedules for picking activities based on inventory availability.

Receiving

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

Shipping Options

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

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##### 
## Production (12)

BOM

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

Defects

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

Identify Demand

Calculate demand by consolidating data from multiple sources.

Inspections

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

Manage Resources

Track resource availability for raw materials and production capacity.

MPS

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

MRP

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

Production Plans

Generate production plans based on demand and resource availability.

Rework

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

Shop Floor

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

Waste

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

WIP

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

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##### 
## Cash Flow (3)

Track Cash Flow

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

Income and Expenses

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

File Exports

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

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##### 
## Budgeting & Forecasting (3)

Budgeting / Forecasting

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

Data Import

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

Historical Data

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

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##### 
## Revenue (2)

Revenue Types

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

Revenue Allocation

Allows users to allocate revenues to various business entities or departments

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##### 
## 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.

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##### 
## 3PL inventory management (3)

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

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##### 
## Inventory Management (8)

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.

Stock Levels

Maintain visual on stock levels

Flow Of Goods

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

Reserving Goods

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

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##### 
## Management (4)

Approval

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

Communication

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

Documents

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

Receipt of Goods

Compare goods received with purchase orders and document variations

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##### 
## Invoice Management (3)

Capture

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

Supplier Portal

Allow suppliers to submit invoices using an online portal

Repository

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

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##### 
## Supplier Management (2)

Evaluation

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

Selection

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

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##### 
## Execution (3)

Sourcing

Identify and assess suppliers for different products and services.

Purchasing

Electronically create and manage purchase orders for products and services.

Invoicing

Include features for procurement invoicing and e-invoicing.

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##### 
## Invoice Processing (5)

Matching

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

Payments

Identify incomplete or late supplier payments

Workflows

Include workflows for approvals and invoice processing

Tax Compliance

Comply with local and global tax regulations for collections

Submittal

Electronically submit invoices to buyers

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##### 
## Supplier Information (3)

Profiles

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

Qualifications

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

History

Track history of all interactions and business transactions with suppliers.

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##### 
## Analytics (5)

Visibility

Improve visibility into procurement activities across the company.

Performance

Monitor the performance of procurement operations

Spend

Analyze procurement spending and identify future trends.

Due Dates

Track invoices based on due dates to identify overdue payments

KPIs

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

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##### 
## Order Entry (3)

Entry

Enter and convert orders and quotes

Register

Register received orders in the system

Notifications

Provide real-time notifications and status updates

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##### 
## Order Tracking (3)

Shipping

Verify shipping preferences

Tracking

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

Backorder

Manage orders for products that are unavailable due to inventory shortage

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##### 
## Customer Management (3)

Order Status

Track status of orders from shipment to delivery

Information Access

Provide customers access to their information in order to answer FAQs

Email Notifications

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

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##### 
## Subscription Management (4)

Payment Data

Store payment data and customer information

Payment Gateway

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

Billing

Automate billing and contracts

Automatic Payments

Accomidate automatic payments from various payment methods

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##### 
## AI (10)

Data Extraction

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

Invoice Processing

Uses AI to generates, send, and track invoices

Expense Management

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

Fraud Detection

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

Tax Compliance

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

Support Chatbots

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

Bank Reconciliations

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

Report Generation

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

Customizable Alerts

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

Predictive Analytics

Uses AI to analyze data to identify trends and make predictions

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##### 
## Mobile Applications - Accounting (6)

Cloud Integration

Enables synchronization of accounting data across devices in real-time

Notifications

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

UI

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

Offline

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

Expense Tracking

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

Invoice Management

Enables creation, editing, and sending of invoices

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##### 
## Agentic AI - Mixed Mode ERP (3)

Adaptive Learning

Improves performance based on feedback and experience

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

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##### 
## Agentic AI - Job Shop Management (2)

Multi-step Planning

Ability to break down and plan multi-step processes

Decision Making

Makes informed choices based on available data and objectives

Show More

##### 
## Agentic AI - Advanced Planning and Scheduling (APS) (1)

Adaptive Learning

Improves performance based on feedback and experience

Show More

##### 
## Agentic AI - CRM (7)

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

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

Show More

##### 
## Agentic AI - Purchasing (2)

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

Show More

##### 
## Agentic AI - Accounting (1)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Show More

##### 
## Agentic AI - Order Management (2)

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Show More

##### 
## Agentic AI - ERP Systems (1)

Decision Making

Makes informed choices based on available data and objectives

Show More

##### 
## Agentic AI - ETO ERP (1)

Cross-system Integration

Works across multiple software systems or databases

Show More

##### 
## Agentic AI - Discrete ERP (3)

Cross-system Integration

Works across multiple software systems or databases

Natural Language Interaction

Engages in human-like conversation for task delegation

Decision Making

Makes informed choices based on available data and objectives

Show More

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

[Inventory Pricing](/glossary/inventory-pricing)

Inventory pricing helps businesses estimate the value of their products or services. Learn more about inventory costs and inventory pricing methods.

[Product Catalog](/glossary/product-catalog-definition)

A product catalog is online or offline marketing material for all the products an enterprise has or wants to sell to customers designed to display relevant product details that help buyers make informed purchase decisions.

[Audit Trail](/glossary/audit-trail)

Audit trails are the records that keep track of purchases, sales, expenses, and other financial information. Discover examples of audit trails and learn more about the benefits, best practices, and more.

[Case Management](/glossary/case-management)

Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications.

[Inventory Reporting](/glossary/inventory-reporting-definition)

Inventory reporting plays a valuable role in the inventory control process. Learn more about inventory reporting, how it can benefit inventory management, and how to write reports to support a business structure.

[Inventory Tracking](/glossary/inventory-tracking)

Inventory tracking plays an essential role in the inventory management planning process. Learn more about inventory tracking, how it can benefit overall company organization, and how to implement it in a business structure using various techniques.

##### Categories on G2

[
CRM
](https://www.g2.com/categories/crm)[
Accounting
](https://www.g2.com/categories/accounting)[
ERP Systems
](https://www.g2.com/categories/erp-systems)

[
Purchasing
](https://www.g2.com/categories/purchasing-software)[
Discrete ERP
](https://www.g2.com/categories/discrete-erp)[
Inventory Control
](https://www.g2.com/categories/inventory-control-software)[
Order Management
](https://www.g2.com/categories/order-management)[
Advanced Planning and Scheduling (APS)
](https://www.g2.com/categories/advanced-planning-and-scheduling-aps)[
Mixed Mode ERP
](https://www.g2.com/categories/mixed-mode-erp)[
ETO ERP
](https://www.g2.com/categories/eto-erp)[
Job Shop Management
](https://www.g2.com/categories/job-shop-management)

Show More

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