Fulcrum Features
Planning (4)
Identify Demand
Calculate demand by consolidating data from multiple sources.
Manage Resources
Track resource availability for raw materials and production capacity.
Production Plans
Generate production plans based on demand and resource availability.
Optimization
Ability to improve production plans using historical data.
Scheduling (5)
Production Schedules
Allowa supervisors to convert production plans into production schedules.
Deployment
Implement production schedules on the shop floor in multiple locations.
KPI Monitoring
Tracking the status of previously identified performance measurements
Shop Floor Management
Manage and control operations that take place on the shop floor or factory floor
Scenario Planning
Develop potential scenarios to identify risks and opportunities
Front-Office (4)
Contacts
Provide customer contact management features or integration with CRM.
Sales
Helps salespeople create and manage quotes and sales orders.
Service
Includes service management features or integration with field service management.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Manufacturing (9)
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.
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.
Data Management (5)
Aggregation
Consolidate manufacturing information from multiple sources
Data Models
Structure data using hierarchies to make it easier to use and manage
Propagation
Ability to trasnfer data between shop floor systems and software products
Data Collection
Provide features for manual and automated data collection
Cleansing
Process manufacturing information to remove errors and duplicated data
Analytics (3)
KPIs
Include standard KPIs to monitor manufacturing quality
Real Time
Deliver real time data on manufacturing operations and processes
Dashboards
Customizable dashboards display KPIs and metrics in real time
Accounting (31)
Chart of Accounts
Deliver out of the box Chart of accounts that can be used across multiple companies or business units.
AP Automation
Steam lines data entry by auto-populating recurring or predefined vendor values.
AR Automation
Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.
Journal Entries
Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.
Tags & Dimensions
Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.
Cash Management
Match payments and invoices and perform bank reconciliation in multiple currencies.
Payment Batches
Payments can be processed by batch without manual intervention
Payments Scheduling
Ability to schedule payments at predefined dates and times
Payment Settlements
Clearing of electronic payments to transfer funds from customers to suppliers
Payment Methods
Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers
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AP Automation
Streamlines data entry by auto populating recurring or predefined vendor information and invoice details
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AR Automation
Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions.
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Audit Trail
Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record
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Budgeting / Forecasting
Create and revise an unlimited number of budget, plan and forecast scenarios.
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Collections Automation
The system automates the dunning process to help drive collections
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Financial Statements
General reporting offered covers all of the standard financial statements and meets the basic needs of the business
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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.
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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.
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Tags / Dimensions
Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes.
Payments Scheduling
Ability to schedule payments at predefined dates and times
Payment Batches
Payments can be processed by batch without manual intervention
Payment Settlements
Clearing of electronic payments to transfer funds from customers to suppliers
Payment Methods
Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
Sales Automation
Automate processes to manage leads, contacts, opportunities and sales activities
Marketing Automation
Automate workflows and trigger campaigns based on customer actions
Inventory & Warehouse (5)
Inventory Tracking
Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.
Inventory Costing
Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.
Product Master
Manage and track all inventory records across warehouses and retail locations through a single unified database.
Inventory Forecasting
Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.
Integrations
Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms.
Purchasing (4)
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.
Quality Management (4)
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.
Distribution (3)
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.
Sales & Marketing (6)
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.
HR (3)
Payroll
Payroll module or integration to an external payroll provider which automates the recording of payroll.
Workforce Management
Manage personnel availability and allocate human resources to production and inventory operations.
Time & Attendance
Track the time spent by employees performing various tasks related to production or inventory management.
Back Office (36)
Allocation
Resources can be allocated and reallocated across multiple projects and portfolios.
Asset Register
Create a list of all the assets owed by a company.
Lean Management
Include lean project management features and best practices.
Maintenance
Track maintenance operations for the products sold, such as calibration or preventive maintenance
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Organization Management
Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.
Payroll
Payroll module or integration to an external payroll provider which automates the recording of payroll
Portfolio Mix
Create the optimal mix of portfolios to achieve operational and financial goals.
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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.
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Shift Scheduling
Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.
Sourcing
Identify and assess suppliers for different products and services.
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Status
Monitor the status of multiple types of assets.
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Time & Attendance Tracking
Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features.
Warranty Management
Maintain information on warranties for the products delivered and for their components
Inventory Management
Track and manage inventory levels to maintain proper supply
Support Ticket Management
Allow customers/users to submit support queries and service requests
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Financial Management
Plan, manage, and track the financial activities of an individual or organization
Client Management
Manage contact details and communication with clients
Workflow Management
Create, design and manage workflows for repetitive tasks
Time Off Management
Track and manage employee time-off, vacation, and sick leave requests
Training Management
Track employee/learner's progression through training programs
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Supply Chain Management
Manage the planning and execution of supply chain activities
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Document Management
Store, manage, and track all electronic documents in a centralized location
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Warehouse Management
Manage and track operations and inventory within warehouses
Enterprise Asset Management
Helps users manage the maintenance of assets; offers reporting to identify areas for improvement
Sales Management
Managing activities & processes related to planning, coordination, implementation, control, and evaluation of sales performance.
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Distribution Management
Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc.
Marketing Management
Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding
Resource Scheduling
Allocate and manage resources, such as employees, equipment, facilities, and other assets
Front Office (20)
ATP
Available to promise provides information on future availability of products that are either planned for production or purchased but not received.
Checkout Process
Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts.
Configuration Rules
Rules ensure that users select only compatible options and that all required items are included
Contact & Account Management
Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Customer Portal
Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents
Field Service Booking
Allows clients to book jobs through the desktop page or within the app.
Field Service Dispatch
Notifies field service workers of their upcoming assignments.
Product & Price List Management
Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders.
Product Catalog
Allows users to search, filter, sort and select items to be added to quote
Promotions and Discounts
Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.
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Quote & Order Management
Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders.
Returns / Refunds
Functionality to allow users to process returns/refunds either via self service or contacting customer service.
Storefront Design Tools
Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience
Territory & Quota Management
Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
Tickets
Creates and assigns support tickets, scheduling them in a timely manner.
Visual Configuration
Images can be displayed of options to enable users to visualize product options as it is being configured
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Task Management
Create, manage and track all task activities and progression
Customizable Fields
Customize data fields to support various needs and use cases
Purchase Order Management
Create, send, and track purchase orders and their statuses
Integration (7)
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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.
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Data Import and Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
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Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Productivity Tools
Tools to facilitate the production of information and promote efficiency
Real-Time Data
Receive data and information in real time
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Data Analysis Tools
Analyze survey results via statistical testing or crosstabs directly within the software
Logistics (11)
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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.
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Inventory Forecasting
Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.
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Inventory Pricing and Costing
Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.
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Inventory Reporting
Customizable reporting allows insight into usage of inventory and services.
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Inventory Tracking / Ordering
Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.
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Picking Methods
Support multiple picking methods such as batch, wave, or zone picking.
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Picking Planning
Create schedules for picking activities based on inventory availability.
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Receiving
Match the products received with the corresponding purchase orders and add them to inventory.
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Shipping Options
Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.
Manufacturing Planning
Supports the effective planning of manufacturing production based on materials, labor, and machinery.
Platform (11)
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Customization
Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Output Document Generation
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
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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.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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Workflow Capability
Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
Mobile Access
Access software remotely via mobile devices
Integration
Delivers APIs and standard integrations with other software systems.
Security & Privacy
Complies with security and privacy regulations and standards.
Mobile Access
Allows users to access the software using mobile devices.
Flexibility
Facilitates software configuration without the need for technical experise.
Production (12)
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BOM
Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.
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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.
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MRP
Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.
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Production Plans
Generate production plans based on demand and resource availability.
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Rework
Identify rejected products and decide either they can be repaired or discarded.
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Shop Floor
Assign equipment and monitor shop floor activities during various production stages.
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Waste
Track production waste such as scrap, as well as returns that cannot be repaired.
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WIP
Track work in process (WIP) across multiple production lines and manufacturing locations.
Reporting & Analytics (4)
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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
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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
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Integration
Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Nonconformance (19)
Conformance Records
Allows users to create, track and maintain accurate, auditable conformance records.
CAPA
Allows users to assign tasks for corrective and preventive actions (CAPA) to employees in nonconformance
Change Management
Allows users to submit change requests and control plan revisions at any point in the production process and track all revisions.
Task Management
Create, manage and track all task activities and progression
Policy Management
Create, manage, and track policies and procedures within an organization
Document Management
Store, manage, and track all electronic documents in a centralized location
Incident Management
Manage and track all disruptions and incidents
Equipment Management
Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Workflow Management
Create, design and manage workflows for repetitive tasks
Risk Management
Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
Communications Management
Record and track all relevant internal and external communications
Training Management
Track employee/learner's progression through training programs
Maintenance Management
Manage, maintain and track the performance of assets and equipment
Complaint Management
Obtain, monitor, and review customer feedback/complaints relating to products and services to improve customer satisfaction
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
ISO Standards Management
Track and monitor processes/products to ensure they meet international standards developed by the ISO
Calibration Management
Schedule the calibration of instrumentation and maintenance requirements
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Quality system (7)
Document Control
Allow users to centralize and archive documents for quality management
Collaboration
Allows users to collaborate in real time with editing and commenting capabilities to minimize miscommunication
Analytics and Reports
Allows users to collects both vendor- and customer-facing data relevant to the product development lifecycle, and generates performance and health reports
Supplier Quality Control
Qualify, select, and monitor supply chain partners
Statistical Process Control
Statistical methods to assist with and maintain quality control of processes
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Quality Control
Ensure that quality requirements and standards are met across production processes
Risk Management (3)
Assessments
Allows users to determine potential risks that may impact employees or the environment
Operational Risk
Allows users to estimate the impact of EHS risks on the operations of the company
Supplier Evaluation
Allows users to evaluate suppliers using safety and environmental criteria
Inspection Management (3)
Templates
Allows users to choose from templates for multiple types of inspections such as safety or quality
Workflows
Provides users with workflows to assign tasks for audit and inspections
Corrective Actions
Allows users to identify corrective actions to address incidents and accidents
Compliance (3)
Standards & Regulations
Provides users with regulations to follow under the Occupational Safety and Health Act (OSHA)
Permits
Allows users to track permits required for environmental and safety compliance
Certifications
Allows users to manage certifications to comply with regulations and standards
Services (4)
Implementation
Assists customes through all the phases of the implementation process.
Training & Learning
Provides software users with training courses and learning content.
Customer Support
Delivers customer and technical support, directly or trough partners.
Professional Services
The vendor provides consulting services such as business process reengineering.
Generative AI (2)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI (3)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Production Control - Manufacturing Execution System (MES) (5)
Scheduling
Generate production schedules based on demand and inventory availability
Dispatching
Create work orders and dispatch them based on availability of personnel and work stations.
Execution
Deploy work orders on the shop floor to personnel and equipment.
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Production Monitoring - Manufacturing Execution System (MES) (5)
Materials Movement
Track the movement of raw materials and components between the warehouse and the shop floor.
Quality Control
Implement quality control checks to comply with industry standards and regulations.
Operations Traceability
Monitor work orders execution to identify non conformity with scheduling.
Safety Management
Identify and assess hazards to ensure the well-being of employees, assets, and the environment
Bills of Material
Material list of manufacturing parts and associated costs
Data Collection and Analysis - Manufacturing Execution System (MES) (4)
Performance Analysis
Analyze production operations to identify bottlenecks and opportunities for improvement.
Machine and equipment
Allow for bidirectional data transfers between the software and industrial equipment.
Document Control
Manage documents related to production and quality such as engineering drawings.
Collect Manufacturing Data
Gather manufacturing data from multiple sources (software, equipment, and sensors).
Integration - Manufacturing Execution System (MES) (3)
Machine and equipment
Allow for bidirectional data transfers between the software and industrial equipment.
Manufacturing Software
Integrate with other manufacturing solutions such as ERP, quality management and asset management.
Internet of Things (IoT)
Synchronize manufacturing data with IoT networks and devices.
Artificial Intelligence - Manufacturing Execution System (MES) (4)
Predictive Analytics
Use machine learning to predict production output or equipment downtime.
Real-time Monitoring
Identify deviations from optimal performance and recommend corrective actions in real-time.
Adaptive Planning
Generate intelligent production plans that can adapt to changes in real time.
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Agentic AI - Job Shop Management (3)
Multi-step Planning
Ability to break down and plan multi-step processes
Decision Making
Makes informed choices based on available data and objectives
Material Requirements Planning
Material requirements planning software manages the scheduling and inventory control for manufacturers.
Agentic AI - Advanced Planning and Scheduling (APS) (1)
Adaptive Learning
Improves performance based on feedback and experience
Agentic AI - Manufacturing Intelligence (1)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - ERP Systems (1)
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Manufacturing Execution System (2)
Cross-system Integration
Works across multiple software systems or databases
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Discrete ERP (3)
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Additional Functionality (172)
Data Import/Export
Import and export data to and from software applications
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Point of Sale (POS)
Accept and process customer payments for products or services using hardware and software
Quotes/Estimates
Generate quotes or estimates for customers
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Branding
Add customized logos and colors to align with company branding
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Integrated Business Operations
Integrated suite of industry-specific operations management applications (Supply Chain, HR, Project Management, Manufacturing, etc.)
Multi-Location
Manage and support multiple locations
Bills of Material
Material list of manufacturing parts and associated costs
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Customizable Reports
Alter the layout and content of reports
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Business Intelligence
Technological processes and strategies used for collecting, managing, and analyzing organizational data
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
Change Management
Track and monitor efficient handling of all changes/transitions
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Quality Control
Ensure that quality requirements and standards are met across production processes
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Supply Chain Management
Manage the planning and execution of supply chain activities
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Quotes/Estimates
Generate quotes or estimates for customers
Multi-Currency
Manage and handle various international currencies
Production Tracking
Track the production of materials and items over certain periods or seasons
Production Management
Manage the end-to-end production process for manufacturing operations
Status Tracking
Track the status over time for a request, process, asset, or transaction
API
Application programming interface that allows for integration with other systems/databases
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Job Tracking
Track and visualize the status of an ongoing job and the time spent on tasks or projects
Data Import/Export
Import and export data to and from software applications
Sales Order Management
An order generated by a seller to a customer, containing details about products or services
Traceability
Track and document the history, application, or location of an item or activity
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Capacity Management
Monitor service demand and performance to plan for adequate resources that meet business needs
Real-Time Data
Receive data and information in real time
Workflow Management
Create, design and manage workflows for repetitive tasks
Projections
Estimate or forecast of a future scenario based on the study of present trends
Cost Analysis
Analyze and calculate business costs
Contact Management
Manage, organize, and store contact information
Shipping Management
Manage and track orders being shipped to customers
Accounting Integration
Integrate with a third-party accounting system
Job Costing
Calculate total itemized costs, including initial costs and any changes
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Demand Forecasting
Forecast customer demand using historical insights and simulations
Bills of Material
Material list of manufacturing parts and associated costs
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Supplier Management
Manage all supplier data and operations
Estimating
Estimate expected cost based on various factors before a project begins
Inventory Management
Track and manage inventory levels to maintain proper supply
Cost Estimating
Forecast the cost and resources required to complete a project
Serial Number Tracking
Track and assign specific serial numbers to products
Forecasting
Form predictions based on past and present data/trends
Warehouse Management
Manage and track operations and inventory within warehouses
Maintenance Management
Manage, maintain and track the performance of assets and equipment
Shop Floor Management
Manage and control operations that take place on the shop floor or factory floor
Quality Management
Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Task Management
Create, manage and track all task activities and progression
Document Management
Store, manage, and track all electronic documents in a centralized location
For Small Businesses
Designed for small businesses
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
MES
Manufacturing execution systems focus on quality control in the production process.
Asset Tracking
Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
Safety Management
Identify and assess hazards to ensure the well-being of employees, assets, and the environment
ERP integration
Integrate with existing ERP systems
Bills of Material
Material list of manufacturing parts and associated costs
Process Modeling & Designing
Visually identify, define, and map all details and relationships surrounding business process models and elements
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
"What If" Scenarios
Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities
Task Management
Create, manage and track all task activities and progression
Process Control
Monitor and manage manufacturing and production processes.
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Color Codes/Icons
A way to visually represent data where different categories of items are marked with different colors
Quality Management
Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.
Packaging
License bundling
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Demand Forecasting
Forecast customer demand using historical insights and simulations
Gantt Chart
Create appealing visualizations to illustrate and coordinate project benchmarks and dependencies
Material Requirements Planning
Material requirements planning software manages the scheduling and inventory control for manufacturers.
Production Scheduling
Plan and schedule the use of production resources
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Multi-Location
Manage and support multiple locations
Raw Material Tracking
Track the availability of raw materials in the production lifecycle
Capacity Planning
Determine and plan production capacity based on changing demands
Traceability
Track and document the history, application, or location of an item or activity
Order Management
Manage and track customer orders for goods, investments, or any other purchases
ERP integration
Integrate with existing ERP systems
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Inventory Management
Track and manage inventory levels to maintain proper supply
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Preventive Maintenance
Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Mobile Access
Access software remotely via mobile devices
Quotes/Estimates
Generate quotes or estimates for customers
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Change Management
Track and monitor efficient handling of all changes/transitions
Scheduling
Plan availability and assign specific time slots for tasks and resources
Status Tracking
Track the status over time for a request, process, asset, or transaction
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
API
Application programming interface that allows for integration with other systems/databases
Real-Time Data
Receive data and information in real time
Document Management
Store, manage, and track all electronic documents in a centralized location
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Prioritization
Arrange tasks based on the level of priority or urgency
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Forecasting
Form predictions based on past and present data/trends
What-if Analysis
Provides varying estimates based on different scenarios
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Data Visualization
Graphical representation of data
Supplier Management
Manage all supplier data and operations
Production Management
Manage the end-to-end production process for manufacturing operations
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Shop Floor Management
Manage and control operations that take place on the shop floor or factory floor
Quotes/Estimates
Generate quotes or estimates for customers
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Resource Allocation
Assign available resources to various projects and tasks
Quality Management
Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.
Built-in Accounting
Accounting functionality within the system, not requiring integration with third-party tools
Supplier Management
Manage all supplier data and operations
Purchase Order Management
Create, send, and track purchase orders and their statuses
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Workflow Management
Create, design and manage workflows for repetitive tasks
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Document Management
Store, manage, and track all electronic documents in a centralized location
Product Information Management
Import product information from third party sites or create your own, adjust descriptions and make other changes as required
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Data Visualization
Graphical representation of data
Supply Chain Management
Manage the planning and execution of supply chain activities
Shipping Management
Manage and track orders being shipped to customers
Task Management
Create, manage and track all task activities and progression
Multi-Location
Manage and support multiple locations
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Data Collection
Process of gathering, measuring, and analyzing accurate data
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Data Import/Export
Import and export data to and from software applications
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Forecasting
Form predictions based on past and present data/trends
Estimating
Estimate expected cost based on various factors before a project begins
API
Application programming interface that allows for integration with other systems/databases
Inventory Management
Track and manage inventory levels to maintain proper supply
Production Management
Manage the end-to-end production process for manufacturing operations
Warehouse Management
Manage and track operations and inventory within warehouses
Defect Tracking
Process of tracking logged defects (errors) in a product or service to create new versions to fix the error
Electronic Signature
Digitally sign online documents
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Data Import/Export
Import and export data to and from software applications
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Nonconformance Tracking
Identify issues and deviations from specifications
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
API
Application programming interface that allows for integration with other systems/databases
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Real-Time Data
Receive data and information in real time
Technology Glossary Features
View definitions of the features and discover new technology terms.
An audit trail is a chronological record of who did what, when, and where in a system or process. Learn its types, components, benefits, and best practices
Inventory pricing helps businesses estimate the value of their products or services. Learn more about inventory costs and inventory pricing methods.
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.


