Genius ERP Features

Accounting (48)

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
Chart of Accounts: Deliver out of the box Chart of accounts that can be used across multiple companies or business units.
AP Automation: Steam lines data entry by auto-populating recurring or predefined vendor values.
AR Automation: Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.
Journal Entries: Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.
Tags & Dimensions: Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.
Cash Management: Match payments and invoices and perform bank reconciliation in multiple currencies.
Payment Batches: Payments can be processed by batch without manual intervention
Payment Settlements: Clearing of electronic payments to transfer funds from customers to suppliers
Payment Methods: Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers
Chart of Accounts: Deliver out of the box Chart of accounts that can be used across multiple companies or business units.
AP Automation: Steam lines data entry by auto-populating recurring or predefined vendor values.
AR Automation: Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.
Journal Entries: Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.
Tags & Dimensions: Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.
Cash Management: Match payments and invoices and perform bank reconciliation in multiple currencies.
Fixed Assets: Assign depreciation methods to track the value of the fixed assets used in production
Proejct Accounting: Calculate costs and revenues per project and determine project profitability
Payment Batches: Payments can be processed by batch without manual intervention
Payments Scheduling: Ability to schedule payments at predefined dates and times
Payment Settlements: Clearing of electronic payments to transfer funds from customers to suppliers
Payment Methods: Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers
AP Automation: Based on 11 Genius ERP reviews and verified by the G2 Product R&D team. Streamlines data entry by auto populating recurring or predefined vendor information and invoice details
AR Automation: Based on 11 Genius ERP reviews and verified by the G2 Product R&D team. Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions.
Audit Trail: Based on 11 Genius ERP reviews and verified by the G2 Product R&D team. Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record
Budgeting / Forecasting: Based on 11 Genius ERP reviews and verified by the G2 Product R&D team. 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: Based on 15 Genius ERP reviews and verified by the G2 Product R&D team. General reporting offered covers all of the standard financial statements and meets the basic needs of the business
Invoice Customization: Based on 15 Genius ERP reviews and verified by the G2 Product R&D team. The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates.
Journal Entries: Based on 14 Genius ERP reviews and verified by the G2 Product R&D team. 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: Based on 10 Genius ERP reviews and verified by the G2 Product R&D team. Ability to track cash positions across all accounts, banks, business units, and countries
Multi-Entity / Consolidation: Based on 11 Genius ERP reviews and verified by the G2 Product R&D team. Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations
Payment Processing: Based on 12 Genius ERP reviews and verified by the G2 Product R&D team. Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.
Recognition Rules: Based on 11 Genius ERP reviews and verified by the G2 Product R&D team. Automate recognition of revenue and expenses by defining recognition templates.
Reconciliations: Based on 13 Genius ERP reviews and verified by the G2 Product R&D team. Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules.
Tags / Dimensions: Based on 12 Genius ERP reviews and verified by the G2 Product R&D team. 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: Based on 10 Genius ERP reviews and verified by the G2 Product R&D team. 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

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.

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.

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.

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.

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

ETO Manufacturing (3)

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.

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

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.

HR (8)

Payroll: Payroll module or integration to an external payroll provider which automates the recording of payroll.
Workforce Management: Manage personnel availability and allocate human resources to production and inventory operations.
Time & Attendance: Track the time spent by employees performing various tasks related to production or inventory management.
Payroll: Payroll module or integration to an external payroll provider which automates the recording of payroll.
Time & Attendance: Track the time spent by employees performing various tasks related to production or inventory management.
Payroll: Payroll module or integration to an external payroll provider which automates the recording of payroll.
Workforce Management: Manage personnel availability and allocate human resources to production and inventory operations.
Time & Attendence: Track the time spent by employees performing various tasks related to production or inventory management.

Front-Office (3)

Manufacturing (18)

Product Configuration: Create and maintain product configurations using Bills of materials (BOMs).
Work orders: Generate work orders based on demand and assign them to employees.
Scheduling: Plan manufacturing activities based on product type, and employee or equipment availability.
WIP: Track work in process (WIP) across multiple production lines and manufacturing locations.
Work Orders: Manage work orders for different types of activities such as production, rework, or maintenance.
MRP: Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.
BOM: Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.
MPS: Create and implement master production plans for multiple production lines and locations.
Shop Floor: Assign equipment and monitor shop floor activities during various production stages.
MRP: Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.
BOM: Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.
MPS: Create and implement master production plans for multiple production lines and locations.
Shop Floor: Assign equipment and monitor shop floor activities during various production stages.
WIP: Track work in process (WIP) across multiple production lines and manufacturing locations.
Work Orders: Manage work orders for different types of activities such as production, rework, or maintenance.
Engineering: Implement engineering changes across all manufacturing activities and locations
Product Configuration: Support advanced product configuration features to adapt to specific customer needs
Concurrent Engineering: Integrate design, engineering, manufacturing, and other functions to reduce the time to market.

Back-Office (3)

Back Office (11)

Allocation: Based on 12 Genius ERP reviews and verified by the G2 Product R&D team. Resources can be allocated and reallocated across multiple projects and portfolios.
Asset Register: Based on 12 Genius ERP reviews and verified by the G2 Product R&D team. Create a list of all the assets owed by a company.
Maintenance: Based on 11 Genius ERP reviews and verified by the G2 Product R&D team. Track maintenance operations for the products sold, such as calibration or preventive maintenance
Organization Management: Based on 14 Genius ERP reviews and verified by the G2 Product R&D team. 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
Purchase Orders: Based on 16 Genius ERP reviews and verified by the G2 Product R&D team. Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process
Requisition: Based on 15 Genius ERP reviews and verified by the G2 Product R&D team. Define requisition rules for various types of procurement.
Shift Scheduling: Based on 12 Genius ERP reviews and verified by the G2 Product R&D team. Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.
Sourcing: Based on 15 Genius ERP reviews and verified by the G2 Product R&D team. Identify and assess suppliers for different products and services.
Status: Based on 12 Genius ERP reviews and verified by the G2 Product R&D team. Monitor the status of multiple types of assets.
Warranty Management: Maintain information on warranties for the products delivered and for their components

Front Office (8)

ATP: Based on 11 Genius ERP reviews and verified by the G2 Product R&D team. Available to promise provides information on future availability of products that are either planned for production or purchased but not received.
Contact & Account Management: Based on 13 Genius ERP reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Product & Price List Management: Based on 15 Genius ERP reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders.
Promotions and Discounts: Based on 10 Genius ERP reviews and verified by the G2 Product R&D team. Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.
Quote & Order Management: Based on 16 Genius ERP reviews and verified by the G2 Product R&D team. Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders.
Returns / Refunds: Based on 13 Genius ERP reviews and verified by the G2 Product R&D team. Functionality to allow users to process returns/refunds either via self service or contacting customer service.
Territory & Quota Management: Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
Visual Configuration: Images can be displayed of options to enable users to visualize product options as it is being configured

Integration (3)

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: Based on 18 Genius ERP reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs: Based on 11 Genius ERP reviews and verified by the G2 Product R&D team. 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.

Logistics (10)

Centralized Inventory Database: Based on 18 Genius ERP reviews and verified by the G2 Product R&D team. Manage and track all inventory records across warehouses and retail locations through a single unified database.
In Transit: Based on 15 Genius ERP reviews and verified by the G2 Product R&D team. Track products and raw materials shipped by suppliers, from origin to destination.
Inventory Forecasting: Based on 14 Genius ERP reviews and verified by the G2 Product R&D team. Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.
Inventory Pricing and Costing: Based on 19 Genius ERP reviews and verified by the G2 Product R&D team. Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.
Inventory Reporting: Based on 19 Genius ERP reviews and verified by the G2 Product R&D team. Customizable reporting allows insight into usage of inventory and services.
Inventory Tracking / Ordering: Based on 19 Genius ERP reviews and verified by the G2 Product R&D team. Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.
Picking Methods: Based on 14 Genius ERP reviews and verified by the G2 Product R&D team. Support multiple picking methods such as batch, wave, or zone picking.
Picking Planning: Based on 14 Genius ERP reviews and verified by the G2 Product R&D team. Create schedules for picking activities based on inventory availability.
Receiving: Based on 19 Genius ERP reviews and verified by the G2 Product R&D team. Match the products received with the corresponding purchase orders and add them to inventory.
Shipping Options: Based on 16 Genius ERP reviews and verified by the G2 Product R&D team. Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.

Platform (6)

Customization: Based on 19 Genius ERP reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.
Internationalization: Based on 11 Genius ERP reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.
Output Document Generation: Based on 16 Genius ERP reviews and verified by the G2 Product R&D team. 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: Based on 17 Genius ERP reviews and verified by the G2 Product R&D team. 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: Based on 18 Genius ERP reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Workflow Capability: Based on 13 Genius ERP reviews and verified by the G2 Product R&D team. 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.

Production (11)

BOM: Based on 18 Genius ERP reviews and verified by the G2 Product R&D team. Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.
Defects: Based on 13 Genius ERP reviews and verified by the G2 Product R&D team. Monitor product defects, identify causes and provide corrective actions to improve quality.
Identify Demand: Based on 16 Genius ERP reviews and verified by the G2 Product R&D team. Calculate demand by consolidating data from multiple sources.
Manage Resources: Based on 15 Genius ERP reviews and verified by the G2 Product R&D team. Track resource availability for raw materials and production capacity.
MPS: Based on 10 Genius ERP reviews and verified by the G2 Product R&D team. Create and implement master production plans for multiple production lines and locations.
MRP: Based on 14 Genius ERP reviews and verified by the G2 Product R&D team. Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.
Production Plans: Based on 12 Genius ERP reviews and verified by the G2 Product R&D team. Generate production plans based on demand and resource availability.
Rework: Based on 11 Genius ERP reviews and verified by the G2 Product R&D team. Identify rejected products and decide either they can be repaired or discarded.
Shop Floor: Based on 13 Genius ERP reviews and verified by the G2 Product R&D team. Assign equipment and monitor shop floor activities during various production stages.
Waste: Based on 13 Genius ERP reviews and verified by the G2 Product R&D team. Track production waste such as scrap, as well as returns that cannot be repaired.
WIP: Based on 17 Genius ERP reviews and verified by the G2 Product R&D team. Track work in process (WIP) across multiple production lines and manufacturing locations.

Reporting & Analytics (3)

Custom Reporting: Based on 17 Genius ERP reviews and verified by the G2 Product R&D team. 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: Based on 15 Genius ERP reviews and verified by the G2 Product R&D team. 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: Based on 14 Genius ERP reviews and verified by the G2 Product R&D team. Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions.

Generative AI (2)

Generative AI (6)

AI Text Generation: Allows users to generate text based on a text prompt.
AI Text Summarization: Condenses long documents or text into a brief summary.
AI Text Generation: Allows users to generate text based on a text prompt.
AI Text Summarization: Condenses long documents or text into a brief summary.
AI Text Generation: Allows users to generate text based on a text prompt.
AI Text Summarization: Condenses long documents or text into a brief summary.

Agentic AI - Mixed Mode ERP (3)

Agentic AI - Job Shop Management (2)

Agentic AI - ERP Systems (1)

Agentic AI - ETO ERP (1)

Agentic AI - Discrete ERP (3)

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Technology Glossary Features

View definitions of the features and discover new technology terms.

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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

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

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.

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