Genius ERP Features

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

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

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

Create, manage and track all task activities and progression

Customize data fields to support various needs and use cases

Create, send, and track purchase orders and their statuses

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

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

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

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

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

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

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

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

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

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

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

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

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

Enables users to view and transact business with the same content in multiple languages and currencies.

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

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

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

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

Access software remotely via mobile devices

Resources can be allocated and reallocated across multiple projects and portfolios.

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

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

Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.

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

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

Define requisition rules for various types of procurement.

Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.

Identify and assess suppliers for different products and services.

Monitor the status of multiple types of assets.

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

Track and manage inventory levels to maintain proper supply

Allow customers/users to submit support queries and service requests

Track and manage schedules and meetings via an integrated calendar

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

Manage contact details and communication with clients

Create, design and manage workflows for repetitive tasks

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

Track employee/learner's progression through training programs

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

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

Manage the planning and execution of supply chain activities

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

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

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

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

Manage and track operations and inventory within warehouses

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

The system automates the dunning process to help drive collections

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

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

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

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

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

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

Automate recognition of revenue and expenses by defining recognition templates.

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

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

Ability to schedule payments at predefined dates and times

Payments can be processed by batch without manual intervention

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

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

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

Automate workflows and trigger campaigns based on customer actions

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

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

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

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

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

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

Payments can be processed by batch without manual intervention

Ability to schedule payments at predefined dates and times

Clearing of electronic payments to transfer funds from customers to suppliers

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

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

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

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

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

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

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

Payments can be processed by batch without manual intervention

Clearing of electronic payments to transfer funds from customers to suppliers

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

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

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

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

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

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

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

Assign depreciation methods to track the value of the fixed assets used in production

Calculate costs and revenues per project and determine project profitability

Payments can be processed by batch without manual intervention

Ability to schedule payments at predefined dates and times

Clearing of electronic payments to transfer funds from customers to suppliers

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

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

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

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

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

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

Tools to facilitate the production of information and promote efficiency

Receive data and information in real time

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

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

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

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

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

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

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

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

Ability to break down and plan multi-step processes

Makes informed choices based on available data and objectives

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Implement engineering changes across all manufacturing activities and locations

Support advanced product configuration features to adapt to specific customer needs

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

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Manage personnel availability and allocate human resources to production and inventory operations.

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

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

Manage personnel availability and allocate human resources to production and inventory operations.

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

Provide basic features for finance or integration with accounting software.

Manage inventory or components, finished goods, and equipment.

Include functionality to create and manage purchase orders.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Import and export data to and from software applications

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

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

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

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

Create, manage, and send invoices or bills to customers

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

Generate quotes or estimates for customers

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

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

Add customized logos and colors to align with company branding

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

Define levels of authorization for access to specific files or systems

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

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

Manage and support multiple locations

Material list of manufacturing parts and associated costs

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

Alter the layout and content of reports

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

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

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

Track and monitor efficient handling of all changes/transitions

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

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

Ensure that quality requirements and standards are met across production processes

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

Manage the planning and execution of supply chain activities

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

Generate quotes or estimates for customers

Manage and handle various international currencies

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

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

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

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

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

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

Import and export data to and from software applications

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

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

Create, manage, and send invoices or bills to customers

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

Receive data and information in real time

Create, design and manage workflows for repetitive tasks

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

Analyze and calculate business costs

Manage, organize, and store contact information

Manage and track orders being shipped to customers

Integrate with a third-party accounting system

Calculate total itemized costs, including initial costs and any changes

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

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

Forecast customer demand using historical insights and simulations

Material list of manufacturing parts and associated costs

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

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

Manage all supplier data and operations

Estimate expected cost based on various factors before a project begins

Track and manage inventory levels to maintain proper supply

Forecast the cost and resources required to complete a project

Track and assign specific serial numbers to products

Form predictions based on past and present data/trends

Manage and track operations and inventory within warehouses

Manage, maintain and track the performance of assets and equipment

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

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

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

Create, manage and track all task activities and progression

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

Designed for small businesses

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

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

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

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

Integrate with existing ERP systems

Makes informed choices based on available data and objectives

Implement engineering changes across all manufacturing activities and locations

Support advanced product configuration features to adapt to specific customer needs

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

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

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

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

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

Customizable reporting allows insight into usage of inventory and services.

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

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

Create schedules for picking activities based on inventory availability.

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

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

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

Works across multiple software systems or databases

Provide customer contact management features or integration with CRM.

Helps salespeople create and manage quotes and sales orders.

Includes service management features or integration with field service management.

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

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

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

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

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

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

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

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

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

Calculate demand by consolidating data from multiple sources.

Track resource availability for raw materials and production capacity.

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

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

Generate production plans based on demand and resource availability.

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

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

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

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

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives