Icicle ERP Features
Inventory Management Platform Features (25)
Centralized Inventory Database
Manage and track all inventory records across warehouses and retail locations through a single unified database.
Inventory Level Dashboards
Maintain a visual on product stock levels throughout your facilities with flexible inventory dashboards.
Stock History Reporting
View the history of individual items and compare the sales performance of new to old stock in order to inform purchasing decisions.
Low Stock Notifications
Set low stock thresholds and receive automatic alerts when stock decreases to that level.
Bundles, Kits, & Variants
Automatically adjust inventory for product bundles, kit orders, and product variations within the system.
Asset Tracking
Use barcode or radio-frequency identification (RFID) technology with specialized readers or mobile applications to track inventory assets throughout warehouse facilities.
Inventory Forecasting
Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.
eCommerce Integrations
Integrate shopping carts, eCommerce platforms, POS, and payment gateways with the system to link inventory records between across platforms.
Accounting Integrations
Track inventory costs and costs of goods sold (COGS) with accounting software integrations.
Data Exporting / Importing
Transfer large volumes of inventory data records into and out of the system with built-in import / export tools.
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Budget Tracking
Track actual spending to ensure it's in line with the planned budget
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Status Tracking
Track the status over time for a request, process, asset, or transaction
Demand Forecasting
Forecast customer demand using historical insights and simulations
Customer History
Access previous interactions or concerns to maintain customer relationships
Serial Number Tracking
Track and assign specific serial numbers to products
Status Tracking
Track the status over time for a request, process, asset, or transaction
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Demand Forecasting
Forecast customer demand using historical insights and simulations
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
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
AP Automation
Streamlines data entry by auto populating recurring or predefined vendor information and invoice details
AR Automation
Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions.
Audit Trail
Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record
Budgeting / Forecasting
Create and revise an unlimited number of budget, plan and forecast scenarios.
Collections Automation
The system automates the dunning process to help drive collections
Financial Statements
General reporting offered covers all of the standard financial statements and meets the basic needs of the business
Invoice Customization
The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates.
Journal Entries
Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source.
Monitor Cash Positions
Ability to track cash positions across all accounts, banks, business units, and countries
Multi-Entity / Consolidation
Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations
Payment Processing
Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.
Recognition Rules
Automate recognition of revenue and expenses by defining recognition templates.
Reconciliations
Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules.
Tags / Dimensions
Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes.
Payments Scheduling
Ability to schedule payments at predefined dates and times
Payment Batches
Payments can be processed by batch without manual intervention
Payment 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 (8)
Inventory Tracking
Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.
Inventory Costing
Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.
Product Master
Manage and track all inventory records across warehouses and retail locations through a single unified database.
Inventory Forecasting
Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.
Integrations
Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms.
Shelf Life
Manage the time length for which ingredients may be used and finished products stored and sold
Traceability
Ability to trace ingredients from supplier to warehouseing and production, and finally to the customer
Hazardous Materials
Identify hazardous materials and provide features for special storage and manipulation instructions
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
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
Manufacturing (8)
MRP
Determine what raw materials are required for production, based on demand, production capacity, and inventory availability
Formulas & Recipes
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
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
Quality Management (7)
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
Recalls
Define procedures to be implemented during recalls to limit their negative impact on the company and its customers
Compliance
Ensure compliance with regulations and standards for production, storage, packaging, and transportation
Customer Requirements
Manage customer specific quality standards and requirements
Distribution (5)
Picking & Packing
Define and implement optimal procedures to pick and pack products for shipping
Custom Packing
Create packing options that are specific to one or more customers and can be modified for new clients
Labelling
Create labels that are compliant with governmental standards and with customer requirements
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 (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
Management (7)
Approval
Use criteria to add or remove suppliers to/from approved lists.
Communication
Manage communications with suppliers on multiple channels such as phone or email.
Documents
Capture and maintain documents related to suppliers and their products or services.
Approval
Use criteria to add or remove suppliers to/from approved lists.
Communication
Manage communications with suppliers on multiple channels such as phone or email.
Documents
Capture and maintain documents related to suppliers and their products or services.
Receipt of Goods
Compare goods received with purchase orders and document variations
Performance (14)
Evaluation
Allows users to evaluate supplier performance using standard and custom KPIs.
Selection
Provide features to compare suppliers and choose the best option for various activities.
Supplier Risk Management
Identify, assess & manage risks that could arise from working with third-party suppliers to protect against disruptions in supply chain
Communications Management
Record and track all relevant internal and external communications
Vendor Master Data Management
Create and maintain quality vendor data through data validation, maintenance, and audit trails to ensure proper compliance and sourcing
Workflow Management
Create, design and manage workflows for repetitive tasks
Document Management
Store, manage, and track all electronic documents in a centralized location
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Contact Management
Manage, organize, and store contact information
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Inventory Management
Track and manage inventory levels to maintain proper supply
Procurement Management
Organize and manage all processes/procedures involved in purchasing goods and/or services
Supplier Management
Manage all supplier data and operations
Supplier Information (6)
Profiles
Create and manage supplier profiles that include contact and pricing information.
Supplier Qualification
The process of assessing potential suppliers based on required credentials, quality standards, etc.
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Profiles
Create and manage supplier profiles that include contact and pricing information.
Qualifications
Identify the services and products provided by suppliers, as well as certifications.
History
Track history of all interactions and business transactions with suppliers.
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
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.
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.
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.
Status
Monitor the status of multiple types of assets.
Time & Attendance Tracking
Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features.
Warranty Management
Maintain information on warranties for the products delivered and for their components
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.
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 (11)
Breadth of Partner Applications
To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Data Import and Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
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
Accounting
Provide integration with accounting and financial management software
Payments
Integrate with payment gateways and enterprise payments software
ERP
Deliver integrations with accounting modules of ERP systems
Procurement
Allow integration with procurement software, such as Procure To Pay, RFP and Spend Management
Logistics (14)
Centralized Inventory Database
Manage and track all inventory records across warehouses and retail locations through a single unified database.
In Transit
Track products and raw materials shipped by suppliers, from origin to destination.
Inventory Forecasting
Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.
Inventory Pricing and Costing
Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.
Inventory Reporting
Customizable reporting allows insight into usage of inventory and services.
Inventory Tracking / Ordering
Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.
Picking Methods
Support multiple picking methods such as batch, wave, or zone picking.
Picking Planning
Create schedules for picking activities based on inventory availability.
Receiving
Match the products received with the corresponding purchase orders and add them to inventory.
Shipping Options
Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.
Manufacturing Planning
Supports the effective planning of manufacturing production based on materials, labor, and machinery.
Cross Docking
Manages the transfer of products between incoming and outgoing shipments
Receiving
Provides features to automate and simplify recieving such as tracking lot numbers
Pick & Pack
Helps users pick products from multiple locations and prepare them for packing
Platform (28)
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.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Workflow Capability
Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
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.
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Incident Reporting
Captures food quality incidents and reports them to supplier for reimbursement. Also supports internal auditing reports for food safety or quality incidents.
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Integrations
Integrates with food ERP systems or foodservice distribution platforms to support distribution operations.
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Recipe Management
Stores recipes for prepared food items, with all nutritional and food safety information readily accessible.
Purchase Order Management
Create, send, and track purchase orders and their statuses
Recall Management
Remove or recall products from the market
Inventory Management
Track and manage inventory levels to maintain proper supply
Production Management
Manage the end-to-end production process for manufacturing operations
Product Lifecycle Management
Manage and track all stages of a product lifecycle, from its conception, design, development, and deployment
Workflow Management
Create, design and manage workflows for repetitive tasks
Order Management
Manage and track customer orders for goods, investments, or any other purchases
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Alerts
Receive email and/or text alerts to manage overdue tasks, verify approvals, and access priority tasks.
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Documentation
Allows users easy access to centralize documents and records.
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Financial Management
Provides real-time visibility into the financial state of the business.
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Dashboards
Allows users to monitor compliance in once place by creating dashboards.
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Reporting
Generates standard and custom reports for a number of uses, including: audit documentation, recall reports, revenue, safety reports, and inventory trends.
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Integrations
Integrates with food ERP systems or foodservice distribution platforms to support distribution operations.
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Safety Checklist
Includes interactive food safety checlist where saefety information is readily accessible.
Production (12)
BOM
Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.
Defects
Monitor product defects, identify causes and provide corrective actions to improve quality.
Identify Demand
Calculate demand by consolidating data from multiple sources.
Inspections
Define and implement workflows for inspections, including rules for escalations and notifications.
Manage Resources
Track resource availability for raw materials and production capacity.
MPS
Create and implement master production plans for multiple production lines and locations.
MRP
Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.
Production Plans
Generate production plans based on demand and resource availability.
Rework
Identify rejected products and decide either they can be repaired or discarded.
Shop Floor
Assign equipment and monitor shop floor activities during various production stages.
Waste
Track production waste such as scrap, as well as returns that cannot be repaired.
WIP
Track work in process (WIP) across multiple production lines and manufacturing locations.
Reporting & Analytics (4)
Custom Reporting
Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer
Dashboards
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
Integration
Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Multichannel inventory management (3)
Warehouse Inventory Transfer
Allows users to create warehouse-to-warehouse transfers knowing the exact stock levels for both locations when sending and receiving
Multichannel Inventory Syncing
Allows users to sync inventory across multiple stores, marketplaces, and warehouses
Multi-Warehouse Routing
Allows users to connect sales channels to specific warehouses.
3PL inventory management (27)
Client management
Allows users to manage all thier clients on one system
Marketplace connections
Allows users to connect marketplaces for each client
3PL inventory tracking
Allows inventory tracking for specific customer required attributes such as lot, serial, style/color/size
Returns Management
Track and facilitate returns of products sold
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Shipping Management
Manage and track orders being shipped to customers
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Fee Management
Track collected or paid charges for services performed or access granted
Consignment Management
Manage goods purchased or received from third-party suppliers/consignors
Layaway Management
Purchasing method in which a consumer places a deposit on an item for later pick-up when they come back and pay the balance
Gift Card Management
Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus
Manufacturing Inventory Management
Software specialized for manufacturers to track work orders, bills of materials, and manufacture orders to help streamline operations
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Retail Inventory Management
Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process
Reorder Management
Purchase and replenish product stock based on inventory levels and needs
Warehouse Management
Manage and track operations and inventory within warehouses
Purchase Order Management
Create, send, and track purchase orders and their statuses
Barcode/Label Management
Print and scan barcode or labels
Shop Floor Management
Manage and control operations that take place on the shop floor or factory floor
Supplier Management
Manage all supplier data and operations
Inventory Management
Track and manage inventory levels to maintain proper supply
Item Management
Collect, organize, and track inventory/product data including item numbers, descriptions, etc.
Pricing Management
Tool used to determine accurate pricing and product eligibility for borrowers
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Sales Order Management
An order generated by a seller to a customer, containing details about products or services
Inventory Management (9)
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.
IoT Integration
Integration with Internet of Things devices to automate real-time tracking, data collection and other processes
Vendor Managed Inventory
Vendor takes full responsibility for maintaining an agreed inventory of the material on behalf of the buyer
Customer Portal
Provides customers with a web portal in which they can view invoices as well as batch levels and changes in inventory
Cycle Counting
Provides users with features to verify item locations and quantities
Analytics (18)
Reporting
Provides users with automated reports and dashboards on all demand plans, and forecast KPIs
Segmentation analysis
Allows users to perform ABC and XYZ analyses and assess forecastability with rules adjustable by business users.
Product lifecycle
Allows users to forecast the demand impact of events such as new product launches product up-gradation, pricing, rebates, marketing activities, product discontinuation
Simulation
Allows users to create simulation scenarios with factors such as changed pricing
Historical Forecast
Allows users to pull historical data in order to more accurately predict future demand
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Visibility
Improve visibility into procurement activities across the company.
Performance
Monitor the performance of procurement operations
Spend
Analyze procurement spending and identify future trends.
Due Dates
Track invoices based on due dates to identify overdue payments
KPIs
Monitor KPIs such as time to process an invoice or erroneous payments
Worker performance
Allows users track worker performance over a set period of time
Error Tracking
Allows users to track any track incidents such as receiving discrepancies, incorrect shipments and inventory errors
Procurement analytics
Allows users to track and use WMS data to determine vendor costs and quality
Order Tracking
Track orders throughout the fulfillment process
Warranty Tracking
Track the duration and expiration of warranty as well as any obligations under that warranty
Serial Number Tracking
Track and assign specific serial numbers to products
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Collaboration (5)
Integrations
Allows users to integrate their demand planning software with ERP and SCM software
Multiple users
Allows multiple users to simultaneously input thier data online, offline or remotely
Forecast collaboration
Allows multiple stakeholders into planning data for increased visibility
Inventory collaboration
Allows users to have multi-tier visibility into current stock and purchase orders
ERP integration
Integrate with existing ERP systems
Planning (14)
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Capacity Planning
Allows users to ensure production capacity meets demand
Assortment Planning
Allows users to conduct demand planning for seasonal and intermittent demand
Business functions
Allows users to tailor demand planning by business function including sales and marketing
Goal planning
Allows users to customize demand planning that take all data on particular goals into consideration.
Comprehensive Planning
The system automatically accounts for data related to consumer demand and any planned network changes.
Workflow
Allows users to automate routine steps for demand planning or data preparation
Scenario Planning
Develop potential scenarios to identify risks and opportunities
Strategic Planning
At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
Processses
Manage workflows and business processes for procurement.
Contracts
Provide standard procurement contracts that can be customized.
Content
Maintain a repository of content such as catalogs and other documents.
Requisition
Define requisition rules for various types of procurement
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Invoice Management (3)
Capture
Provide features to capture and record invoices, such as import or scanning
Supplier Portal
Allow suppliers to submit invoices using an online portal
Repository
Deliver a central repository of AP documents, such as POs and invoices
Supplier Management (23)
Evaluation
Allows users to evaluate supplier performance using standard and custom KPIs.
Selection
Provide features to compare suppliers and choose the best option for various activities.
Risk Management
Identify potential issues and how they may impact relationships with suppliers.
Inventory Management
Track and manage inventory levels to maintain proper supply
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Purchase Order Management
Create, send, and track purchase orders and their statuses
Requisition Management
Review, approve and cancel requests for goods/services to be purchased
Bid Management
Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison
Auction Management
Allows businesses to create and manage auctions.
Sourcing Management
Negotiate best prices and choose the right vendor for various purchases
Returns Management
Track and facilitate returns of products sold
Fixed Asset Management
Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history
Contract/License Management
Track, store, and access client contracts or licenses
Supplier Management
Manage all supplier data and operations
Spend Management
Track the amount of money spent on a certain product or with a certain supplier
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Shipping Management
Manage and track orders being shipped to customers
Warehouse Management
Manage and track operations and inventory within warehouses
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Receipt Management
Upload, track, and submit receipts in a central database
Execution (3)
Sourcing
Identify and assess suppliers for different products and services.
Purchasing
Electronically create and manage purchase orders for products and services.
Invoicing
Include features for procurement invoicing and e-invoicing.
Invoice Processing (6)
Matching
Ability to match AP invoices to POs, contracts, or payments
Payments
Identify incomplete or late supplier payments
Workflows
Include workflows for approvals and invoice processing
Tax Compliance
Comply with local and global tax regulations for collections
Submittal
Electronically submit invoices to buyers
Configurable Workflow
Configure existing workflows to meet your organization's needs
Warehouse Definition (3)
Locations
Define and manage physical and virtual warehouse locations
Visualization
Provide a visual representation of all the locations in a warehouse
Warehouse Slotting
Allows users to identify the most efficient location for inventory within the warehouse based on a number of product and storage characteristics
Barcode support (6)
Symbologies
Supports various barcode symbiologies such as UPC, ISBN and ISMN
Serialization
Supports advanced serilaization and sequentially numbered bar codes
Standard formatting
Provide barcodes with precise bar width specifications and readable text formatting
Printing
Ability to print barcodes directly to a printer with various formats.
Integrations
Ability to integrate with existing inventory, warehouse management, ERP and other third party software
Label Printing
Process of printing custom labels through various methods.
Design (8)
Shipping Labels
Generate or print labels that contain shipping information for packages
WYSIWYG editor
Ability create labels with a WYSIWYG editor
Color editor
Ability to design barcodes with a full color editor
Graphics import
Provides users with graphic imports in different formats
1D and 2D barcodes
Allows users to add 1D and 2D bar codes to your labels.
RFID Encoding
Allows users to encode RFID tags
Barcoding/RFID
Identify and track items using barcode tags or RFID (radio-frequency identification) tags
Receiving Labels
Labels used to alert warehouses of any pertinent information before workers scan or unpack the product
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.
Supply Chain (7)
-
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
-
Incident Reporting
Captures food quality incidents and reports them to supplier for reimbursement. Also supports internal auditing reports for food safety or quality incidents.
-
Document Management
Manages all key documents for each vendor, such as food safety plans, invoices, and other business documentation.
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Shipping Management
Manage and track orders being shipped to customers
-
Supplier Management
Stores important performance and audit data related to each food supplier for monitoring purposes and manages key documents for each vendor, such as invoices.
-
Incident Reporting
Captures food quality incidents and reports them to supplier for reimbursement. Also supports internal auditing reports for food safety or quality incidents.
Compliance Management (9)
CCP Monitoring
Allows users to create custom critical control points and operational triggers based on qualitiative or quantitative food supply data.
-
Lot Tracking
Captures traceability for all food items throughout their entire lifecycle, from grower or distributer to restaurant or retailer.
-
Safety Plans
Assists food processors and distributors with creating food safety plans that satisfy all government regulations.
-
Visualization Tools
Displays food safety incidents in visual dashboards to track real-time food safety trends.
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Visualization Tools
Displays food safety incidents in visual dashboards to track real-time food safety trends.
-
HACCP Analysis
Allows users to manage the HACCP process through a systematic preventive approach to food safety from biological, chemical, and physical hazards in production processes that can cause the finished product to be unsafe and designs measures to reduce these risks to a safe level.
-
Safety Plans
Assists food processors and distributors with creating food safety plans that satisfy all government regulations.
-
Secure Communications
Keeps data safe with encryption and multilevel security.
Traceability (4)
Barcoding
Integrates with RFID hardware and/or digitally tracks all food inventory.
Custom Workflows
Creates withdrawal templates to plan and automate common types of recalls and stock withdrawals.
Food Labels
Generates labels for food inventory that display all nutritional and food safety information.
Recall Messaging
Alerts supply chain about recalls or stock withdrawawls via text, phone, and email.
Generative AI (5)
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.
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.
Distributor Operations - Beverage Distribution (5)
Inventory Management
Tracks inventory levels in real-time, helping users manage inventory efficiently and reduce waste. May also support lot and warehouse management functions.
Order Processing
Automates processing of customer orders, including order entry, fulfillment, and tracking.
Product Information Management
Provides a centralized database for managing beverage product details, including descriptions, pricing, and availability.
Route Planning
Optimizes delivery routes to ensure timely and cost-effective deliveries
Compliance Tracking
Provides tools that ensure adherence to industry regulations and standards, such as food safety, quality control, and tax requirements.
Sales Tools - Beverage Distribution (3)
CRM
Manages customer information, communication, and service history, improving customer satisfaction. Also supports lead nurturing and management for new business.
Billing and Invoicing
Automates billing and invoicing features to streamline financial transactions and improve cash flow management.
Sales Reporting & Analytics
Offers comprehensive reporting tools that provide insights into sales performance, market trends, and profitability.
Platform Capabilities - Beverage Distribution (2)
Mobile Access
Offers a mobile app or mobile-compatible interface for sales reps and delivery drivers to access critical information on the go.
Platform Integrations
Integrates with other business systems, such as ERP, accounting software, manufacturing systems, e-commerce platforms for cohesive operations.
Agentic AI - Process ERP (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Foodservice Distribution (8)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Purchasing (3)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Budgeting/Forecasting
Create budgets based on historical data and future projections
Agentic AI - ERP Systems (1)
Decision Making
Makes informed choices based on available data and objectives
Additional Functionality (291)
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
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
API
Application programming interface that allows for integration with other systems/databases
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Order Tracking
Track orders throughout the fulfillment process
Inventory Control
Monitor product stock levels
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Analytics
Analyze and gain insights into data in real-time
Spend Analysis
Review and uncover trends in spending activity
Multi-Currency
Manage and handle various international currencies
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Real-Time Reporting
Active reporting of data and metrics
Activity Tracking
Track and document all activities across devices, networks, and other systems
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Spend Control
Set allowances and ensure employees don't spend more than the allotted amounts
Data Import/Export
Import and export data to and from software applications
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
Receiving
Manage all receiving processes within a warehouse
Document Storage
Store and organize documents in a centralized system
Quotes/Estimates
Generate quotes or estimates for customers
Accounting Integration
Integrate with a third-party accounting system
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Location
Manage and support multiple locations
Expense Tracking
Monitor and record expenses such as purchases or charges incurred
Purchasing Reports
Reports that analyze a company's purchasing activities, including purchases made, suppliers used, and expenses incurred
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customizable Reports
Alter the layout and content of reports
Real-Time Data
Receive data and information in real time
Supplier Quality Control
Qualify, select, and monitor supply chain partners
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Supplier Web Portal
Integrated online platform shared by businesses and their vendors to exchange information/files and collaborate on projects.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Quotes/Estimates
Generate quotes or estimates for customers
Data Visualization
Graphical representation of data
Performance Monitoring
Monitoring and measurement of relevant metrics to assess the performance of IT resources
Import/Export Data
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Multi-Vendor
Designed for multiple vendors
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Customizable Reports
Alter the layout and content of reports
Real-Time Data
Receive data and information in real time
Data Import/Export
Import and export data to and from software applications
Check Printing
Print paychecks issued to confirm payment of wages or salary
Price Optimization
Track factors that affect pricing and adjust prices accordingly to increase sales
Online Store Builder
Includes functionalities for creating custom eCommerce websites
Customizable Fields
Customize data fields to support various needs and use cases
Categorization/Grouping
Organize and group data or items based on various criteria
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Inventory Optimization
Maintain and control the stock level of inventory
Shopping Cart
Checkout of online store
Customizable Reports
Alter the layout and content of reports
Sales Reports
Reports specific to sales analysis for trends and strategies
Credit Card Processing
Accept and process credit card transactions
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
Mobile App
Access the system via a mobile application
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Automatic Backup
Data is backed up automatically to prevent data loss
Label Printing
Process of printing custom labels through various methods.
Point of Sale (POS)
Accept and process customer payments for products or services using hardware and software
Multi-Currency
Manage and handle various international currencies
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Order Processing
Send / receive, process, and execute orders
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
SKU/UPC Codes
Internal and external product tracking codes
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Check-in/Check-out
Track the status of assets and whether they're checked in or out
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Backup and Recovery
Create backups and provide methods to recover deleted/lost data
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Product Identification
Ability to link barcodes or serial numbers with specific items for identification
Kitting
Group and package individual but related items as one package set
Mobile Access
Access software remotely via mobile devices
Predictive Analytics
Predict future data based on historical data sets
Inventory Control
Monitor product stock levels
Inventory Auditing
Cross-checking financial records with physical inventory counts and records
API
Application programming interface that allows for integration with other systems/databases
Bill of Materials
Access to a library of manufacturing parts, models, and specs
Ordering Automation
Automate order processes to improve operational efficiency in fulfillment, shipping, and more
Inventory Replenishment
Track stock count levels to manage product reordering
Custom Pricing Rules
Create custom predefined rules for prices for products and services
Distribution Management
Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc.
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Electronic Payments
Electronically collect payments for goods or services
Inventory Replenishment
Track stock count levels to manage product reordering
Traceability
Track and document the history, application, or location of an item or activity
Real-Time Updates
Receive system updates as soon as any changes are made
Quotes/Estimates
Generate quotes or estimates for customers
Production Tracking
Track the production of materials and items over certain periods or seasons
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Warehouse Management
Manage and track operations and inventory within warehouses
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Delivery Tracking
Track item deliveries through dispatch notifications, status and location tracking, and ETA updates
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Food & Beverage Management
For businesses handling food & beverage operations
Import/Export Management
Management of inbound and outbound shipments in the context of international trade
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customer Management
Store and organize information about customers and previous interactions
Lot Tracking
Track product batches using identification labels or lots
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.
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Inventory Management
Track and manage inventory levels to maintain proper supply
Dispatch Management
Manage sending personnel and resources to a site as needed
Inventory Optimization
Maintain and control the stock level of inventory
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Purchase Order Management
Create, send, and track purchase orders and their statuses
Picking & Routing
Pick and route items from inventory locations to their designated destinations
Sales Order Management
An order generated by a seller to a customer, containing details about products or services
Real-Time Data
Receive data and information in real time
Order Entry
Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries
Vendor Managed Inventory
Vendor takes full responsibility for maintaining an agreed inventory of the material on behalf of the buyer
Activity Tracking
Track and document all activities across devices, networks, and other systems
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Sales Reports
Reports specific to sales analysis for trends and strategies
Cost Management
Manage budgets, track and optimize spending and align capacity to workload demand
Order Tracking
Track orders throughout the fulfillment process
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Traceability
Track and document the history, application, or location of an item or activity
Labeling
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Customizable Reports
Alter the layout and content of reports
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Quality Control
Ensure that quality requirements and standards are met across production processes
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Traceback & Traceforward
API
Application programming interface that allows for integration with other systems/databases
Bills of Material
Material list of manufacturing parts and associated costs
Data Import/Export
Import and export data to and from software applications
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Multi-Location
Manage and support multiple locations
Batch Processing
Software's ability to perform similar action on multiple similar files simultaneously
Supplier Management
Manage all supplier data and operations
Shipping Management
Manage and track orders being shipped to customers
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Supply Chain Management
Manage the planning and execution of supply chain activities
3PL Management
Outsource and manage third party logistics
Workflow Management
Create, design and manage workflows for repetitive tasks
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Mobile Access
Access software remotely via mobile devices
Customizable Fields
Customize data fields to support various needs and use cases
Financial Management
Plan, manage, and track the financial activities of an individual or organization
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Inventory Optimization
Maintain and control the stock level of inventory
Dock Management
Manage all inbound & outbound activities relating to each dock
Labor Management
Manage the attendance, schedule, and payroll of the labor workforce
Picking & Routing
Pick and route items from inventory locations to their designated destinations
Kitting
Group and package individual but related items as one package set
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Space Management
Manage occupancy and space utilization in facilities and buildings
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Yard Management
Track and manage all activities and assets in the yard of a warehouse or distribution center
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Inventory Management
Track and manage inventory levels to maintain proper supply
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Returns Management
Track and facilitate returns of products sold
Shipping Labels
Generate or print labels that contain shipping information for packages
Ordering Automation
Automate order processes to improve operational efficiency in fulfillment, shipping, and more
Barcoding/RFID
Identify and track items using barcode tags or RFID (radio-frequency identification) tags
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Supplier Management
Manage all supplier data and operations
Workflow Management
Create, design and manage workflows for repetitive tasks
Customizable Fields
Customize data fields to support various needs and use cases
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Import/Export
Import and export data to and from software applications
Returns Management
Track and facilitate returns of products sold
Customizable Reports
Alter the layout and content of reports
Order Tracking
Track orders throughout the fulfillment process
Historical Reporting
Information, data and reports that are being tracked over time
Shipping Management
Manage and track orders being shipped to customers
Real-Time Data
Receive data and information in real time
Stock Management
Manage the buying, selling, and holding of stocks
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Order Processing
Send / receive, process, and execute orders
Asset Tracking
Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
Labeling
Billing & Invoicing
Create, manage, and send invoices or bills to customers
API
Application programming interface that allows for integration with other systems/databases
Label Templates
Premade examples and templates for labels
Customizable Branding
Add customized logos and colors to align with company branding
Inventory Replenishment
Track stock count levels to manage product reordering
Serial Number Tracking
Track and assign specific serial numbers to products
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Multi-Location
Manage and support multiple locations
Inventory Optimization
Maintain and control the stock level of inventory
Warehouse Management
Manage and track operations and inventory within warehouses
Summary Reports
Sales Order Management
An order generated by a seller to a customer, containing details about products or services
Mobile Access
Access software remotely via mobile devices
Barcode Recognition
The ability to identify a barcode on or within an image or packaging
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Inventory Management
Track and manage inventory levels to maintain proper supply
Activity Tracking
Track and document all activities across devices, networks, and other systems
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Status Tracking
Track the status over time for a request, process, asset, or transaction
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customization
Create labels for products that contain required information such as colors, sizes, dates, etc.
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Purchase Order Management
Create, send, and track purchase orders and their statuses
Location Tracking
Identify the physical location of an individual, asset, device, etc.
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Purchase Order Management
Create, send, and track purchase orders and their statuses
Customizable Reports
Alter the layout and content of reports
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Inventory Management
Track and manage inventory levels to maintain proper supply
Demand Forecasting
Forecast customer demand using historical insights and simulations
Real-Time Analytics
Analyze and gain insights into data in real-time
Data Import/Export
Import and export data to and from software applications
Stock Management
Manage the buying, selling, and holding of stocks
Planning Tools
Supply Chain Management
Manage the planning and execution of supply chain activities
Real-Time Data
Receive data and information in real time
Distribution Management
Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
API
Application programming interface that allows for integration with other systems/databases
Retail Inventory Management
Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process
"What If" Scenarios
Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Data Visualization
Graphical representation of data
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Multi-Location
Manage and support multiple locations
Warehouse Management
Manage and track operations and inventory within warehouses
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Inventory Replenishment
Track stock count levels to manage product reordering
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.
Inventory tracking plays an essential role in the inventory management planning process. Learn more about inventory tracking, how it can benefit overall company organization, and how to implement it in a business structure using various techniques.
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.
Inventory pricing helps businesses estimate the value of their products or services. Learn more about inventory costs and inventory pricing methods.
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

