[ Icicle ERP Reviews ](https://www.g2.com/products/icicle-erp/reviews) [ Icicle ERP Reviews ](https://www.g2.com/products/icicle-erp/reviews) # 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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. Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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. Incident Reporting Captures food quality incidents and reports them to supplier for reimbursement. Also supports internal auditing reports for food safety or quality incidents. Integrations Integrates with food ERP systems or foodservice distribution platforms to support distribution operations. 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 Alerts Receive email and/or text alerts to manage overdue tasks, verify approvals, and access priority tasks. Documentation Allows users easy access to centralize documents and records. Financial Management Provides real-time visibility into the financial state of the business. Dashboards Allows users to monitor compliance in once place by creating dashboards. Reporting Generates standard and custom reports for a number of uses, including: audit documentation, recall reports, revenue, safety reports, and inventory trends. Integrations Integrates with food ERP systems or foodservice distribution platforms to support distribution operations. Safety Checklist Includes interactive food safety checlist where saefety information is readily accessible. Show More ##### ## 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. Show More ##### ## 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 Show More ##### ## 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. Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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. Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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. Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## Agentic AI - ERP Systems (1) Decision Making Makes informed choices based on available data and objectives Show More ##### ## 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 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[View Glossary](/glossary) [Product Catalog](/glossary/product-catalog-definition) A product catalog is online or offline marketing material for all the products an enterprise has or wants to sell to customers designed to display relevant product details that help buyers make informed purchase decisions. [Audit Trail](/glossary/audit-trail) Audit trails are the records that keep track of purchases, sales, expenses, and other financial information. Discover examples of audit trails and learn more about the benefits, best practices, and more. [Inventory Tracking](/glossary/inventory-tracking) Inventory tracking plays an essential role in the inventory management planning process. Learn more about inventory tracking, how it can benefit overall company organization, and how to implement it in a business structure using various techniques. [Inventory Pricing](/glossary/inventory-pricing) Inventory pricing helps businesses estimate the value of their products or services. 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