Pepperi Features
Merchandising/Marketing (7)
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
Product Visualization
Ability to display and manage photos, 3D views, videos etc for each product
Recommendations / Personalization
Personalize the buyers experience by displaying the most relevant products to the consumer and increase conversions using past buyer behavior and merchant-driven rules. Tools may include such as cross-sell/up sell, promotions, recommendations, guided selling, etc
Promotions and Discounts
Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.
Shopping Cart Abandonment
Provide tools to help convert abandoned carts into sales. Saves items in shopping cart if a users does not complete the purchase. Allows users to continue order process in a future session. Emails users to remind them they have items in their cart.
Product Reviews
Ability to display reviews and enable users to write reviews for each product. Integrations to review syndication software to include most recent reviews for products
SEO
Provides tools to drive traffic to pages via organic search
Product Catalog (4)
Content Management
Ability to add/update products, product pricing, product information and other content included on eCommerce site.
Product Configuration
Ability to all users select options to configure the product or select product options. For example, color, size, etc.
Product Search and Filtering
Provides rich user experience to find products on site through site wide search, faceted navigation, product filtering and sorting
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Order Process (18)
Checkout Process
Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts.
Shipping Options
Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.
Tax Display and Processing
Displays appropriate tax to user based on local laws. Contains functionality to process tax in back end systems. May integrate to 3rd Party tax solutions.
Payment Processing
Supports required payment methods including credit card processing, purchase orders, paypal, etc. Contains appropriate fraud management functionality.
Order Management
Contains tools that enable administrators to manage placed orders to ensure all customer orders are processed correctly and on time.
Returns / Refunds
Functionality to allow users to process returns/refunds either via self service or contacting customer service.
Retail Inventory Management
Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process
Multi-Channel Fulfillment
Contains distributed order management functionality so that an order can be fulfilled from a warehouse, a store, a vendor drop ship or an in store pick up.
Returns Management
Track and facilitate returns of products sold
Order Processing
Send / receive, process, and execute orders
Order Fulfillment
Manage the process of receiving, preparing, and delivering orders for goods/products
Purchase Order Management
Create, send, and track purchase orders and their statuses
Backorder Management
Manage customer orders that cannot be filled immediately due to out-of-stock items
Special Order Management
Manage special order requested by a customer
Payment Options
Offers multiple online payment options such as credit card, Paypal, gift cards, mobile payments, and more
Sales Order Management
An order generated by a seller to a customer, containing details about products or services
Purchase Order Management
Create, send, and track purchase orders and their statuses
Credit Card Processing
Accept and process credit card transactions
Multi-Channel Support (11)
Omnichannel
Provides seamless approach to the consumer experience through all available shopping channels (Mobile, Social, Web, Point of Sale, catalog). Some times referred to Omni-Channel.
Mobile
Features that enable customers to easily to shop for products using a mobile device.
Social Commerce
Features that enable customers to easily shop for products on popular social platforms. May provide standard integrations or tools that build the social store on the platform.
Customer Service
Provides features that enable customer services teams to interact with customers. Features may include chat and and phone support.
Store Locator
Enable customers to locate and navigate to physical locations by zip code, city or GPS
3rd-Party Store Integration
Integrates/Syncs your product catalog to major on line retailers such as Amazon, Ebay, etc. to make it easy to administer selling products via 3rd party channels
B2B
Includes features that that are valuable to B2B transactions. For example partner management, contract pricing, invoicing, product entitlement, contract management etc.
Multi-Store
Manage multiple teams and operations from a central location
Point of Sale (POS) Integration
Integrates with point of sale (POS) systems
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Mobile Commerce
Platform (33)
APIs
System provides well documented API's that can be used to integrate to any 3rd Party or internal system.
Customization
Product provides tools to customize web store front, business process, etc. to meet unique business needs.
Integrations to Add-on Tools
Is easy to integrate to or has pre-packaged integrations to a wide variety of leading add on tools/software.
User Management
Enables customers to update their own user information, settings and preferences.
Reporting / Analytics
Provides standard and ad-hoc reporting ability to meet business requirements
Security
Software provides appropriate tools and certifications to protect against fraud and malicious attacks
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Admin Access Rights
Provides ability to control editing rights by product category, geography etc.
Test-to-Product Migration
Functionality that enables administrators to test changes to products, store design, work flows etc in a test environment and schedule the changes to be migrated to the production version of the site
Internationalization
Provides features that enable business transactions throughout the world. Typical features are multi-language, multi-currency and taxation
Cross Browser Support
Enables store or site to provide the same user experience in all browsers and browser versions.
Performance and Reliability
Software performs well and runs with minimal unscheduled downtime
Mobile Access
Access software remotely via mobile devices
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Shipping Management
Manage and track orders being shipped to customers
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Website Management
Built-in website builder or integration with third-party site
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Reviews Management
Track and monitor reviews of products or services
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Price/Margin Management
Track and manage the profit margin between the cost of a product and its selling price.
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Product Data Management
Capture, organize and track product-specific data and information in a centralized location
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Workflow Management
Create, design and manage workflows for repetitive tasks
Warehouse Management
Manage and track operations and inventory within warehouses
Sales Tax Management
Calculation of consumption tax imposed on the sale of goods/services
Customer Management
Store and organize information about customers and previous interactions
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Data Security
Protect sensitive data for digital privacy
Planning (14)
Strategy
Define strategies to gather retail intelligence and use the insights to plan retail activities
Activities
Provide standard retail execution activities that can be customized by users
Inventory Management
Track and manage inventory levels to maintain proper supply
Field Sales Management
Manage or track sales completed by field teams/employees
Task Management
Create, manage and track all task activities and progression
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Returns Management
Track and facilitate returns of products sold
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Workforce Management
A set of processes to optimize the productivity of its employees
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Contract/License Management
Track, store, and access client contracts or licenses
Execution (5)
Collaboration
Allow employees, managers, and retailers to collaborate on retail execution tasks
Field Execution
Provide features for field employees, such as route planning, GPS search, or messaging
Data Collection
Include features for field employees to collect data, capture photos, and create orders
Real-Time Data
Receive data and information in real time
In-Store Execution
Handle all promotion activities and brand strategy for products at retail stores
Performance (3)
Team
Monitor team performance metrics such as territory coverage or amount of new sales
Retailer
Analyze the performance of each retailer to identify issues and optimize execution
Compliance
Track compliance with internal policies such as Minimum advertised price (MAP)
Accounting (25)
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.
Order Entry
Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries
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
Warehouse Management
Manage and track operations and inventory within warehouses
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Financial Management
Plan, manage, and track the financial activities of an individual or organization
Stock Management
Manage the buying, selling, and holding of stocks
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
Distribution Management
Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc.
Supplier Management
Manage all supplier data and operations
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Import/Export Management
Management of inbound and outbound shipments in the context of international trade
Inventory Management
Track and manage inventory levels to maintain proper supply
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Shipping Management
Manage and track orders being shipped to customers
Returns Management
Track and facilitate returns of products sold
Sales Order Management
An order generated by a seller to a customer, containing details about products or services
Inventory (7)
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.
Sales Forecasting
Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Warehousing (3)
Locations
Create and manage warehouse locations and areas for shipping or receiving.
Multi-Warehouse
Manage locatons accross multiple physical or virtual warehouses.
Third-Party
Ability to monitor locations and inventory in third party warehouses.
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.
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
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.
Assembly (3)
BOM
Provide Bill of materials to define what components and packaging should be used for assembly.
Kitting
Define kits and packages of two or more finished products that can be sold together or separately.
Disassembly
Ability to take apart assemblies and ensure that the components are transfered to inventory.
Logistics (8)
Picking & Packing
Define and implement optimal procedures to pick and pack products for shipping.
Packaging
Identify packaging options like pallets or containers to optimize shipping performance and reduce costs.
Shipping
Plan deliveries based on inventory availability, transportation costs, and order priority.
Routing
Create routes for shipping directly to customers, to distribution centers, or for dropshipping.
Tracking
Track shipments from warehouse to the destination, including drop shipments and multilocation shipping.
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Activity Tracking
Track and document all activities across devices, networks, and other systems
Order Tracking
Track orders throughout the fulfillment process
HR (4)
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.
Workflow Management
Create, design and manage workflows for repetitive tasks
Omnichannel Features (7)
Retail Management
The ability to manage the operations of a retail storefront and integrate storefront operations with other channels.
POS Integration
The ability to integrate with a POS system in order to facilitate the integration of brick and mortar channels with other channels.
Social Media Integration
Tools to integrate social media channels with other commerce channels to create a seamless experience for customers.
Customer Service Integration
The ability to integrate customer service into all channels.
Marketing Tools
The ability to integrate marketing tools into all channels.
E-commerce Integration
Tools to combine e-commerce channels with other channels in order to create a seamless experience across channels.
ERP Integration
The ability to integrate with ERP systems in order to unite customer-facing channels with back-end channels.
Reporting (2)
Reports & Analytics
Tools to present data collected from various channels in a digestible way to help business owners make informed decisions.
Data Transfer Tools
The ability to transfer data between channels in order to streamline operations.
Route Planning (7)
Route optimizing
Features that allow users to plan the most efficient delivery routes
Dynamic Routing
Allows users to adjust routes based on company constraints and customer requirements.
Scheduling
Defines schedules for a geographical area, customer group, or type of delivery.
ETA
Estimated time of arrival can be shared with customers and adjusted when needed.
Lead Priority
Allows user to prioritize your contacts and leads so that the given route acommodates priority contacts
Optimized Sales Routes
Allows users to create optimized travel routes based on assigned areas, lead locations, and appointments for the day.
Map Directions
Provides users with live directions en route to the final destination
Analytics (3)
Predictive analytics
Allows users to utilize analytics to predict future product demand
Management dashboard
Allows users to monitor overall delivery statistics such as average delivery time, driving mileage and driver productivity
Costs
Analyze overall costs for vehicle maintenance, fuel consumption and mileage
Payments (3)
Sales orders
Allows users to create sales orders and invoices for customers
Recieve payments
Allows users to recieve payments credits and returns
Returns
Allows sales reps to creit customers for bad merchandise and returns
Route accounting (3)
Direct store distribution
Allows users to manage direct sales from thier trucks to their customers
Pre-sales
Allows users to access inventory levels and manage pre-sales orders
Delivery confirmation
Alows users to edit the order before closing or put shorted items on back order
Order Entry (5)
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Entry
Enter and convert orders and quotes
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Register
Register received orders in the system
Notifications
Provide real-time notifications and status updates
Order Entry
Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries
Remote Order Entry
The ability to enter orders from a remote location such as a computer, mobile, or tablet.
Order Tracking (6)
Shipping
Verify shipping preferences
Tracking
Track orders and their statuses as they move along the supply chain
Backorder
Manage orders for products that are unavailable due to inventory shortage
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Order Tracking
Track orders throughout the fulfillment process
Purchase Order Management
Create, send, and track purchase orders and their statuses
Inventory Management (3)
Stock Levels
Maintain visual on stock levels
Flow Of Goods
Track available inventory and manage flow of goods to/from warehouses
Reserving Goods
Reserve goods that have been added to cart and update stock levels
Customer Management (6)
Order Status
Track status of orders from shipment to delivery
Information Access
Provide customers access to their information in order to answer FAQs
Email Notifications
Automatically send emails using certain triggers to notify customer service of issues
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Recurring Orders
Managing orders that a customer purchases repeatedly and regularly
Subscription Management (5)
Payment Data
Store payment data and customer information
Payment Gateway
Support and/or integrate with a payment gateway(s)
Billing
Automate billing and contracts
Automatic Payments
Accomidate automatic payments from various payment methods
Real-Time Data
Receive data and information in real time
Territory Mapping (3)
Custom Territory Mapping
Allows users to control of the sizes, shapes, and quantites of sales team areas
Strategic Selling
Allows users to map your customers to strategically incorporate them into your canvassing and field sales
Automatic Rep Assignment
Automatically assigns reps to new sales opportunities that are within their current territories
Sales Performance Management (3)
Gamification
Provides users with engaging sales competitions
Performance Dashboards
Provides field sales statistics for all sales reps
Sales Rep Tracker
Provides data on the data on the performance and whereabouts of reps in the field
Presentation and Forms (3)
Video and Interactive Media
Provides video capabilties that field reps can use during field sales calls
Digital Contracts
Allows field reps to create digital contracts within the software
E-signature
Allows users to collect e-signatures within the software
Headless Commerce (5)
Decoupling
Ability to disconnect the front office from the back office of an e-commerce platform
REST APIs
Provide APIs that allow for interaction with RESTful web services
Data Orchestration
Capture and manage data from multiple sources and syncronize it with the front end and back end
Customization
Allows developers to customize the platform using multiple programming languages
Extensibility
Include prebuilt integrations with multiple systems such as ERP and CRM
Generative AI (6)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
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.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - E-Commerce Platforms (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Accounting Integration
Integrate with a third-party accounting system
Agentic AI - Order Management (2)
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Distribution ERP (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Additional Functionality (177)
Inventory Control
Monitor product stock levels
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reordering
Accept and track repeat orders
Bulk Ordering
Accept and track orders with multiple items
Multi-Currency
Manage and handle various international currencies
Customer Accounts
Record customer information, purchase history, and other notes
Multi-Location
Manage and support multiple locations
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Shopping Cart
Checkout of online store
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Order Tracking
Track orders throughout the fulfillment process
Email Marketing
Create and send email blasts/campaigns
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Loyalty Program
Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Templates
Sample files or documents that could be customized as needed or used as is
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Customizable Branding
Add customized logos and colors to align with company branding
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Kitting
Group and package individual but related items as one package set
Customer Touchpoints
Identify specific interactions between customers and brands
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Web/Mobile App Development
Create/edit commerce applications for mobile devices and/or web
Product Catalog
Present a catalog of inventory that customers can view
Inventory Optimization
Maintain and control the stock level of inventory
De-Coupled Front & Back Ends
Separate front and back end platforms to make coding changes without affecting user experience
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Activity Tracking
Track and document all activities across devices, networks, and other systems
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Product Configurator
Customize the specifications of a finished product to meet the particular needs of a customer
Data Import/Export
Import and export data to and from software applications
Inventory Auditing
Cross-checking financial records with physical inventory counts and records
Quotes/Estimates
Generate quotes or estimates for customers
Customer History
Access previous interactions or concerns to maintain customer relationships
Invoice Creation
Create invoices from scratch or have recurring invoices
For Small Businesses
Designed for small businesses
Abandoned Cart Saver
Built-in tool that sends an email invitation to customers who have added an item to their cart but left before completing checkout
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Multi-Location
Manage and support multiple locations
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Product Configurator
Customize the specifications of a finished product to meet the particular needs of a customer
Data Import/Export
Import and export data to and from software applications
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Inventory Auditing
Cross-checking financial records with physical inventory counts and records
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Quotes/Estimates
Generate quotes or estimates for customers
Customer History
Access previous interactions or concerns to maintain customer relationships
Invoice Creation
Create invoices from scratch or have recurring invoices
Order Fulfillment
Manage the process of receiving, preparing, and delivering orders for goods/products
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Shipping Management
Manage and track orders being shipped to customers
Assignment Management
Assign issues and tasks based on availability or required skills
Workflow Management
Create, design and manage workflows for repetitive tasks
Warehouse Management
Manage and track operations and inventory within warehouses
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Billing & Invoicing
Create, manage, and send invoices or bills to customers
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Delivery Management
Manage order deliveries until they are received by the customers
Real-Time Updates
Receive system updates as soon as any changes are made
Returns Management
Track and facilitate returns of products sold
Label Printing
Process of printing custom labels through various methods.
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
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Inventory Management
Track and manage inventory levels to maintain proper supply
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
For eCommerce
Intended to be used by online stores
Backorder Management
Manage customer orders that cannot be filled immediately due to out-of-stock items
Supplier Management
Manage all supplier data and operations
Batch Processing
Software's ability to perform similar action on multiple similar files simultaneously
Order Routing
Set up routing rules that connect sales channels with warehouses to minimize order processing time
Promotion Optimization
Assess and optimize pricing markdowns, special offers, or other promos
API
Application programming interface that allows for integration with other systems/databases
Multi-Currency
Manage and handle various international currencies
Shipping Labels
Generate or print labels that contain shipping information for packages
Customer Management
Store and organize information about customers and previous interactions
Order Processing
Send / receive, process, and execute orders
Exchange Management
Enable the process of exchanging one item for another
Customizable Branding
Add customized logos and colors to align with company branding
Special Order Management
Manage special order requested by a customer
Forecasting
Form predictions based on past and present data/trends
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Image Capture
Process images and automatically scan for data
For Sales Teams/Organizations
Caters to sales teams
Employee Scheduling
Assign working shifts or tasks to employees based on their availability
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Sales History
Information about revenue from sales of a particular product in the past.
Form Builder
Adds a customizable form to the landing page, usually for the purposes of lead generation
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Merchandising
The activity of promoting the sale of goods at retail
Image Recognition
Ability of software to identify an image among other data
For Retail
For Retail Stores
Multi-Location
Manage and support multiple locations
Clock In/Out
Track employees' arrival and departure timings for payroll purposes
On-Shelf Availability
Ensures the product is readily accessible on store shelves for purchase
Route Optimization
Finding the most optimal routes for drivers based on various factors and constraints
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Geographic Maps
Visualize locations on a map
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
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
Electronic Signature
Digitally sign online documents
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Data Import/Export
Import and export data to and from software applications
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Checklists
An itemized to do list that can be edited as tasks are completed
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Mobile Access
Access software remotely via mobile devices
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Barcode Recognition
The ability to identify a barcode on or within an image or packaging
Multi-Currency
Manage and handle various international currencies
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Quotes/Estimates
Generate quotes or estimates for customers
API
Application programming interface that allows for integration with other systems/databases
Document Storage
Store and organize documents in a centralized system
Customizable Fields
Customize data fields to support various needs and use cases
Data Import/Export
Import and export data to and from software applications
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Real-Time Reporting
Active reporting of data and metrics
Order Processing
Send / receive, process, and execute orders
Customizable Reports
Alter the layout and content of reports
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Barcoding/RFID
Identify and track items using barcode tags or RFID (radio-frequency identification) tags
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Inventory Optimization
Maintain and control the stock level of inventory
Real-Time Data
Receive data and information in real time
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Bills of Material
Material list of manufacturing parts and associated costs
Real-Time Analytics
Analyze and gain insights into data in real-time
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customer History
Access previous interactions or concerns to maintain customer relationships
Document Storage
Store and organize documents in a centralized system
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Lead Capture
Automatically identify and save contact information of potential customers
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Route Optimization
Finding the most optimal routes for drivers based on various factors and constraints
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Workflow Management
Create, design and manage workflows for repetitive tasks
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
API
Application programming interface that allows for integration with other systems/databases
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Email Management
Manage, store and organize emails within the system or via third-party apps
Opportunity Management
Track all opportunities for potential sales and convert them into recurring revenue
Customizable Forms
Customize contracts and forms to collect specific information
Payment Collection in the Field
Swipe a credit card or manually process payments while with the customer in the field
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Contact Management
Manage, organize, and store contact information
Dispatch Management
Manage sending personnel and resources to a site as needed
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Mobile Access
Access software remotely via mobile devices
Activity Tracking
Track and document all activities across devices, networks, and other systems
Sales Forecasting
Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.
Sales Activity Management
Define, track, and/or automate sales activities and sales processes
Commission Management
Tracking, calculating, and paying commissions and earnings to employees
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Territory Management
Organize customer data and accounts by user or geography
GPS
System to support the positioning, navigation, and timing (PNT) measurements of an object or individual
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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