[
Pepperi Reviews
](https://www.g2.com/products/pepperi/reviews)

[
Pepperi Reviews
](https://www.g2.com/products/pepperi/reviews)

# 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

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##### ## 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

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##### ## 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

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##### ## 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

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##### ## 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

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##### ## 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

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##### ## 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

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##### ## 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)

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##### ## 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

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##### ## 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

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##### ## 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.

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##### ## 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

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##### ## 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.

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##### ## 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.

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##### ## 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

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##### ## 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

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##### ## 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.

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##### ## 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.

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##### ## 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

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##### ## 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

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##### ## 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

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##### ## 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

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##### ## Order Entry (5)

Entry

Enter and convert orders and quotes

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.

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##### ## 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

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##### ## 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

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##### ## 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

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##### ## 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

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##### ## 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

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##### ## 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

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##### ## 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

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##### ## 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

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##### ## 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.

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##### ## 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

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##### ## 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

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##### ## 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

Show More

##### ## 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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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

[Intangible Products](/glossary/intangible-products-definition)

Intangible products refer to company offerings that are not physical in nature. Learn more about intangible products, what falls into the category, and how to sell products that can’t be touched.

[Checkout Process](/glossary/checkout-process-definition)

The checkout process how a customer goes through to finalize a purchase when shopping online. Learn the checkout process and best practices to follow.

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