Webgility 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 (5)
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
Intangible Products
Provides functionality specific to selling intangible products such as: Subscriptions, Trials, Perpetual Licencing, Downloads, Free Trials, etc.
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.
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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
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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
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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 (47)
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.
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User Management
Enables customers to update their own user information, settings and preferences.
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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
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Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
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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.
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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
Customization
Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.
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.
User, Role, and Access Management
Grants access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
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.
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.
Mobile Access
Access software remotely via mobile devices
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Regulation Compliance
Ensures product listing and order fulfillment complies with online retail regulation
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Multichannel Publishing
Publishes products and services to desired channels
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Accounting Reports
Reconciles orders, sales, and settlements across multiple channels
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Marketplace Integration
Integrates with third-party online marketplaces
Sales Reports
Reports specific to sales analysis for trends and strategies
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Accounting Integration
Integrate with a third-party accounting system
General Ledger (3)
Journal Entries
Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source.
Tags / Dimensions
Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.
Audit Trail
Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record
Accounts Receivable (3)
Invoice Customization
The layout of the invoice template is fully customizable and you can add or remove fields.
AR Automation
Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.
Collections Automation
The system automates the dunning process to help drive collections
Accounts Payable (9)
AP Automation
Steamlines data entry by auto populating recurring or predefined vendor values
Payment Processing
Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.
Purchase Orders
Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
Purchase Order Management
Create, send, and track purchase orders and their statuses
ACH Payment Processing
Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)
Electronic Payments
Electronically collect payments for goods or services
Electronic Payments
Electronically collect payments for goods or services
Credit Card Processing
Accept and process credit card transactions
Other Functionality (12)
Inventory Tracking / Ordering
Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.
Inventory Pricing and Costing
Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.
Inventory Reporting
Customizable reporting allows insight into usage of inventory and services.
Multi-Entity / Consolidation
Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations
Recognition Rules
Automates recognition of revenue and expenses by defining recognition rules.
Reconciliations
Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations.
Payroll
Payroll module or integration to an external payroll provider which automates the recording of payroll
Time and Expense
Automated time and expense capture, tracking, approval, reimbursement and reporting
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Status Tracking
Track the status over time for a request, process, asset, or transaction
Budget Tracking
Track actual spending to ensure it's in line with the planned budget
Reporting & Analytics (6)
Financial Statements
General reporting offered covers all of the standard financial statements and meets the basic needs of the business
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
Budgeting / Forecasting
Create and revise an unlimited number of budget, plan and forecast scenarios.
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
Financial Reporting
Generate reports to assess the financial performance of an organization
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Integration (10)
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.
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.
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Accounting Integration
Integrate with a third-party accounting system
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
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Import
Provide tools to import data to a third-party marketplace
Export
Provide tools to export data from a third-party marketplace
APIs
Deliver APIs for integration with third-party marketplaces
Inventory Management Platform Features (22)
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Centralized Inventory Database
Manage and track all inventory records across warehouses and retail locations through a single unified database.
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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.
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Bundles, Kits, & Variants
Automatically adjust inventory for product bundles, kit orders, and product variations within the system.
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Inventory Forecasting
Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.
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eCommerce Integrations
Integrate shopping carts, eCommerce platforms, POS, and payment gateways with the system to link inventory records between across platforms.
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Accounting Integrations
Track inventory costs and costs of goods sold (COGS) with accounting software integrations.
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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
Operations (3)
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Optimized Business Operations
Optimizes business operations across multiple channels
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Data Synchronization
Creates a single data repository of inventory and customer information
Real-Time Data
Receive data and information in real time
Inventory (5)
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Order Fulfillment
Streamlines order fulfillment and processing
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Catalog Management
Optimizes product copy, images, and information
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Product Intelligence
Monitors and updates product/inventory data, pricing, and availability to stay up-to-date
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Channel Management
Manage various distribution channels, build relations with channel partners, and track their performance
Processing (11)
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Internationalization
Allows products or services to be sold internationally
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Purchase Order Management
Create, send, and track purchase orders and their statuses
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Scan and Ship
Scans products or services before shipping to ensure accuracy
Returns Management
Track and facilitate returns of products sold
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
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Retail Inventory Management
Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process
Website Management
Built-in website builder or integration with third-party site
Product Data Management
Capture, organize and track product-specific data and information in a centralized location
Store Management (2)
Localization
Ability to manage multiple stores in different languages and currencies
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Marketplaces
Allows users to manage multiple stores on third-party marketplaces
Labels (4)
Label Printing
Provide the ability to create and print domestic asnd international shipping labels for all orders with one solution.
Return labels
Provide the ability create and print return labels or email them to customers.
Bar codes
Provides users with auto-generated bar codes for products
Shipping Labels
Generate or print labels that contain shipping information for packages
Order management (8)
Shipment Tracking
The software will assign a tracking number associated to the order number to track the physical progress of the package in delivery.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Manage orders
Allows users to split, combine and categorize orders for shipping.
Order Status
Update order statuses automatically once orders are fulfilled
Shipping Services Integration
Integrates with shipping services
Package Tracking
Track the parcel or consignment delivery status
Status Tracking
Track the status over time for a request, process, asset, or transaction
Delivery Tracking
Track item deliveries through dispatch notifications, status and location tracking, and ETA updates
Carrier and rate management (4)
Quick rate comparison
Allows users to compare real-time rates and delivery times for all carriers and automatically select the best carrier for each shipment based on cost and delivery time.
Vendor availability
Provides users with a wide selection of major carriers such a Fedex, UPS, and DHL
Flat rate services
Software detects which flat rate service qualifies with the customers order
Auditing & Claim Filing Services
Inventory management (3)
Low stock alerts
Software automatically notifies users when inventory is low.
Automated inventory orders
Users can set an automatic restock when the inventory levels reach a low number.
Assign suppliers
Users can assign suppliers to certain items, so shipment is quickly initiated
Reports (3)
Shipment reports
Provides users with a comprehensive report on shipment performance
Inventory reports
Provides users with a comprehensive report on inventory and stock levels.
Unshipped products
Provides users with a comprehensive overview of which products aren't shipping.
Cash Flow (3)
Track Cash Flow
Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds.
Income and Expenses
Add one-time or recurring cash flow items and add line items for each payment or deposit.
File Exports
Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.
Budgeting & Forecasting (4)
Budgeting / Forecasting
Create and revise an unlimited number of budget, plan and forecast scenarios.
Data Import
Import trial balance, monthly P&L, balance sheets, and other types of financial data
Versioning
Keeps track of all versions of a budget and allows users to compare versions
Historical Data
Forecasting is based on past transactions and historical financial or operational data
Revenue (3)
Revenue Types
Supports multiple types of revenues, such as recurring and transaction based
Revenue Allocation
Allows users to allocate revenues to various business entities or departments
Scheduling
Automatic scheduling to ensure that revenue is recognized at the proper time
Multichannel inventory management (3)
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Warehouse Inventory Transfer
Allows users to create warehouse-to-warehouse transfers knowing the exact stock levels for both locations when sending and receiving
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Multichannel Inventory Syncing
Allows users to sync inventory across multiple stores, marketplaces, and warehouses
Multi-Warehouse Routing
Allows users to connect sales channels to specific warehouses.
3PL inventory management (24)
Returns Management
Track and facilitate returns of products sold
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Shipping Management
Manage and track orders being shipped to customers
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Fee Management
Track collected or paid charges for services performed or access granted
Consignment Management
Manage goods purchased or received from third-party suppliers/consignors
Layaway Management
Purchasing method in which a consumer places a deposit on an item for later pick-up when they come back and pay the balance
Gift Card Management
Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus
Manufacturing Inventory Management
Software specialized for manufacturers to track work orders, bills of materials, and manufacture orders to help streamline operations
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Retail Inventory Management
Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process
Reorder Management
Purchase and replenish product stock based on inventory levels and needs
Warehouse Management
Manage and track operations and inventory within warehouses
Purchase Order Management
Create, send, and track purchase orders and their statuses
Barcode/Label Management
Print and scan barcode or labels
Shop Floor Management
Manage and control operations that take place on the shop floor or factory floor
Supplier Management
Manage all supplier data and operations
Inventory Management
Track and manage inventory levels to maintain proper supply
Item Management
Collect, organize, and track inventory/product data including item numbers, descriptions, etc.
Pricing Management
Tool used to determine accurate pricing and product eligibility for borrowers
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Sales Order Management
An order generated by a seller to a customer, containing details about products or services
Inventory Management (10)
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Inventory Tracking
Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.
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Inventory Costing
Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.
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Product Master
Manage and track all inventory records across warehouses and retail locations through a single unified database.
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Inventory Forecasting
Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.
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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
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Stock Levels
Maintain visual on stock levels
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Flow Of Goods
Track available inventory and manage flow of goods to/from warehouses
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Reserving Goods
Reserve goods that have been added to cart and update stock levels
Payroll (4)
Direct Deposit
Automatically deposits paychecks into employees' bank accounts.
Check/W-2 Printing
Allows administrators to print valid paychecks and W-2 forms.
Tax Calculation
Calculates taxes due and may include resources or tools for federal and state tax compliance.
Reporting and Dashboards
Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes.
Order Entry (3)
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Entry
Enter and convert orders and quotes
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)
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Shipping
Verify shipping preferences
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Tracking
Track orders and their statuses as they move along the supply chain
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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
Customer Management (3)
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 (1)
Real-Time Data
Receive data and information in real time
Development (2)
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Pre-built Connectors
Facilitiates API development and integrations with prebuilt connectors, templates, and examples.
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Custom Connectors
Provides the ability to create connectors from existing services and APIs in catalog.
Management (2)
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Reporting and Analytics
Provides dashboards to gain real-time insights into API performance, usage, and errors.
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Data Mapping
Facilitates to and fro data map according to the data model between applications/web services.
Integration Options (4)
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ERP Systems
Provides integrations to ERP Systems.
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Accounting Systems
Provides integrations to accounting Systems.
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CRM and Marketing Automation Systems
Provides integrations to customer relationship management and marketing automation systems.
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EDI
Provides integrations to EDI service providers.
Tracking (7)
Sales Tax
Tracks and applies sales tax rates and rules
VAT
Tracks and applies VAT (value added tax) rates and rules
GST
Tracks and applies GST (goods and services tax) rates and rules
Exemptions
Tracks and applies tax exemptions for the appropriate products, transactions, or accounts
Adjustments
Adjusts sales tax prices for certain products, customers, or occasions where necessary
Localization
Applies the appropriate local and federal rules and rates
Consumer Use Tax
Integrations (1)
Integrations
Integrates with ERP, accounting, or other transaction software
Remittance (4)
Returns
Automates and manages returns and remittance for different jurisdictions
Notifications
Sends notifications for important tax filing dates
Global/Cross Borders
Helps simplify duties and cross-border tariffs, such as estimating import taxes
Analytics
Provides insights and analytics to make informed decisions about tax compliance, tax obligations, tax codes, etc.
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 (3)
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 (27)
Data Extraction
Uses AI to automatically input data from receipts, invoices, and other documents
Invoice Processing
Uses AI to generates, send, and track invoices
Expense Management
Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns
Fraud Detection
Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time
Tax Compliance
Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns
Support Chatbots
Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports
Bank Reconciliations
Uses AI to match transactions recorded in the accounting system with those in bank statements
Report Generation
Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business
Customizable Alerts
Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances
Predictive Analytics
Uses AI to analyze data to identify trends and make predictions
Receipt Management
Upload, track, and submit receipts in a central database
Workflow Management
Create, design and manage workflows for repetitive tasks
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Sales Tax Management
Calculation of consumption tax imposed on the sale of goods/services
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Tax Management
Implementation of various strategies to manage tax obligations via planning and maintaining compliance
Fixed Asset Management
Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Sales Order Management
An order generated by a seller to a customer, containing details about products or services
Cash Flow Management
Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period
Cash Management
Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances
Real-Time Data
Receive data and information in real time
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Credit Card Processing
Accept and process credit card transactions
Financial Consolidation & Close Management
Bring together financial information by collecting data from multiple ledgers and close financial processes
Transaction Management
Manage, record and track all business exchanges in form of money and its related interactions in the system
Mobile Applications - Accounting (14)
Cloud Integration
Enables synchronization of accounting data across devices in real-time
Notifications
Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines
UI
Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables
Offline
Allows users to view and update certain data without an internet connection
Expense Tracking
Allows users to capture and upload expense receipts directly from mobile devices
Invoice Management
Enables creation, editing, and sending of invoices
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Inventory Management
Track and manage inventory levels to maintain proper supply
Financial Management
Plan, manage, and track the financial activities of an individual or organization
Activity Tracking
Track and document all activities across devices, networks, and other systems
Document Management
Store, manage, and track all electronic documents in a centralized location
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Notes Management
Allow users to create, edit, and sort multiple notes
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 - Online Marketplace Optimization Tools (2)
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Accounting (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
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 - Sales Tax and VAT Compliance (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
AI Assistant - Accounting (1)
AI Accounting Assistant
Provides conversational assistance for accounting tasks, financial data, and product navigation using natural language.
Additional Functionality (280)
Multi-Location
Manage and support multiple locations
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Accounts Payable
Track money owed to a company's creditors/suppliers
Fund Accounting
Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability)
Quotes/Estimates
Generate quotes or estimates for customers
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Chart of Accounts
A financial statement that lists a company's accounts and details the account type and balance
Project Accounting
Manage and track financials on a project-to-project basis
Encryption
Convert data into a code for security
Accounts Receivable
Track outstanding invoices and the money owed from clients
Recurring/Subscription Billing
Automated process of charging customers at regular intervals for repeated access or use of a product or service
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Multi-Currency
Manage and handle various international currencies
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Income & Balance Sheet
A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time
Data Security
Protect sensitive data for digital privacy
General Ledger
Centralized accounting record which tracks all financial transactions
Currency Conversion
Change one currency to another based on real-time rates/values
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Estimating
Estimate expected cost based on various factors before a project begins
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Financial Analysis
Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Expense Claims
Attaching relevant receipts or supporting documents to submit expenses for reimbursement
Document Storage
Store and organize documents in a centralized system
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Categorization/Grouping
Organize and group data or items based on various criteria
Automatic Billing
Setup and send recurring or automated bills
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
For Distributors
Primarily serving wholesale distribution companies and supply chain industry professionals
Bills of Material
Material list of manufacturing parts and associated costs
Financial Data Protection
Inventory Control
Monitor product stock levels
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Mobile App
Access the system via a mobile application
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
For CPA Firms
Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
Cash Flow Analysis
Calculates a company's working capital which is the amount of money a company has available to run its business
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Multi-Company
Manage the accounting and financial aspects of multiple locations or companies in a single location
For Small Businesses
Designed for small businesses
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.
Secure Data Storage
Securely stores data to prevent data loss or breaches
API
Application programming interface that allows for integration with other systems/databases
Credit Card Processing
Accept and process credit card transactions
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Policy Management
Create, manage, and track policies and procedures within an organization
Multi-Currency
Manage and handle various international currencies
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Cash Flow Management
Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Document Management
Store, manage, and track all electronic documents in a centralized location
Exemption Management
Identify and track situations that legally reduce financial liability
Address Validation
Verifies and confirms the accuracy of an address
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
For eCommerce
Intended to be used by online stores
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Tax Calculation
Calculate tax and make deductions on gross income from sources like wages, investments or self-employment
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
Tax Compliance
Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors
Real-Time Data
Receive data and information in real time
Tax Filing
The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Transaction Tracking
Track movement of transactions across accounts
Taxability Verification
Electronic Payments
Electronically collect payments for goods or services
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
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
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customer Accounts
Record customer information, purchase history, and other notes
Shipping Labels
Generate or print labels that contain shipping information for packages
Electronic Payments
Electronically collect payments for goods or services
Customizable Branding
Add customized logos and colors to align with company branding
API
Application programming interface that allows for integration with other systems/databases
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Email Marketing
Create and send email blasts/campaigns
Mobile Commerce
Real-Time Updates
Receive system updates as soon as any changes are made
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Data Import/Export
Import and export data to and from software applications
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Shopping Cart
Checkout of online store
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
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Multi-Location
Manage and support multiple locations
Multi-Currency
Manage and handle various international currencies
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Shipping Optimization
Cost Recovery
Refund Opportunity Identification
Third Party Management
The ability to manage shipping audits for third parties such as clients
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Automated Claim Filing
Package Analytics
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Exceptions Management
Automated handling of non-compliant EDI transmissions.
Predictive Analytics
Predict future data based on historical data sets
Carrier Invoice Auditing
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
Supplier Management
Manage all supplier data and operations
Container Shipping
Shipping products/goods in containers
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Ground Shipping
Shipping products/goods by land
Quotes/Estimates
Generate quotes or estimates for customers
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Import/Export Management
Management of inbound and outbound shipments in the context of international trade
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Bills of Lading
Documents issued by a carrier to acknowledge receipt of cargo for shipment
Customizable Branding
Add customized logos and colors to align with company branding
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
EDI
Transfer of data from one computer system to another
Returns Management
Track and facilitate returns of products sold
Parcel Shipping
Manage and organize the shipping, tracking, and delivery of packages
Air Shipping
Ship packages/goods by aircraft
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Claims Management
Process of submitting and following up on claims with insurance companies
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Transportation Management
Organize and track the physical movement of goods from one location to another
Shipping Management
Manage and track orders being shipped to customers
Shipment Price Calculation
Calculation of shipment price based on size, weight, route, timeframe, and carrier.
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Warehouse Management
Manage and track operations and inventory within warehouses
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Real-Time Updates
Receive system updates as soon as any changes are made
API
Application programming interface that allows for integration with other systems/databases
Purchase Order Management
Create, send, and track purchase orders and their statuses
Inventory Management
Track and manage inventory levels to maintain proper supply
Freight Shipping
Shipping products/goods by land, sea or air
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Ocean Shipping
Transportation of goods/products over long distances using ship
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Multi-Location
Manage and support multiple locations
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
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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.


