Key Features

Pricing Management

• Automatic pricing by line items according to pricing rules with ability to edit.
• Recalculate prices of related product groups if predefined threshold is met.
• Setup multiple pricing structures, promotions and discount structures.
• Setup pricing rules for configuration options based on price definition tables, look-up tables and calculated values.
• Setup discount schedules based on each option, customer types, dealers etc.
• Setup rules to override system computed prices and discounts.

Point of Sale (POS)

• Perform point of sales transaction with integrated POS application.
• Process credit cards on POS terminal.
• Perform daily drawer reconciliation.
• Automatically update inventory statuses and post accounting transactions.
• Receive deposits on on-account orders in POS terminal.
• Generate pick list for warehouse from POS.

Inventory Management and Analytics

• Get real-time visibility into inventory levels for quick order fulfillment.
• Maintain a master list of inventory locations to include shipping, receiving, quality hold, warehouse, work center and vendor locations.
• Use barcodes to move inventory, picking, receiving and shipping processes.
• Manage customer and vendor consignments and track inventory counts at each of these locations.
• Automate invoice generation when consignments are used. Send electronic generated inventory reports for customers and vendors.
• Perform inventory counting using cycle count or full inventory methods.

Sales Management

• Multiple order type processing – field service, stock orders, job orders, repair orders, blankets and order releases.
• Multiple sales reps per order and commissions processing.
• Build detailed estimates that includes operation costs, material costs, outside services etc.
• Generate invoices automatically or by user request.
• Define invoicing rules according to customer preference – one per order or shipment.

Shipping Automation

• Two way interface to UPS, Fedex, USPS and Starship to send address and weight information and get shipping charges, actual weight and tracking numbers.
• Configurable pick-list processing with fulfillment processes to fit your needs.
• Schedule drivers and decide shipping routes.
• Implement One-click invoicing process & print customer-specific labels.
• Send tracking information to customers.
• Generate material certifications, Bill of Lading and relevant shipping documentation.

Vendor and Purchase Management

• Gain insights from comprehensive metrics on supplier performance.
• Review supplier quality, on-time performance by various parameters like item numbers, item type & vendor.
• Publish performance and dashboard data to users based on roles.
• Create and maintain purchase order including blankets, and outside assembly purchases.
• Create POS or blanket releases from MRP.
• Apply correct pricing from pricing files or last purchase data.
• Automate workflow by using approvals based on roles and spending limits.

Warehouse Management

• Maintain a master list of inventory locations to include shipping, receiving, quality hold, warehouse, work center and vendor locations.
• Maintain record of warehouses and link them to inventory locations, orders etc.
• Rank warehouses based on preference, proximity, regional zones etc.
• Transfer inventory from one location to another using mobile and tablet devices.
• Schedule inventory pick-up, put-aways, consignment in real-time.
• Access job planning and its progress through a single-click for improved customer service.

Customer & Dealer Portal

• Allow customers to securely login, search items and place orders.
• Customer portals provide self-service capabilities to let your customers track order status, shipment and order history.
• Sales-rep portal helps sales-force track their sales territories.