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Manage your Supply and Demand with ease

Key Features

  • Engineering - improve product design and BOM management.
  • Sales and Marketing - implement campaigns, manage opportunities, estimating and quoting.
  • Order Management – accelerate demand planning and control input type.
  • Supply Chain Management – synergize with suppliers and purchasing and simplify distribution resource planning.
  • Production Control – improve scheduling, work order management and increase product quality.
  • Service and Support – streamline case management, manage warranty returns and enable customer self-service.
  • Financial Management – enhance intercompany accounting, costing and payment management.
  • Commerce – empower omnichannel purchasing in B2B and B2C environments.

Order Management

  • Improves order management by automatically transitioning orders to shipping/logistics and account receivables.
  • Supports multi-step picking, packing and shipping.
  • Provides real-time visibility into entire order management process with relevant information such as orders, trends and order conversion rates.
  • Converts quotes into approved sales orders and routes them to the finance team for invoicing and revenue recognition.
  • Provides mobile access to key information such as sales orders, customer dashboards and calendars.

Supply Chain Automation

  • Supports extended, yet fully integrated, supply chain environments by ensuring data flows seamlessly across networks.
  • Advances distribution resource planning by automatically suggesting, and where appropriate, generating purchase orders, work orders and transfer orders across multiple locations.

Production Control

  • Streamlines production environments by automatically creating work orders from sales orders in make-to-order environments.
  • Features lot and serial traceability and enables both to be registered through purchasing receipts, inventory, shop floor control and sales order fulfillment functions.
  • Simplifies multi-level work order processing by enabling a single work order to control a multi-level assembly.
  • Supports full production routing capabilities including operational steps, work centers, labor, overhead and materials.
  • Provides critical information for inventory tracking by maintaining a complete history of each product kit throughout its lifecycle.
  • Enables maintenance and control of the complete asset lifecycle across depreciating or non-depreciating assets, from creation to depreciation, revaluation and disposal.
  • Simplifies period-end closes with automated allocations, currency management tools and period locking.


  • Enables implementation of both B2B and B2C portals that streamline order placement and improve customer satisfaction.
  • Streamlines order management by transferring orders automatically to back-office fulfillment processes

Sales and Marketing

  • Accelerates real-time quote management by incorporating pricing, sales tax and discounting rules automatically into sales quotes.
  • Allows for the creation, execution and measurement of email campaigns that convert leads to customers.
  • Enables intuitive management of opportunities across status, potential revenue, key contact's notes and related documents
  • Integrates demand planning forecasts and required inventory levels based on historical data, sales forecasts, average trends and seasonal fluctuations.
  • Monitors stock levels and automatically creates restocking alerts and reordering forms to ensure planned inventory levels are maintained.
  • Provides real-time, detailed visibility into key spend, inventory and supply chain management metrics.

Service and Support

  • Automates case management by assigning support tickets to unique customer email addresses, including provisions for escalating issues based on customizable parameters.
  • Accelerates return material authorizations by enabling products to be returned to one of many locations, where available.
  • Improves warranty management with lookup code that automatically trigger return and repair processes.
  • Provides a rich library of online training aids that includes training videos, webinars and weekly bulletins.

Financial Management

  • Features customizable dashboards displaying key information such as accounts receivable, orders and accounts payable.
  • Provides multiple reports including income statements, balance sheets, consolidated reports, variance reports and side-by-side comparisons.
  • Supports unlimited numbers of general ledger accounts, sub-accounts and segments.
  • Streamlines invoice creation by automatically calculating sales taxes, finance charges and discount terms.
  • Automatically creates dynamic price lists that reflect purchase volumes.
  • Supports creation of coupons or discounts on specific items, enables exempting other items from discounts, and automatically delivers up-sell recommendations.
  • Provides search engine analysis, website analytics and reporting, online marketing analytics and more.
  • Accepts real-time payments from different credit cards and international currencies and supports Google Checkout or PayPal checkout options.

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