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SUPERIOR
INVENTORY ITEM MAINTENANCE |
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The Interprise Suite inventory screens serve as a central
place for all inventory related set up and historical data.
Information that is usually separated among different accounting
modules such as sales order, purchase order, warehouse or
completely different applications are all brought together
in one logical location. This comprehensive approach allows
increased efficiency and profitability by helping to better
manage inventory, spot emerging trends and monitor supplier
performance.
Designed with today's dynamic business in mind, the Interprise
Suite Inventory Module supports an incredible number of
advanced features as illustrated below.
- Tabbed screen format brings all inventory-related
data together
- Support for an unlimited number of inventory items
- Support for a variety of item types such as:
- Stock: items that are being stored in a warehouse
and quantity is being tracked
- Non-Stock: items in which quantity is not being
tracked
- Item Matrix: similar items with varying attributes.
i.e. color / sizes
- Service: services that are rendered
- Kits: group of items that can be sold as a package
- Assembly: group of components that fit together
to create a self-contained unit
- Detailed inventory item information
- Support for an unlimited number of units of measures
(each, dozen, case, etc.)
- Support for barcodes per units of measure (one barcode
if sold in each, another if sold in dozen)
- Support for tiered categories and departments which
automatically flow to the web module
- Support for custom fields
- Displays average, current and standard costs per item
LIFO, FIFO or Average Costing with advanced posting processes
- Set up an unlimited number of accessories and substitutes
per inventory item
- Display stock totals of item per warehouse
- Support for warehouse zones, i.e. receiving, dispatch,
repair, scrap, etc.
- Integrated item ledger to display a table of recent
transactions a particular item has acquired per warehouse
- Simplified stock adjustment and stock transfer forms
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Companies that sell items with different attributes (sizes,
colors, designs, patterns, etc.) or in configurable kits
(computers, jewelry, etc) will appreciate our Group Matrix
and Kitting features. Both features are extremely easy
to set up thanks to Interprise Suite's set up wizards
that guide through each process. The Group Matrix feature
allows the set up of product attributes and will automatically
create the corresponding items; the kitting feature allows
the set up of predefined options allowing customers to
upgrade and downgrade items in available kits. Both the
Group Matrix and Kitting features easy to use speed-entry
pop-up forms significantly decreases order entry time
and works with Interprise Suite's eCommerce Module so
your company's web-store is automatically configured.
- Group Matrix Features
- Attributes can be of any variance such as size,
color, style, design, etc.
- Up to seven attributes per item
- Display item matrixes during order and purchasing
processes for faster, more accurate data entry
- Attributes automatically flow to the eCommerce
module allowing to group item matrix items together
- Attribute "swatches" can be setup for eCommerce
- Kitting Options
- Support for an unlimited number of option groups
- Support for required, optional and multi-select
option groups
- Option groups are designed for the web and include
HTML descriptions and graphical icon options
- Support for up-sell and down-sell items with each
option group
- Display item kits during order and purchasing
processes for faster, more accurate data entry
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To provide the flexibility to price your products as you
see fit Interprise Suite has some of the most sophisticated
pricing methods available. Additionally, Interprise Suite
allows for prices to be set on a per currency basis allowing
even the smallest business to go global.
Inventory Wholesale and Retail Pricing: This is
the most common pricing method allowing the set up of
a wholesale, retail and suggested retail price for each
item. Prices can be manually populated or automatically
calculated up based on cost, last cost or profit margin.
Inventory Price Lists: This offers the greatest
amount of flexibility by allowing the set up of an unlimited
number of price lists per currency. Price lists supports
quantity discount schedules and can be set by units of
measure.
Inventory Promotional Pricing: This allows the
setting of items on sale for a particular period of time.
During order entry Interprise Suite will automatically
calculate the customer's regular price against the promotional
price applying the lower price to the order and ensuring
customer satisfaction.
Customer Discount Price: This common pricing method
allows you to assign a fixed discount to a customer on
all of their orders (i.e. 10% discount).
Customer Negotiated Pricing: This pricing method
allows you to override the default pricing method for
an unlimited number of items on a per customer basis.
Customer Last Price Paid: This pricing method will
automatically retrieve the last price the customer paid
during order entry. If it is the customer's first time
ordering the product, then the default price will be displayed.
Customer Markup: This pricing method allows the
assigning of a markup off the cost price for items on
a per customer basis. For example, you can set up a customer
to have a 50% markup and the system will automatically
calculate the price during order entry.
Category Discount Bands: This pricing method allows
you to set an unlimited number of discount bands per category
which then can be assigned to customers. For example you
can set up a category discount band that will give customers
10% off hardware and 20% off software purchases.
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eCommerce has become an essential factor for business
growth in today's internet-based world. Not only is ecommerce
successfully integrated into an accounting/ERP/CRM solution,
Interprise Suite eCommerce has redefined
the way business is done online through the concept of
"eBusiness".
With Interprise Suite eCommerce, both web
store and Interprise Suite share the same business logic,
same database and the same company information greatly
minimizing the tasks to put up and maintain a web store.
A multitude of options are found in the Inventory modules
has been integrated to provide the needs of businesses
in selling their product online.
- As items are added into Interprise Suite and selected
to be shown on the web, they are instantly available
on your web store. This full integration significantly
reduces the set up and ongoing maintenance costs of
going online. No importing or exporting; no uploading
or downloading; just results.
- Support for an unlimited number of items on your
company's web store
- Support for XML packages allowing
unlimited design flexibility
- Fully integrated, both Interprise Suite and its
eCommerce module share the same database and tables
for real-time business
- Integrated HTML Editor
- Support for both Retail (B2C) and Wholesale customers
(B2B)
- Inventory options set up in Interprise Suite also
works on your website. For example, negotiate a special
price for a single customer and that will be the price
they pay on your website as well
- Ability to assign a single inventory item to multiple
departments and categories
- Support for accessory items which then are displayed
when items are ordered
- Support for substitute items which then are displayed
when item details are viewed
- Support for all Interprise Suite item types including
kits and group matrixes on the web site
- Support for sale, featured and exclusive items
- Support for suggested retail prices
- Support for display-only items (no add to cart button
is displayed)
- Support for Minimum Advertised Price programs whereas
price can not be displayed until the product is added
to the cart
- Support for search engine friendly fields
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COMPREHENSIVE
PURCHASING FEATURES AND COST OPTIONS |
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Interprise Suite supports an unlimited number of suppliers
for each of your inventory items on a per warehouse
basis. To help best organize suppliers and maximize
profitability for each item, Interprise Suite allows
the set up of supplier priority levels for each warehouse
which flows to the auto-purchase order functions found
in the supplier modules. With this feature, assign a
default supplier for an item, per warehouse, allowing
you to choose the nearest supplier and reduce shipping
changes.
Purchase details such as lead time, purchase item number,
purchase description and purchase tax rates can be set
up per supplier for maximum flexibility. Promotional
pricing and volume discounts are also supported. For
suppliers in foreign countries, the purchase order descriptions
are multi-lingual having the ability to print purchase
orders in your supplier's native language.
- Interprise Suite has complete support for average
cost, LIFO and FIFO costing options
- Advanced posting routines ensure accurate cost
of good sold and inventory valuation reports
- Support for an unlimited number of suppliers per
item - per warehouse
- Support for lead time, purchase item number, purchase
description and purchase tax rates on a per supplier
basis
- Support for Average costing, LIFO and FIFO costing
- Support for supplier currencies and languages
- Support for supplier promotional pricing
- Support for supplier volume discounts
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The assembly feature accommodates very basic manufacturing
requirements. For example, your company may sell a variety
of bicycle parts or you may sell a bicycle comprising
of those parts, naturally requiring assembly. In house
assemblies of such items can be done in the Assembly/Works
Order feature of Interprise Suite by taking out component
stock items and putting them together as an assembly
item. The Assembly Works/Order form can be customized
to display information on what is committed, available,
and on back orders for each assembly component.
- Detailed Assembly details and instructions
- Build new assemblies from the Assembly Detail
Form
- Calculation of default cost for assembled items
- Option for external and in house assemblies
- Customizable Assembly/Works Order form
- Opening balances for already assembled items
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SUPPORT
FOR MULTIPLE CURRENCIES AND SELLING LANGUAGES |
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Although the internet, reduced telecommunication and
shipping costs have made it considerably easier for
the smallest of businesses to go global, the current
crop of business software applications have simply not
kept up with these new business opportunities.
To assist companies with global ambitions, Interprise
Suite supports an unlimited number of selling languages
and currencies to help you better localize your products
for each market you want to serve. Selling languages
defined in Interprise Suite flow through to the eCommerce
module giving your company a true multi-lingual website.
- Assign selling languages with point and click
ease
- Localize all inventory description related information
including
- web summaries and detailed descriptions
- Set up price lists per currency
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SUPPORT
FOR INVENTORY BARCODING |
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The Inventory Module includes a very powerful bar
coding solution that streamlines the distribution
process, allowing your company to effectively collect
inventory data faster and eliminating data entry errors
made by data re-entry. Print barcodes whenever needed,
like during purchase orders or receipts.
- Support for UPC codes
- Barcoding can easily be added to any report
or form
- Barcodes can be scanned into the application
for quick processing
- Ansi39 ANSI 3 of 9 (Code 39)
- Ans39x ANSI Extended 3 of 9
- Code_2_of_5 / Code25intlv
- Code25mat Code 25 Matrix
- Code39/Code39x (Extended)
- Code 128 A/B/C
- Code 128/UCC EAN 128
- Code 93/Code 93x (Extended)
- MSI - PostNet(USPS)
- Codabar
- EAN-8/EAN-13
- UPC-A/UPC-E/UPC-E1
- RM4SCC (Royal Mail)
- QRCode
- Code49 (Japanese Postal System)
- Pdf417
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CREATE
AND MANAGE WAREHOUSE LOCATIONS |
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The Inventory Module allows you to set up warehouses
to manage inventory in multiple stock locations
in real time. Fully integrated with the other modules
of Interprise Suite, all warehouse related information
is organized in the Warehouse Form giving you the
information you need when you need it.
- Multi-lingual form capabilities allow you
to support international warehouses
- Works with CRM functions
- Manage warehouse locations with stock types
- Manage all stock totals of your inventory
items
- Track items in stock, units committed, items
on back order, items on order, items available,
and more, per warehouse
- Manage notes, contact history and activities
in a selected warehouse
- Attach documents per contact info, and per
warehouse as well
- Default warehouse can be assigned by customer
shipping location
- Support for custom stock takes.
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INVENTORY
SETUP AND TOOLS |
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Users can customize how the Inventory Module
forms will perform for them. Default information
can be made thru wizard setups to enhance productivity
when entering and maintaining inventory data.
- Add an unlimited number of unit measures
per inventory item
- Add an unlimited number of categories
per inventory item
- Create item class templates and price
level templates for speedier data entry
- Set default costing method
- Set default warehouses
- Set default unit measure for all items
- Set default information for form fields
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| 360-Degree
View of Customer |
| Unlimited
contacts split by type |
| Customer
Contact centred view |
| Notes history |
| Emails history |
| Activity
history |
| Case history |
| Opportunity
history |
| Document
history |
| Campaign
Waves the customer has been part of. |
| Custom
Pricing, Multi Level Breaks & Promotional Pricing |
| Trading comparisons
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| Transaction
history with attachment drill down (like signed delivery notes
for invoices) |
| Transaction
dispute feature |
| Outstanding
Quotes |
| Outstanding
Orders / RMAs |
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Recent Sales - Cross Sell Up Sell opportunities (like
Amazon) (which show what the user has bought from us
and alerts us to the fact that people that buy these items
also buy other items and we should ask the customer if they
buy them and if they do why not from us). |
| Buying Patterns
(compares what they used to buy from you with what they do now
and alerts you to changes so you can ask the customer
are they still buying it and if so why are they buying it somewhere
else now).
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| Credit
Control management with send copy invoice feature, enter notes
and payment promised dates
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| Overall
Credit Control Management with Debt Analysis |
| Predicted
Cash Flow (based on average number of days it takes individual
customers to pay applied to their outstanding debts).
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Statement & Debtor Letter Production with Lowest cost
routing of documents |
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Agent / Sales
Rep Management |
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| Sales Rep/Agent
Management |
| Sales Rep/Agent
Commission Calculation Routine |
| Sales Rep/Agent
Linked Customers/Transactions/Orders |
| Option for
Custom Form Templates for Each Customer |
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| Customer
Sales Order Processing |
| Different
terms for each order option even if for the same customer |
| Pick Multiple
Items in an Order at once |
| Sell Stock
and Non Stock items |
| Special selling
interface for Matrix Items |
| Special selling
interface for Kit Items
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| Order Entry
Cross sell Up Sell (prompts the user entering the order and
allows them to easily add qty to the order on the fly) |
| Order Entry
Accessories and Substitute (prompts the user entering the order
and allows them to easily add qty to the order on the fly) |
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Due Dates on every item line |
| Profit Calculation
by item line and overall order |
| Drop
ship option by item line (defaults from item set-up) |
| Allow
back order option per order (defaults from customer set-up) |
| Allow multiple
payments to be made against an order |
| Online Credit
card authorisation (if subscribe to web service) |
| Audit
Trial to see who has done what per order |
| Stock Qty
Information with drill down on order entry. E.g.
if there is a qty on purchase order by drilling down on the
qty the user can see which orders, due dates and qty are
coming in. |
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Pricing Methods are numerous and simple to implement like
Retail or Wholesale as defaults combined with Mark-up % on Last
Cost or a Pricing Cost, Product Group Discount Bands, Last Price
they Paid, or Special Price Lists with Qty Breaks and Promotional
pricing and Specific Customer Pricing on specific items. |
| Copy & Import
Price List Options |
| Multi Currency
Price Lists |
| European
SSD Analysis / Intrastate |
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Status Driven Order Processing so you decide if you want
separate credit approval, pick notes
and invoices. |
| Consolidation of Orders to one invoice for the same customer
with relevant information on item lines like source document,
customer order numbers etc. |
| Printing
in Batches or individually |
| Options to
Print My Unprinted or All Unprinted or Reprint
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Auto Allocation Routine so you can pick by warehouse by
Delivery Route, Customer Rank, Sales Order number, Item D
| Recurring
Sales Orders and Contract Orders |
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Dates, Item and then allocate stock to orders. |
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| Return Management
RMA |
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| Recurring
Sales Orders when customers have repeats at regular
intervals |
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| Ship To View
of Customer |
| Relations
to other Entities |
| Service Contracts
with SLAs |
| Active /
Not Active Flag so it will or will not appear in the search
lists |
| Business
Intelligence for example delivery performance to our
customers |
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View Online
Videos |
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Stock Item |
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Create New Kit |
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New Adjustment |
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New Warehouse |
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Inventory Workflow Dashboard |
Inventory Business Intelligence |
Inventory Items Search List |
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Inventory Item Stock |
Inventory Item Stock Setup |
Inventory Item Costing |
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Inventory Item Costing Detail |
Inventory Item Pricing |
Inventory Item Warehouse |
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Inventory Item Ledger |
Inventory Item Analysis |
Inventory Item Web Option |
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Inventory Item Matrix Group |
Inventory Item Kit |
Inventory Item Assembly |
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Inventory Warehouse |
Inventory Warehouse Locations |
Inventory Warehouse Stock Total |
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Inventory Stock Adjustment |
Inventory Stock Take |
Inventory Internal Movement |
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Inventory Build Assembly |
Inventory Stock Transfer |
Inventory Stock Valuation |
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Inventory Profit Analysis |
Inventory Wholesale Pricing |
Inventory Price List |
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