Project
Accounting
Deliver on project objectives on-time and on-budget. Manage complex reporting requirements. Include projects in companywide financial reports.
- Handle the most complex billing rules and easily calculate project revenue based on key project-specific attributes.
- Keep better track of costs by correctly accounting for work in progress (WIP).
Customer
Management
Use dashboards and reports to see data in real-time. A self-service Customer Portal lets you give customers access to the information you choose.
- Out-of-the-box Customer Portal allows you to give customers access to financial and case information.
- Automatically attach incoming and outgoing emails to various Customer Management Suite features.
Distribution
Management
Start from the requisition process to master purchasing, order management, inventory tracking, automated inventory replenishment suggestions, and more.
- Improve cash flow with and optimize stock levels with automated inventory replenishment suggestions.
- Get up-to-date freight costs for each USPS, FedEx, or UPS shipment, print carrier and return labels, and generate tracking numbers.
- Fulfill large volumes of shipments using automated packing rules.
Financial
Management
Bring rigor to business processes in a user-friendly way with a powerful set of financial applications used by nearly every organization.
- Forecast cash flow based on a 30-day trend that incorporates cash transaction statistics.
- Display all approvals on a single screen to manage process flow more easily and save time.
- Enter documents related to multiple modules within a single screen and benefit from improved tax reporting.
Field Service
Maintain a real-time view of your customer’s activities across all your operations when field service operations are fully integrated with the back office. Automate key field service operations such as:
- Scheduling dispatching a call center
- Maps integration
- Route planning
- Mobile service management
- Emergency service calls
- Equipment maintenance
- Inventory management
- Service contract management
- Warranty management
- Dashboards and business intelligence
- A team approach to sales and service
- Track project costs
Commerce
Deliver a consistent customer experience across all your sales channels with full integration between your online, mobile, and in-store service.
- Reduces stock outs and backorders
- Speed up the order processing and fulfillment
- Streamline returns and exchanges
- Provide an omnichannel experience
- Offer a world-class e-commerce site
- Gain a single source of truth