Supply chain management
Deliver products on time and adapt to changing business models with visibility across purchasing, manufacturing,inventory, and warehouses.
Set up, post, and print purchase invoices and purchase credit memos.
Purchase invoice discounts
Calculate invoice discounts automatically. The discount can differ from vendor to vendor with different minimum amounts (also in different currencies) and different rates, depending on the size of the invoice. The discount is calculated on the individual item lines and becomes part of the net sum of the invoice.
Purchase order management
Manage quotes, blanket orders, and purchase order processes. Creating a purchase order differs from creating a purchase invoice directly. The quantity available is adjusted as soon as an amount is entered on a purchase order line, but it is not affected by a purchase invoice until it is posted. Easily manage partial receipts, receive and invoice separately and create prepayment invoices for the purchase order, use quotes and blanket orders in the purchase phase. Quotes and blanket orders do not affect inventory figures.
Purchase line discounting
Manage multiple item negotiated purchase price discounts as based on such parameters as minimum quantity, unit of measure, currency, item variant and time period. The best unit cost, as based on the highest discount, is calculated for the purchase line when the order details meet the conditions specified in the purchase line discounts table.
Purchase return order management
Create a purchase return order in order to compensate your own company for wrong or damaged items. Items can then be picked from the purchase return order. You can set up partial return shipments or combine return shipments in one credit memo and link purchase return orders with replacement purchase orders.
Manage purchase of the same item from different vendors. Set up alternative vendors for items, specify typical lead times, and record price and discount agreements with each vendor.
Alternative order addresses
Set up multiple addresses to manage orders from vendors who have more than one shipping site. These additional locations can then be selected by the purchasing agent when creating a purchase order or invoice.
Offer items to customers that are not part of regular inventory, but can be ordered from vendors or manufacturers on a one-off basis. Register these items as non-stock items but treat them like regular items.
Set up non-inventory and services in the same way as stock items and use them in sales, purchase, or consumption transactions, but without need to keep track of stock and costing.
Define types of attribute options, including list and text, and integer and decimal that can include units of measure. Translate attribute names and options to multiple languages.
Block attributes or attribute options from being used, if for example, they no longer are applicable.
Use the additional customizable item tracking dimension to keep track of simple WMS packages or pallets.
Set up multiple shipping agents (for example, UPS, DHL, external carriers, or your own carrier) and relate their services (express, overnight, standard) with shipping time. Associate default shipping agents and their services with individual customers or specify those details on sales orders and transfer orders to improve accuracy of order promising.
Finalize budgets and track the actual sales performance by calculating the variance. Export budget figures to Excel for flexible calculations in the budgeting process.
Planning and availability
Plan material requirements based on demand with support for master production scheduling and materials requirements planning. Generate optimal suggestions for replenishing inventory transfers based on the item’s current and future demand and availability, as well as a variety of planning parameters, such as minimum and maximum quantities and reorder quantities.
Use automatic orders for assembly, purchase, production, and transfers, and action messages to balance supply and demand. Use time buckets when planning material requirements.
Manage demand forecasting based on items. Input demand (sales) forecasts for products and components in a more convenient way (daily, monthly, quarterly). Create production and purchase orders that consider the demand forecast, available inventory, and plan requirements.
Sales and inventory forecasting
Get deep insight into potential sales and a clear overview of expected stock-outs by using the Sales and Inventory Forecast extension. Leverage its built-in Azure AI capabilities to generate reliable forecasts that make it easier to manage replenishment.
Promise accurate order shipment and delivery dates based on an item’s current and future availability. When items are not available to meet a customer’s requested delivery date, calculate the earliest shipment date as either an available-to-promise date that is based on upcoming uncommitted supply or a capable-to-promise date, which is when items can become available.
Handle orders that ship directly from the vendor to the customer without having to physically stock items in your inventory. Keep track of order costs and profit. Link sales orders to purchase orders to control the sequence of posting tasks.
Plan supply for all types of demand on individual orders using a simple supply planning tool.
Calculate availability on the fly
Once quantity is entered in any type of order: purchase, sales, production or transfer, the system immediately updates the availability information, notifying the user who enters the order about current and future situation. Be fully equipped with information about inventory availability by date, event, variant, location, even bill of material and unit of measure.