Features

Mid-Market

Freelancers, Small businesses, Mid size businesses, Large enterprises

Inventory made simple

Mid Size Business, Small Business, and Enterprise

CRM

Ingredients List

Batch Recipe Setup & Costs

Quality Assurance with Recipe

quality audits and checks (pre-receipt-to-entry-to-exit)

Customers & Suppliers

Accounting Management

Package Level Sales/Menu Segments

Multi-Brand

Nutrition Label

Function ex. Product Experimentation

Orders Workflow

Sales Order

Delayed Manufacturing Order

Trade & Manufacturing

PO Overage

Batch Planning

Credit Memos

Discounting

purchase pricing management

material requirements planning (MRP) based on demand or re-order points

custom per-item reorder policies (quantity, lead time, handling time, safety stock)

purchase rebates

purchase approval Workflows

Logistics

Bill of Lading [BOL]

Inventory Management

Inventory

Inventory Lists

Ad hoc updates

Depletion Tracking

Production Management

Production Picklist

picks and put aways

expiration date management (FEFO)

physical count

shipping and receiving

lot tracking

serial tracking

catch weight / variable weight

same-site, multi-site inventory transfers

planning by sku by location

bin management

custom per-item reorder policies (quantity, lead time, handling time, safety stock)

logistics planning

third-party logistics (3PL)

Archives

Search Older Orders

Traceability

by Order Number

by Lot or Batch Number

bi-directional ingredient and product traceability and recall

quality checks and audits

Analytics

SMART Features: Notifications & Monitoring Service

Sales Dashboard

Cost of Goods Sold [COGS]

Freight Percentage

Landed Cost

Trade & Marketing Expenses

Labor Cost Calculator

Depletions

pricing (price list management, customer tiers, volume, promos)

sales order management (individual orders / blanket orders /contract orders)

direct store delivery (recurring / standing orders)

preset customer orders (same order, enter it once)

sales and broker commissions

customer rebate management (quantity, accrued, lump sum)

trade promotion management / trade spend

Calendar Quickbooks Accounting Integration/User Collaboration

Google Calendar

Quickbooks Online

Permission Settings

Microsoft Dynamics GP

Sage 100 & 300

SAP Business One

Mobile Work Orders

Batch Processing

Inventory Receiving

Shipping

Offline Capabilities

Shipping

Training/Set-up

We set up

Documentation

Live Online

Webinars

In-Person

EDI

Additional Finance Functions [other departments]

billing and invoicing

accounts payable and receivable

budgeting

fixed asset management

inter-company consolidation (multiple business lines)

customer credit management

custom approval workflows (new)

cost analysis

cash flow forecasting

payroll integration

multi-currency

Features Analysis as of 5/7/2023