Financial Management
Accounts payable
Accounts receivable
Budgeting
Cash and bank management
Cost accounting
Fixed assets
General ledger
Regional regulatory features
Multi-currency
Multi-company
Multi-language
Project management and accounting
Internal projects such as R & D
External projects such as construction, maintenance, repair and overhaul (MRO)
Integration with Microsoft Projects
Supply Chain Management
Cost management
Inventory management
Constraint Based Configurator
Quality Management and Non Conformance Management
Master planning
Procurement and Sourcing
Request for Quote and Vendor Portal
Requisitions and approvals
Vendor and Customer Rebates
Product information management (PIM)
Production control
Resource scheduling
Mixed mode planning
Subcontractor management
Lean manufacturing
Process manufacturing (formulas and recipes)
Discrete manufacturing
Project manufacturing (happens to be Clients First area of expertise)
Maintenance, repair and overhaul
Service management (can be used for internal equipment and external or customer repairs)
Integration with Microsoft Projects
R & D – keep track of staff time, quality tests, production, inventory, etc. for a true product cost
Lot and serial number tracking and tracability
Warehouse management
Integrated support for source documents for sales orders, returns, transfer orders, production orders, and kanban
Flexible, inbound and outbound material workflow support based on queries
Full integration with the Manufacturing and Transportation offerings
Full control of location stocking limits and location volumetrics
Inventory properties controlled by inventory status
Full batch and serial item support
Various item receiving capabilities
Multiple picking strategies
Out-of-the-box support for the next generation of barcode scanners
Pallet/container types for warehouse processes
Advanced counting capabilities
Manual and automatic movement of inventory
Fully-integrated quality control (QMS)
Full traceability of workers’ material handling
Manual packing and automatic containerization support
Simple cross docking
Sales and marketing
Use as little or as much of these modules as desired. No bulky additional CRM is needed for most manufacturing companies.
Sales orders
Sales agreements
Sales quotations (can be used for make to order, MRO, services, etc.)
Returns
Sales and marketing tasks
Service management
Resource scheduling
Dispatch
Time and expense tracking (mobile app comes with the solution, no additional software to buy)
Project, Services, Sales, Executives, etc. time and expense entry
Transportation management
Shipments, Loads,
Inbound and outbound logistics
Containerization and palletization
Clients First has written the Pacejet integration which will be available on AppSource very soon
Intelligence and Analytics
Attachments and OCR
Financial reporting with Management Reporter
Power BI integration
Regulatory reporting
Data management
Office 365 integration
Mobile App Available
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