Epicor Kinetic

Epicor Kinetic

Epicor Software
WinMan ERP

WinMan ERP

WinMan ERP Software
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About

Epicor Kinetic is a cloud-first, AI-powered ERP platform for manufacturing organizations. It includes modules for financial management, supply chain, production management, inventory, quality, service, analytics, project management, CRM, and compliance. Built for discrete, make-to-order, engineer-to-order, and mixed-mode manufacturers, Kinetic supports planning and scheduling, materials management, shop floor coordination, and multi-site operations in one system. The platform provides browser-based access, role-based workflows, integration and extensibility tools, IIoT-related capabilities, and support for cloud, on-premises, and hybrid deployment. Epicor Prism extends the platform with AI-supported automation and decision support for selected ERP tasks.

About

WinMan ERP is an all-encompassing solution designed to manage the operational, quality, commercial, and financial processes of manufacturers and distributors. It is particularly well-suited for companies embracing Lean strategies. Supported by our UK-based in-house development and support team, WinMan ensures a consistent and seamless experience throughout your journey. Its flexibility and scalability make it an ideal choice for a wide range of industries, offering On-Premises, Cloud, and mobile solutions to suit businesses of all sizes. With over 30 years of experience, WinMan focuses on continuous improvement and innovation to help organisations streamline processes, enhance productivity, and maximise ROI. Trusted by hundreds of active users worldwide, and with offices in the UK and US, our approach prioritises understanding your unique business needs to deliver a tailored ERP solution.

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Audience

Discrete, make-to-order, and mixed-mode manufacturers, in the small and mid-market space, who need a global, AI-powered cloud ERP solution with real-time insights and collaboration to drive profitability.

Audience

Companies of all sizes and enterprises in need of a solution to improve their operations

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

For full pricing details, contact Epicor sales at epicor [dot] com.
Free Version Not Supported
Free Trial Not Supported

Pricing

Contact us for a ballpark cost
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 4.4 / 5
ease 4.1 / 5
features 4.6 / 5
design 3.9 / 5
support 3.9 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Pros from Real Users

Pros

  • Highly customizable without coding. We have many tools to create what we need. With a little time and training, we can create many things in Epicor. We particularly appreciate the on-premise version!
  • Right now, I am using the knowledge agent alot. The Epicor modules have been put together very well. To be able to watch replays has been helpful.
  • Lots of options to create workflows and processes that capture everything we need to run our business.
  • Customization: make it what you want Speed / UX: web based Community Involvement: strong partnership w/ key stakeholds Clean Core Functions : powerful base tools
  • App Studio allows meaningful UI customization without touching source code. BAQs are flexible and support complex subqueries once you learn the patterns. BPMs and Data Directives enable powerful process automation with C# scripting. SSRS integration for reporting is solid. The platform is genuinely capable for manufacturing environments. Job costing, production tracking, and EDI integrations all work well when properly configured.
  • Epicor Kinetic does handle most of our processes like sales, production, inventory and finance. The interface is intuitive and modern with a browser as the client. Customizations can be created without modifying the core code. Realtime reporting and dashboards are a nice feature.
  • This ERP is very smooth and out of the box is great to use for any manufacturing company. From Quote to Cash, admins do not have to go over board with customizations in order for the system to function successfully for any business.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Epicor Software
Founded: 1972
United States
www.epicor.com

Company Information

WinMan ERP Software
Founded: 1994
United Kingdom
www.winman.com

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Categories

Accounting Supported

Epicor Kinetic is a cloud-first accounting solution within a broader manufacturing ERP platform. It connects general ledger, accounts payable, accounts receivable, project accounting, fixed assets, bank connectivity, and financial reporting with data from production, inventory, and supply chain operations. For manufacturers, that can improve visibility into costs, margins, work in process, and multi-site financial performance. Kinetic is a fit for organizations that need accounting software tied directly to shop floor and supply chain activity, with browser-based access and support for cloud, on-premises, or hybrid deployment.

Epicor Kinetic is used in aerospace manufacturing environments that need strong control over production, quality, traceability, compliance, and multi-site coordination. It connects planning, inventory, purchasing, shop floor activity, service, and financial reporting in one cloud-first manufacturing ERP system. That can help aerospace manufacturers manage complex part flows, project-based work, supplier coordination, and documentation more consistently. Kinetic is a fit for aerospace and defense organizations that need governance, compliance, analytics, and global business management inside one platform.

AI ERP Supported

Epicor Kinetic is an AI-powered ERP system for manufacturers that want automation and decision support inside core business workflows. Through Epicor Prism, it adds AI-supported capabilities for information access, workflow assistance, and newer use cases such as RFQ and supplier communications. That can help reduce manual effort and improve responsiveness across finance, supply chain, production, inventory, quality, service, and analytics. Kinetic is a fit for organizations evaluating AI ERP software that supports day-to-day operational processes instead of acting as a separate tool.

Epicor Kinetic supports AI-powered supply chain management by combining purchasing, supplier relationship management, inventory, warehouse management, shipping and receiving, analytics, and planning inside one ERP platform. Through Epicor Prism, it also adds AI-supported capabilities for RFQ and supplier communication workflows. That can help manufacturers respond to supply disruptions with more context and less manual coordination. Kinetic is a fit for organizations seeking cloud-first, AI-enabled supply chain software connected to production, quality, and financial data.

APS Supported

Epicor Kinetic includes advanced planning and scheduling (APS) capabilities for manufacturers that need tighter control of capacity, timing, and resource utilization. It supports forecasting, master production scheduling, materials planning, and resource-based scheduling so teams can align supply with production demand. That can help improve schedule visibility, on-time delivery, and machine or work-center utilization. Kinetic is a fit for manufacturers that need APS software connected to ERP data, inventory, purchasing, and shop floor execution.

Automotive ERP Supported

Epicor Kinetic is an automotive ERP option for manufacturers and suppliers that need connected planning, production, inventory, quality, supply chain, and financial workflows. It helps operations respond to changing demand, supplier coordination, traceability, and multi-site execution with shared operational and financial data. Kinetic supports MRP, scheduling, shop floor coordination, analytics, and global business management in one platform. It is a fit for automotive manufacturers that need cloud-first ERP, browser-based workflows, and integration tools across plants and supplier networks.

Discrete ERP Supported

Epicor Kinetic is a discrete ERP system for manufacturers that need detailed control over jobs, materials, schedules, inventory, quality, and financial results. It supports part structures, routing, job tracking, traceability, MRP, planning and scheduling, and shop floor coordination inside one platform. Kinetic is a fit for discrete, make-to-order, engineer-to-order, and mixed-mode manufacturers that need browser-based access, multi-site visibility, and support for cloud, on-premises, or hybrid deployment. Epicor Prism adds AI-supported capabilities for selected ERP workflows.

Epicor Kinetic supports distribution accounting by linking financial processes with inventory, purchasing, warehouse activity, shipping, and order management inside one ERP platform. It helps organizations track receivables, payables, inventory-related costs, margins, and multi-site financial results with better operational context. That can be useful for companies with both manufacturing and distribution operations. Kinetic is a fit for businesses that need distribution accounting software connected to physical goods movement, supply chain activity, and browser-based ERP workflows.

Epicor Kinetic is used in electronics manufacturing environments that need stronger coordination across supply chain, inventory, production, quality, service, and reporting. It helps electronics manufacturers manage planning, component availability, shop floor execution, traceability, and multi-site operations within one manufacturing ERP platform. That can be important in fast-moving, specification-driven environments that require analytics, product management, governance, and compliance. Kinetic is a fit for electronics and high-tech manufacturers that need cloud-first ERP and browser-based workflows across distributed teams and global operations.

ERP Supported

Epicor Kinetic is a cloud-first, AI-powered ERP system for manufacturers that need connected operational and financial workflows. It unifies finance, supply chain, production, inventory, quality, service, analytics, and reporting in one platform so teams can work from shared data instead of disconnected systems. Kinetic is a fit for discrete, make-to-order, engineer-to-order, and mixed-mode manufacturers that need browser-based workflows, role-based access, and support for cloud, on-premises, or hybrid deployment. Epicor Prism adds AI-supported automation and decision support for selected ERP workflows.

Manufacturing Supported

Epicor Kinetic is manufacturing software for companies that need connected workflows across production, planning, inventory, quality, supply chain, finance, and service. It supports common manufacturing needs such as job management, materials planning, scheduling, shop floor coordination, traceability, and operational analytics. Kinetic is a fit for discrete, make-to-order, engineer-to-order, and mixed-mode manufacturers that need multi-site visibility, browser-based access, and support for cloud, on-premises, or hybrid deployment.

Manufacturing ERP Supported

Epicor Kinetic is a cloud-first, AI-powered manufacturing ERP system that connects finance, supply chain, production, inventory, quality, service, analytics, and reporting in one platform. It gives manufacturers end-to-end visibility from quoting and planning through production, shipment, and financial close. Kinetic is a fit for discrete, make-to-order, engineer-to-order, and mixed-mode manufacturers that need browser-based workflows, MRP, planning and scheduling, global business management, and support for cloud, on-premises, or hybrid deployment. Epicor Prism adds AI-supported capabilities for selected manufacturing ERP workflows.

Epicor Kinetic supports manufacturing execution workflows through its production management capabilities and its connection to Epicor Advanced MES. It helps manufacturers coordinate jobs, scheduling, materials, quality, and production data while extending shop floor visibility with real-time operator and machine data capture. That can improve work-in-process tracking, traceability, and continuous improvement efforts. Kinetic is a fit for manufacturers that want manufacturing execution software aligned with ERP, planning, and operational reporting in one connected environment.

Epicor Kinetic includes manufacturing inventory management capabilities for tracking materials, stock levels, warehouse activity, replenishment, and inventory-related planning within a broader ERP system. It helps manufacturers manage raw materials, work in process, and finished goods alongside purchasing, production scheduling, shipping, and quality workflows. That can improve stock visibility, reduce shortages, and support more accurate planning across plants or business units. Kinetic is a fit for manufacturers that need inventory management software connected to MRP, supply chain, and financial data.

Mixed Mode ERP Supported

Epicor Kinetic is a mixed-mode ERP system for manufacturers that combine different production models in one business. It connects planning, inventory, supply chain, production, quality, finance, and reporting in one platform so teams can manage custom jobs, repeat production, service, and project-based work without relying on separate systems. That can help manufacturers standardize workflows across varied operating models. Kinetic is a fit for organizations that need mixed-mode ERP with browser-based access, multi-site visibility, and support for cloud, on-premises, or hybrid deployment.

MRP Supported

Epicor Kinetic includes material requirements planning (MRP) capabilities for manufacturers that need to balance supply, demand, inventory, and production timing. It supports forecasting, master production scheduling, purchasing, job management, and planning workbench processes inside one manufacturing ERP system. That can help manufacturers generate purchase, production, and transfer suggestions based on demand signals, available supply, and planning rules. Kinetic is a fit for discrete, make-to-order, engineer-to-order, and mixed-mode manufacturers that need MRP connected to shop floor activity, inventory, and financial data.

Epicor Kinetic can be relevant for process manufacturing categories when a company operates in mixed-mode environments that combine process-oriented workflows with discrete production. It provides planning, inventory, supply chain, quality, project, service, and financial management capabilities inside one manufacturing ERP system. That can help organizations connect materials, scheduling, compliance, reporting, and business management across different production models. Kinetic is a fit for manufacturers that need one platform to coordinate diverse operational requirements.

Epicor Kinetic supports product data management as part of its manufacturing ERP and PLM capabilities. It helps manufacturers connect product structures, part data, engineering information, document control, and downstream production processes in one system. That can be useful for managing engineering changes, configurable products, and product data that must stay aligned across quoting, planning, purchasing, and manufacturing. Kinetic is a fit for discrete, engineer-to-order, and mixed-mode manufacturers that need product information connected to operational workflows and browser-based access across teams.

Epicor Kinetic provides supply chain management capabilities within a cloud-first manufacturing ERP platform. It includes purchasing, supplier relationship management, inventory management, warehouse management, shipping and receiving, and supply chain analytics to help manufacturers coordinate materials and fulfillment. That can improve visibility across suppliers, inventory, production schedules, and order management. Kinetic is a fit for manufacturers that need supply chain software connected to production, quality, and financial reporting, with integration options for tools such as SourceDay, Avalara, and Sovos.

Categories

Accounting Supported

WinMan Cloud provides Integrated Finance, with centralised data management at the tip of your fingers there is seamless communication between departments bringing a string of benefits. Including real-time visibility across the whole business with credit control integration for streamlining the processing of orders and shipments effortlessly, driving efficiency and collaboration.

Automotive ERP Supported

WinMan ERP is specifically designed to support the unique challenges of the automotive manufacturing sector. From managing complex supply chains and inventory to ensuring precision in production processes, our ERP system provides the tools to optimise your operations. The system simplifies the management of intricate Bill of Materials (BOM), which is essential for handling the multi-component nature of automotive production. With WinMan ERP, you can accurately track parts and assemblies, ensuring seamless integration across all stages of production. Additionally, managing deliveries easily ensures that parts and materials arrive exactly when needed, reducing excess stock, minimising waste, and improving cash flow, all while maintaining production schedules and meeting customer demands.

For your business to run efficiently, all areas need to communicate seamlessly. WinMan Cloud offers an all-in-one ERP solution that integrates Accounts, CRM, MRP, Inventory Management, and HR into one unified system.

Contact Management Supported

Don't miss a contact, or lose their details. You can have easy contact management within our CRM, upload as many contacts as you would like and relate to an account store their DDI's, mobile numbers, email addresses and location all in one place and at a click of a button it's all there for you.

CRM Supported

Customer Relationship Management (CRM) serves as the heart of your business. It helps you track and manage customer information by recording interactions, maintaining additional contact details, and organising opportunities. Plus, you can create tasks to stay on top of your opportunities seamlessly.

Discrete ERP Supported

WinMan ERP is designed to meet the specific needs of discrete manufacturers, providing a comprehensive solution to streamline production, optimise resources, and enhance operational efficiency. Whether you produce high-tech components, electronics, or custom-engineered products, our ERP system equips you with the tools to stay ahead in a dynamic market. With features like a built-in product configurator, you can efficiently manage lean processes for made-to-order jobs, ensuring accuracy and agility in every order.

Distribution Supported

Streamline your distribution processes with WinMan ERP’s advanced inventory management tools, designed to provide real-time visibility and control over your stock. With our innovative WinMan Go application, shop floor data capture becomes seamless, combining the accuracy of barcode scanning with the efficiency of error reduction. From goods receipt to order dispatch, you can trust in precise, fast, and reliable inventory tracking.

Distribution ERP Supported

Streamline your distribution processes with WinMan ERP’s advanced inventory management tools, designed to provide real-time visibility and control over your stock. With our innovative WinMan Go application, shop floor data capture becomes seamless, combining the accuracy of barcode scanning with the efficiency of error reduction. From goods receipt to order dispatch, you can trust in precise, fast, and reliable inventory tracking.

ERP Supported

WinMan Cloud, developed and authored by our team here in the UK, is a comprehensive ERP software solution designed specifically for SMEs in the manufacturing and distribution sectors. To achieve optimal efficiency, seamless communication across all areas of your business is essential. WinMan Cloud provides a fully integrated ERP system, bringing together Accounts, CRM, MRP, Inventory Management, and HR into a single, unified platform.

Healthcare ERP Supported

WinMan ERP offers a comprehensive solution for medical manufacturers, ensuring full supply chain management with a focus on strict regulatory compliance. The system provides complete traceability, from production through to distribution and aftercare, using serial and batch referencing to track a product's entire lifespan. With secure document storage, lean manufacturing, and Good Manufacturing Practices (GMP), it helps reduce inefficiencies while maintaining high standards. The ERP also includes tools for effective medical parts and stock management, enabling just-in-time inventory control and quality assurance processes. Integrated CRM functionality supports seamless management of customer and supplier relationships, ensuring complete visibility and streamlined operations.

Inventory Control Supported

At WinMan, we understand that effective inventory control is essential for maintaining efficient operations and meeting customer expectations. Our ERP system is designed to give you real-time visibility and control over your stock, ensuring the right products are available when needed. WinMan helps you accurately track inventory movements, streamline storage organisation, and minimise stock discrepancies through automated processes and advanced reporting tools. With features like lot and serial tracking, reorder point alerts, and seamless integration across departments, WinMan empowers you to reduce waste, prevent stockouts, and optimise inventory levels, all from a single, unified platform.

At WinMan, we recognise that effective inventory management is crucial for balancing cost efficiency with meeting customer demand. Our ERP system provides you with a comprehensive solution to optimise your entire inventory process. From demand forecasting and procurement planning to supplier management and stock optimisation, WinMan offers a fully integrated platform that ensures your inventory is aligned with business goals. With advanced features like real-time stock tracking, automated reordering, and detailed reporting, WinMan enables you to make informed decisions, reduce excess stock, minimise carrying costs, and ensure timely order fulfillment. Our inventory management solution is designed to help you maintain optimal stock levels, streamline your supply chain, and improve overall business performance.

Lead Generation Supported

WinMan's Leads module helps you stay organised and follow up with leads efficiently. Easily store contact details, track communications, and create tasks to ensure you never miss an opportunity.

Lead Management Supported

Never miss a key contact or risk losing important details with WinMan ERP’s built-in CRM. Effortlessly manage your contacts by storing all their information, direct dial numbers, mobile numbers, email addresses, and locations, in one centralised system. Upload as many contacts as you need and easily relate them to specific accounts, giving you quick and organised access to the details that matter most. With just a click, everything you need is at your fingertips, streamlining your communications and improving efficiency. WinMan ERP’s Contact Management is the reliable solution for keeping your relationships and records in perfect order.

Lead Nurturing Supported

Never miss a call again! Our task management feature keeps you organised, ensuring you follow up on leads exactly when needed.

Manufacturing Supported

WinMan's ERP Solution is designed for the manufacturing and distribution industry. Therefore, MRP is at the heart of our solution, ensuring your production process is streamlined and optimised for success. Key features include demand planning and a user-friendly drag-and-drop production scheduler, ensuring efficiency and flexibility in every step of your operations.

Manufacturing ERP Supported

WinMan's ERP Solution is designed for the manufacturing and distribution industry. Therefore, MRP is at the heart of our solution, ensuring your production process is streamlined and optimised for success. Key features include demand planning and a user-friendly drag-and-drop production scheduler, ensuring efficiency and flexibility in every step of your operations.

Mixed Mode ERP Supported
MRP Supported

In any manufacturing environment, knowing when to reorder materials and ensuring timely delivery of goods is crucial to maintaining a smooth production flow. With WinMan Cloud our MRP module, you can automate and optimise your material planning process to ensure your production schedules are met without delay. Our MRP module helps you track inventory levels in real-time, forecast future material needs based on production demand, and generate reorder suggestions when stock levels reach predefined thresholds. This seamless integration between inventory and production planning enables you to reduce lead times, avoid stockouts, and maintain continuous production flow. By aligning your purchasing, inventory, and production schedules, WinMan ensures that materials are available when needed, helping you stay ahead of demand while minimising excess stock and reducing costs.

WinMan ERP’s built-in Product Configurator simplifies the creation of bespoke products to meet your customers’ exact specifications. Designed to manage your end-to-end operational, quality, and commercial processes, this intuitive tool enhances accuracy, reduces errors, and streamlines operations Our Product Configurator not only makes the customisation process simple and accurate but also guarantees reliability in every configured product and its associated BOM. Tailored to enhance operational efficiency, it’s an essential tool for manufacturers and distributors looking to stay competitive in a demanding market.

Quoting Supported

Simplify your sales process with WinMan ERP’s integrated quoting functionality. Sales quotes and orders can be easily created within the system and automatically linked to the relevant CRM company, providing a seamless and centralised workflow. When utilised with the Product Configurator, the system generates accurate quotes and detailed costings for you, eliminating manual calculations and ensuring precision. Once order approval is received, converting the quote into a sales order and generating the associated bill of materials (BOM) is just a single click away.

Sales Forecasting Supported

Take the guesswork out of planning with WinMan ERP’s Sales Forecasting tools. Designed to help manufacturing and distribution companies anticipate customer demand, the system uses historical data and trends to generate accurate, data-driven forecasts.

Build stronger, more effective partnerships with WinMan ERP’s Supplier Relationship Management tools. Centralise critical supplier information, track agreements and performance, and maintain clear communication. With features designed to enhance collaboration and streamline processes, you can negotiate better terms, manage compliance, and ensure supply chain efficiency. Strengthen your supplier relationships to drive long-term success and reliability.

In an era of increasing supply chain complexities, geopolitical uncertainties, and pricing pressures, having full visibility and control over your end-to-end supply chain is essential for operational success. WinMan ERP provides centralised management of critical supply chain information, enabling you to streamline supplier relations and optimise efficiency. With tools designed to give you a detailed view of supplier agreements, terms, and communications, you can ensure compliance, strengthen partnerships, and drive cost savings.

Simplify the complexities of stock deliveries, raw material storage, order processing, and more with WinMan ERP’s intuitive Warehouse Management tools. Designed with distribution operations in mind, our software acts as your extra layer of support, automating reminders, maintaining control of stock levels, and ensuring you stay on top of your inventory management. With the ability to accurately track stocks and supplies, manage distribution logistics, and optimise shipping operations, you’ll gain the freedom to focus on the activities that drive your business forward. The system also supports seamless decision-making, whether it’s reshuffling storage areas or matching inventory to customer demand. Additionally, WinMan ERP enables integration with third-party tools critical to your processes, giving you a comprehensive, adaptable solution for efficient warehouse management.

Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Supported
Fixed Asset Management Supported
Fund Accounting Not Supported
General Ledger Supported
Government Not Supported
Multi-Currency Supported
Nonprofits Supported
Payroll Management Supported
Project Accounting Supported
Purchase Orders Supported
Tax Management Supported

ERP Features

Accounting Integration Supported
Accounting Management Supported
CRM Supported
Dashboard Supported
Distribution Management Supported
Enterprise Asset Management Supported
Financial Management Supported
HR Management Supported
Inventory Management Supported
Order Management Supported
Project Management Supported
Purchase Order Management Supported
Purchasing Supported
Reporting/Analytics Supported
Sales Management Supported
Supply Chain Management Supported
Warehouse Management Supported

MRP Features

Bills of Material Supported
Compliance Management Supported
Document Management Supported
Forecasting Supported
Formula Management Supported
Inventory Management Supported
Order Management Supported
Process Manufacturing Supported
Product Configurator Supported
Production Scheduling Supported
Quality Control Supported
Quality Management Supported
Quote Management Supported
Reporting/Analytics Supported
Resource Management Supported
Safety Management Supported
Supplier Management Supported
Supply Chain Management Supported

Manufacturing Features

Accounting Integration Supported
ERP Supported
Maintenance Management Supported
MES Supported
MRP Supported
Purchase Order Management Supported
Quality Management Supported
Quotes/Estimates Supported
Reporting/Analytics Supported
Safety Management Supported
Shipping Management Supported

Supply Chain Management Features

Demand Planning Supported
Electronic Data Interchange Supported
Import / Export Management Supported
Inventory Management Supported
Order Fulfillment Supported
Order Management Supported
Sales & Operations Planning Supported
Shipping Management Supported
Supplier Management Supported
Transportation Management Supported
Warehouse Management Supported

APS Features

Automated Scheduling Supported
Capacity Planning Supported
Change Management Supported
Constraint Management Supported
Demand Planning Supported
KPIs Supported
MRP Supported
Order Management Supported
Production Scheduling Supported
Quality Management Supported
What-if Analysis Supported

Manufacturing Execution Features

Document Management Supported
Forecasting Supported
Quality Control Supported
Quote Management Supported
Resource Management Supported
Supplier Management Supported
Supply Chain Management Supported
Traceability Supported

Product Data Management Features

Bill of Material Management Supported
Document Management Supported
Formula Management Supported
Product Analytics Supported
Product Lifecycle Management Supported
Testing Management Supported
Version Control Supported

Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Supported
Fixed Asset Management Supported
Fund Accounting Supported
General Ledger Supported
Government Not Supported
Multi-Currency Supported
Nonprofits Not Supported
Payroll Management Not Supported
Project Accounting Supported
Purchase Orders Supported
Tax Management Supported

ERP Features

Accounting Integration Supported
Accounting Management Supported
CRM Supported
Dashboard Supported
Distribution Management Supported
Enterprise Asset Management Supported
Financial Management Supported
HR Management Supported
Inventory Management Supported
Order Management Supported
Project Management Supported
Purchase Order Management Supported
Purchasing Supported
Reporting/Analytics Supported
Sales Management Supported
Supply Chain Management Supported
Warehouse Management Supported

MRP Features

Bills of Material Supported
Compliance Management Supported
Document Management Supported
Forecasting Supported
Formula Management Supported
Inventory Management Supported
Order Management Supported
Process Manufacturing Supported
Product Configurator Supported
Production Scheduling Supported
Quality Control Supported
Quality Management Supported
Quote Management Supported
Reporting/Analytics Supported
Resource Management Supported
Safety Management Supported
Supplier Management Supported
Supply Chain Management Supported

Manufacturing Features

Accounting Integration Supported
ERP Supported
Maintenance Management Supported
MES Supported
MRP Supported
Purchase Order Management Supported
Quality Management Supported
Quotes/Estimates Supported
Reporting/Analytics Supported
Safety Management Supported
Shipping Management Supported

Supply Chain Management Features

Demand Planning Supported
Electronic Data Interchange Supported
Import / Export Management Supported
Inventory Management Supported
Order Fulfillment Supported
Order Management Supported
Sales & Operations Planning Supported
Shipping Management Supported
Supplier Management Supported
Transportation Management Supported
Warehouse Management Supported

Business Management Features

Billing & Invoicing Supported
CRM Supported
Employee Management Supported
Financial Management Supported
Inventory Management Supported
Marketing Management Supported
Order Management Supported
Point of Sale (POS) Supported
Project Management Supported
Purchasing Supported
Scheduling Supported
Time & Expense Tracking Supported
Training Management Supported
Vendor Management Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Not Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Not Supported

Distribution Features

Barcoding / RFID Supported
Import / Export Management Supported
Inventory Management Supported
Order Management Supported
Purchasing Supported
Returns Management Supported
Sales Forecasting Supported
Shipping Management Supported
Warehouse Management Supported

Inventory Control Features

Allocation Supported
Barcoding Supported
Cost Tracking Supported
Forecasting Supported
Item Management Supported
Order Management Supported
Procurement Management Supported
Reorder Management Supported
Serial Number Tracking Supported
SKU / UPC Codes Supported
Supplier Management Supported

Inventory Management Features

Alerts/Notifications Supported
Barcoding / RFID Supported
Forecasting Supported
Inventory Optimization Supported
Kitting Supported
Manufacturing Inventory Management Supported
Mobile Access Supported
Multi-Channel Management Supported
Product Identification Supported
Reorder Management Supported
Reporting/Analytics Supported
Retail Inventory Management Supported
Supplier Management Supported
Warehouse Management Supported

Lead Generation Features

Contact Discovery Supported
Contact Import/Export Supported
Lead Capture Supported
Lead Database Integration Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Visitor Identification Not Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Lead Nurturing Features

A/B Testing Not Supported
Campaign Management Supported
Drip Campaigns Not Supported
Lead Capture Supported
Lead Notifications Supported
Lead Scoring Supported
Lead Segmentation Supported
Performance Metrics Supported
Personalization Supported
Pipeline Management Supported

Product Configurator Features

2D Drawing Supported
3D Modeling Not Supported
Analysis & Constraints Supported
Custom Pricing Options Supported
eCommerce Supported
Inventory Management Supported
Recommendation Engine Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Supported

Sales Forecasting Features

Competitor Analysis Supported
Correlation Analysis Supported
Dashboard Supported
Dynamic Modeling Not Supported
Exception Reporting Supported
Graphical Data Presentation Supported
Modeling & Simulation Supported
Performance Metrics Supported
Sales Trend Analysis Supported
Statistical Analysis Supported

Warehouse Management Features

3PL Management Supported
Barcoding / RFID Supported
Category Customization Supported
Channel Management Supported
Demand Planning Supported
Inventory Management Supported
Location Control Supported
Order Management Supported
Purchasing Supported
Quality Control Supported
Receiving / Putaway Management Supported
Returns Management Supported
Shipping Management Supported

Integrations

Avalara Supported
Alert Rental Software Supported
Bottomline Paymode Supported
Codeless Platforms BPA Platform Supported
DCKAP Integrator Supported
DocLink Supported
Epicor CRM Supported
Epicor Cash Collect Supported
FiniFi Supported
Funding Gates Supported
Limelight Supported
Microsoft Excel Not Supported
Netstock Supported
Pacific Timesheet Supported
Phocas Software Supported
PowerHouseWMS Supported
Procurify Supported
Rx30 Pharmacy System Supported
SPS Commerce Supported
TEKLYNX CENTRAL Supported

Integrations

Avalara Supported
Alert Rental Software Not Supported
Bottomline Paymode Not Supported
Codeless Platforms BPA Platform Not Supported
DCKAP Integrator Not Supported
DocLink Not Supported
Epicor CRM Not Supported
Epicor Cash Collect Not Supported
FiniFi Not Supported
Funding Gates Not Supported
Limelight Not Supported
Microsoft Excel Supported
Netstock Not Supported
Pacific Timesheet Not Supported
Phocas Software Not Supported
PowerHouseWMS Not Supported
Procurify Not Supported
Rx30 Pharmacy System Not Supported
SPS Commerce Not Supported
TEKLYNX CENTRAL Not Supported
Claim WinMan ERP and update features and information
Claim WinMan ERP and update features and information