Capabilities

• Configure complex formulas with version control and scalable batch sizes
• Automatically generate batches from order entry or MRP
• Support unlimited packaging formulas and flexible production formats
• Maintain full forward and backward traceability for raw materials, WIP, and finished goods

• Finite-capacity scheduling tools balance production with labor and equipment availability
• Drag-and-drop interface enables easy adjustments and what-if scenario planning
• Interactive dashboards provide real-time visibility into production progress and bottlenecks

• Create and track repair and production work orders through an integrated CMMS
• Schedule preventive and reactive maintenance alongside production tasks
• Monitor machine utilization, labor assignment, and equipment costs from a centralized location
• Empower operators with electronic, mobile-accessible batch tickets

• Capture labor, material, overhead, and equipment costs directly from the production process
• Perform yield and cost analysis to understand true product-level margins
• Roll up detailed cost breakdowns to the customer or item level

• Maintain cradle-to-grave traceability from raw ingredients to final packaged goods
• Instantly access lot-level details for audits, recalls, or customer inquiries
• Store Certificates of Analysis and other QC documentation with each lot for fast reference

The Scenario Manager capabilities are one of the most valuable and time-saving features for system design and comparison:

• Track key metrics including OEE, throughput, downtime, schedule adherence, and yield
• Monitor performance in real time with production dashboards
• Identify trends and drive continuous improvement across operations

• Monitor inventory levels and valuations in real time across all locations and stages—raw materials, WIP, and finished goods
• Automatically update stock through daily order entry, invoicing, purchasing, manufacturing, and forecasting
• Flexible unit-of-measure capabilities support accurate tracking and conversions

• Mobile device and barcode integration streamline receiving, transfers, picking, and shipping operations
• Real-time alerts ensure organization-wide visibility, from sales and production to accounting and support
• Digital validation processes reduce human error and confirm the correct product/lot at every step

• Full transaction audit trail for every inventory movement, adjustment, and physical count
• Cradle-to-grave lot traceability supports regulatory compliance, recalls, and quality assurance
• Schedule receiving and shipping dock activity with complete digital warehouse oversight

• Balance supply with demand using time-phased forecasts and real-time stock trend analysis
• Automated alerts highlight inventory shortages or overages before they impact production or fulfillment
• Optimize procurement and production decisions through integrated scheduling and MRP tools

• Automate material planning using historical data—purchase history, usage trends, lead times, and supplier performance
• Dynamically adjust production schedules to meet changing forecasts and non-routine events
• Online updates ensure accurate visibility into commitments by product, supplier, and location

• Real-time general ledger, accounts receivable, accounts payable, and bank reconciliation—no exports required
• Seamless integration across financial, purchasing, and inventory workflows
• User-defined chart of accounts tailored to how your business operates
• Extensive audit trails connect each transaction to its operational source

• Build rolling forecasts and budgets based on real-time operational data
• Gain instant access to flexible financial reports including income statements, balance sheets, cash flow, and trial balances
• Improve executive decision-making with live visibility into financial performance

• Manage customer credit limits and approvals directly within order entry
• Improve cash flow with automated invoicing, payment reminders, and reconciliation workflows
• Simplify receivables management by reducing manual effort, eliminating the need for multiple systems, and minimizing reconciliation errors
• Support a variety of payment methods—including ACH and credit cards—for faster customer payments

• Reduce processing time and costs by transitioning to secure, electronic supplier payments
• Automatically capture and process incoming invoices using OCR technology to reduce manual entry and increase accuracy
• Improve approval workflows and eliminate delays with integrated AP automation
• Predict and manage cash flow with visibility into vendor terms, discounts, and payment timing
• Access fast, flexible financing options without relying on traditional credit lines

• Capture labor, material, and overhead costs by project, job, department, or customer
• Allocate expenses accurately and track budget vs. actual performance
• Gain detailed cost visibility through integrated project accounting and financial reporting

• Track and control product quality from formulation to final shipment
• Conduct unlimited quality control tests with results tracked by batch and lot
• Manage lab projects, formulas, and batches with flexible, multi-level formula capabilities
• Automatically generate Certificates of Analysis (COAs) and match customer specifications using automated lot selection
• Maintain detailed production and test records to support compliance and internal traceability
• Perform ingredient-level analysis to support food and beverage labeling and quality requirements

• Automatically generate SDS and COAs from approved formulas, with alerts triggered during order entry
• Format and distribute documentation electronically based on customer or regulatory rules
• Support customer-specific product specs, multilingual outputs, and regulatory variants
• Produce compliant nutrition labels for food and beverage products using validated formula data
• Consolidate CAS numbers, UN codes, DOT classifications, and hazard profiles in one documentation hub

• Streamline government reporting with integrated support for OSHA, EPA, DOT, DEA, and IRS requirements
• Automate reports like SARA Tier II, Toxic Release Inventory (TRI), and TSCA Chemical Data Reporting (CDR)
• Maintain compliant Bills of Lading with DOT names, RQ data, hazard classes, and packaging groups
• Support quarantine protocols and manage product-specific taxes and controlled substance delivery documentation

• Leverage FDA Software Validation Toolkit with built-in DQ, IQ, OQ, and PQ documentation
• Automate cradle-to-grave lot tracking for fast recall execution and validation
• Ensure traceability across sales orders, production batches, suppliers, and customers
• Support F&B regulatory readiness with integrated documentation and labeling workflows

• Track quality deviations, safety incidents, and operational irregularities in a single, centralized system
• Manage the full incident lifecycle—from initial observation and root cause analysis to resolution and training
• Link incidents to any data point: batch, lot, warehouse, supplier, customer, order, or shipment
• Customize fields and workflows to fit evolving reporting and compliance needs

• Accept orders via web, phone, fax, or email with flexible entry workflows
• Accelerate processing with AI-powered Rapid Order Entry, eliminating manual data entry and reducing errors
• Eliminate rekeying with customer product profiles and automated unit of measure conversions
• Track backorders, expiration dates, lot approvals, and quality information in real time
• Process warehouse, direct, drop ship, blanket, commission, and consignment orders
• Automate SDS and COA distribution with each shipment
• Comply with shipping regulations using DOT-compliant Bills of Lading and placarding

• Auto-generate invoices directly from order processing workflows
• Consolidate multiple shipments or orders into a single invoice by customer, date, or schedule
• Support recurring, time-based, and order-based invoicing
• Process sales tax, fuel charges, deposits, and surcharges with full integration to the general ledger
• Enable customers to access invoices online and process RMAs with ease
• Manage freight reconciliation, multi-currency billing, and gain/loss tracking automatically

• Empower your team with real-time inventory visibility, product-level quality info, and quote tracking
• Set event-driven alerts, pop-up messages, and custom remarks across quotes, orders, and accounts
• Maintain full contact history and communication logs by customer
• Route orders efficiently with integrated shipping and truck dispatch workflows
• Automatically notify reps when quotes or orders are placed to streamline follow-up

• Build individualized pricing structures with support for multiple price books and unit-of-measure pricing
• Automate contract pricing, container pricing, quantity breaks, and margin-based price rules
• Convert quotes directly into price rules or customer-specific pricing
• Trigger low-margin alerts during order entry to protect profitability
• Produce printed price books and notify customers of price changes automatically

• Access real-time dashboards built for process manufacturers and chemical distributors
• Monitor key performance indicators (KPIs) across teams to align strategy and execution
• Identify trends in product quality, customer behavior, and operations before they impact results
• Share metrics across departments to drive better collaboration and data-driven decision-making

• Analyze Customer-Product Profiles to track dollars, volumes, and margins against history and forecasts
• Standardize and normalize data to assess performance across units of measure
• Forecast inventory needs based on usage trends, seasonal shifts, or customer demand
• Understand true product performance using “Master Product” views that roll up packaging variations

• Model how raw material price increases will affect finished goods margins
• Adjust customer pricing based on real-time cost changes to protect profitability
• Detect yield variances across batches and understand their impact on product-level costing
• Forecast cost trends and proactively manage pricing strategies with confidence

• Build and customize reports using operational, sales, and financial data points
• Drill into trends by customer, product, lot, region, or time period for granular insights
• Export reports in a variety of formats for sharing across teams or external stakeholders
• Provide departments with secure, self-service access to the metrics they rely on most