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| Virtual Manager |
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The world's first Virtual Manager is like your own personal assistant. It analyzes activity occurring in Solentris and reports and notifies users of important events or situations. Take a look at some of the information that is monitored by the virtual manager:
- Constrained inventory versus order demand analysis.
- Order status and upcoming order due dates review.
- Customer A/R and Credit Status monitoring.
- Credit Held orders nearing shipping date.
- Product allocations and purchase order reservation analysis.
- Incoming purchase order analysis.
- Financial statement line monitoring.
- Backordered product tracking.
- Vendor payment analysis.
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| CRM |
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Solentris incorporates a powerful CRM system to allow users to quickly review their customer relationships. Summary level and detailed historical sales reports, product demand analysis, complete order and invoice tracking means that any user can quickly research and answer customer queries. Informaton provided in the CRM system includes:
- Multiple levels of customer contact information including references between Bill-to's and Ship-to's.
- Accounts Receivable summary status and detail.
- Customer order preferences and shipment preference information.
- Complete tracking of the order and invoice tasks by all employees that processed the order or invoice.
- Upcoming critical dates including orders and shipments by customer in calendar form.
- Virtual Manager analysis of customer, territory and/or sales rep level business status.
- Quick links to inventory status, customer status, order status, invoice information, etc.
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| Order Management |
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Solentris' Order Management system offers state of the art features and capabilities to assist your users in managing orders from your customers. A combination of superior reporting, automated inventory and order processing and user control ensures that your business retains complete control over the order management process.
- Multiple versions of order entry supported including line-based (add to order), worksheets and order forms.
- Supports product sizes, colours, models, and types.
- Supports multiple warehouse order sourcing.
- Multiple warehouse inventory statuses and product allocations.
- Price grids at the product, product category and customer level.
- Purchase order reservations module.
- Allows for custom messages and special shipping instructions.
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| Accounts Receivable |
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Solentris makes the process of managing your Accounts Receivable balances simplified and clear. Improved communication with customers combined with enhanced reporting and customer activity displays ensure that your users maintain control over your receivables.
- Multiple levels of customer contact information including references between Bill-to's and Ship-to's.
- Accounts Receivable summary status and detail.
- Customer order preferences and shipment preference information.
- Complete tracking of the order and invoice tasks by all employees that processed the order or invoice.
- Upcoming critical dates including orders and shipments by customer in calendar form.
- Virtual Manager analysis of customer, territory and/or sales rep level business status.
- Quick links to inventory status, customer status, order status, invoice information.
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| Warehouse Management |
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Solentris' Warehouse Management modules incorporate a highly intuitive GUI interface to assist users with managing their warehouses. Users can actually display their warehouse layouts directly in Solentris to identify products in each location, add aisles, racking locations, bins or levels and even perform warehouse transfers. Solentris also incorporates bar code scanning to further enhance the efficiency of your warehouse operations.
- The Enterprise System offers a unique online picture of your Warehouse(s).
- Supports multiple Warehouse facilities or transmission to 3rd party warehouses.
- Design your warehouse online, establish locations, develop warehouse maps.
- Track product locations, frequency of usage.
- Support for bar code scanning.
- Batch pick and individual picking slips supported.
- Support for car stock, in-transit inventories and warehouse control.
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| Inventory Control |
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Solentris puts the ability to control and manage inventory back into the hands of the user while still offering the automation strategies sought after by the most demanding business operations.
- Supports product allocations including backorders, advanced orders, credit held orders, reservations, etc.
- Integrated product numbers support size, variable, colour variations.
- Automated product/order allocations based on operational rules.
- Tracking of incoming product by purchase order and by stock number.
- Support for standard costing.
- Supports UPC and EAN numbers.
- Category and rollup structure for enhanced sales reporting.
- Physical inventory supported.
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| Financial Management |
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Solentris' Financial System offers your organization Enterprise-level capabilities with the flexibility to use the software in a way that best suits your organization.
- Supports a limitless number of companies, Function, Department, Element, Business Unit and SBU reporting levels.
- Reports and displays support complete drill down technology to the original journal entry and even scanned source documents.
- Standard financial reporting including trial balance, GL and account displays.
- Control Panel to flag key financial statement lines in the system and easily monitor their status.
- Simplified Financial Statement Designer makes statement creation easy and fast.
- Enhanced support for auto-posting journal entries, sub-ledgers and specific figures on a nightly, weekly or monthly basis.
- Supports consolidated reporting, transfers to Acrobat PDF's and Microsoft Excel.
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| Purchasing & Supply Chain |
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If your business relies on outside vendors or even internal manufacturing to populate its inventory, then Solentris' Supply Chain module is a great tool for your organization. Seamlessly communicate PO's to vendors for their review and they can communicate changes, reject information, identify errors and accept purchase orders all within one single system.
- Enhances communication between Purchasing Departments & Vendors.
- Vendors can review, accept, reject or edit open Purchase Orders.
- Detailed Purchase Order information is presented to viewer at product/size/colour level.
- The Vendor and Purchaser must agree on Quantity, Price & Dates before the Purchase Order is released and approved.
- Track Purchase Order Status with Vendor.
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| Accounts Payable |
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Solentris offers your Accounts Payable personnel powerful tools to manage your relationships with your vendors. A vast array of reporting, simplified data input and integration with Inventory, Expenses and other Solentris modules will reduce the amount of workload on your Accounts Payable staff.
- Inventory receipts automatically create Accounts Payable vouchers for efficient payment.
- Vendor reports and outstanding AP status means that your staff are always monitoring your AP requirements.
- Integration with the employee Expense module minimizes duplicate data entry requirements.
- AP bill payments automatically update General Ledger and Financial Statements.
- Reports include A/P Aged Trial Balance, Monthly A/P Distribution, Vendor Review, Outstanding A/P and more.
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| Sales Reporting |
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Solentris contains an extensive array of sales reports and business tools to ensure that your organization has the proper visibility of business performance.
- Business level "Totals" reporting for extreme top-level reporting for your business.
- Customer level sales analysis including orders, invoices, product purchase histories, category purchases, etc.
- Top product purchases by customer, by product.
- Top customer purchase rankings, total business, by product.
- Balance to sell reports.
- Comparisons against forecast, plan, etc.
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| Sales Forecasting |
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Enterprise level sales forecasting and planning means that your staff will have all of the tools available to them to properly forecast and plan your business.
- Interacts with Purchasing, Sales & Cost systems.
- Supports demand forecasting at unit level.
- Users can input unit forecasts at product/planning level.
- Supports actual sales plus multiple forecasts, projections and budgets.
- Tracks sales, costs, margins and units.
- Provides category rollup reporting and information for product groups, divisions, SBU's and regions.
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| Salesforce Access |
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Provide your salesforce with the information and tools to manage their territories and enhance their customer service. Solentris allows you to customize the information that they are allowed to see, enter orders and review sales reports.
- Create custom salesforce groups that can access specific reports and system modules.
- All reports, Virtual Manager screens and order entry modules only display territory specific information.
- Track user access, limit access times.
- Let your salesforce enter orders to ensure they get inventory allocations and order confirmations.
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| B2B Solutions |
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Enhance your customer Self-Service options by using Solentris to share important information with your customers. Individually secured access means your customers can manage their own business with your organization.
- Provides real-time customer access to authorized information.
- Create customer groups that can access specific reports and system modules.
- All reports, Virtual Manager screens and order entry modules only display customer specific information.
- Track user access, limit access times.
- Let your customers enter orders to ensure they get inventory allocations and order confirmations.
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| Employee Tools |
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Eliminate bureaucratic and time-consuming tasks by providing your staff with easy to use tools to assist them in their day to day work and share information with others.
- Document Library allows users to upload key files such as Order Forms, Price Lists, Computer Downloads (patches, updates, etc.) to secured libraries for easy sharing.
- The Knowledge Base allows users to enter important information, post product information, share best practices, training materials and frequently asked questions. Supports attachments as well.
- Expense Module allows employees to enter and maintain their expense reports and submit them for approval to their supervisors and managers. Also integrates with Accounts Payable system to minimize duplicate data entry.
- Vacation Manager allows the organization to easily view and monitor employee vacations and vacation requests.
- Shared Calendars means that company-wide due dates, critical events, upcoming order shipment requirements, incoming PO's and other information is displayed in an easy to use interface.
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| Customized Solutions |
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Solentris is designed for customization and capable to grow and adapt to your organization. If your business is changing or modules need to be modified, Solentris offers you the most cost effective and efficient solutions available in the world. Here is what other customers have done with Solentris:
- Added manufacturing modules.
- Created custom applications which are managed in Solentris but accessed by the general population.
- Integrated Solentris with systems such as SAP, JD Edwards, PeopleSoft and more.
- Modified Accounts Payable and Purchasing modules to match internal requirements.
- Customized Sales Forecasting and Planning to operate at different levels of data input.
- Populated the Financial Reporting and Statement Creation applications with internal corporate data to take advantage of Solentris' enhanced features.
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