Modules

Sales analytics

• Section: Analytics
• Areas: Sales, Inventory

See sales performance for the company: pipeline, orders, store sales and receivables.

• Opportunities: Sales pipelines, Sales pipeline stages, Sales inquiries, Sales deals, Sales deal stakeholders, Sales activities
• Point of sale: Register sessions, POS sales, Store returns
• Quotes and orders: Sales quotes, Sales quote line items, Sales quote taxes, Sales quote payment options, Sales orders, Sales order line items, Sales order taxes, Sales order payment options, Payments, Sales returns, Sales return line items
• Accounts receivable: Invoices, Customer invoice line items, Customer invoice taxes, Customer invoice payment options, Accounting journal entries
• Customer directory: Customers, Receivables

Finance analytics

• Section: Analytics
• Areas: Finance

See receivables, payables, ledger and cash across companies.

• Accounts receivable: Receivables, Invoices, Customer invoice line items, Customer invoice taxes, Customer invoice payment options
• Accounts payable: Payables, Bills, Supplier bill line items, Supplier bill taxes
• Accounting: Accounting journal entries, Journal entry line items, Budgets, Budget lines
• Treasury: Payments, Payment applications

Inventory analytics

• Section: Analytics
• Areas: Inventory

See stock and movements for the company across sites.

• Warehouse operations: Goods receipts, Goods receipt line items, Goods receipt notes, Goods issues, Goods issue line items, Goods issue notes, Warehouse tasks, Warehouse task line items, Inventory transfers, Transfer line items, Inventory package conversions
• Stock control: Inventory holds, Inventory adjustments, Inventory write-offs, Inventory reservations, Inventory reservation entries, Cycle counts, Cycle count observations, Cycle count variances, Inventory opening balances, Opening balance line items
• Stock: Stock by company, Stock by site, Stock positions, Inventory movements
• History: Company stock history, Site stock history
• Exceptions: Inventory alerts, Inventory discrepancies

Manufacturing analytics

• Section: Analytics
• Areas: Production

See production, quality and maintenance for the company across sites.

• Production: Manufacturing orders, Manufacturing order materials, Manufacturing order outputs, Manufacturing downtimes, Manufacturing cuts, Manufacturing cut outputs
• Production planning: Planning runs, Planning run line items
• Quality: Quality inspections, Inspection results, Nonconformances
• Maintenance: Maintenance orders

Purchasing analytics

• Section: Analytics
• Areas: Purchasing

See sourcing, purchase orders and supplier performance for the company.

• Pipeline: Purchase deals, Purchase deal stakeholders, Purchase activities
• Sourcing: Purchase requisitions, Purchase requisition line items, RFQs, RFQ line items, Purchase quotes, Purchase quote line items, Purchase quote taxes
• Purchase orders: Purchase orders, Purchase order line items, Purchase order taxes, Goods receipts, Purchase returns, Purchase return line items, Bills
• Supplier directory: Suppliers, Payables, Payments

Sales

• Section: Work
• Areas: Sales

Win and fulfil customer demand: opportunities, quotes, orders, projects and customers.

• Pipeline: Sales inquiries, Sales deals, Sales deal stakeholders, Sales activities
• Quotes and orders: Framework agreements, Framework agreement line items, Sales quotes, Sales quote line items, Sales quote line transformations, Sales quote taxes, Sales quote payment options, Sales quote billing milestones, Sales quote header discounts, Sales quote discount allocations, Sales orders, Sales order line items, Sales order delivery schedules, Sales order line transformations, Sales order taxes, Sales order payment options, Sales order billing milestones, Sales order header discounts, Goods issues, Manufacturing orders, Sales order discount allocations
• Projects: Projects, Project budget lines, Project baselines, Project baseline lines, Project deliverables, Project demands, Work breakdown elements, Project close variances
• Billing: Sales order line items
• Intercompany: Intercompany fulfillments, Intercompany fulfillment line items
• Returns: Sales returns, Sales return line items, Goods receipts
• Customer directory: Customer groups, Customers, Customer fiscal profiles, Customer bank accounts, Invoices, Receivables, Payments, Product item customers, Custom item customers, Customer applications, Customer branches, Customer branch fiscal profiles, Customer contacts
• Third-party directory: Competitors, Manufacturers, Product manufacturers
• Product catalog: Materials, Product families, Products, Product packages, Product applications, Product industries, Product transformations, Product certifications, Product items, Certification standards, Material certifications, Product certifications, Commercial applications, Commercial industries
• Service catalog: Service families, Services, Service packages, Service items
• Custom items: Custom item groups, Custom items, Custom item units of measure, Custom item certifications, Bills of materials
• Pricing: Sales price lists, Sales price list line items
• Configuration: Sales campaigns, Sales pipelines, Sales pipeline stages, Sales terms and conditions, Sales document defaults, Default sales payment terms, Default sales payment options

Stores

• Section: Work
• Areas: Sales, Inventory

Run store sales, registers and counter customers.

• Point of sale: POS terminals, Cash registers, Register sessions, Register session cash transactions, POS sales, POS sale line items, POS sale payments, POS sale claims, Invoices, POS sale taxes, Store returns, Store return taxes, Store return line items, Store return refunds
• Documents: Sales quotes, Sales quote line items, Sales quote line transformations, Sales quote header discounts, Sales quote taxes, Sales quote payment options, Sales quote discount allocations, Sales quote billing milestones, Sales orders, Sales order line items, Sales order line transformations, Sales order delivery schedules, Sales order header discounts, Goods issues, Manufacturing orders, Intercompany fulfillment line items, Sales order taxes, Sales order payment options, Sales order discount allocations, Sales order billing milestones, Sales returns, Sales return line items
• Customer directory: Customer groups, Customers, Customer fiscal profiles, Customer branches, Customer branch fiscal profiles, Customer contacts, Commercial industries
• Product catalog: Materials, Products, Product items
• Service catalog: Service items
• Custom items: Custom items
• Pricing: Sales price lists
• Configuration: Sales terms and conditions, Sales document defaults, Default sales payment terms, Default sales payment options, Sales campaigns

Services

• Section: Work
• Areas: Services

Plan and confirm service work for customers.

• Orders: Service orders, Service order line items, Service order materials, Service visits, Goods issues, Service start dependencies, Service confirmations, Service confirmation line items
• Customer directory: Customer groups, Customers, Customer branches, Customer contacts
• Product catalog: Product families, Products, Product packages, Product items
• Service catalog: Service families, Services, Service packages, Service items

Finances

• Section: Work
• Areas: Finance

Record, settle and report the company's money and taxes.

• Accounts receivable: Receivables, Invoices, Customer invoice line items, Invoice line billing plan contributions, Customer invoice taxes, Customer invoice payment options
• Accounts payable: Payables, Bills, Supplier bill line items, Supplier bill matches, Supplier bill taxes, Supplier bill freight matches
• Treasury: Treasury accounts, Loan installments, Payments, Payment applications, Payment application taxes, Fund transfers, Balance adjustments, Treasury account movements, Treasury account statements, Treasury statement line items, Statement line matches, Exchange rates
• Accounting: Accounting journal entries, Journal entry line items, Ledger account groups, Chart of accounts, Ledger account SAT grouping codes, Fiscal years, Fiscal periods, Fiscal period locks, Budgets, Budget lines, Currency revaluations, Currency revaluation positions, Revenue cut-offs, Revenue cut-off line items
• Fixed assets: Asset classes, Asset class depreciation books, Depreciation books, Fixed assets, Fixed asset depreciation books, Fixed asset depreciations
• Inventory valuation: Standard cost lists, Standard cost line items, Inventory cost layers, Inventory cost entries, Inventory valuation adjustments
• Intercompany: Intercompany trading agreements, Intercompany transfers, Intercompany transfer line items, Intercompany reconciliations
• Electronic invoicing: Tax receipts (CFDI), CFDI lines, CFDI line taxes, Line property tax accounts, Line customs entries, CFDI line components, Line component customs entries, CFDI tax summaries, Payment related documents, Global CFDI tickets, Related CFDIs, CFDI PAC operations, CFDI payroll complements, Payroll CFDI lines, CFDI XML imports
• Customer directory: Customer groups, Customers, Customer fiscal profiles, Customer bank accounts, Customer branches, Customer branch fiscal profiles, Customer contacts
• Supplier directory: Supplier groups, Suppliers, Supplier fiscal profiles, Supplier bank accounts, Supplier certifications, Supplier branches, Supplier branch fiscal profiles, Supplier contacts
• Product catalog: Materials, Products, Product items, Product item taxes, Product item fiscal profiles, Product item CFDI taxes
• Service catalog: Services, Service items, Service item taxes, Service item fiscal profiles, Service item CFDI taxes
• Custom items: Custom items, Custom item taxes, Custom item fiscal profiles, Custom item CFDI taxes
• Configuration: Payment terms, Profit centers, Profit center assignments, Cost centers, Cost center assignments, Cost center rates, Company taxes, System tax CFDI equivalences, Material taxes, Tax rates, Tax rate tables, Tax brackets, Tax parameters, Tax registrations, Company fiscal profiles, CSD certificates, Site places of issue, Stamp entitlements

Inventory

• Section: Work
• Areas: Inventory

Know what stock is where and move it correctly.

• Warehouse operations: Goods receipts, Goods receipt line items, Goods receipt notes, Goods receipt note entries, Goods issues, Goods issue line items, Goods issue notes, Goods issue note removals, Warehouse tasks, Warehouse task line items, Inventory transfers, Transfer line items, Inventory package conversions
• Stock control: Inventory holds, Inventory movements, Inventory write-offs, Cycle counts, Cycle count observations, Cycle count variances, Inventory opening balances, Opening balance line items
• Quality: Quality inspections, Inspection results, Nonconformances
• Stock: Stock by site, Stock positions, Inventory reservations, Inventory reservation entries, Project earmarks, Company stock history, Site stock history
• Exceptions: Inventory alerts, Inventory discrepancies
• Inventory valuation: Standard cost lists, Standard cost line items, Inventory cost layers, Inventory valuation adjustments
• Customer directory: Customer groups, Customers, Customer branches
• Supplier directory: Supplier groups, Suppliers, Supplier branches, Commercial industries
• Product catalog: Materials, Product families, Products, Product packages, Product transformations, Product items, Inventory adjustments, Manufacturers, Product manufacturers
• Custom items: Custom item groups, Custom items
• Configuration: Site areas, Site locations, Inventory alert rules, Inventory identifiers

Manufacturing

• Section: Work
• Areas: Production

Plan and run production with quality and maintenance.

• Planning: Planning runs, Planning run line items, Planning run line sources
• Production: Manufacturing orders, Manufacturing order materials, Manufacturing order operations, Manufacturing order outputs, Manufacturing time entries, Goods issues, Inventory movements, Manufacturing downtimes, Manufacturing cuts, Manufacturing cut outputs
• Quality: Quality inspections, Inspection results, Nonconformances
• Maintenance: Maintenance plans, Maintenance orders, Maintenance order materials
• Engineering: Bills of materials, Bill of materials components, Manufacturing routings, Routing operations, Routing operation work centers, Engineering changes, Engineering change lines, Product revisions, Production versions, Quality control plans, Control plan characteristics
• Customer directory: Customer groups, Customers, Customer branches
• Supplier directory: Supplier groups, Suppliers, Supplier branches
• Product catalog: Materials, Product families, Products, Product packages, Product transformations, Product items, Manufacturers, Product manufacturers
• Custom items: Custom item groups, Custom items, Custom item units of measure, Custom item suppliers, Custom item customers
• Configuration: Work centers, Equipment types, Personnel types

Purchasing

• Section: Work
• Areas: Purchasing

Source and buy from suppliers: requisitions, quotes, orders and returns.

• Pipeline: Purchase deals, Purchase deal stakeholders, Purchase activities
• Sourcing: Purchase requisitions, Purchase requisition line items, RFQs, RFQ line items, RFQ invited suppliers, Purchase quotes, Purchase quote line items, Purchase quote taxes
• Purchase orders: Purchase orders, Purchase order line items, Purchase order taxes, Purchase order header discounts, Purchase order discount allocations, Purchase order billing milestones, Goods receipts
• Returns: Purchase returns, Purchase return line items, Bills
• Supplier directory: Supplier groups, Suppliers, Supplier fiscal profiles, Supplier bank accounts, Payables, Payments, Supplier certifications, Product item suppliers, Custom item suppliers, Supplier branches, Supplier branch fiscal profiles, Commercial industries, Company certifications, Supplier contacts, Supplier qualifications, Supplier scorecards, Supplier scorecard KPIs
• Third-party directory: Manufacturers, Product manufacturers
• Product catalog: Materials, Product families, Products, Product packages, Product applications, Product industries, Product transformations, Product certifications, Product items, Certification standards, Material certifications, Product certifications
• Custom items: Custom item groups, Custom items, Custom item units of measure
• Pricing: Supplier prices
• Configuration: Purchasing certification requirements, Default purchase payment terms, Purchase pipelines, Purchase pipeline stages

Logistics

• Section: Work
• Areas: Transport

Move goods: shipments, freight, routes and fleet.

• Transport: Shipments, Shipment stops, Shipment line items, Shipment line item outcomes, Receipt matches, Optimization runs, Route proposals, Proposal stops
• Freight: Freight agreements, Freight agreement rates, Freight quotes, Freight charges
• Monitoring: Tracking events, GPS positions
• Customer directory: Customer groups, Customers, Customer contacts, Customer branches
• Supplier directory: Supplier groups, Suppliers, Supplier contacts, Supplier branches
• Third-party directory: Carriers
• Product catalog: Materials, Product families, Products, Product packages, Product transformations, Product items, Manufacturers, Product manufacturers
• Custom items: Custom item groups, Custom items
• Configuration: Vehicles, Vehicle fiscal profiles, Drivers, Geofences, Logistics integrations

Human resources

• Section: Work
• Areas: People

Manage employees, attendance, absences and payroll.

• People: Employees, Employment periods, Employee identification credentials, Employee profile change requests, Employee fiscal profiles, Employee salaries, Employee bank accounts, Employee competence evidence, Employee role receipts, Employee absence balance entries
• Org chart: Employee departments, Job profiles, Job profile requirements, Job profile approval authorities, Employee positions, Employee position duties, Employee position assignments
• Time and attendance: Employee shift assignments, Employee attendance records
• Absences: Employee absence requests, Employee absences
• Reimbursements: Employee reimbursements, Reimbursement line items, Reimbursement taxes
• Payroll: Payroll periods, Payroll runs, Payroll run revisions, Employee pay slips, Pay slip line items, Pay slip taxes, Pay slip line adjustments, Pay slip line allocations, Tax receipts (CFDI), CFDI lines, CFDI payroll complements, Payroll CFDI lines, Customers, Pay components, Payroll component SAT pay codes, Pay component treatments, Payroll deduction tax adjustments, Payroll CFDI mappings, Payroll inputs, Pay structures, Pay structure lines
• Configuration: Employee absence types, Absence entitlement tiers, Employee competence types, Approval authorities, Company holidays, Work shifts, Planned shift intervals, Payroll calendars, Payroll calendar versions, Payroll run policies, Employer registrations, Mexican statutory values

Employee portal

• Section: Floor
• Areas: People

Do employee tasks at a site.

Point of sale

• Section: Floor
• Areas: Sales, Inventory

Check out customers at the register.

Site operations

• Section: Floor
• Areas: Inventory, Production

Do floor work at a site: receive, pick and count.

My workspace

• Section: Personal
• Areas: People

My own tasks, attendance, absences, pay and expenses.

• Today: Employee attendance records, Notifications
• My requests: Employee absence requests, Employee absence balance entries, Employee reimbursements, Reimbursement line items, Reimbursement taxes
• My pay: Employee pay slips
• My profile: Employees, Employee profile change requests, Employee competence evidence, Employee role receipts
• Account: Sessions, Sign-in accounts, Notification subscriptions

Master data

• Section: Organization
• Areas: Organization

Define what we sell, buy and make.

• Product catalog: Materials, Product families, Products, Product packages, Product transformations, Allowed equipment types, Bills of materials, Bill of materials components, Product items, Product item units of measure, Item codes
• Service catalog: Service families, Services, Service packages, Service items
• Custom items: Custom item groups, Custom items, Custom item units of measure
• Classification: Commercial industries, Material industries, Product industries, Commercial applications, Material applications, Product applications, Manufacturers, Product manufacturers, Certification standards, Material certifications, Product certifications, Custom item certifications
• Exclusions: Companies, Product item company exclusions, Custom item company exclusions, Sites, Product item site exclusions, Bill of materials site exclusions, Custom item site exclusions, Teams, Product item team exclusions, Custom item team exclusions

Directory

• Section: Organization
• Areas: Organization

Find and reach the people and companies we work with.

• Organization: Companies, Teams, Sites, Employee departments, Employees
• Customer directory: Customer groups, Customers, Customer branches, Customer contacts
• Supplier directory: Supplier groups, Suppliers, Supplier certifications, Supplier branches, Supplier contacts
• Third-party directory: Carriers, Manufacturers, Competitors

Administration

• Section: Organization
• Areas: Administration

Configure the organization, access, personalization and integrations.

• Organization: Organizations, Companies, Sites, Teams
• Access: Users, Roles, Approval policies
• Sharing: Share snapshots, Share links
• Personalization: Catalog options, Tag groups, Tags, Saved views, View fields, Document templates, Label templates
• Integrations: API keys, Webhooks, Custom notification rules
• Monitoring: Audit logs, Events