Creatio enables your field service teams with real-time, mobile access to all the information they need, wherever the job takes them. Creatio connects your CRM and ERP, streamlining every step from service request to invoicing.
- Real-time work order sync: Create, update, and dispatch service jobs instantly between field and office, ensuring everyone is always on the same page.
Mobile access to customer, asset, and inventory data: Field technicians can view job details, service history, and parts availability on any device, even offline.
- Automated scheduling and dispatch: Assign the right technician based on skills, location, and availability, improving response times and first-time fix rates.
- Seamless inventory management: Track parts usage and update stock levels in real time as work is completed in the field.
- Instant invoicing and reporting: Complete jobs and trigger invoicing directly from the field, accelerating cash flow and reducing paperwork.
- Unified analytics: Combine service, financial, and customer data for 360° reporting and continuous process improvement.
DocLink is a document management solution that connects people, processes and data and provides the ability to store, search, retrieve and send any document securely. Endorsed by Sage, DocLink eliminates the need for paper while automating processes that improve organizational efficiency and reduce costs associated with human errors.
- Reduce file cabinet and storage costs, printing, and form costs, and mailing and courier fees
- Streamline processes resulting in decreased cycle times, simplified audits, and instant document retrieval
- Work smarter with workflow automation to consistently move documents through the system, eliminating bottlenecks and tracking progress
- Electronically store your documents in a repository and adjust security permissions per user to ensure your documents remain secure
Epicor IP&O is a powerful platform designed to enhance demand planning and inventory optimization within your ERP ecosystem. It empowers businesses to make data-driven decisions, reduce excess inventory, and improve service levels through advanced analytics and automation.
- Statistical Forecasting: Automatically generates forecasts that account for trends and seasonality. Forecasts are recalculated each planning cycle using the latest demand data, enabling planners to compare statistical projections with sales forecasts and project-based demand.
- Inventory Optimization: Supports the generation of Min/Max levels, reorder points, and order quantities. Users can simulate the financial impact of different inventory policies using "what if" scenarios and set service level targets by item or group.
- What If Analysis: Enables planners to evaluate multiple stocking strategies by adjusting service levels, lead times, and order quantities. Guide strategic decisions with predictive metrics such as fill rates, stockout costs, and inventory value.
- Lead Time Analysis: Calculates supplier lead times from historical data, allowing planners to choose between ERP-defined, user-defined, or dynamically computed lead times for more accurate planning.
- Automatic ERP Integration: Seamlessly integrates with your ERP, eliminating manual data entry. Forecasts and stocking policies are written back to the ERP system automatically, ensuring data consistency and operational efficiency.
FortisPay (Fortis Payment Systems) is Net at Work's strategic partner for integrated payment processing. FortisPay connects businesses with the right tools to accept digital payments, including debit and credit cards, contactless, mobile, and ACH deposits.
- Accept credit card & ACH payments directly within an ERP
- Retail Cloud EMV for in-person payment processing
- Online customer portal for customer self-service payments
- Card present transactions with an EMV Terminal
- True B2B level III integration for detailed invoice data
- ACH processing to accept payment directly from bank accounts
- Affordable pricing options, low rates, and no hidden fees
- Seamless integration with an ERP for automated reconciliation
BigCommerce enhances ERP systems by offering seamless integration, advanced e-commerce features, and scalable infrastructure that streamlines operations and drives online growth. Perfect for fast-growing B2B sellers who need speed, scale, and out-of-the-box B2B features.
Key Benefits
- Streamlined Workflows: Efficient data flow between e-commerce and ERP reduces manual work and errors
- Enhanced Scalability: Supports business growth without infrastructure limitations
- Improved Customer Experience: Mobile-ready, personalized, and seamless multi-channel shopping
- Operational Efficiency: Centralized inventory management, automated processes, and analytics align closely with ERP capabilities
- Revenue Growth: Advanced marketing tools, upselling features, and B2B functionalities drive conversions and sales
Avalara seamlessly unifies sales and use tax calculation, document management, and returns preparation under a single platform. 20,000+ companies choose Avalara for tax compliance tools scaled to their needs.
- Avatax delivers sales and use tax calculations to your shopping cart or invoicing system at breakneck speed, cross-checking thousands of rates, rules, and jurisdictional boundaries for more accurate results
- A seamless end-to-end service that prepares and files your returns and handles remittance according to a filing calendar you can easily manage online
- Collect, validate, and store all your compliance documents in one central, secure repository for instant access and accountability
