Inform ERP Review

Analytics And Reporting

Analytics and reporting is among the core components of Inform ERP. Indeed, it is the most powerful feature of the solution because through this feature, distribution teams can access all the important data and information they need and generate data-driven decisions that will optimize how they perform key tasks within their organization and accelerate business growth.

Customizable Role-Specific Dashboards

With Inform ERP, users will be able to access pre-built dashboards that they can customize based on the specific roles within their organization. In other words, the solution lets them produce dashboards that provide data and information specific to the areas or aspects of the operation that their team members are handling and are assigned to. For instance, if an employee is in charge of inventory-related activities, a dashboard can be tailored for such employee. In the same manner, dashboards can be customized to suit the needs of those managing sales and accounting tasks.

Concentrate On What Matters Most Through Drill-Down Reporting

Aside from its role-specific dashboards, Inform ERP has a drill-down functionality that enables team members to focus on the data that are most important to them. With this functionality, they will be able to dive deeper into each report, access sophisticated reports, view metrics and spot issues or pitfalls, and come up with actionable insights.

Build Meaningful Customer Connections

Business growth can’t be achieved if wholesale distributors and their teams are not able to engage with their customers in meaningful ways. Fortunately, Inform ERP provides CRM capabilities that permit teams to leverage their customer data and build meaningful customer relationships.

Inform ERP makes sure that users are able to make all data related to their customers readily accessible across their organization so that their employees can easily generate insights from customer data and effectively interact with customers. These data include contact details, contact activity histories, purchase histories, sales reports, order statuses, and more.

Smartly Align Resources By Ranking Customers

The distribution software solution also makes it possible to measure customer value. Thus, users can rank their customers based on the records and data they currently have. This way, they will be able to assign selling resources or materials, price customers, and launch marketing campaigns strategically.

Monitor And Manage Your Financials

In Inform ERP, financial auditing can be done fast and easy. This is because the solution has accounting and financial features and tools. For instance, it provides the capability to easily manage accounts receivable and payable. Thus, users can identify customers that have overdue balances and generate a list of such customers which they can forward to their collection team. Also, the solution provides tools that permit them to manage vendor payments. Given all these, they will be able to prevent wasting time and money.

Remarkable Inventory Management

Inventory or product demand management is a key feature present in Inform ERP. Through this feature, users will be able to gain complete control over their inventory. In fact, the solution is built with a screen which is exclusively built for conducting product analysis. From this screen, users can view all information related to their products, whether they are stock, non-stock, labor, or service products or items. They can verify if products are available or not, purchase orders were created for specific products, products are placed on backorder status, products are being moved, and when products need to be returned to vendors. In other words, the feature allows them to clearly view the status of their products or items, and drill down into specific details. This way, they can speed up inventory turnaround times, avoid storing excess inventory (overstock), and improve GMRO or Gross Margin Return on Investment.

Product Demand Planning And Forecasting

As part of its product demand management capabilities, Inform ERP has a set of advanced features that enables users to seamlessly and intelligently perform product demand planning and forecasting. Here, they can analyze historical data on product demand, letting them identify the products which predictive forecasting can be applied to. They can also use different predictive forecast formulas for recurring items and automatically apply the demand formula that is most suitable to a specific recurring item. Furthermore, the solution permits them to identify unusual demand items and view suggested ways to correct them.

Expedite The Order Fulfillment Process

Inform ERP delivers features that simplify order processing and fulfillment. One of those is the sales order control panel. This panel aims to streamline various tasks associated with the sales order entry process such as creating orders from quotes, checking stocks, validating shipping preferences, viewing associated purchase orders, and more. Users can do all of these from a single screen, thereby expediting the order fulfillment process.

Fastest  Point-Of-Sale System Designed For Busy Sales Counters

The distribution software solution boasts its fast counter sale order entry system. Actually, this system is considered the fastest in the SaaS market, as it undergone a series of usability tests and point-of-sale refinements. This robust point-of-sale system allows sales counter operators to quickly paste order lists from emails, PDF documents, or spreadsheets. If they want to search for product descriptions like customer or vendor part numbers, the system permits them to do that efficiently regardless of the length of the product description.

In order for their customers to feel more comfortable as they engage in sales counter transactions, users can integrate Inform ERP’s counter sale order entry system with their existing cash drawers, POS receipt printers, and payment card terminals. As a result, they will be able to build a fully integrated point-of-sale system that doesn’t only deliver a comfortable retail experience but also provides a controllable and secure retail infrastructure.

Strategic Customer Pricing

Strategic customer pricing can also be applied using Inform ERP. The software solution is comprised of a multi-dimensional price matrix system that allows users to create different scenarios so they can apply a customer pricing that can maximize their profits. This flexible price matrix system accommodates various variations and combinations of product, product group, price group, vendor, customer, customer group, customer job and ship-to.

Automatically Maintain Customer-Specific Prices Through Margin Manager

Inform ERP also has a margin management tool that makes it possible for users to automatically generate customer-specific prices based on sales history. With this tool, users no longer have to create pricing contracts or matrixes, as the tool can produce sell prices instantly by taking into account previous sales’ profit margin. In addition, the margin manager can help users adjust their prices based on their future costs.

Truck Dispatch System

With Inform ERP, users can automate their warehouse operations and logistics, and at the same time, make their employees more productive. One aspect of warehouse operations is warehouse dispatch. This is the process by which orders are placed in trucks and delivered to customers. The solution comes with a truck dispatch system that has a drag-and-drop user interface. Using this system, delivery routes can be built including stops. In order for users to easily assign orders to trucks, the truck dispatch system is built with a split screen wherein unassigned orders are placed on the left and delivery trucks are organized on the right. Thus, users simply need to do a drag and drop when they are assigning orders to trucks. Moreover, truck manifests and order shipping documents can be printed directly from the system in just a single action.

Streamlined Special Order Processing

Processing special order items using Inform ERP is a breeze. Through the aid of its Sales Order Staging functionality, special order items are automatically flagged by the system as soon as they are loaded into the warehouse. Users can also quickly print staging labels for those items.