Executive Dashboards & Business Intelligence
- Real-time Financial Stats
- Real-time Cash Receipts
- Gross Profit management
- Accounts Payable
- Unposted AP
- Bank deposits/Cash in Bank
- Monthly/Daily AR Detail
- Integration into EXCEL
- Integration into DIVER
Product Record
- Units in Cases/Bottles/Pallets
- Units in Gallons/Liters
- Units in Weight/Box Size/Cube Size
- Extensible Data fields w/ 2.4 GIG limit
- Unlimited Customer defined fields
- Links to Wine Reviews
- Links to Product Images
- Links to Web Pages
- Product Brands
- Product Groups
- Product Appellations
- Product Wine Regions
- Liquid-in-Bottle Management
- Exclusivity Indication
- Related Products
- Substitute Products
- New Vintage Record Creation
- Client defined Search Codes
- Product Search via Keyword
- Product Search via List
- Samples Tracking
- Add-In Costing
- Multiple UPC Tracking
- Pack/Repacking
- Discontinued/Inactive Products
Customer Record
- Liquor License Compliance
- Territory/Sales Rep Assignment
- Legal Document Tracking
- Bill to/Ship To Linkages
- On-Premise/Off-Premise
- Sales Order History
- Invoice History
- Returns History
- Promo Participation
- Marketing by OrgClass.Org Type
- Marketing by Traffic Potential
- Marketing by Private Dining Room
- Marketing by Ethnicity
- Set Buying Limitations
- Inactive Customer Management
- Totally definable types
- Chains, Bars, Grocery, more
Allocation and Restriction Management
- Allocate by Customer
- Allocate by Sales rep
- Hard & Soft Allocation
- Restrict to/from Defined Territories
- Restrict by Customer
- Restrict by State
- Restrict by Org Type
- Restrict by Org Class
- Restrict by Sales Limits
Compliance & Regulation Management
- Aggregate data for reporting
- BATF/COLA compliance
- Tax Jurisdictions
- BDN integration
- EDI integration (where available)
Inventory Management
- Real-Time inventory
- Cross organization inventory status
- Depletion Allowance Management
- Case/Bottle/Pallet Management
- Reporting in Gallons/Liters
- Split Cases
- Vintage Management
Pricing
- Based on Purchase levels
- Based on Customer Contracted Price
- Based on Customer Type
- Based on Chain
- Based on Wholesale
- Family Plans management
- Mix & Match support
- Totally defined by Customer
- Roundhouse Pricing
Costing
- LIFO
- FIFO
- Average Cost
- Layered Inventory Cost
- Actual Cost
- Net Laid in Cost
- Bond Cost
- 3rd Party Costing Model
Deal & Promotions
- By Customer
- By Customer Type
- By Customer Class
- By Product
- By Product Brand
- By Product Family
- By Product Type
- Free Goods/Net Down
- A/P integration of Supplier bill backs
- Calendar driven Promotions
- Optional Customer Portal integration
- Optional Sales Rep Portal integration
- Optional Supplier Portal integration
- Optional Supplier participation Management
- Purchasing integration
- Live Presentations
Catalogue & Advertising Manager
- Product Book dynamic management
- Product Book export to Adobe
- Advertising integrated in to A/P
Customer Relationship Management (CRM)
- Customer specific pricing
- Communications Tracking tools
- Compliance Tracking/Reporting
- Customer Statement Cycle Calendars
- Chain Management
- Contact Management
- Optional EDI order placement for large accounts
- Centralized Customer Org. information
- Centralized Staff information
- Search across Customer information
- Marketing Tools
- Liquor License Tracking
- Sales History Tracking
- Returns Tracking
- Dynamic Proof of Delivery
Optional Customer Online Portals
- Provide B2B Customer info 24/7
- Relevant Promotions Opportunities
- Wish List Management
- Order Placement
- Order Status in real time
- Order delivery tracking
Telephone Sales
- Client business rules-driven
- Customer specific promotions
- Client defined screen user interface
- Drill down Customer details
- Real-time Supervisory oversight
- Sales Rep performance management
Sales Force Management
- Client defined commission structures
- Client defined commission rules
- Commission Reporting
- Sales Rep forecasting/actual
- Performance Analysis by Territory
- Performance Analysis by Customer
- Performance Analysis by Brand
- Performance Analysis by Product
- Performance Analysis by Cust. Type
- Placement Analysis
- Customer Defined Promotions
- Buy Side and Sell Side
- Live Presentation Support
- Quota Management
Optional Sales Representative Online Portals
- Sales Order Entry
- Sales Order Tracking
- Sales Reporting
- Online Commission Reporting
- Customer outstanding invoices
- Customer credit issues
- Customer orders in process
- Product keyword search
Sales Order Management
- EDI interfaces
- Back office order Entry
- Optional Customer Portals
- Optional Sales Rep Portal
- Optional Sales Rep Handhelds/PDA
- Optional Sorting & reporting
Chargeback Management
- Depletion Allowances
- Samples – 50%, 100%, $0
- Vendor support by Customer
- Vendor support by Product
- Merchandising
- Unsaleables
- Chargeback Invoicing and Reporting
- Full integration into G/L & A/P
Sales Order Processing
- Client rules for sales order routing
- Client rules for approval
- Indefinite Sales Order history
- Order Confirmations
- Earmarking (Backorders)
- Product Substitution management
- Up-Sell/Cross-Sell management
- Minimum Margin management
Credit & Collections
- Client credit rules
- Cash state pre-paid management
- Terms management
- Real-Time credit management
- Real-Time delinquent account management
- State Posting management
Supplier Management
- Depletion Reporting
- Samples Reporting
- Vendor Pool Support
- Multiple Contact management
- Multiple address management
- Embedded Inventory Reporting
- Dashboards
- BDN integration
- Promotional Activity Tracking
- Integrated financial activity
Purchasing & Forecasting
- Cycle Purchasing
- Level Purchasing
- Recommended buying report
- Order Amt/Quantity Minimums
- Product Brand Minimums
- Product Specific Minimums
- In-House PO Minimum
- Bottle, Case, Layer, Pallet quantities
- Seasonality demand forecasting in ROQ formula
- Fax, email, snail mail PO transmission
- Client defined purchasing algorithms
- Recommended Order Quantities
- Deep drill downs into PO’s
- Lead time forecasting
- Seasonality forecasting
- Real-Time PO tracking
Importing
- Pool purchasing
- Container Management
- Customs process tracking
Optional Supplier Online Portals
- Depletion Reports posted
- Upcoming Promo opportunities
- Promotions in progress
- Purchase Orders posted
- Minimum Margin Management
Accounts Payable
- Inventory
- Non-Inventory
- Supplier Portal Integration
- Cash requirements reporting
Accounts Receivable
- Payment Terms Management
- Rules-driven credit/order approval
- Portal views of A/R activity
- Credit Hold Management
- Optional Web-based payment integration
- Customer Statements
- NSF Check Tracking
General Ledger
- Client defined accounts
- Fully integrated through system
- Daily soft closes allow for changes and up to the minute financial visibility
- Transaction drill down into G/L
Warehouse Management
- Case/Bottle Restocking
- Optional Bond Room management
- Cycle Counts
- Bin/Zone/Locations
- Overstock Management
- Oddball Management
- Bulk Bins
- Picking list
- Bill of Ladings
- Invoicing
- Multiple Warehouse Support
- Restocking Transfers
- Scanning support
- Handheld support
- Client defined Picking
- Interfaces into shipping manifest sys.
- Space allocation by sell through
- Space allocation by dimensions
Optional support for Scanner/Electronic Devices
- Warehouse handhelds
- iPhone interface
- Handheld Scanner support
- Bar Code Readers support
Optional EDI/FTP
- Integration into EDICT
- Integration into FINTECH
- Integration capabilities into 3rd party systems
Route & Loading Management
- Client defined loading process
- Staging area management
- Route delivery management
- Route appointment management
- Integration into ROADNET (coming)
Receiving
- Directed Put Away Management
- Optional RF Handheld integration
- Receiving Tie Out process
- True Landed Cost Management
- Partially or fully receive PO
- Reconcile Receivers against POs
- Manage over and underage
- Trouble Cart
Returns
- Integrated into optional Portals
- RMA from Customers
- RTV to Vendors
- Integrated into Accounting
- Replacement products, spoils
- Unsaleables Management
Reporting & Report Writer
- 500+ Reports for Wine/Spirits Dists.
- Gallonage & Liter measurements
- Case/Bottle/Pallet units
- Integration into DIVER
- Integration into Inventiv EIS
- Integration into Excel
- Integration into various Business Intelligence tools
- Embedded Reports
- Reporting integrated into Portals
- Any field in the system can be in a report
- Any defined object
- Real-Time reporting Calendars
- Real-Time reporting Trays
- Total control of look/feel
- Total control of data elements
Employee Management
- Employees managed by individual
- Employees managed by class
- Total Field, object, place security
- Client defined security
- Total Real Time auditing of activity
General Technology
- One software platform
- Real-Time environment
- Designed for continuous change
- Designed for extensibility
- Designed for total customer definition
- Rules Driven environment
- Infinite Custom Fields
- Total interface design control
- Total Custom pop up messaging
- XML linkages to 3rd party data
- Customize Hotkeys
- Customize Tab Order
- Customize Function keys
- Customize Process Flows
- Customize Work Places
- Unlimited data storage