Priority ERP CRM Software Package
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Priority ERP CRM Software Package
Priority ERP CRM Software Package
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Features
ERP Features

The features listed below are part of the main Priority modules. Some of these features are only available as extensions and are designated by (EXT).

User Level Configuration Utilities For:
  • Priority on Outlook
  • Dashboards
  • OLAP
  • Business Intelligence
  • Financial Statements
  • Reports
  • Business Process Management (BPM)
  • Data Migration
  • Priority-Office synchronization
  • Multi-company configuration

GL + Financials
  • Accounts receivable, payable, general ledger…
  • EFT bill payment
  • Check printing
  • Multi-currency
  • Shipping expense burdening
  • Account and bank statement reconciliation
  • Financial reports and statements
  • Consolidated financial statements
  • Budgets and online budgetary expense control
  • Profit and cost centers, burdening (allocations), multi-dimension transaction analysis
  • Cash management
  • Asset management and amortization schedules
  • Cash flow forecast and analysis
  • Costing and cost analysis
  • Data migration utility. Read more…
  • Compliancy with SOX, IFRS & GAAP. Read more…
  • CFO dashboards, analytics, and report generator. Read more…
 
CRM (Customer Relations Management)
  • Forecasting and sales quotas
  • Commission hierarchy and incentives
  • Lead management
  • Opportunity management
  • Account management
  • Tasks and contact management
  • Shared calendar
  • Business Process Management (BPM) with automatic alerts and notifications
  • Dashboards, OLAP and analytics
  • Quote generation, tracking and history
  • Order tracking and history
  • Built-in product builder (for customer-specific product configuration)
  • Payment status aging and history
  • Support calls and history
 
Order Processing
  • Blanket orders, multiple ship-to, multiple bill-to
  • Price lists, campaigns, special discounts, margin calculations
  • Sales tax or VAT
  • Order approval BPM with automatic alerts and notifications
  • Credit card authorization (EXT)
  • Inventory and PO commitments
  • Order delivery tracking
  • Drop shipments
  • Connectivity to shippers (EXT)
  • Partial shipments
  • Commission hierarchy and incentives
  • Lead management
 
Service and Customer Support
  • Service contracts and periodic billing
  • Serialized part management, with hierarchy and service records
  • Web/IVR case/call center with automatic priority and escalation tracking, alerts and notifications (IVR=EXT)
  • Field support with shared technician calendar and rule-based service call assignment
  • RMA management
  • Built-in service call periodic billing based on service contract and time/materials reporting
  • Quality of service tracking
  • Built-in FAQ capabilities
 
Inventory Control
  • Product catalogue (and images) management
  • Bills of Materials (BOM), kits and assemblies
  • Multi-dimensional part parameters and multi-unit of measure
  • Lot and serial number tracking and management
  • Inventory transactions
  • Warehouses and location/shelf control
  • Inventory counts and journaling of inventory adjustments
  • Reorder levels and replenishment
  • Costing (FIFO, moving average), COGS
  • Packaging
  • Connectivity to bar codes and remote (RF handheld) devices
  • Inventory control and management dashboards and analytics. Read more…
  • Warehouse Management System (WMS) (EXT) Read more…
 
Purchasing
  • Partner/vendor Relationship Management (PRM)
  • Vendor price lists
  • Purchase planning
  • Purchase order/requisition authorization workflow (Business
  • Process Management – BPM). Read more…
  • Vendor approval, requests for proposals
  • Vendor price quotes and comparative analysis
  • Purchase management dashboards and analytics. Read more…
 
Manufacturing/Production
  • ECO and configuration control
  • Production modeling
  • Production planning (MRP II, APS)
  • Gantt Charts and manipulations
  • Shop Floor Control, work order progress reporting and tracking
  • Kit and bulk issues from storerooms to floor
  • Backflush and missing items reporting
  • Subcontractor management
  • Quality assurance and control, MRB
 
Human Resources
  • Job definitions and openings
  • Web registration of job applications
  • Tracking of candidate applications
  • Personnel data – personal info, education, training, accreditations
  • Job assignment by various criteria and approval BPM
  • Organizational charts
  • Compensation management and promotion tracking
  • Time and attendance tracking, expense reporting and approval BPM
  •  

Project Management
  • Scope of Work (SOW) and Requirement management
  • Project document management
  • Project planning, MS-Project interface
  • Project WBS, deliverables, WBS Bill of Materials, resource
  • allocation and management
  • Project versions and version management (change approval process)
  • WBS and project costing
  • Project reporting of time, materials and related expenses
  • Project invoicing, pro forma invoices and income recognition
  • Project-related service contracts
 
System Administration
  • User permissions (privileges)
  • SOA based interface builder
  • Intranet/extranet EDI builder
  • Task scheduler
  • Back-up and other system maintenance utilities
 
SDK (Generators)
  • Forms
  • Tables
  • Menus
  • Reports
  • Documents
  • Procedures
  • Calendar related UI (Gantt, calendar, technician assignments, etc.)
  • MarketGate – HTML interface generator to Priority