Feature Table

• Issue Purchase Order (PO) from Sales Order (SO)
• Issue Production Orders to manufacture the items in SO
• Issue Dropship Order directly to suppliers
• Issue partial or full invoices for each SO, or consolidate multiple SOs into one invoice for easier billing
• Issue partial or full shipment for each SO, or consolidate multiple SOs into one shipment
• Quick SO creation for Retail Workflow

• Estimated Customer Receive Date
• Estimated Delivery Date

Customize SO PDF & email

Scan barcode/QR code to add items into SO

Save and reuse item templates to quickly add a predefined list of products to SOs or POs

Simplify order fulfillment by preselecting a default location for outgoing stock

Asign Type and Kind for transparency tracking purposes

Sell in various currency with exchange rate back to base currency

Charges can be assigned to individual items or split proportionately amongst item

Issue Deposit note, Debit Note, Credit Note

Issue customer invoice and tracking Payment Status

Issue task to invidiual users or attach documents to SO

Set approval step after sale order creation to gain approval to do next step

Keep a detailed record of all actions, showing who did what and when

Commission Rate, Commission Report, Commission Statement Report

Create and manage return or exchange requests to keep inventory levels and invoices accurate

Keep track of physical stock in your warehouse & estimated stock levels with or without incoming purchase orders

Issue Partial or Full Shipment

Get notified when stock runs low and quickly create back-orders to meet demand

Create and manage return or exchange requests to keep inventory levels and invoices accurate

Track serial numbers to monitor warranties and ensure accurate item tracking

• Reminder about expiring batch
• Get smart batch suggestions when selecting inventory batches to sell, ship, or manufacture

Calculate inventory costs using the First-In, First-Out method, ensuring older stock is sold first

Record COGS to Journal Entry in XERO

Keep a detailed record of all actions, showing who did what and when

Predict future stock needs for a selected period using past sales data

Tier-pricing Price List with quantity-based

Statement of Account Receivable

Aged Trial Balance Report

Individual user access for customer

Shipping & billing address

Invite customers to their own self-service portal to place orders anytime

Enable customers to add products to their cart, check out, and track shipping status

Customize product catalogs and price lists for specific customers or groups

Use product suggestion tools to encourage upselling and repeat purchases

Show discounts price alongside with original price

Allow new customers to sign up via a public registration portal

• Variant Table Interface
• Variant Inventory List

• HS Code & Country of Origin Tracking
• Customized Product Information

Base UOM and multiple additional UOM

Bill of materials for product

• Issue partial or full Receive Nore from PO
• Issue partial or full Supplier Invoice from PO
• Issue SO from PO
• PO currency with exchange rate
• Manage Additional Charges associated with bringing goods to your warehouse
• Estimated Receive Date
• Task & Notes

• Default Currency & Tax
• Multiple Receive & Billing Address
• Multiple Contacts

• Statement of Account Payable
• Supplier Invoice Kind
• Detailed tracking of supplier invoicing
• Multi-currency Tracking
• Push Supplier Invoice to accounting system

• Tracking of payments & overdues
• Manage Deposit Note

Issuing PO directly from SO to supplier

E-commerce Integrations to push sales & syncronize inventory

Accounting Integrations to push invoices & other documents to accounting partner software

Shipping Integrations to push EMERGE Shipments to shipping platform

Payment Integrations for insertion of payment link inside EMERGE’s Invoice

• Auto calculation of final cost price of product from raw material’s cost price
• Include production expenses
• Initial & final production warehouse
• Production Vendor
• Produce from product module (scheduled production) or product from Sales order (upon demand)

Monitor which stage of the production line each product is currently in

Build and save production templates with ingredients, stages, and finished products

Get intelligent batch suggestions to prioritize batches that are nearing expiration during productionusage in production

Bill of Materials for production order

• Transfer stock between projects
• Inventory Tracking: Track stock levels tied to each project
• Issue Stock Adjustment to update inventory levels when project finished
• Set Project Duration: Define project timelines and deadlines
• Assign responsible team members to oversee each project
• Issue Back-Ordering if there is any stock shortage during projects
• Check-in and Check-out Tracking: Track equipment or stock checked out and returned

• Rent Out Products: Manage stock rented out to customers
• Return to Original Warehouse: Return items to their source warehouse after use
• Compensation Sales: Create compensation invoices for lost or damaged items
• Rented Inventory Tracking: Track rented stock and its average cost
• Inventory Sync: Keep warehouse stock and rental project stock in sync
• Rental Invoicing: Create invoices for rental transactions

• Build customizable workflows with multiple steps and approval flows
• Assign approval requirements for each step to maintain process control
• Personalize PDF documents with step-specific details

• Create and manage sales or purchase orders within each workflow step
• Track all issued sales and purchases throughout the workflow
• Monitor shipments and payments tied to the workflow for complete visibility

• Sales Breakdown Report
• Customer/Supplier Sales Breakdown Report
• Sales Batch Report
• Retail Sales Report
• Commission Overall Report
• Sales Report

• Product Sales Report
• Product Trends Report
• Serial Number Report
• Expiry Batch Reminder

• Inventory overview
• Inventory Timeline
• Inventory Movement
• Inventory List Report
• Variant Inventory List
• Acquisition Movement Report
• Stock Reorder

• Purchase Loss Report
• Sales Loss Report