Everything about
inventory management in
one central location

FinancialForce Order & Inventory Management helps you see, simplify, and optimize the entire order to fulfillment process—for goods and services. Know your inventory, what you can sell, what’s on its way, and how to make it all profitable.

Multiple channels, single system

Simplify the order and fulfillment of both goods and services with order and inventory management. Get flexible pricing structures, views into upsell opportunities, available inventory, and margin at a line level.

Inventory management
what is inventory management?

Inventory management 5 levels deep

INVENTORY: Flexible Salesforce inventory management solution that supports both physical or virtual inventory and goes five levels deep. FinancialForce Order & Inventory Management allows you to see across different physical locations and companies.

  • View inventory levels across multiple places in multiple currencies in actual cost
  • Stock items at the bin level
  • Integrate cycle counting into daily inventory activities

Know what’s coming and going

RECEIVING & SHIPPING: It’s stock to dock and dock to stock in one inventory management app. FinancialForce Action Queues gives you upstream visibility of the work ahead. With this inventory management functionality, you always have what you need.

Transfers in a flash

Easily mass transfer goods from warehouse to warehouse or location to location — with or without shipment and receipt processes.

Controlling the lot

Establish serial number and lot control as you define an item. You’ll get visibility of actual margins and keep profits flowing.

Intelligent replenishment

Built-in reorder point processes ensure you’re always “in-stock”. This order and inventory management app allows processes to be customized to warehouses, conditions, and ownership.

  • Use role-based workspaces to view all fulfillment tasks and insight in one screen
  • Automate supply requisitions using safety stock, reorder points, min/max and acquisition lead time
  • Create purchase orders based on supplier agreements
what is inventory management?

Inventory management in reverse

Any action put into motion can be reversed — including customer and supplier returns — with all returns automatically reflected in the system.

  • Streamlined Return Material Authorization (RMA), Return to Vendor (RTV) process with serial number tracking

Item counts you can count on

ITEM MANAGEMENT: Tangible or intangible items, our order and inventory management app gives you the controls and power to keep inventory organized and stock replenished.

  • Manage multiple conditions (new, used, etc.) under a single SKU
  • Manage inventory by customer, supplier, or project

Streamline your Financial Processes on the Salesforce platform

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