“The more inventory a company has, the less likely they will have what they need.”

– Taiichi Ohno

Inventory Management

Assign comprehensive part definitions including variable length part numbers up to 30 characters long, extended part descriptions, user-definable fields and supplier information
Assign multiple warehouse locations for a part and/or multiple locations within a single warehouse
Inter-site/warehouse transfer functionality
Issue floor stock items automatically
Perform automated physical inventories, cycle counting and ABC analysis
Maintain container, dimensional and consignment inventories
Report on inventory aging
Cost methods, including Standard, Actual, LIFO, FIFO and Lot Specific by item
Multi-lingual item descriptions

Get Overview

Cycle Counting

Multiple ways to determine the ABC Code on items (year-to-date usage, future usage, or unit cost)
Mass update to determine cycle type, cycle frequency and last count date for items
Exception reporting that does not allow records to post until corrected, such as
- Item is not in Items
- Stockroom location not found
- On-hand quantity is not equal to on-hand quantity when cycle count is generated
Eliminates the need for yearly physical inventory counts

CloudSuite Industrial and Physical Inventory Process

Freeze/unfreeze inventory
Use inventory tags or inventory tag sheets
Generate inventory count for every item/location/lot/serial combination
Set approvals for physical inventory
Void/unvoid inventory tag sheets
Generate blank tags or sheets

man in tie with tablet scanning sku in warehouse

PROCUREMENT - Purchase Orders (POs)

Generate unique PO requisition number automatically
Create POs for inventory and non-inventory items
Create PO requisitions from customer order lines, customer order blanket releases, estimated materials, estimate project resources, job materials, project resources and transfer order lines automatically
Convert approved PO requisitions to purchase orders automatically
Enter POs, order receipts and returns in real-time and let CloudSuite automatically calculate the adjustments to POs
Purchase materials directly to a job
Link PO line item to a specific job requiring that item
Maintain blanket POs, supporting multiple delivery schedules and shipping addresses
View planned costs, actual unit cost, promise dates and due dates for each line item
Maintain visibility into the lifecycle of a PO through the PO document lifecycle form

Customer,Man,Signature,In,Clipboard,To,Receive,Package,From,Professional

CloudSuite Request for Quote

Users create and maintain within their SyteLine (CloudSuite Industrial) system the RFQs they send to potential vendors and subcontractors.

Multiple price and quantity breaks
Predefined vendor sets
Automatically generate vendor list
Multiple quote distribution via email, fax or mail
One-time vendor support for quoting purposes
Multiple selection methods

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Goods Receiving Notes (GRN)

Consolidate multiple Goods Receiving Notes under one voucher
Generate a voucher for a specific GRN
Create GRNs from POs or posted receipts
Create a GRN record when an Advanced Ship Notice is sent by a vendor automatically
Use in place of packing slip for three-way matching

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Shipping and Receiving

SyteLine (CloudSuite Industrial) Shipping and Receiving are online transactions that are easy to use, efficient, and cost-effective. You get

Hard and soft allocations/reservations
Picking and Packing lists
Delivery Orders
Goods Received Notices
Advanced Ship Notice
Available to ship analysis
Multiple units of measure
Pick, Pack, and Ship workbenches
Package label integration
UPS/FedEx Integration (not available for Cloud)
Receipt rejections and reason codes
Landed Costs
Create payment vouchers from purchase order receipts
Create invoices from shipments to a customer
Shipment of non-inventory items

Vendor Portal

The SyteLine (CloudSuite Industrial) /Process Vendor Portal enhances your vendor relationships by giving them direct access to ERP data that they care about. Viewing purchase orders, viewing consigned inventory, responding to a price requests, or updating a due date on a Purchase Order can now be handled directly by the Vendor. Vendors can also submit new price breaks for their contracts.

Along with creating communication streams, the Vendor Portal can house product and support documentation and videos, while providing a graphical view of the vendors’ on time delivery metrics.