Cloud-Based ERP Solution
Solutions by
Business Role
Unifying departments, functions, and operational data within an integrated, cloud-based, mobile SaaS solution increases productivity, lowers the risk of costly errors, and helps your business build intelligent strategy.
By uniting roles and functions in the Digital Visor platform, you streamline your workflow, give your teams a complete picture of where they fit in the business, and equip everyone to work smarter and more efficiently.
ERP features designed for Warehouse Managers
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- Automated shipment processes
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- Barcode confirmation for improved inventory tracking and shipment verification
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- Inventory movement between warehouses
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- Kitting feature to group, package, and supply order components as one unit
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- Measure and record product specs to allocate warehouse space
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- Omni-channel fulfillment and returns solutions
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- Pick, Pack and Ship features
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- Purchase order auto generation
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- Real-time inventory counts
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- Replenishment alerts
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- Robust carrier integration
- Standardize pricing for all products depending on currency, vendor, customer groups, UOM
ERP features designed for Operations Managers
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- Accurate monitoring and reporting based on combined production, inventory, sales, and accounting information
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- End-to-end Quote to Cash and Purchase to Pay functions
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- Full audit trail
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- Integrated POS and back office functions
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- Manage sales orders for stocked and non-stocked items
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- Robust carrier integration
- Set replenishment guidelines and auto‐draft purchase orders within one system
ERP features for Sales Management
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- Customize instant sales, pipeline, and invoicing dashboards and reports
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- Manage Sales Opportunities
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- Sales Forecasting
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- Manage sales rep tasks with a “day at a glance” calendar and task offerings
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- Lead import, management and follow-up tracking
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- Simple commission runs for sales force
- Full integration with CRM, inventory, orders, accounting, and payroll functions
ERP features designed for Controllers and CFOs
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- Automated invoicing processes and alerts based on pre-set rules
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- Financial records for any type of transaction are stored as complete, with all necessary documents attached
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- Multiple ways to categorize or tag financial transactions (bills, vendor payments, invoices, customer payments and journal entries)
- Simple bank and credit card reconciliations with hundreds of financial institutions
ERP features designed for CEOs
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- Automated: From a single point of entry, information is flowed into the centralized database, eliminating multiple key-ins, operational redundancies, and errors
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- Centralized: The all-in-one solution unifies all your departments to in a single solution
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- Cost-efficient: This is a SaaS solution and partner that will scale with you as your business evolves
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- Mobile: Gain secure access key operational data anytime from any Internet-connected device
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- Precise: Gather and employ accurate business intelligence that reflects the business and its segments
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- Secure: Reduce risk of fraud by setting user-defined roles and access
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- Standardized: Rapidly transition and train employees in the consistent, intuitive system
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- Supported: Tap into responsive customer service provided by helpful Digital Visor experts
- Tailored: Customized dashboards house and filter key data to answer specific questions and supply actionable insights
Solutions by
Process
Tools are only as valuable as the outcomes they produce. Equip your business processes for exponential value by centralizing data and connecting key functions across every vital point in your workflow.
We created the Digital Visor platform in the cloud as a centralized, unified solution for SMBs. Within the all-in-one SaaS platform, every point in the process from quote to general ledger work together to generate value for the bottom line. Each one is enabled by a host of powerful modules and actionable, data-driven insight.
Create a Streamlined Process through Automation
The quote to cash process touches sales, contract, and customer relationship management, making it one of the most important cycles in your business.
Our software connects and streamlines this process, beginning with the point at which you provide a quote to a prospect and ending with cash in the bank. Every step feeds vital information into the central database and triggers appropriate next steps. Across sales, shipping, invoicing, and accounts receivable and payable, your teams have the information they need to support even complex sales engagements and provide the best, most efficient service to customers.
Digital Visor Fully Automates Purchasing
The movement from catalog to purchase requisition and receiving inventory, to automated AP invoice processing and payment is driven by a host of integrated SaaS solution modules in our platform. From a single entry point like a supplier or vendor portal, purchasing data flows automatically to inventory and finance managers.
Eliminating manual processing reduces complexity and the risk of redundancy or errors and helps to ensure timely payments and sufficient inventory. Your business can pursue opportunity with greater efficiency and confidence.
Digital Visor Streamlines Payroll Processing
Whenever you process payroll, an entry has to be made in your accounting system. Within that journal entry, all debit entries and corresponding credit entries have to balance. Only when a payroll journal entry is complete and verified, can you post it to the company general ledger. Manual payroll data entry can create redundancies and errors that make the journal entry process time-consuming and potentially risky.
Our payroll to general ledger process ensures that every payroll category including earnings, salary and wage expenses, deductions, and taxes is tied automatically to your chart of accounts. As you close out payroll for each period, the system generates a draft of the complete journal entry for the general ledger. And your business benefits from full continuity of payroll data over time.
Accurate, Timely Check Run
Perform check run processes for tasks like managing recurring vouchers, printing computer-based checks, validating payments, and maintaining payment records. Generate check runs and vendor payments by selecting which bills to pay, keeping your financials moving through the company with greater timeliness and accuracy.
Digital Visor Streamlines Every Workflow
Our SaaS platform can house and streamline even the most complex workflow processes. By working from end-to-end to unite every function and data point in the organization, every department has full visibility of the data they need to perform their tasks and build strategy. Documents are transferred and shared across the organization to keep purchase orders, expense reports, invoices, payments, HR requests, and other vital functions working in a timely manner.
Because these fundamental building blocks are housed in our cloud-based platform, they are accessible from any Internet-enabled device. Your organization remains fully equipped to function at the highest level of efficiency.
Solutions by
Industry
Nearly every industry, and each vertical within, needs ERP systems to run business operations if they expect to be able to compete as they grow. The ability to reduce operational costs and view real-time business information enables many different types of businesses to realize higher market share as they increase productivity and streamline business functions.
Whether you're a wholesale distributor, light manufacturer, retailer, service provider or other industry, Digital Visor has a cloud-based ERP solution tailored to your specific needs.
Cloud ERP for Wholesale Distribution Management
For wholesale distributors, streamlined workflows across multiple departments is a must. Being able to customize your workflows unique to your business creates efficiencies that improve customer service and the bottom line. Our cloud ERP is integrated into your existing business operations providing real-time views for end-to-end supply chain management, from customer acquisition to invoicing, to returns.
Always provide a unified front to your customers with the ability to respond quickly by having up-to-date insights across every department in the organization. Unique dashboards for every department provide complete transparency of purchasing, inventory, warehousing, field service, sales, shipping and customer service.
Cloud ERP for Retail
Customize features, including pricing, replenishment procedures, and sales programs to match current processes. Perfect for retailers who desire a solution to their accounts receivable, accounts payable, general ledger with e-commerce, inventory and POS. Real-time dashboard views of order status, shipping, inventory and financials for improved customer service and better business decisions.
Cloud ERP for Healthcare
In today’s competitive healthcare industry, providers must always seek better ways to improve management systems. Our cloud-based ERP for healthcare is tailored to improve operations for clinics, hospitals and ambulatory services. It is a complete end-to-end solution for the healthcare industry, that includes accounting and financial management, inventory and materials management, human resources, payroll, workforce management and other back-office functions.
Cloud ERP for Light Manufacturing
With so many demands on your time, an ERP system creates cost savings and efficiency. No more pulling data from separate departments. All data runs through a central system, giving you a real-time dashboard that can drive quicker and better decisions. A fully customizable SaaS solution, Digital Visor integrates manufacturing, inventory and accounting to streamline your business processes, increase productivity and accurately calculate costs.