Track inventory with the help of the Vertex Systems' potent Financial Manager accounting and financial solution for agencies with workshop facilities that serve those with disabilities.

Social services organizations with assembly, kitting, and manufacturing businesses are often squeezed between increasing customer demands, competitive pressures, and the accelerating spread of manufacturers across their state. Tight margins and the high cost of excess inventory make cost control and efficiency critical. But the right inventory technology can create new opportunities to increase operational efficiency across your agency, fill orders faster, and reduce inventory and distribution costs.

Inventory management

• Accurately forecast demand.
• Make reliable promises to customers.
• Fulfill orders more quickly and accurately.
• Boost customer satisfaction.
• Balance inventory costs against fill rates and customer satisfaction levels.
• Streamline facility and workshop processes.
• Efficiently handle long lead-time items.
• Generate pick, put-away, movement, and physical inventory documents on the fly using hand-held devices.

Increased automation and item tracking capabilities help you improve inventory accuracy and better match the goods you have on hand with customer demand.

Help Reduce Purchasing and Inventory Costs
Connect inventory control, purchasing, and sales order processing with demand planning and help reduce costs, improve cash flow, and help ensure that you have the right stock available when you need it.

Gain Visibility into Inventory Processes
Effectively balance availability with demand and track items and their possible expiration dates throughout the supply chain to help minimize on-hand inventory, optimize replenishment, and increase warehouse efficiency.

Improve Customer Satisfaction
Make more accurate order promises and intelligent last-minute exceptions with access to up-to-date inventory information. Respond quickly and knowledgably to customer queries for improved customer service.

Reduce Time to Market
With integrated order, inventory, and distribution processes, as well as item tracking capabilities, your business can reduce manual data entry and get your goods to market fast.

Basic Inventory

• LIFO, FIFO, Average, Specific, or Standard cost
• Pricing capabilities for inventory items
• Manage your inventory-on-hand levels
• Suggested reordering can be based on minimum or maximum quantities
• Reordering in specific increments
• Unit of measure
• Item Reservations functionality
• Item Variants are an added dimension to the inventory system.

Multiple Sales Prices

• Unlimited number of alternative prices for inventory items
• Prices to individual customers
• Prices in foreign currencies

Multiple Locations

• Inventory items can be purchased and sold from specific locations
• Item transfers between locations
• Availability and statistics by location

Alternative Vendors

• Alternative vendors for each inventory item
• Specify the vendor's part number
• Vendor item lead-time and cost

Bill of Materials

• Simple "kitting" feature for sales and purchase orders
• Produce finished goods from raw materials through a production journal
• Bill of Materials can be defined to any level
• Bill of Materials or through the Where-Used windows
• Single-level explosions are provided on reports
• Net requirements analysis and availability planning

Sales Quantity Discounts

• Set up quantity discounts as well as discounts for specific combinations of customers and inventory items

Purchase Quantity Discounts

• This feature allows you set up quantity discounts as well as discounts for specific combinations of vendors and inventory items

Download the Features of Inventory Management by Vertex Financial Manager

Vertex Financial Manager, based on Microsoft Dynamics NAV, drives greater productivity for individual end-users with role-tailored views and role centers and a broader portfolio of data analysis, business intelligence, and reporting tools. Our financial system helps social services organizations automate and simplify processes across the entire agency to drive greater productivity, collaboration and communication, and, ultimately, growth.

Simple. Smart. Innovative.