Retail & ECommerce

We are independent ERP consultants providing expertise in system selection, best practice and business process improvement for retail organizations.

Distribution ERP Software Selection - Interviews

Retail and ECommerce Requirements

Unique Retail and ECommerce industry requirements include:

  • Multiple payment types including cash, credit and debit cards, foreign currency, gift cards with split payments
  • Flexible pricing including automatic discounts and promotions
  • Mobile device to handle any inventory process such as counts or stock changes
  • Workforce management including commissions
  • Multiple dimensions for an item such as colour or size
  • Loyalty programs
  • Integrated e-commerce
  • Omni channel shopping
  • Sales and inventory forecasting based on trends but excluding one-time promotions
  • Refund management
  • Requisitions – manual and automatic based on replenishment system
  • Inter store transfers
  • Rebate management
  • Directed put away
  • Vendor managed inventory
  • Warehouse management

Systems

  • Tier 1
  • Tier 2
  • Tier 3
  Acumatica Blue Link ERPNext Fidelio Microsoft Dynamics 365 Finance & Operations NetSuite Oracle Cloud ERP Pronto Xi QuickBooks SAP Business One SAP S/4 HANA Versa Cloud ERP Workday
Product Information                          
System Acumatica Blue Link ERPNext Fidelio Microsoft Dynamics 365 Finance & Operations NetSuite Oracle Cloud ERP Pronto Xi QuickBooks SAP Business One SAP S/4 HANA Versa Cloud ERP Workday
Vendor Acumatica Blue Link ERPNext Fidelio Microsoft Dynamics 365 NetSuite Oracle Cloud ERP Pronto Xi QuickBooks SAP Business One SAP S/4HANA Versa Cloud ERP Workday
Description Acumatica was born in the cloud, built to meet the ever-evolving needs of midmarket companies and their customers.
  • Easily integrate the tools and systems you already use
  • Improve efficiency with our intuitive, award-winning UI
  • Empower collaboration with modern, cross-module workflows
  • Access your data from any device
  • Personalize your instance in a low-code / no-code environment
  • Scale users and resources up or down as needed
Since 1992, Blue Link ERP has been providing integrated inventory and accounting ERP software for small to medium size businesses and is best suited for those in the wholesale and distribution industry. As an all-in-one system, Blue Link helps businesses streamline and automate their processes by providing inventory management, accounting, order entry, warehouse management, and customer relationship management. In addition, Blue Link provides various add-on components such as POS, lot tracking, landed cost tracking, eCommerce integration and barcode scanning and can be customized in order to meet the specific needs of clients. Blue Link ERP is available throughout North America and the Caribbean and is offered as both a hosted (cloud based) and on-premises solution. These options provide clients the flexibility to decide which method best suits their business structure, with the option to switch between the two at any time. ERPNext is VERY DIFFERENT from other software solutions for the following reasons:
  • ERPNext is a complete Enterprise Software Suite that supports complete digitization of your company.  This is not just a point solution that solves only one issue and must be integrated to other software packages.
  • ERPNext is a complete multi-company multi-currency solution that is designed to support companies working across international boarders.
  • ERPNext is community developed software.  As a result, there are no software licensing fees.
  • ERPNext is developed on an open source software stack including but not limited to Linux, Apache, Hyper-V and more.  As a result, there are no software stack licensing fees.
  • ERPNext is based upon best-in-class current programming standards including Python programming language and the open source Frappe Framework.  This means it is easy to find skilled talent to support your implementation and you can use the thousands of community development groups from around the world that are improving features and functions on a daily basis.
  • ERPNext is Open Source which means you OWN the source code to your solution.  You do not have to worry about proprietary programming language, proprietary code compiling, bankruptcy of the software developer or your implementation team.  Your business risk is minimized.
  • ERPNext exists on is own as a proven product.  There are no sales teams getting paid commission to sell you this software.  You will not be spammed by marketing teams, robo calls, and will not be strong armed by commission driven sales professionals.
Founded in 1999 at Montreal, our mission is to assist and support SMBs in optimizing the efficiency of their business processes automated in order to increase their competitiveness in local, national and international markets. Dynamics 365 launched in 2016 when Microsoft brought together Dynamics AX, its ERP application and the Dynamics CRM application. Microsoft was one of the first to make a move an offer an integrated solution. Given the dynamic nature of business and the likelihood of unique situations, it is becoming more and more important for software/solution providers to introduce applications that cater to the changing trends. Dynamics 365 is a comprehensive suite of services enabling all in one solutions so that you don’t have to pick and choose from the plethora of options available. Microsoft Dynamics 365 can be used for:
  • Bringing your business together as a cohesive unit by connecting people, processes, and data across many applications, including Microsoft Dynamics 365, Office 365, LinkedIn, and Azure.
  • Making smarter decisions with built-in AI, analytics, and guided action suggestions.
  • Adapting the application to your needs rather than changing your business methodology. You can integrate most applications with existing systems or even customize with Microsoft Power Platform.
  • Modernize your approach by incorporating AI, mixed reality, social, and mobile capabilities for progressive business innovation.
  • Full-featured financials, CRM, inventory, project management and ecommerce software--all in a single system
  • Real-time visibility across your entire business operation
  • On-demand software infrastructure dramatically lowers maintenance and license fees
  • Real-time dashboards for all your key employees
  • Anywhere, anytime access to the information you need.
Oracle Cloud ERP is a complete, modern, cloud ERP suite that provides advanced capabilities, such as AI to automate the manual processes that slow them down, analytics to react to market shifts in real time, and automatic updates to stay current and gain a competitive advantage. With headquarters and our Development Centre located in Melbourne, we have support offices and consultants based across Australia, as well as a global network of Resellers and Solution Partners. Pronto Xi, our flagship Enterprise Resource Planning (ERP) solution helps you to monitor and control every aspect of your business, from top floor to shop floor. Gain insights about what’s making you money and where your best opportunities lie – from improving productivity and customer service to inventory accuracy and more. Specialised business units within Pronto Software have the expertise to assist you with pivotal technology – Digital Transformation with Pronto Woven, Cloud and Hosting services with Pronto Cloud and Business Intelligence solutions with Pronto iQ. When you choose Pronto Software, you gain a team with decades of industry experience and a single-minded dedication to helping our customers achieve their growth and revenue goals. That’s why for more than 40 years, over 1,700 Australian and global organisations, across a wide range of industries, have trusted us to simplify their most complex challenges. Whether you’re a small business owner or self-employed, QuickBooks makes it easy to keep financials organized from anywhere. So you can make better business decisions, focus on growth, and take the stress out of tax time. The SAP Business One® application offers an affordable way to manage your entire business – from accounting and financials, purchasing, inventory, sales and customer relationships, and project management, to operations and human resources. SAP Business One helps you to streamline processes, gain a greater insight into your business, so that you can act fast and make decisions based on real time information, to help you drive profitable growth. A single view of your business to help you stay in control We understand that businesses like yours have big dreams and big goals, and as your business grows it can be difficult to get a single view of what is happening at any given time, when information resides in different applications or even locations. SAP Business One is designed for small and midsized companies to grow with you, it is flexible, modular, yet powerful and with its user-friendly interface, it is simple to use. As the market leader in enterprise application software, SAP helps companies of all sizes and in all industries run better by redefining ERP and creating networks of intelligent enterprises that provide transparency, resiliency, and sustainability across supply chains. SAP's end-to-end suite of applications and services enables customers to operate profitably, adapt continuously, and make a difference worldwide.

Versa is modern all-in-one software created for fast growing inventory heavy manufacturing, distribution, and e-commerce businesses moving to the next level. It is more powerful than the old software used by your larger competitors, yet simple and affordable enough for use in businesses like yours. Every successful business eventually outgrows Excel spreadsheets and old software. If you are looking for new software that eliminates post-it notes, spreadsheets, and add-ons consider Versa Cloud ERP.

Workday is a leading provider of enterprise cloud applications for finance and human resources, helping customers adapt and thrive in a changing world. Workday applications for financial management, human resources, planning, spend management, and analytics have been adopted by thousands of organizations around the world and across industries—from medium-sized businesses to more than 50% of the Fortune 500.
Website https://www.acumatica.com/ http://www.bluelinkerp.com https://erpnext.com/ http://www.commsoft.ca https://dynamics.microsoft.com https://www.netsuite.com/ https://www.oracle.com/erp/ https://www.pronto.net/ https://quickbooks.intuit.com https://www.sap.com/products/erp/business-one.html https://www.sap.com/ https://www.versaclouderp.com https://www.workday.com/
Primary Tier 2 2 2 2 1 2 1 2 3 2 1 3 1
Industries                          
Apparel No No No No No Yes No No No No Yes No No
Construction Yes No No No Yes No Yes Yes No No Yes No No
Field Services No No No No No Yes No No No No No No No
Financial Services No No No No Yes Yes Yes No No Yes Yes No Yes
Food & Beverage No No No No Yes Yes Yes No No No Yes No Yes
Hospitality No No No No Yes Yes Yes No No No Yes No No
Manufacturing Yes No Yes Yes Yes Yes Yes Yes No Yes Yes Yes No
Nonprofit No No No No No No No No No No No No No
Professional Services No Yes No No Yes Yes Yes Yes No Yes Yes Yes Yes
Retail & ECommerce Yes Yes Yes Yes Yes Certified Yes Yes Yes Yes Yes Yes Yes
Transportation & Logistics Yes No No No Yes Yes Yes Yes No No Yes No No
Wholesale Distribution Yes Yes Yes Yes Yes Certified Yes Yes Yes Yes Yes Yes No
Applications                          
Accounting (General Ledger, Financial Reporting, Accounts Receivable, Accounts Payable, Budgeting and Cash Management) Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Asset Management No No Yes Yes No Yes No No No Yes Yes No Yes
CPQ (Configure Price Quote) Yes No Yes Yes No No No No No No Yes No Yes
CRM Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No
Distribution (Order Processing, Purchasing and Inventory) Yes No Yes No Yes Yes Yes Yes No Yes Yes Yes No
E-commerce Yes No No Yes Yes No Yes No No No Yes No No
Field Services - Dispatching & Scheduling Yes No No No Yes No Yes Yes No No Yes Yes No
Field Services - Mobile Field Management Yes No Yes Yes Yes Yes Yes Yes No Yes Yes No No
Human Resource Management Yes No No Yes No Yes Yes No No No Yes No No
Manufacturing - Quality Control Yes Yes No No No No Yes Yes No No Yes No No
Manufacturing - Scheduling Yes No Yes No Yes Yes Yes No No No Yes No No
Manufacturing - Shop Floor Control No Yes No No Yes Yes Yes No No Yes Yes No Yes
MRP Yes No No No No No Yes No No No Yes No No
Payroll Yes No No No Yes No Yes Yes No No Yes No No
Point of Sale No No No No No No Yes No No No Yes No No
Product Lifecycle Management Yes No Yes No Yes No Yes Yes No No Yes No No
Professional Services - Scheduling No No No No No No Yes No No No Yes No No
Professional Services - Timesheets No No No No No No No No No No No No No
Professional Services – WIP Management No No No No No No No No No No No No No
Project Management No No No No No No No No No No No No No
Transportation Management No No No No No No No No No No No No No
Warehouse Management No No No No No No No No No No No No No
Developer Information                          
Number of customers - all products
Number of customers - this product
Technology                          
% of application that is web based (just need a browser on workstation)
On premise, cloud or hybrid On Premise On Premise On Premise On Premise On Premise On Premise On Premise On Premise On Premise On Premise On Premise On Premise On Premise
Private or Public Cloud Private Private Private Private Private Private Private Private Private Private Private Private Private
Multi-tenant architecture Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
Generic Requirements                          
Customization/Configuration                          
Without changing source code In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
User-defined fields
  • Can define values/dropdowns for fields
  • Used in report selection and ordering
  • Used in workflow
In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
User defined screens
  • Change fields to required, optional or invisible for standard and user-defined field
In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Multiple Companies                          
Share inventory across companies In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Share customers and suppliers across companies In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Automate balancing of transactions across legal entities In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
PO of 1 company automatically generates the sales order in another company In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Multiple Currencies                          
Maintain source and home currency amount for each transaction In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Date effective currency exchange rates In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Work Flow                          
Can apply an approval process to any transaction such as a journal entry or any master file such as a supplier or inventory item In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Can generate alerts/escalation if something expected is late or reminders In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Configurable approvals or alerts without needing programming In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Mobility                          
Optimized for Android and iPhone In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Offline mode and synch when internet connected In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Sales tax compliance                          
Canadian sales tax compliance In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
US sales tax compliance In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Reporting/Business Intelligence                          
Reporting                          
Industry standard reporting tool and can change existing reports or add new ones In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Ad-hoc reporting (don’t need a programmer) with filtering, sorting and summarizing options In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Dashboards                          
Based on real time updates from all transactions In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Role specific In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Configurable dashboards - don't need to be a programmer to create or change dashboard In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Analytics                          
Drag and drop dimensions In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release
Visualization/graphic representation of data In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release In Current Release

Testimonials

I was happy to have the help, and they were very affordable compared to many of the alternatives in the US, and their background in accounting also comes in handy. They have a smart process, with a comprehensive list of all the different features we need based on business process reviews, and then asking ERP vendors to respond to an RFP. Some did better than others in the rating process, and ultimately it was pretty easy to narrow it down right away using their technique. Basically, it took three months to get it all done. The standout thing - their experience is what really shines, and they were unbiased through the process.
Preston Martin, PresidentBicycle Technologies International
I can’t say enough good things about Alex and Michael, they were wonderful to work with.  The Business Process Review was probably the most valuable thing for our company - reviewing how all the teams interact with each other.  They helped us draft the RFP and vetted the responses so we could narrow down the list of vendors to our top three.  Michael was incredible on our actual contract negotiations, guiding us on where we could push back, resulting in savings that essentially paid for the 180 Systems fees. Once we had selected the ERP system, Alex helped us through the entire implementation process – we wouldn’t have been able to do it without his knowledge and support.
Elizabeth Galloway pehr