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Key Features

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Operations

  • Wave Picking: Customize your process – pick by order, or wave pick by customer or part
  • Pick Plans allow you to maximize inventory turn and pick path
  • Pickfaces: Activate Pickface sites to set and replenish thresholds
  • Packing and Shipping: Detailed packing and shipping modules capture types and quantities per container, whether boxing and/or palletizing your shipments
  • Auto-Pack: Customizable auto-packing options speed up workflow
  • Mobile App: Included mobile warehouse app increases efficiency through barcoding and fast access to warehouse operations
  • Use Orders help track internal use of parts or checking out out inventory
  • Supply Chain Management coordinates warehouse replenishment

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Purchasing

  • Vendor Sites: Keep track of vendor warehouse inventory and order fulfillment through the use of vendor sites
  • Outsourced Manufacturing workflow includes support for Bills of Materials
  • Multi-Currency: Purchase in multiple currencies, with exchange rates that are updated hourly
  • Reorder Points: Set reorder levels on parts and auto-generate resupply purchase orders  
  • Reconciliation: Advanced reconciliation features such as landed cost (by qty, cost, volume, weight, or even custom factors) ensure correct asset valuation
  • Dropship: Support for dropship workflows
  • Vendor Parts:  Set unique part numbers, prices and UOMs for each vendor
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Sales

  • Quotes: Separate quoting and sales modules keep prospective and placed orders organized
  • Reservations: Inventory reservations with optional expiration dates prevent inventory from selling out before you close the deal
  • Alerts: Set alerts for customer credit limits, order specific alerts, or send operation-based alerts to the warehouse
  • One-Click cloning, returning, and auto-fulfillment processes
  • Bird’s-Eye View: Real-time visibility of order fulfillment with tracking data and operational details
  • Custom Pricing: Support for pricing lists, pricing rules, dynamic fees/discounts
  • Margins: Real-time margin estimates update as the order is built 
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Accounting

  • Bi-Directional Syncing puts accounting data exactly where you need it
  • Summarized Accounting maximizes efficiency and minimizes bloat in your accounting software. Meanwhile, an internal Ledger and Chart of Accounts keep detailed records in LOCATE to help you audit, reconcile, and grow
  • Account Mapping: Set default and object-specific account mappings on payment terms, parts, and more
  • Seamless Accounting Workflows for prepayment invoicing and fulfillment, credit limit enforcements, QuickBooks class support and more
  • Configurable Invoicing Methods allow customers to be billed by order, by shipment, by carton, monthly, etc.
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Parts

  • Standard and Advanced Part Types from basic inventory and services, to configurable bundles and collections
  • Kitting: group components in light-manufactured or standard bundles  
  • Aliases: Sell the same part under an alternate name and price
  • Part Tracking and Serialization: Track parts by expiration date, category, serial number and more.
  • Customer and Vendor Parts: establish unique pricing, part numbers and more based on the requirements of each vendor and customer. 
  • Build and Deconstruct light-manufactured goods on the fly or as-needed during the fulfillment process.
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Infrastructure

  • Protected: Six way written, three way replicated, and continuously backed up data (along with daily database snapshots) ensure your data is always safe and readily available
  • Balanced: Load-balanced application servers are prepared for the ebbs and flows of application usage
  • Encrypted in-transit and at rest to keep your data secure at all times
  • Monitored: Continuous performance monitoring and error notifications help our team prevent problems before they occur
  • Extensive API: RESTful API access to all application functions paves the way for large-scale customizations.
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Integrations

LOCATE integrates with many platforms across the following channels:

  • E-Commerce
  • Shipping
  • Accounting
  • Taxes
  • Payment Gateways
  • Storage
  • Printing
  • Reporting
  • EDI

See a full list of LOCATE’s integrations here

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Reporting

  • Extensive Library: Over 100 stock reports are already included with LOCATE, with more added regularly.
  • Pixel Perfect forms, labels, and more – customizable and designed for printing and sharing.
  • Barcoding: Maximize mobile efficiency and accuracy
  • ProfilesSave multiple profiles with filters, display options and other parameters so you don’t have to re-enter them each time you run a report.
  • Multi-Select: Select many options on dropdown filters
  • Custom Fields: Stock reports support custom fields, so you don’t need to customize reports to pull this data.
  • Export Formats: Export reports in the format you need (xlsx, pdf, csv, docx, and more)
  • Real Time Data: Access to the inventory ledger and accounting ledger allow for deep dive analysis at a moment’s notice.
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More

  • Dynamic Workflows streamline the steps taken during all order fulfillment processes
  • Merge orders, vendors, and customers
  • Custom Fields, Reports, Notes and Documents can be linked to all orders and operational documents
  • In-Depth Audit Trails are accessible for all objects in real time
  • Permissions: Granular access control lists and permissions allow for default and object specific privileges
  • Print and Email Reports: Automated print (requires an integrated printing service) and email events to maximize productivity
  • Floating Licenses allow users to work where they are needed most
  • 24 hour Support: Phone and email support is available around the clock to make sure you get the answers you need