Scaling New Heights 2018 is the place to be if you or your client has a need an add-on solution for QuickBooks Desktop or QuickBooks Online to help with inventory or manufacturing. The Exhibit Hall has several best add-on software packages for QBD or SAAS Apps that work with QBO. While some other products like Point-of-sale systems and Field Service Management systems may include 'inventory' functionality within their product, we will be covering those products and their vendors in a separate article of this series.
Here’s Insightful Accountant’s overview (Part 2) of the Inventory/Manufacturing products you will find at this year’s conference:
Locate (Inventory)
Locate Inventory, a product of FBP Inc., is a relatively new cloud-based inventory solution that has recently been posted to the Intuit App Center. This product integrates with both QuickBooks Online, which is why it’s in the App Center and QuickBooks Desktop.
Locate also integrate with more than 15 other products, including E-commerce platforms like Magento, Shopify, BigCommerce and 3dcart. You can also connect to UPS, FedEx, ShipStation and Endicia. Locate also supports Authorize.net.
Locate has a lot of features that make it more like bigger ERP systems but maintains a functional look and feel that most SMBs will appreciate. Take customers, for example, you need the ability to capture the information you want whether you fulfill inventory orders directly from your own stock or via a supplier’s stock. Locate gives you the ability to customize your customer profiles with any information you want.
Locate also gives you the ability to leverage the power of your inventory data with Sales Order prioritization and work assignments that follow rules based on the best workflow for your operation. It is designed to maximize inventory efficiency and have your team effectively processing orders, rather than waiting around to see “what’s up” with a specific order.
Even though Locate works with QBO and QBD, it still has its own detailed Ledger. This internal ledger makes it easy to reconcile between Locate and QuickBooks as well as identify any discrepancy that might occur. Locate retains all the details of your transactions and posts a single journal entry each day into QuickBooks Online or QuickBooks Desktop, this streamlines the integration process and prevents ‘bloating’ of your QuickBooks file.
So, if you are trying to ‘locate’ a better inventory solution for your QuickBooks’ customers then make certain to check out Locate Inventory on the Scaling New Heights Exhibit Hall floor.
MISys (Manufacturing)
MISys Manufacturing has been in business for 25+ years and their client-server-based software is frequently recommended by QuickBooks ProAdvisors to meet complex manufacturing requirements that QuickBooks Desktop simply can’t handle.
MISys is fully modular in design and is simple to install, quick to implement and easy to use.
MISys provides functions ranging from multiple location inventory control, multi-level bills of material (BOM) revision control, bills of manufacturing (incorporating BOMs, resources and routing/staging), production work orders and scheduling, job tracking, multiple units of measurement, multiple inventory valuation methods (FIFO, LIFO, standard or average cost methods), shop-floor control, activity monitors, mobile device support (for inventory or shop-floor tracking), physical inventory cycle tracking, supplier pricing, material requirements planning and integration with QuickBooks Desktop accounting.
Using MISys you will be able to reduce inventory costs, eliminate purchasing errors, improve production efficiency, integrate manufacturing and accounting, and analyze production costs more accurately.
MISys will be exhibiting their newest version released earlier this year with an all new ‘facelift’ (GUI), updated controls and a favorites tab that makes day-to-day operation easier than ever before. They will reported also be showing off a new MISys Manufacturing Mobile App, and a soon-to-be-released integration with QuickBooks Online.
With all of this you will want to make certain to stop by the MISys booth in the Scaling New Heights Exhibit Hall.
SalesPad (Cloud based sales and inventory)
SalesPad Cloud offers the complete visibility and precise reporting tools necessary to run a successful business by combining your inventory management, sales, and purchasing operations across any number of locations into one centralized platform.
Built from a partnership between a small business owner and a developer, SalesPad knows operational ERP. It is why more than 1,300 companies with 12,000-lus people trust SalesPad to manage their operations.
SalesPad believes that inventory is the lifeblood of an inventory-centric business. After all, you can't sell what you don't have. That’s why SalesPad offers enterprise-level functionalities that not only providing detailed inventory, purchase, and sales features combined with a practical CRM but full integration with QuickBooks Online.
SalesPad’s graphical dashboard reports provide high-level snapshots into product, customer, and salesperson performance, with even more detailed insights and customizable reports via their Sales Analysis module. With SalesPad you will have 100% visibility into your inventory, sales, purchases and customer buying patterns.
If you have been looking for a cloud base sales and inventory solution that works with QuickBooks Online, then be sure to check out SalesPad Cloud on the Exhibit Hall floor at Scaling New Heights.
shopVox (Fabricating Shop/Manufacturing)
One of the growing segments of the small business community is ‘shops’ that design, build, fabricate or perform work that is has a relatively quick turn-around time. The problem is that while each shop order maybe short-term, there are hundreds of them for a typical shop to track.
QuickBooks Online can account for the costs and revenues and even the materials used, but it was never designed to track the work flow of one shop order after another. This is where shopVox comes in handy. shopVox is cloud-based workflow software to help all kinds of shops get the work done on time. It gives you the ability to schedule and manage your shop orders and product so that you never miss the deadline or ‘promise date’ you have given your customer.
Once you connect shopVox to QuickBooks Online1 you will be able to use shopVox as your CRM to keep customer information organized. You can connect shopVox to your Gmail inbox and configure remainders and alerts to insure you stay connected with your best customers. shopVox even lets you build a custom sales pipeline to help you turn leads into paying customers.
With shopVox you can create a detailed estimate using the tools you need to expedite quote delivery, then manage your Quotes with alerts and reminders to help turn every estimate into a job-in-progress. When the quote becomes a job, you will easily turn it into a Sales Order and schedule it in your production calendar to meet the promised deadline.
shopVox gives you intelligent job boards that allow you to manage your jobs with drag-n-drop whenever there are conflicts. You will create individual job tickets that provide the full specs of each job along with the work and machine requirements. When the work is complete, you can not only turn your production results into the finished invoice based upon the initial sales order but take payments right inside of shopVox with the optional authorize.net payment feature. Then just sync your sales information over to QBO so that you never have to do double-entry work again.
So, if you have small shops in need of something more than QBO alone, why not go ‘shopping’ for shopVox on the Exhibit Hall floor of Scaling New Heights.
SOS (Inventory)
SOS Inventory, a product of Saddle Oak Software, is a complete inventory, order management, and manufacturing solution. SOS Inventory’s most compelling feature is its tight integration with QuickBooks Online. Their software was built for QuickBooks Online from the ground up and was the very first inventory software to connect to QBO.
Over the last few years, SOS has continued to improve in several areas including their appearance having given the product a new and modern looking graphical interface, some performance enhancements and improved manufacturing capabilities including process manufacturing.
SOS covers the entire lifecycle or your inventory-centric and light-manufacturing business. Converting raw materials into finished goods and tracking work-in-progress is a snap. With SOS you will be able to track serial numbers and lots/batches and sync them to QuickBooks Online as well. SOS allows you to receive, ship out of, and transfer stock within one, or any number of business locations. You can set customer-unique pricing and vendor-specific costs, add custom fields to track specific data you need, and much more.
One unique feature of SOS is their two-way workflow. While most applications ‘take over’ key areas related to inventory when they are connected to QuickBooks Online, SOS is different. One workflow permits QBO users to continue to process most transactions normally within QBO, then SOS reads those transactions and generates the related SOS records automatically. The second, and more common workflow is one in which day-to-day operations including sales, purchasing, shipping and manufacturing are entered in SOS which then synchronizes to QBO so that all financial data is kept up-to-date.
So, if this sounds like the software-as-a-service App you have been needing for QBO, see the folks at the SOS booth in the Scaling New Heights Exhibit Hall.