Next Generation ERP
Next Generation ERP
Next Generation ERP for Distributors and Wholesalers
CAI’s Next Generation ERP software enables wholesalers and distributors to maximize fulfillment by automating processes and analyzing operations.
Next Generation ERP for distributors empowers companies to manage all aspects of their supply chain management processes, from controlling inventory, purchasing and receiving to order capturing and processing to replenishing, picking, shipping and financial processing.
Designed to enhance revenues, reduce operating costs and improve organizational efficiency, Next Generation ERP helps you provide unsurpassed customer service, efficient and timely order fulfillment, and up-to-date information allowing you to exceed customer expectations. We provide you with the distribution ERP solution you need to respond to customers quickly and accurately and manage the flow of goods and information in your supply chain.
Next Generation ERP Highlights
Exceed Customer Expectations
Capture orders from any source for expanded customer reach. Process orders to meet and exceed customer expectations and enhance service.
Maximize Inventory Investments
Bridge the supply and demand gap with optimized replenishment levels. Maintain accurate levels of available inventory to minimize inventory costs.
Enhance Collaboration
Improve efficiency by making it easy for team members from all areas of the company to collaborate with full access to the most current and up-to-date customer information.
Respond Quickly to Customer Inquiries
Maintain accurate inventory information and proper management techniques so you can respond quickly and accurately to customer requests.
Managed IT Support
Let our professional team of IT certified engineers manage and maintain your computer network and IT Infrastructure with services that range from hosting and monitoring your servers and desktops to unlimited help desk for every day issues like resetting passwords.
Sales Order Management
Access to agile order entry, review and maintenance options with fully integrated B2B and B2C Internet-based processing.
Visibility to real-time order status and inventory availability information.
The ability to buy, sell and stock inventory in different units of measure is provided for maximum flexibility.
Leverage order templates, guides, product promotions and other suggested up-selling prompts to help drive sales.
Sales orders are automatically checked and flagged for potential credit problems.
Credit managers have full visibility to sales orders that are placed on credit hold and access to up-to-date information to assist in the credit review process.
As sales orders are generated, inventory is automatically committed and back-orders created for any out-of-stock situations.
Access to inventory in all company locations is provided, orders can be split among multiple sources of supply, including other branches and vendors.
Customers can easily place orders, check stock availability, view their account status and determine the status of their orders using a browser.
Prices are automatically calculated for each sales order line by going through a multi-step hierarchy.
Sales reps and other order entry clerks with proper authorization can override the system-suggested price, with an audit trail of each override.
Instant access to online, up-to-date customer billing information with seamless integration to other Next Generation ERP modules.
Create your own billing flow, complete with prompts to collect required information during the invoicing process.
Invoice, credit memo, debit and credit adjustment transactions for standard, branch transfer and drop ship orders are all supported.
Ability to print at time of entry, duplicate printing, minimum invoice amount surcharge, standing and repetitive invoices and an audit trail of changes.
Run comparative, summary or detailed reports that identify your most loyal customers, you most profitable items and your best salespeople.
Analyze customer and item sales, cost of goods sold, sales tax, sales commissions and rebates.
A secure dashboard highlights key sales and financial indicators of your business.
Evaluate products, identify sales trends, and rank customers, enabling more informed marketing decisions.
Freight Management integrations to UPS, FedEx and UPS.
Fully integrated with third party point-of-sale (POS) and credit card processing.
Fully integrated with CAI’s ROC Warehouse Management System.
Customer & Partner Relationship Management
Identify your customers quickly so they feel you ‘know’ who they are.
Respond promptly to customer needs.
Build customer loyalty and retain customers.
Identify customer buying trends.
Gain visibility of sales and salesperson performance.
Make informed decisions when working with customers.
Eliminate duplicate customer calls and notices that frustrate customers.
Organize sales and customer service by generating automatic reminders to call customers on a timely basis.
Access to current and accurate information leaves more time to sell and support customers.
Simplify sales and marketing efforts to yield efficiency.
Up-sell and cross-sell products more effectively.
Close sales faster because of responsiveness and efficiency.
Contact Management
Sales Tracking
Email Integration
Meeting and Appointment Scheduling
Document Management
Notes and Conversations
Promotions Management
Up-Sell and Cross-Sell Tools
Visibility to pending customer activity
Quotes
A/R
Backorders
Shipping Issues
Direct access to detailed Purchasing, Inventory, Sales Order and A/R information
Reminders identifying schedules activity
Complete chronology of conversations and events surrounding a customer
Inventory & Warehouse Management
Essential business information such as quantities available to sell, committed quantities against customer sales orders, and on order from vendors, for all warehouse locations or branches is always accurate, up-to-date and accessible.
Always have the right amount of inventory in stock, at the right location to maximize your customer service and order fill rates.
Stock levels are continuously tracked at all locations, you can easily access inventory levels throughout all warehouses and transfer orders from locations where inventory is available.
The receiving process updates inventory availability immediately and triggers the allocation of received product to customer back-orders.
Multiple costing and lookup options.
Substitute items, interchangeable items, related and accessory items, product groups.
Multiple units of measure for each item.
Automatic identification of item movement classes.
Balance tracking for on-hand, excess, in-transit, allocated, promised, and received inventory.
Warehouse, bin location, lot number and serial number control options.
Transaction history affecting each item’s balance-on-hand quantity.
Demand Planning & Purchasing Management
Improve service levels and decrease operational costs by ensuring proper inventory balances to satisfy customer demand.
Multiple demand planning methods predict replenishment quantities needed for all stock items.
Routine tasks are software automated, thereby increasing employee productivity and improving customer service.
Easily procure, receive and track inventory items.
Fully integrated with the Next Generation ERP sales order management module, sales orders for non-stock and drop ship items can automatically create a purchase order or notify purchasing to act appropriately.
Supports multiple purchase order options, including expense, stock, blanket, drop ship, and branch transfers.
Purchasing units of measure can differ from stocking units of measure providing maximum flexibility in procuring, selling, controlling and accounting for inventory items.
The Next Generation ERP reviews inventory availability and outstanding orders to calculate the suggested economic order quantity for those items that need to be ordered.
The system takes into account average usage, lead times, safety stock, order point, minimum quantity, maximum quantity, line points and review cycles as part of the demand planning process.
Demand planning algorithms include product line targets based on quantity, dollars, weight and volume.
Centralized or decentralized purchasing
Purchase order routing for authorization or release
Drop-ship purchase orders correspond to sales orders
Suggested order quantities based on demand or sales history
Weekly or monthly replenishment cycles Seasonality options in planning item replenishment
Replenishment support using primary/secondary item relationships
Vendor performance information
Retention of purchasing activity history
Financial Management
Fully integrated with Sales Order Management, Accounts Receivable provides credit criteria, cash application, dispute handling, and extensive inquiry capabilities to help manage your customer’s accounts and with minimal paperwork.
Customers can be grouped for credit and cash application purposes. Then, a received payment can be applied to one or more customer accounts in a variety of ways.
Invoice matching, payment scheduling, and check writing are included in the Accounts Payable module.
Invoice data is verified with corresponding purchase orders and receipts through integration with Purchasing Management.
Payments are authorized and scheduled with checks or electronic fund transfers (EFTs).
Multiple inquiry and review capabilities allow your organization quick access to critical financial records.
Summary and detailed financial information on multiple levels for easy, convenient financial management are provided in the General Ledger module.
A chart of accounts enables your organization to post journal entries automatically, create recurring entries, and reverse them automatically or manually.
Maintaining fiscal year and time periods is fast and easy, and you can access your General Ledger data with a robust set of query options.
Success Stories
Vince Albora, President • Power in Motion
“Migrating to the Next Generation Windows platform turned out to be a very cost-effective choice for us. We have been running Next Generation since 1992. In all that time we have been through many upgrades with software as well as hardware. We are very excited about this latest upgrade as it offers us many opportunities to conduct business with an eye towards the future.”
Rob Rosko, President & CEO • Edison Technologies
“The Microsoft Windows version of Next Generation was an excellent choice for our company. The application performance has been outstanding. In some cases, we’ve noticed a fourfold increase in system speed and performance. In addition, because Next Generation is being hosted in the Cloud, my outlay of capital is a fraction of what an in-house system would have required.”