Sales Management
Sales management provides a structured environment for managing customer-facing commercial processes.
For ecommerce businesses, sales information may originate from different channels or business processes. Bringing relevant sales information into a connected ERP workflow can help organizations coordinate sales transactions with downstream operations.
What it does Sales management can support structured handling of sales transactions, customer information, sales documents and related processes.
Problem solved Without connected sales processes, teams may have difficulty reconciling orders, customer information, invoices and financial records.
Business usage An ecommerce business can use sales workflows to organize transactions, monitor sales activity and connect commercial activity with inventory and finance processes.
Operational value Sales information becomes part of a wider business workflow instead of remaining isolated from inventory, purchasing and financial activities.
Inventory Management
Inventory management is central to ecommerce operations.
EchoPx cloud ERP can support structured inventory workflows for product records, stock movements, warehouse-related processes and inventory transactions.
What it does Inventory management provides a central process for recording and monitoring inventory-related activities.
Problem solved Manual inventory processes can make it difficult to determine current stock positions and coordinate purchasing and sales activities.
Business usage Teams can use inventory workflows to manage stock movements, coordinate product availability and connect inventory activities with sales and purchasing.
Operational value A structured inventory process helps businesses maintain better operational visibility over stock-related activities.
Purchase Management
Purchasing connects supplier relationships with inventory and financial processes.
What it does Purchase workflows can support purchase requirements, purchase orders, supplier transactions, receiving activities and related records.
Problem solved Unstructured purchasing can lead to inconsistent approvals, unclear procurement status and disconnected supplier information.
Business usage Ecommerce businesses can establish workflows for requesting purchases, obtaining approvals, placing orders and recording supplier transactions.
Operational value A connected procurement process helps teams coordinate purchasing with inventory requirements and financial records.
Finance and Accounting Processes
Finance is closely connected with ecommerce operations.
Sales, purchases, expenses, invoices, payments and other transactions contribute to the financial position of the business.
What it does Finance workflows provide structured management of business financial transactions and related records.
Problem solved When finance data is separated from operational processes, teams may need additional manual work to reconcile business activity.
Business usage Finance teams can work with sales, purchasing and expense-related transactions through connected ERP processes.
Operational value The organization gains a more connected view of financial and operational information.
Approval Workflows
Approvals are important when businesses need control over specific transactions.
Purchases, expenses, discounts, credit-related activities or other business transactions may require review before completion.
What it does Configurable approval workflows can route selected transactions through defined review steps.
Problem solved Email-based or informal approvals can make it difficult to understand transaction status and responsibility.
Business usage Businesses can configure approval stages based on their internal processes and requirements.
Operational value Structured approvals make business processes more organized and easier to monitor.
Reporting and Operational Visibility
Reports help management understand business activity.
EchoPx cloud ERP can support reporting across relevant ERP processes so organizations can review operational information in a centralized environment.
What it does Reporting brings business information together for analysis and management review.
Problem solved When data is spread across spreadsheets and applications, preparing management reports can require substantial manual effort.
Business usage Management can review sales, purchasing, inventory, finance and other configured business information.
Operational value Connected reporting supports operational visibility and more informed business management.