Palladium Mobile App Suite – Warehousing (WMS) & Management
Our Mobile WMS will work with Android scanners and will allow users to manage the full Warehousing function from receiving to fulfillment right through to dispatch from Android powered mobile scanners like Zebra or Honeywell. The WMS accesses your live Palladium databases ensuring that inventory data is always current and accurate, regardless how you access it from head office or the warehouse.
Warehousing (WMS)
The Warehousing Suite gives your staff the flexibility of processing all the Warehousing functionality from a mobile device, alleviating the need to be near a computer, ultimately saving time and improving accuracy.
GRVs
Receive Inventory into a receiving area from the mobile device with full scanning authentication to eliminate errors.
Process Put Away’s
Process Put-Aways from GRV’s into the correct stocking bins after checking.
Count Stock
Conduct Stock Takes, either by scanning Inventory or by manually entering quantities.
Inventory Enquiries
Process Inventory Enquiries at any time by item, location, or bin.
Warehouse Transfers
Move Inventory from one Warehouse to another in a single process.
Bin Transfers
Move Inventory to different bins to optimise your warehouse space.
Pick Tickets
Process Pick Tickets with the system transferring the items to the Picked location on completion.
Delivery Advices
Process Delivery Advices from open Sales Orders or picked items to ensure accuracy at your dispatch area.
Management
Purchase Order and Requisition Approvals
Approve Purchase Orders and Inventory Requisitions on the go.
Performance Dashboards
View your company performance for the day, week, month, or year to date either by Item Category, Customer Category or Salesperson.
Palladium Mobile App Suite – SalesForce & WebConsole
The Palladium Mobile App is a Suite of mobile features and tools designed to cater for your Mobile Salesforce, End-to-End Warehousing, Workshop Processing, Manufacturing Issues, Management Approvals and Performance Dashboards. The App Suite is arguably the most comprehensive set of mobile tools around boasting over 30 core Palladium functions, and is available for Android, iOS and Windows devices.
Mobile SalesForce & WebConsole
The Mobile Sales-Force functionality ensures that your Salespersons can perform optimally at your customers while processing orders or quotes real-time and ensuring that orders get expedited before they are even back at the office. The Web-Console also allows management to track your Salespersons and view performance efficiency in real-time.
Capture POD’s
Allow your Salespersons or drivers to capture customer POD’s and have these uploaded directly to Palladium whether its by “sign to glass” or as a photo of a signed document.
Expense Management
Allow your Salespersons to capture and upload their expense claims on the go.
Inventory Enquiries
Have a real-time view of on-hand inventories by item, location and even bin.
CRM Activities
Process CRM activities with live updates directly to your Palladium Calendar.
Customer Maintenance
Have the ability to Update Customer Information or Create New Customers.
Sales Quotes & Orders
Generate Sales Quotes, Freehand Quotes and Orders on the go while being connected to live data. Email Quotes or Orders from the device. Allow customers to “sign to glass” with the signature being embedded on the Order in Palladium for future reference.
Sales Team Clock in/Clock out Function
Allowing your sales team to clock in and out on their mobile devices.
Salesperson Performance & Tracking
Log into the Web-Console and track your Salespersons in real time and monitor their live locations, performance or view their previous trips and also have the ability to pinpoint other customers near your Salespersons.
Palladium Mobile App Suite Salesforce Webconsole
User License Management for Palladium Premium
With the Palladium Premium Edition you are now able to manage your own user licenses without requiring deactivation by Palladium.
Convert to Palladium From Evolution in 15 minutes
Convert your Sage Evolution Data to Palladium in under 15 minutes.
Palladium Alerts For Palladium Premium
The Palladium Alerts module is available to all users of the Palladium Premium solution and is designed to create Automated “Exception or Personalised” Reports or Instant notifications to all stakeholders in your business from staff to Customers and Suppliers.
What It Does
Palladium Alerts is your own 24/7 Internal Auditor, by creating an automated, centralised communication hub that monitors core processes, functions and balances within your Palladium ERP system, looking for specified conditions or exceptions that may occur, then simply reporting on these to the relevant employees, customers or even suppliers via Email or SMS, optimising efficiencies, communications and processes all around.
Examples Of Standard Alerts
Management
- Send a Sales Summary report to Management on the daily and month to date performance.
- Send a list of Credit notes Generated for the day or credit notes over a certain value.
- Notify management on Key customer performance.
- Notify on out of stock items with open sales orders.
Accounts Receivable
- Notify customers daily, weekly or monthly of overdue accounts.
- Send weekly statements to customers
- Notify customers or internal staff, of customers who are nearing their credit limit.
- Generate daily, weekly or monthly Excel, PDF or Dashboard reports that are sent to staff via email to show customer sales.
- Notify when customer credit limits are amended.
- Send sales reports automatically to sales reps and sales managers on a daily, weekly or monthly basis to show year on year and actual against targets.
Purchasing and Receiving
- Create an alert to notify staff when the price on a Purchase Order is greater or lower than the price on the supplier invoice.
- Report on partially received orders.
- Alert staff of any changes or amendments to any Purchasing Documents such as POs or Supplier Invoices.
Inventory
- Create an alert that sends internal staff an Excel or PDF report via email when inventory on hand reaches minimum order levels.
- Send an alert to staff when new inventory is being purchased but there already is sufficient quantity on hand.
- Notify staff when inventory items are sold below a defined minimum GP.