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Description

Epicor Kinetic is a cloud-first, AI-powered ERP platform for manufacturing environments that require a connected system for transactional, operational, and reporting workflows. The platform supports finance, supply chain, production, inventory, quality, service, analytics, project management, governance and compliance, and global business management. Functional coverage includes planning and scheduling, materials management, shop floor coordination, product management, CRM, field service, electronic reporting, and enterprise content management. Kinetic provides browser-based access, role-based workflows, integration and extensibility tools, IIoT-related capabilities, and deployment options for cloud, on-premises, or hybrid architectures. It can integrate with listed third-party systems for payroll, tax, labeling, procurement, warehouse processes, data capture, and quality workflows, including ADP Workforce Now, Avalara, BarTender, Sage, SourceDay, and Sovos. Epicor Prism adds AI-supported automation and decision support for selected workflows. Kinetic also supports operations across the Americas, EMEA, and APAC and is available in multiple languages, which can matter for distributed manufacturing organizations with regional or multinational requirements.

Description

WinMan ERP software is a powerful, scalable solution tailored for manufacturers and distributors. It enhances productivity, profitability, and efficiency by providing real-time insights, reducing waste, and eliminating duplicate tasks. Designed for businesses with complex manufacturing and distribution needs, WinMan adapts to changing circumstances and supports growth. As the Authors of our ERP solutions, we prioritise efficiency and flexibility, enabling informed decision-making and operational peace of mind.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Avalara Yes 
ADP Workforce Now Yes 
Alert Rental Software Yes 
Bottomline Paymode Yes 
EBizCharge Yes 
Epicor Advanced MES Yes 
Frontu Yes 
Funding Gates Yes 
Latitude Manifest & Shipping System Yes 
Microsoft 365 No 
Microsoft Excel No 
MineralTree Yes 
Netstock Yes 
OroCommerce Yes 
PairSoft Yes 
Procurify Yes 
Radley Manufacturing Solutions Yes 
SkyStem ART Yes 
Smart Inventory Planning & Optimization Yes 
TEKLYNX CENTRAL Yes 

Integrations

Avalara Yes 
ADP Workforce Now No 
Alert Rental Software No 
Bottomline Paymode No 
EBizCharge No 
Epicor Advanced MES No 
Frontu No 
Funding Gates No 
Latitude Manifest & Shipping System No 
Microsoft 365 Yes 
Microsoft Excel Yes 
MineralTree No 
Netstock No 
OroCommerce No 
PairSoft No 
Procurify No 
Radley Manufacturing Solutions No 
SkyStem ART No 
Smart Inventory Planning & Optimization No 
TEKLYNX CENTRAL No 

Pricing Details

For full pricing details, contact Epicor sales at epicor [dot] com.
Free Trial No 
Free Version No 

Pricing Details

Contact us for a ballpark cost
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Epicor Software

Founded

1972

Country

United States

Website

www.epicor.com

Vendor Details

Company Name

WinMan ERP Software

Founded

1994

Country

United Kingdom

Website

www.winman.com

Product Features

Accounting

Epicor Kinetic is an accounting solution designed with a cloud-first approach, integrated into a comprehensive manufacturing ERP platform. It seamlessly links various financial components such as general ledger, accounts payable, accounts receivable, project accounting, fixed assets, bank connectivity, and financial reporting with essential data from production, inventory, and supply chain activities. This integration allows manufacturers to gain enhanced insights into costs, profit margins, work in progress, and financial performance across multiple sites. Kinetic is ideal for businesses that require accounting software closely aligned with shop floor operations and supply chain processes, offering browser-based access and accommodating cloud, on-premises, or hybrid deployment options.

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management Yes 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management Yes 
Project Accounting Yes 
Purchase Orders Yes 
Tax Management Yes 

Aerospace Manufacturing

Epicor Kinetic serves aerospace manufacturing settings where robust oversight of production, quality assurance, traceability, regulatory compliance, and coordination across multiple locations is essential. This cloud-first ERP system integrates various functions such as planning, inventory management, procurement, shop floor operations, service, and financial analysis into a single platform. By doing so, it enables aerospace manufacturers to efficiently handle intricate part flows, project-oriented tasks, supplier interactions, and documentation processes. Kinetic is particularly suited for aerospace and defense enterprises seeking a comprehensive solution for governance, compliance, analytics, and global business oversight, all within a unified system.

AI ERP

Epicor Kinetic is an AI-enhanced ERP solution designed specifically for manufacturers seeking to integrate automation and intelligent decision-making into their essential business operations. By leveraging Epicor Prism, it incorporates AI-driven functionalities that enhance information retrieval, facilitate workflow management, and introduce innovative applications like RFQ and supplier interactions. This helps to minimize manual tasks and boosts responsiveness across various departments, including finance, supply chain, production, inventory, quality, service, and analytics. Kinetic is ideal for businesses looking for AI-powered ERP software that seamlessly integrates with their daily operational activities rather than functioning as an isolated tool.

AI-Powered Supply Chain Management

Epicor Kinetic enhances supply chain management through its integration of various functions such as procurement, supplier relationship management, inventory control, warehouse operations, shipping and receiving, analytics, and planning, all within a single ERP platform. With the addition of Epicor Prism, it offers AI-driven features for Request for Quotation (RFQ) and supplier communication processes. This empowers manufacturers to tackle supply chain interruptions with greater insight and reduced manual effort. Kinetic is ideal for businesses looking for a cloud-centric, AI-enhanced supply chain solution that is linked to production, quality assurance, and financial information.

APS

Epicor Kinetic offers sophisticated advanced planning and scheduling (APS) features tailored for manufacturers seeking enhanced oversight of capacity, timing, and resource management. This solution facilitates forecasting, master production scheduling, materials planning, and resource-oriented scheduling, enabling teams to synchronize supply with production requirements. As a result, organizations can experience better schedule transparency, improved on-time delivery, and optimized utilization of machines and work centers. Kinetic is ideally suited for manufacturers requiring APS software that integrates seamlessly with ERP data, inventory management, purchasing activities, and shop floor operations.

Automated Scheduling Yes 
Capacity Planning Yes 
Change Management Yes 
Constraint Management Yes 
Demand Planning Yes 
KPIs Yes 
MRP Yes 
Order Management Yes 
Production Scheduling Yes 
Quality Management Yes 
What-if Analysis Yes 

Automotive ERP

Epicor Kinetic is a comprehensive ERP solution tailored for automotive manufacturers and suppliers seeking to streamline their planning, production, inventory management, quality assurance, supply chain processes, and financial operations. This platform enables businesses to adapt swiftly to fluctuating demand, enhance supplier collaboration, ensure traceability, and manage operations across multiple locations by utilizing a unified set of operational and financial information. Kinetic encompasses essential features such as MRP, scheduling, shop floor management, analytics, and global business oversight all within a single platform. It is particularly well-suited for automotive companies that require a cloud-centric ERP system, browser-based operations, and integration capabilities across their facilities and supplier networks.

Discrete ERP

Epicor Kinetic is an ERP solution specifically designed for manufacturers who require comprehensive oversight of various aspects such as jobs, materials, scheduling, inventory management, quality control, and financial performance. This system encompasses functionalities like part structuring, routing, job monitoring, traceability, material requirements planning (MRP), and shop floor coordination, all integrated within a single platform. Kinetic is ideal for discrete manufacturing environments, including make-to-order, engineer-to-order, and mixed-mode operations, offering browser-based access, visibility across multiple sites, and flexible deployment options—whether cloud-based, on-premises, or a hybrid approach. Additionally, Epicor Prism enhances certain ERP processes with AI-driven features.

Distribution Accounting

Epicor Kinetic enhances distribution accounting by integrating financial operations with inventory management, procurement, warehouse functions, shipping logistics, and order fulfillment within a singular ERP system. This platform enables organizations to monitor receivables, payables, costs associated with inventory, profit margins, and financial performance across multiple sites, all within a more comprehensive operational framework. It is particularly beneficial for companies engaged in both manufacturing and distribution activities. Kinetic is ideally suited for businesses seeking distribution accounting solutions that are seamlessly tied to the movement of physical goods, supply chain processes, and web-based ERP functionalities.

Electronics Manufacturing

Epicor Kinetic is designed for the electronics manufacturing sector, where enhanced collaboration across various functions such as supply chain management, inventory control, production processes, quality assurance, service delivery, and reporting is essential. This solution empowers electronics manufacturers to oversee planning, track component availability, execute shop floor operations, ensure traceability, and manage multi-site activities all within a single ERP platform tailored for manufacturing. This capability is crucial in dynamic, specification-driven markets that demand robust analytics, effective product management, and adherence to governance and compliance standards. Kinetic is particularly well-suited for high-tech and electronics manufacturers seeking a cloud-centric ERP solution with web-based workflows to support distributed teams and operations on a global scale.

ERP

Epicor Kinetic represents a modern, cloud-centric ERP solution designed specifically for manufacturers seeking integrated operational and financial processes. This platform consolidates various functions such as finance, supply chain management, production, inventory control, quality assurance, service delivery, analytics, and reporting into a single, cohesive system. By leveraging shared data, teams can operate more efficiently rather than relying on disjointed systems. Ideal for discrete, make-to-order, engineer-to-order, and mixed-mode manufacturing environments, Kinetic offers web-based workflows, role-specific access, and flexible deployment options, including cloud, on-premises, or hybrid setups. Additionally, Epicor Prism enhances this experience by incorporating AI-driven automation and decision-making assistance for certain ERP tasks.

Accounting Integration Yes 
Accounting Management Yes 
CRM Yes 
Dashboard Yes 
Distribution Management Yes 
Enterprise Asset Management Yes 
Financial Management Yes 
HR Management Yes 
Inventory Management Yes 
Order Management Yes 
Project Management Yes 
Purchase Order Management Yes 
Purchasing Yes 
Reporting/Analytics Yes 
Sales Management Yes 
Supply Chain Management Yes 
Warehouse Management Yes 

Manufacturing

Epicor Kinetic is a robust software solution designed for manufacturers seeking seamless integration of workflows in areas such as production, planning, inventory management, quality assurance, supply chain logistics, finance, and service operations. It addresses essential manufacturing requirements like job oversight, materials planning, scheduling, coordination on the shop floor, traceability, and operational insights. Kinetic is suitable for various manufacturing operations, including discrete, make-to-order, engineer-to-order, and mixed-mode environments, offering capabilities for multi-site visibility, web-based accessibility, and options for cloud, on-premises, or hybrid deployment models.

Accounting Integration Yes 
ERP Yes 
MES Yes 
MRP Yes 
Maintenance Management Yes 
Purchase Order Management Yes 
Quality Management Yes 
Quotes/Estimates Yes 
Reporting/Analytics Yes 
Safety Management Yes 
Shipping Management Yes 

Manufacturing ERP

Epicor Kinetic is an advanced manufacturing ERP solution that operates in the cloud and leverages artificial intelligence to integrate various functions such as finance, supply chain, production, inventory management, quality control, service, analytics, and reporting into a single platform. This system provides manufacturers with comprehensive visibility throughout the entire process, from quoting and planning to production, shipping, and financial reconciliation. Kinetic is particularly suited for discrete, make-to-order, engineer-to-order, and mixed-mode manufacturing environments that require browser-based functionality, material requirements planning (MRP), planning and scheduling, and global business oversight, with options for deployment in cloud, on-premises, or hybrid formats. Additionally, Epicor Prism enhances certain manufacturing ERP workflows with AI-driven features.

Manufacturing Execution

Epicor Kinetic enhances manufacturing execution processes with its robust production management features, seamlessly integrated with Epicor Advanced MES. This solution enables manufacturers to effectively manage job coordination, scheduling, materials, quality assurance, and production analytics while providing enhanced visibility on the shop floor through real-time data capture from operators and machines. Such capabilities facilitate better tracking of work-in-process, improve traceability, and support ongoing efforts for continuous improvement. Kinetic is ideal for manufacturers seeking a unified manufacturing execution system that harmonizes with ERP, planning, and operational reporting in a single, interconnected platform.

Document Management Yes 
Forecasting Yes 
Quality Control Yes 
Quote Management Yes 
Resource Management Yes 
Supplier Management Yes 
Supply Chain Management Yes 
Traceability Yes 

Manufacturing Inventory Management

Epicor Kinetic offers comprehensive inventory management features specifically designed for the manufacturing sector. It allows businesses to monitor materials, inventory levels, warehouse operations, restocking processes, and other inventory-related planning tasks, all integrated within a wider ERP framework. This solution aids manufacturers in overseeing raw materials, work-in-progress items, and finished products, while also managing purchasing, production timelines, shipping, and quality control processes. By enhancing stock visibility and minimizing shortages, it facilitates more precise planning across different plants or operational divisions. Kinetic is ideal for manufacturers seeking inventory management software that is seamlessly linked to MRP, supply chain logistics, and financial information.

Mixed Mode ERP

Epicor Kinetic is a versatile ERP solution tailored for manufacturers operating under diverse production models within a single organization. This integrated platform streamlines various functions, including planning, inventory management, supply chain logistics, production processes, quality assurance, financial tracking, and reporting. By consolidating these capabilities, teams can effectively oversee custom projects, repetitive manufacturing, service tasks, and project-driven activities without the need for multiple systems. This functionality aids manufacturers in establishing consistent workflows across different operational frameworks. Kinetic is ideal for businesses seeking a mixed-mode ERP that offers web-based accessibility, visibility across multiple locations, and options for cloud, on-premises, or hybrid deployment.

MRP

Epicor Kinetic offers robust material requirements planning (MRP) features designed for manufacturers seeking to align supply with demand, manage inventory levels, and coordinate production schedules. This comprehensive manufacturing ERP solution encompasses essential functions such as forecasting, master production scheduling, procurement, job oversight, and a planning workbench, all integrated into one system. By analyzing demand signals, available materials, and established planning parameters, Kinetic aids manufacturers in generating recommendations for purchasing, production, and transfers. It is particularly suited for discrete, make-to-order, engineer-to-order, and mixed-mode manufacturers that require MRP capabilities linked to shop floor operations, inventory management, and financial insights.

Bills of Material Yes 
Compliance Management Yes 
Document Management Yes 
Forecasting Yes 
Formula Management Yes 
Inventory Management Yes 
Order Management Yes 
Process Manufacturing Yes 
Product Configurator Yes 
Production Scheduling Yes 
Quality Control Yes 
Quality Management Yes 
Quote Management Yes 
Reporting/Analytics Yes 
Resource Management Yes 
Safety Management Yes 
Supplier Management Yes 
Supply Chain Management Yes 

Process Manufacturing

Epicor Kinetic is particularly beneficial for process manufacturing sectors, especially those that function in mixed-mode settings where process-driven workflows intersect with discrete manufacturing practices. This comprehensive manufacturing ERP solution encompasses various functionalities, including planning, inventory management, supply chain oversight, quality control, project management, service operations, and financial administration. By integrating these aspects into a single system, Kinetic aids businesses in harmonizing materials management, scheduling tasks, ensuring compliance, generating reports, and managing overall business operations across various production methodologies. It is ideally suited for manufacturers seeking a unified platform to streamline their diverse operational needs.

Product Data Management

Epicor Kinetic offers robust product data management as a key feature of its manufacturing ERP and PLM systems. This solution enables manufacturers to integrate product structures, component information, engineering data, document management, and production processes into a single platform. Such integration is beneficial for overseeing engineering modifications, customizable products, and ensuring product data consistency throughout quoting, planning, procurement, and manufacturing stages. Kinetic is well-suited for discrete, engineer-to-order, and mixed-mode manufacturers seeking to link product information with operational workflows, while providing browser-based accessibility for teams.

Bill of Material Management Yes 
Document Management Yes 
Formula Management Yes 
Product Analytics Yes 
Product Lifecycle Management Yes 
Testing Management Yes 
Version Control Yes 

Supply Chain Management

Epicor Kinetic offers a comprehensive suite of supply chain management features as part of its cloud-centric manufacturing ERP solution. This platform encompasses a range of functionalities, including procurement, supplier management, inventory control, warehouse operations, shipping and receiving processes, and supply chain analytics. These tools are designed to assist manufacturers in streamlining their material coordination and fulfillment processes, enhancing visibility into supplier interactions, inventory levels, production timelines, and order processing. Kinetic is well-suited for manufacturers seeking an integrated supply chain software that aligns with their production, quality assurance, and financial reporting needs, and it provides integration capabilities with third-party applications like SourceDay, Avalara, and Sovos.

Demand Planning Yes 
Electronic Data Interchange Yes 
Import / Export Management Yes 
Inventory Management Yes 
Order Fulfillment Yes 
Order Management Yes 
Sales & Operations Planning Yes 
Shipping Management Yes 
Supplier Management Yes 
Transportation Management Yes 
Warehouse Management Yes 

Product Features

Accounting

WinMan Cloud offers a comprehensive financial solution that features centralized data management, allowing for smooth communication between different departments and yielding numerous advantages. This system enables real-time insights throughout the organization, incorporating credit control integration to simplify order and shipment processing. As a result, it fosters enhanced efficiency and teamwork across the board.

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management Yes 
Fund Accounting Yes 
General Ledger Yes 
Government No 
Multi-Currency Yes 
Nonprofits No 
Payroll Management No 
Project Accounting Yes 
Purchase Orders Yes 
Tax Management Yes 

Automotive ERP

WinMan ERP is tailored to address the specific needs of the automotive manufacturing industry. It offers solutions for overseeing intricate supply chains and inventory, while also enhancing accuracy in production workflows. Our ERP platform equips you with the necessary resources to streamline your operations effectively. The system facilitates the management of complex Bills of Materials (BOM), which is crucial for navigating the multi-component landscape of automotive manufacturing. With WinMan ERP, you can efficiently monitor parts and assemblies, ensuring a smooth integration throughout all production phases. Moreover, our system simplifies the logistics of deliveries, guaranteeing that components and materials arrive precisely when required. This approach helps in minimizing excess inventory, reducing waste, and boosting cash flow, all while adhering to production timelines and fulfilling customer expectations.

Business Management

To ensure smooth operations in your business, effective communication across all departments is essential. WinMan Cloud provides a comprehensive ERP solution that consolidates Accounts, Customer Relationship Management (CRM), Material Requirements Planning (MRP), Inventory Control, and Human Resources into a single cohesive platform.

Billing & Invoicing Yes 
CRM Yes 
Employee Management Yes 
Financial Management Yes 
Inventory Management Yes 
Marketing Management Yes 
Order Management Yes 
Point of Sale (POS) Yes 
Project Management Yes 
Purchasing Yes 
Scheduling Yes 
Time & Expense Tracking Yes 
Training Management Yes 
Vendor Management Yes 

Contact Management

Ensure you never overlook a contact or misplace their information. Our CRM offers seamless contact management, allowing you to upload an unlimited number of contacts and associate them with specific accounts. Store their direct dial numbers, mobile numbers, email addresses, and locations all in one convenient location. With just a click, you can access everything you need effortlessly.

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing No 
Group Management Yes 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration No 

CRM

Customer Relationship Management (CRM) is the cornerstone of your organization. It enables you to monitor and oversee customer data by documenting interactions, storing supplementary contact information, and structuring potential opportunities. Additionally, you can generate tasks to effortlessly manage your prospects and ensure you never miss an opportunity.

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Discrete ERP

WinMan ERP is tailored specifically for discrete manufacturers, offering an all-encompassing solution that simplifies production, maximizes resource utilization, and boosts operational effectiveness. Whether your focus is on high-tech parts, electronics, or bespoke-engineered items, our ERP platform provides essential tools to maintain a competitive edge in a fast-paced market. Its integrated product configurator enables you to adeptly handle lean processes for custom orders, guaranteeing precision and responsiveness with every request.

Distribution

Enhance your distribution operations with WinMan ERP's cutting-edge inventory management solutions, crafted to offer you immediate insights and command over your inventory. Our state-of-the-art WinMan Go app simplifies data collection on the shop floor by integrating barcode scanning precision with effective error minimization. Whether it's receiving goods or dispatching orders, you can rely on accurate, swift, and dependable tracking of your inventory.

Barcoding / RFID Yes 
Import / Export Management Yes 
Inventory Management Yes 
Order Management Yes 
Purchasing Yes 
Returns Management Yes 
Sales Forecasting Yes 
Shipping Management Yes 
Warehouse Management Yes 

Distribution ERP

Enhance your distribution operations through WinMan ERP's state-of-the-art inventory management solutions, which offer immediate insights and oversight of your inventory. Our groundbreaking WinMan Go app facilitates effortless data collection on the shop floor, merging precise barcode scanning with effective error minimization. Whether you're managing incoming shipments or fulfilling orders, you can rely on swift, accurate, and dependable inventory management.

ERP

WinMan Cloud is a robust ERP software solution created by our UK-based team, tailored specifically for small and medium-sized enterprises within the manufacturing and distribution industries. For your business to function at peak efficiency, it is crucial to have smooth communication across all departments. WinMan Cloud offers a fully integrated ERP system that consolidates Accounts, CRM, MRP, Inventory Management, and HR into one cohesive platform.

Accounting Integration Yes 
Accounting Management Yes 
CRM Yes 
Dashboard Yes 
Distribution Management Yes 
Enterprise Asset Management Yes 
Financial Management Yes 
HR Management Yes 
Inventory Management Yes 
Order Management Yes 
Project Management Yes 
Purchase Order Management Yes 
Purchasing Yes 
Reporting/Analytics Yes 
Sales Management Yes 
Supply Chain Management Yes 
Warehouse Management Yes 

Healthcare ERP

WinMan ERP presents an all-encompassing solution tailored for medical manufacturers, emphasizing thorough supply chain oversight and adherence to stringent regulatory standards. This system offers full traceability throughout a product's lifecycle, from manufacturing to distribution and aftercare, utilizing serial and batch referencing for meticulous tracking. By incorporating secure document management, lean manufacturing principles, and Good Manufacturing Practices (GMP), it effectively minimizes inefficiencies while upholding superior quality standards. Additionally, the ERP features robust tools for efficient management of medical parts and inventory, facilitating just-in-time stock control and rigorous quality assurance protocols. Its integrated Customer Relationship Management (CRM) capabilities foster smooth interaction with customers and suppliers, providing complete transparency and optimizing operational efficiency.

Inventory Control

At WinMan, we recognize that proficient inventory management is crucial for ensuring smooth operations and fulfilling customer demands. Our ERP solution is crafted to provide you with instant visibility and control over your inventory, guaranteeing that the right items are accessible at the right times. WinMan enables precise monitoring of inventory flow, enhances storage organization, and reduces stock inconsistencies through automation and sophisticated reporting functionalities. With capabilities such as lot and serial tracking, reorder notifications, and integrated solutions across various departments, WinMan equips you to minimize waste, avert stock shortages, and fine-tune inventory levels, all within one cohesive platform.

Allocation Yes 
Barcoding Yes 
Cost Tracking Yes 
Forecasting Yes 
Item Management Yes 
Order Management Yes 
Procurement Management Yes 
Reorder Management Yes 
SKU / UPC Codes Yes 
Serial Number Tracking Yes 
Supplier Management Yes 

Inventory Management

At WinMan, we understand that efficient inventory management is essential for achieving a balance between cost-effectiveness and fulfilling customer needs. Our ERP solution delivers a holistic approach to streamline your entire inventory management process. Covering everything from demand forecasting and procurement strategies to supplier coordination and inventory optimization, WinMan provides a seamlessly integrated platform that aligns your inventory practices with your company's objectives. Featuring sophisticated tools such as real-time inventory tracking, automated reorder systems, and comprehensive analytics, WinMan empowers you to make strategic decisions, cut down on surplus inventory, lower storage expenses, and guarantee prompt order delivery. Our inventory management system is tailored to help you sustain ideal stock levels, enhance your supply chain operations, and boost overall business success.

Alerts/Notifications Yes 
Barcoding / RFID Yes 
Forecasting Yes 
Inventory Optimization Yes 
Kitting Yes 
Manufacturing Inventory Management Yes 
Mobile Access Yes 
Multi-Channel Management Yes 
Product Identification Yes 
Reorder Management Yes 
Reporting/Analytics Yes 
Retail Inventory Management Yes 
Supplier Management Yes 
Warehouse Management Yes 

Lead Generation

The Leads module from WinMan enables you to maintain organization and manage follow-ups with potential clients seamlessly. You can effortlessly save contact information, monitor interactions, and generate tasks to make sure you capitalize on every opportunity.

Contact Discovery Yes 
Contact Import/Export Yes 
Lead Capture Yes 
Lead Database Integration Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Visitor Identification No 

Lead Management

Stay organized and maintain crucial connections with WinMan ERP’s integrated CRM module. Simplify your contact management by consolidating essential information, including phone numbers—both direct and mobile—email addresses, and physical locations, all in a single, centralized platform. Easily upload an unlimited number of contacts and associate them with relevant accounts, enabling swift and structured access to vital details. With a simple click, all the necessary information is readily available, enhancing your communication flow and boosting overall efficiency. The Contact Management feature of WinMan ERP is your dependable tool for ensuring that your relationships and records are meticulously organized.

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Lead Nurturing

Stay on top of your communications with our task management tool, designed to help you stay organized and follow up on leads precisely when it's necessary. Never let a call slip through the cracks again!

A/B Testing No 
Campaign Management Yes 
Drip Campaigns No 
Lead Capture Yes 
Lead Notifications Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Performance Metrics Yes 
Personalization Yes 
Pipeline Management Yes 

Manufacturing

WinMan's ERP Solution caters specifically to the manufacturing and distribution sectors. Central to our offering is a robust MRP system that is focused on enhancing and refining your production workflow for optimal performance. Highlighted features comprise demand forecasting tools and an intuitive drag-and-drop production scheduling interface, promoting both efficiency and adaptability throughout your operational processes.

Accounting Integration Yes 
ERP Yes 
MES Yes 
MRP Yes 
Maintenance Management Yes 
Purchase Order Management Yes 
Quality Management Yes 
Quotes/Estimates Yes 
Reporting/Analytics Yes 
Safety Management Yes 
Shipping Management Yes 

Manufacturing ERP

WinMan's ERP System is tailored specifically for the manufacturing and distribution sectors. At the core of our solution lies the MRP functionality, which guarantees that your production workflows are both efficient and optimized for achieving your business goals. Among the standout features are advanced demand forecasting tools and an intuitive drag-and-drop scheduling interface, designed to enhance productivity and adaptability throughout your operational processes.

MRP

In any production setting, it's essential to manage material reordering and ensure prompt delivery to keep operations running smoothly. With the WinMan Cloud MRP module, you can streamline and enhance your material planning process, allowing you to adhere to your production timelines without interruptions. Our MRP module provides real-time inventory tracking, forecasts material requirements based on anticipated production activity, and offers reorder recommendations when stock falls below specified levels. This integrated approach between inventory management and production planning helps you minimize lead times, prevent stock shortages, and maintain a steady production rhythm. By synchronizing your purchasing, inventory management, and production schedules, WinMan guarantees that you have the necessary materials on hand when required. This proactive strategy not only helps you meet demand effectively but also reduces excess inventory and lowers overall costs.

Bills of Material Yes 
Compliance Management Yes 
Document Management Yes 
Forecasting Yes 
Formula Management Yes 
Inventory Management Yes 
Order Management Yes 
Process Manufacturing Yes 
Product Configurator Yes 
Production Scheduling Yes 
Quality Control Yes 
Quality Management Yes 
Quote Management Yes 
Reporting/Analytics Yes 
Resource Management Yes 
Safety Management Yes 
Supplier Management Yes 
Supply Chain Management Yes 

Product Configurator

WinMan ERP features an integrated Product Configurator that facilitates the development of customized products tailored to meet the specific requirements of your clients. This user-friendly tool is crafted to oversee your complete operational, quality, and commercial workflows, improving precision, minimizing mistakes, and optimizing processes. The Product Configurator ensures that the customization procedure is straightforward and precise, while also assuring dependability for each configured product and its corresponding Bill of Materials (BOM). Designed to boost operational effectiveness, it is a vital resource for manufacturers and distributors aiming to maintain a competitive edge in an increasingly challenging marketplace.

2D Drawing Yes 
3D Modeling No 
Analysis & Constraints Yes 
Custom Pricing Options Yes 
Inventory Management Yes 
Recommendation Engine Yes 
eCommerce Yes 

Quoting

Streamline your sales operations with the integrated quoting feature of WinMan ERP. This system allows for the effortless creation of sales quotes and orders, which are automatically associated with the corresponding CRM company, facilitating a smooth and unified workflow. When paired with the Product Configurator, the software produces precise quotes and comprehensive cost estimates, removing the need for manual calculations and guaranteeing accuracy. Upon receiving order approval, transforming a quote into a sales order and producing the related bill of materials (BOM) is accomplished with just one click.

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Sales Forecasting

Eliminate uncertainty in your planning processes with WinMan ERP’s Sales Forecasting features. Tailored specifically for manufacturing and distribution firms, this system harnesses historical data and trends to create precise, data-informed projections that allow you to predict customer demand effectively.

Competitor Analysis Yes 
Correlation Analysis Yes 
Dashboard Yes 
Dynamic Modeling No 
Exception Reporting Yes 
Graphical Data Presentation Yes 
Modeling & Simulation Yes 
Performance Metrics Yes 
Sales Trend Analysis Yes 
Statistical Analysis Yes 

Supplier Relationship Management

Enhance your partnerships with WinMan ERP's Supplier Relationship Management features. Consolidate essential supplier data, monitor agreements and performance metrics, and facilitate transparent communication. Our tools are crafted to improve collaboration and optimize workflows, allowing you to negotiate favorable terms, oversee compliance, and boost supply chain effectiveness. Foster robust supplier relationships to achieve enduring success and dependability.

Supply Chain Management

As supply chains become more intricate amid rising geopolitical tensions and fluctuating costs, maintaining comprehensive oversight and management of your entire supply chain is crucial for achieving operational excellence. WinMan ERP offers a unified platform for overseeing vital supply chain data, allowing you to enhance supplier interactions and improve overall efficiency. Its features are crafted to provide an in-depth understanding of supplier contracts, conditions, and correspondence, empowering you to ensure adherence to standards, fortify collaborations, and achieve cost reductions.

Demand Planning Yes 
Electronic Data Interchange Yes 
Import / Export Management Yes 
Inventory Management Yes 
Order Fulfillment Yes 
Order Management Yes 
Sales & Operations Planning Yes 
Shipping Management Yes 
Supplier Management Yes 
Transportation Management Yes 
Warehouse Management Yes 

Warehouse Management

Streamline the intricacies of stock delivery, raw material inventory, and order fulfillment with WinMan ERP’s user-friendly Warehouse Management features. Specifically tailored for distribution operations, our software serves as an additional support system, automating notifications, keeping stock levels in check, and helping you maintain effective inventory oversight. With precise tracking of stocks and supplies, management of distribution logistics, and enhancement of shipping processes, you will have more time to concentrate on the activities that propel your business forward. The system also facilitates smooth decision-making, whether you need to reorganize storage spaces or align inventory with customer needs. Moreover, WinMan ERP offers the capability to integrate with essential third-party applications, providing you with a robust and flexible solution for effective warehouse management.

3PL Management Yes 
Barcoding / RFID Yes 
Category Customization Yes 
Channel Management Yes 
Demand Planning Yes 
Inventory Management Yes 
Location Control Yes 
Order Management Yes 
Purchasing Yes 
Quality Control Yes 
Receiving / Putaway Management Yes 
Returns Management Yes 
Shipping Management Yes 

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