Name: GreeneStep ERP
Author: GreeneStep Technologies

Help Desk

Web and Video Conferencing

Customer Support

Beta Testing

Continuous Integration

Development

Alumni Management

Education

Business Intelligence (BI)

Collaboration

Contract Analysis

Demand Planning

Emissions Management

Knowledge Management

Online Notary

Payment Facilitation

Enterprise

Accounting

Travel Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Design

App Development

Cloud Storage

Data Center Backup

Data Center Networking

Data Center Outsourcing (Canada)

Data Integration

Data Replication

Database-as-a-Service (DBaaS)

Enterprise Printing

Fraud Detection

Integration Platform as a Service (iPaaS)

Managed Detection and Response (MDR)

Mobile Data Security

Network Performance Monitoring

Secure Access Control

Service Virtualization

Value Stream Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Creative Management

Ecommerce Personalization

Email Marketing

Market Research

Marketing Automation

Marketing Resource Management

Social Media Analytics

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Point of Sale

Predictive Sales Analytics

Sales Consulting

Sales Dialer

Sales Incentive Compensation Management

Sales Training

Sales

Virtualization Security

Security

Financial Services CRM

Hospital Management

Medical Office EMR & EHR

Revenue Cycle Management (RCM)

Shipping

eDiscovery

Vertical-Specific

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GreeneStep ERP is a business management and collaboration solution designed to streamline operations, enhance accounting functionalities, and manage supply chain processes for companies in various industries. This ERP system integrates modules such as ERP, CRM, inventory management, order processing, accounting, webstores, and B2B portals. It caters to companies of all sizes, including small, medium, and large enterprises. Distribution companies, discrete manufacturing companies, e-commerce companies, retail companies, and service-based companies can potentially benefit from the features and functionalities offered by GreeneStep ERP.

## Key Features

**Inventory Management**: According to the vendor, GreeneStep ERP provides businesses with a comprehensive inventory management module that allows them to accurately track and manage their inventory of products and services. It supports features such as stock categorization, barcode scanning, and stock adjustments.

**CRM and Prospects Management**: The CRM module in GreeneStep ERP aims to enable businesses to effectively manage customer relationships and track prospects. It allows businesses to store customer information, track leads and sales activities, and segment customers for targeted marketing campaigns.

**Sales Orders and Invoicing**: GreeneStep ERP offers a sales order and invoicing module to streamline the sales process. Businesses can create and manage sales orders, track order status, and generate professional invoices with features such as order fulfillment and order tracking.

**Retail Point of Sales**: The retail point of sale (POS) module in GreeneStep ERP aims to help businesses efficiently manage their retail operations. It supports barcode scanning, inventory lookup, and multiple payment methods, allowing businesses to process sales transactions and generate receipts.

**Purchases and Suppliers Management**: GreeneStep ERP includes a module for purchases and suppliers management, aiming to enable businesses to streamline their procurement processes and effectively manage their suppliers. It supports features such as purchase order creation, order tracking, and supplier performance tracking.

**Warehouse Management and Shipping**: According to the vendor, businesses can efficiently manage their warehouse operations and streamline the shipping process with GreeneStep ERP's warehouse management and shipping module. Features include warehouse layout management, stock movements, and integration with shipping carriers.

**Production and Job Orders Management**: GreeneStep ERP provides a production and job orders management module to help businesses manage their production processes and track job orders. Features include creation and tracking of production orders, allocation of resources, and work order tracking.

**Financial Management**: According to the vendor, GreeneStep ERP offers a comprehensive financial management module that facilitates efficient handling of payments, receipts, and bank reconciliation. It supports features such as cash flow management, payment reminders, and financial reporting.

**Bookkeeping and Accounting**: The bookkeeping and accounting module in GreeneStep ERP aims to enable businesses to maintain accurate financial records and perform essential accounting tasks. It supports general ledger management, journal entries, and accounts reconciliation.

**Projects Tasks and Profitability Tracking**: GreeneStep ERP provides a module for projects tasks and profitability tracking, aiming to enable businesses to effectively manage projects, track tasks, and monitor project profitability. Features include project milestone tracking, resource allocation, and project expense monitoring.

GreeneStep develops and implements business management and collaboration solution (ERP, CRMx, Inventory, Orders Processing, Accounting, Webstores and B2B Portals) as an integrated solution for distribution, discrete manufacturing and Ecommerce companies to manage their operations, streamline supply chain and accounting.

Founded in 2008, GreeneStep is a private company, with offices in India, US and Singapore. Currently servicing over 120+ clients across US, Canada, India, UK, Singapore and Middle East.

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

GreeneStep ERP

Enterprise Resource Planning (ERP) Systems are business management software that allows an organization to use a system of integrated applications to manage the business. ERP systems integrate development, manufacturing, sales and marketing.

Enterprise Resource Planning (ERP)

GreeneStep Technologies

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Journals and Reconciliations

Automate and synchronize ledgers and processes

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Subledger and Financial Process

Revenue management solution including capabilities for subledgers and financial processes

Billing Management

Access role-based billing work area, perform discrete and recurring billing

Cash and Asset Management

Manage liquidity and cash requirements, asset transfers, disposals, reclassifications, and financial adjustments

Travel & Expense Management

Enter expenses from mobile devices, integrate credit card and travel booking, configure policy enforcement

Budgetary Control & Encumbrance Accounting

Control spending at any budget level or time interval

Period Close

Sustain fast close with integrated subledgers, intuitive dashboards, embedded collaboration

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Custom reports

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Plug-ins

A number of third-party plug-ins are available to expand the core functionality of the software.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Multi-factor authentication

User-level audit trail

Grants Management

Grants management solution for higher education, public sector, or non-profits with capabilities for managing financial awards for program and project funding

Award Lifecycle Management

Manage the life of program funding awards from initial funding to close-out

Project Financial Management

Project financial management solution including capabilities for project budgeting, cost control, billing and contract management.

Budgeting and Forecasting

Establish project budgets and forecast future project financials

GreeneStep ERP

Overview

What is GreeneStep ERP?