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Inventory Software Integrations for Retail from Caylx Software

Retail organizations using OnBase with their inventory software have better process control and a better handle on cash flow. OnBase eases inventory and program management by providing documents right from ERP or inventory management software screens.

With documents at staff fingertips, they spend time on customers and account care - not looking for paper. OnBase solutions for electronic invoicing and exceptions routing speed AR cycles. Disputes resolve in seconds - and DSO drops. Isn't it time to improve your bottom line by adding OnBase to your inventory control software?

Every retailer faces the same ongoing challenge: how to keep the home office in step with locations that spread out across a region, the country or even the globe. If you're using manual processes to do that, it's even harder to keep everyone on the same page.

Document Management Eases High Turnover Rates for Retailers

One of the areas where that's most difficult is in the Human Resources department. With traditionally high turnover rates, retailers have to handle an incredible amount of HR documentation. New hire processes are complicated by paper applications or manual processes. Plus, it's difficult to make sure each file is accounted for, complete and up-to-date. Does every employee have every tax form filled out, reviewed every policy, have all the right credentials they need?

When HR files are kept in a document management suite like OnBase, hiring new employees and keeping their files up-to-date is much simpler. Applications can be automatically routed through the right processes so new employees can start work sooner.

To keep track of documents, each employee has his or her own electronic file folder. OnBase identifies all of the required documents and a quick report reveals any missing or expired ones. Incomplete or outdated files can then enter a workflow that automatically alerts the appropriate people and prompts completion. Instead of complicated spreadsheets and tedious emails, HR staff just click a few buttons to ensure compliance with internal policies and external regulations.

In addition to scanning paper documents into the system, retailers can create electronic forms so some HR documentation ceases to ever exist on paper at all. With an OnBase HR solution, paper-inundated HR departments can transform recruiting, hiring and performance processes with electronic forms and workflows that let the HR department focus on finding and retaining employees, not paperwork. Electronic Ducument Routing

Certainly HR isn't the only place paper processes are a problem though. Routing invoices through email or interoffice mail for Accounts Payable slows down payments and makes it hard to keep up with the volume. With OnBase, retailers can electronically route invoices through the right approval steps to reduce the time spent on routine and exception invoices.

Outside of HR and AP, OnBase can bring that efficiency and control to the Accounts Receivable department as well as processes around compliance, policies and procedures, facilities management and contract management.

Make faster, better informed decisions

Centralizing information often stored on paper or in separated software applications lets management see the full picture before making a decision.

Improve accounting processes

Automate AP and AR processes. Create more favorable terms from vendors, realize revenue sooner and generate more accurate financial forecasts. Read more about Accounts Receivable and Payable.

Support compliance and make audits faster

Documented good business practices are followed with automatic audit trails and document histories. Provide audit documents in hours, not days. Read a case-study to find out more.

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