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Business Overview

No. of Users - +
12 Mo. Trailing Revenue
No. of Business Entities to Manage in Versa - +
No. of Currencies - +
No. of Warehouses - +
Type of Base Software Subscription
  • Revenue-Based Plan
  • User-Based Plan

Base Software Functions

Data Migration & Ongoing Data Import/Export +
Yes No
  • Master Data
  • Historical Transaction Data
  • Account Balances
  • Open Transactions
Self-Service Customization +
Yes No
  • Forms
  • Reports
Financials +
Yes No
AR +
Yes No
  • Customers
  • Invoices
  • Aging
  • Email/Print Statements
  • Payment Receipt
  • Batch Receipt
  • CC
  • ACH
AP +
Yes No
  • Suppliers
  • Bills
  • Aging
  • Bill Pay
  • Batch Pay
  • Checks
  • eChecks
  • ACH
Product Management +
Yes No
  • Inventoried
  • Non-Inventoried
  • Services
  • Substitutes

  • Description
  • Ecommerce & Portal Support
  • Long Copy
  • HTML, CSS, Liquid
  • Images
  • Bar-Codes
  • Weight
  • Dimensions
  • Custom Fields

  • Search
  • Product Catalog
KITTING +
Yes No
Purchasing +
Yes No
  • PO
  • Drop Ship PO
  • PO Planner
  • Deposits
  • Bill from Receipt
  • 3 Way Match
  • Landed Cost
Selling +
Yes No
  • Shopping Cart & Marketplace
  • B2B Portal
  • Cart View
  • Sales Order
  • Order from History
  • Deposits
  • Pre-Paid, Partial Pay, Post Paid
Sales Taxes +
Yes No
  • Tax Tables
  • Tax Groups
  • Tax Reporting
Pricing +
Yes No
  • Buying Prices
  • Selling Prices
  • Quantity Breaks
  • Pricing Tiers
  • Per Customer per Product or Category Pricing
  • Seasonal/Promotional Pricing
  • Discounts - % and absolute
  • Markups - % and absolute
Omni-Channel B2B & B2C e-Commerce Management +
Yes No
Manufacturing +
Yes No
  • Make to Stock
  • Make to Order

  • BOM/Recipe
  • Production Plan
  • Work Order
  • Production Pick
  • Build
  • Pack & Stock
Inventory Management +
Yes No
  • Lot #
  • Serial #
  • Multiple UoM (including Catch Weight)
  • SKU Specific UOM
  • Automated UoM Conversion
  • Inventory Reporting
Warehouse Management +
Yes No
  • Pre-Receive
  • Receive
  • Label
  • Stock/Put Away

  • Pick
  • Label & Pack
  • Ship

  • Cross Docking

  • Inventory Tracking
  • Inventory Transfer
  • Inventory Reconcilliation

  • Barcode Scanner & Digital Operations
Project Costing +
Yes No
  • Budget
  • Budget vs Actual
  • Transaction History
  • Sub-Projects
CRM +
Yes No
  • Customer Ticket Management
Transaction Approvals +
Yes No
  • GL
  • PO & Bill Payments
Dimensions/Tagging +
Yes No
  • Pricing
  • Projects
  • Reporting
Standard Reports +
Yes No
  • Financial
  • Comparative
  • Consolidated
  • Non-Financial
Report Builder & Custom Reports +
Yes No
  • Financial Reports
  • Non-Financial Reports
  • Standard Data Sources
Import/Export +
Yes No
Standard Forms/Labels +
Yes No
 

Premium Modules

Pharma Supply Chain - DSCSA Compliance +
Yes No
  • TI/TS/TH supporting EDI, FTP, Paper, Manual, VAN and EPCIS.
  • Lot Level Tracking
  • EDI Support
  • Serialization Support
  • License Expiration

  • Unlimited Entities
  • Setup on 1 Entity
Inter-Entity Transactions +
Yes No
  • Consolidated Reporting
  • Inter-Company Transactions

  • Unlimited Entities
  • Setup on 1 Entity
B2B Portals +
- +
B2B Portal Instances Requiring Custom URLs +
- +
Entities Requiring API Access Enabled +
- +
  • Includes Versa User Support
  • Excludes Developer Support
Third Parties or 3rd Party Apps Requiring API Access +
- +
  • To one or all enabled Entities with API access Enabled
  • Support Excluded
Parties Requiring API/Developer Support +
- +
 

Payments

Receive Payment +
Yes No
  • CC
Make Payments +
Yes No
  • ACH
  • eCheck
  • Checks
 

Scanners & Label Printers

Scanner Integration +
Yes No
Scanner Setup Help (Optional) +
Yes No
Scanner Models to Setup +
- +
Label Printer Integration +
Yes No
Label Printer Setup Help (Optional) +
Yes No
Label Printer Models to Setup +
- +
 

Carriers

FedEx +
Yes No
UPS +
Yes No
USPS +
Yes No
Easy Post +
Yes No
  • Canada Post
  • DHL
  • Puralator
  • other carriers worldwide
Stamps.com +
Yes No
Custom Carrier Integrations +
- +
  • Unlimited Entities
 

POS

Shopify POS +
- +
iMonggo POS +
- +
 

Online Shopping Carts

Shopify Stores +
- +
Big Commerce Stores +
- +
Magento Stores +
- +
Woo Commerce Stores +
- +
 

Marketplaces

Entities Connecting with Amazon Seller Central (FBM & FBA) +
- +
Entities Connecting with eBay +
- +
Entities Connecting with Etsy +
- +
 

Retailers (Direct Non EDI)

Entities Connecting with HomeDepot.com +
- +
Entities Connecting with Target.com +
- +
Entities Connecting with Walmart.com +
- +
 

EDI or Web EDI

EDI or Web EDI +
Yes No
Entities requiring EDI or Web EDI +
- +
Sum of Transaction Sets X Trading Partners for all Entities +
- +
CommerceHub - Marketplace Integration +
Yes No
Transaction Sets +
- +
Trading Partners +
- +
 

Other Integrations

Bill.com +
Yes No
Concur.com +
Yes No
Salesforce.com +
Yes No
Other +
Yes No
 

Setup & Basic Customization

Implementation
  • Guided Self Service
  • Full Service
Custom Forms & Labels
- +
Custom Dashboard Widgets & Reports
- +
 

Advanced Customization

Features +
Quote
  • New Features
  • Changes to Existing Features
Integrations +
Quote
  • New Integrations
  • Changes to Existing Integrations