Our Customer
Success Stories

Applications: FM, SCM, Eposly (POS), Cannabis Essentials

Solution Implmentation:

• Libra worked with Ladd Partners to implement Cannabis Essentials
• Cannabis Essentials runs on the proven Salesforce platform and extends the market leading Certinia ERP with features required by the Cannabis industry
• Cannabis Essentials enables Libra to run their entire operation from Distribution to Retail from a single, scalable platform
• Full METRC integration for both distribution and retail greatly reduces time spent on data entry and improves accuracy
• Integrated Point of Sale, white label eCommerce and Loyalty management, all built on Salesforce
• QR code tracking to eliminate re-stickering of inventory
• Robust Vault cash management to manage cash across locations
• Reporting on all aspects of the business on a single platform using robust set of reporting tools

Applications: FM, SCM, Cannabis Essentials

Solution Implmentation:

• UpNorth worked with Ladd Partners to implement Cannabis Essentials
• Cannabis Essentials runs on the proven Salesforce platform and extends the market leading Certinia ERP with features required by the Cannabis industry
• Cannabis Essentials enables UpNorth to run their entire Distribution operation on a single, scalable platform
• Full METRC integration for distribution and manufacturing greatly reduces time spent on data entry and improves accuracy
• The ability to easily consolidate multiple companies financial statements in the system
• Built in approval processes for Purchasing and new vendor onboarding
• Using Marketing cloud for gathering 1st party data and Experience Cloud (Communities) for vendor self service

Applications: FM, SCM

Solution Implmentation:

• Moved from Excel and custom Salesforce objects into an integrated solution using Certinia SCM and a previously implemented FM
• Custom solution that links 1 million pieces of inventory with biospecimen information and accurate costing
• Quoting solution allows search on different biospecimen attributes and reservation by sample ID, SKU or generic product
• The picking solution doesn't just tell you what serial numbers to pick but also forces you to scan each one and validate the accuracy of the pick
• Customers receive one-off or monthly consolidated invoicing based on account settings

Applications: FM, SCM

Solution Implmentation:

• Moved from Quickbooks, Excel, and Salesforce CPQ to an integrated solution using Certinia FM and SCM
• Multi-Warehouse
• Quoting configurable items with the visibility of inventory and in-transit Purchase order information per warehouse easily accessible
• Ability to take deposits on a blanket Sales Order and apply per shipments based on manual discretion
• Requisition reorder process that looks at backorders and ensures that all the right parts are being ordered
• Ability to integrate with labor tracking tool on the Production Order and when completed the labor cost is automatically spread across all the completed inventory cost
• Integrated Zenkraft for Fedex/UPS bi-directional data of shipment cost, estimated shipping and tracking number
• Enhanced cycle count functionality used for annual physical count to count per location and automatically make adjusting financial entries

Applications: FM, SCM

Solution Implmentation:

• Moved from Quickbooks and Excel into an integrated solution using Certinia FM and SCM
• Multi-Company and multi-currency
• Increased inventory transparency into their third party owned warehouses
• Avalara used for quoting and invoicing to calculate correct taxes
• Gross Margin reporting by Sales Order, Account, Product and Opportunity
• EDI integration with Amazon to automatically create sales orders, allocate, approve and pick

Applications: FM, SCM

Solution Implmentation:

• Moved from Intacct into an integrated solution using Certinia FM and SCM
• Custom landed cost solution to ensure that all shipping costs are spread correctly across inventory to ensure accurate cost of good sold
• Customized Avalara solution to pull exception information from a specific address vs account
• Gross Margin reporting by Sales Order, Account, Product and Opportunity

Applications: FM, SCM

Solution Implmentation:

• Moved from homegrown system into an integrated solution using Certinia FM and SCM
• Integrates the use of Salesforce CPQ with Certinia Sales Orders with a click of a button
• Automatically creates Product, Price Book entries and Product Cost using the MSRP and Supplier cost loaded in SCM.
• Manage JIT (Just in Time) inventory for complicated 9-level BOMs where kits live within kits
• Streamlined the PO creation of all items within kits so that the customer orders the parent product but the purchase and fulfillment are at the child level
• Invoicing based on the quote regardless what items were actually required to meet the customer needs and cost of goods calculated per actual items used

Applications: FM, SCM

Solution Implmentation:

• Moved from Quickbooks and Excel into an integrated solution using Certinia FM and SCM
• Custom solution to work closely with Chinese vendors where prepayments and tracking of inventory in-transit are required
• Ability to take deposits on a blanket Sales Order and apply per shipments based on manual discretion
• Integrated Zenkraft for Fedex/UPS bi-directional data of shipment cost, estimated shipping and tracking number

Applications: FM, SCM

Solution Implmentation:

• Moved from Quickbooks and Excel into an integrated solution using Certinia FM and SCM
• Integrated SCM Quoting with Cloud Leasing tool on Salesforce platform for Application Approval process
• Integrated Cloud Leasing tool with FFA for recurring invoicing
• Custom tax solution with Vertex for leasing tax rates on invoice
• Automated creation of fixed asset to depreciate asset while customer pays lease