Certinia
We have extensive experience, implementing, customizing and supporting all components of the Certinia (formerly FinancialForce) solution with an emphasis on Inventory Management. Ladd Partners is a Premier Certinia Partner.
Certinia is the leading ERP built natively on the Salesforce Platform, providing a complete and customer-centric view of your business. Align your sales, services, supply chain and finance teams around a single customer record.
Certinia Core Modules
Supply Chain Management / Orders, Procurement and Inventory
A full quote-to-invoice solution for businesses with inventory. Seamlessly integrates with Financial Management to provide full visibility into gross margin by item, customer, and opportunity.
Financial Management
Streamline, simplify, and automate your financial operations on the Salesforce Platform. Certinia Financial Management gives you a flexible general ledger, automated billing processes, and business intelligence all in one place.
Professional Services Automation
Certinia PSA is the market-leading Professional Services Solution. Manage time entry and resource utilization, keep projects on track, and benefit from timely reporting insights powered by Salesforce Einstein.
Billing Central
A subscription and usage billing solution that enables customers to centralize and manage their most complex customer relationships in one solution. Create a single source of truth and improve accuracy with a single consolidated invoice for services and inventory.
Revenue Recognition
Centralizes revenue streams into a single revenue recognition solution. Get compliant with the new ASC 606 & IFRS 15 standards. Automate calculations, reduce your period-end close and gain a complete picture of your revenue - both recognized and deferred.
Analytics
Certinia analytics is now powered by Salesforce Einstein, enabling fast ‘slice and dice’ on very large datasets; rapid drill-through from top level financials down to individual source transactions; and predictive analytics.
Ladd Partners Extended Features
Ladd Partners offers a variety of licenced extensions that enhance the core Certinia ERP capabilities.
Enhanced Cycle Counting
- Create Cycle Counts by: Warehouse, Location and ABC Classification
- Ability to generate variance reports before making adjustments
- Allows for blind cycle counts with manager overrides
- Support for serialized and non serialized inventory
- Supports paperless data entry for Cycle Counts via Mobile devices
Wave Picking / Packing
- Intelligently manage the inventory picking process within a warehouse based on: order requirements, item locations and the capacity of the trolly being used in the process
- Pick multiple customer orders in one unified process
- Paperless process
- Confirmation at Pack step of accurate pick vs. customer order
- Supervisor visibility & control
Reorder Point Management
- Supply & Demand processing, takes into account Sales Orders, Purchase Orders, Production Orders and Backorders when recommending what to purchase
- Ability to run Reorder point by Warehouse
- Ability to translate Unit of Measures between Purchasing UOM and Stocking UOM
Credit Limit Management
- Ability to check a customers credit at different points throughout the Sales order fulfillment flow, including
- At Creation of SO
- At Allocation of SO
- At Approval of SO
- At Pick of SO
Inventory Analytics
- Using Salesforce Analytics you can get one view of your inventory needs, including:
- Open Sales Orders
- Open Purchase Orders
- Open Production Orders
- Backorders
- Inventory On Hands
- This data can then be used to identify what supply is required to keep up with your demand.