Genius ERP

Inventory Management and Control Module

Genius ERP gives you a single real-time system that coordinates all areas of your operation, giving you greater oversight of your entire operation. Monitor inventory levels in real-time, and have access to accurate and up-to-date inventory levels and needs, giving you confidence that you always have the right number of goods and materials on hand for production.

Avoid material and long-lead item shortages while optimizing purchasing for a rolling stock of goods when you need them. Establish ​“just-in-time” inventory management practices and avoid costly shortages and supply overstock.

Track Inventory and Materials 

Track by serial number and associate different statuses so that specific materials can be counted and allocated before production begins.

Just-in-time Inventory

Avoid production interruptions by eliminating surprise material shortages and replenish based on actual on-the-job demand or for inventory. Use mobile devices to move material, manage inventory, and eliminate duplicate data entry.

Genius Inventory Management Module Features:

· Inventory movement 

· Material consumption 

· Physical inventory 

· Physical identification labeling 

· Inventory management 

Bill of Materials Module

An accurate BOM ensures that your product is built right. Save on engineering, planning and purchasing time, streamline production, and guarantee projects are headache- and error-free with software that automatically converts CAD drawings into BOMs. Trust that you will always have an accurate and up-to-date BOM ready for procurement, planning, pricing, and production.

Genius CAD2BOM is designed to save time, eliminate errors, prepare inventory and fine-tune quotes and estimates at the design phase.

Genius CAD2BOM integrates with SolidWorks or Inventor, and with one click produces a bill of materials, ready for procurement and production. Don’t waste time re-entering information, always have synchronized data, and eliminate redundancies. 

Genius CAD2BOM Module Features

• Fully configurable mapping between CAD properties and Genius fields
• Routing functions
• Progressive BOM release for lightweight assembly & partial transfer of project
• SolidWorks Cutlist profiles integration
• Inventor Frame Generator integration
• Multiple naming and mapping options with CAD Compare and merge BOMs

Materials Purchasing Module

Streamline the purchasing process through integrated data that links BOMs, sales orders, and inventory levels, allowing you to know what needs to be purchased, and when. Allocate raw goods to work orders, and use real-time data to monitor inventory levels, to ensure you always have stock and hand, and know when you need to re-purchase goods.

Vendor Management Module

Make price inquiries for multiple items, to multiple suppliers with Genius Vendor Management. Reorder items based on minimum stock or combine orders.

Automated RFQs

Genius ERP allows you to make simultaneous price inquiries for multiple items to multiple suppliers and subsequently receive prices from your suppliers without having to re-enter any information.

Smart Ordering

The recommended repurchasing function will identify potential shortages based on real-time inventory, expected delivery times, and the date required for the item according to in-process production orders. Genius Manufacturing also allows you to reorder items based on minimum stock or to combine purchase lists from multiple orders.

Sales and Order Management Module

All your job information in one place, accessible in real-time. This allows for quick access to all order information, less miscommunication, and greater coordination. From the time an order is placed through final shipment, every aspect of an order is tracked and managed with Genius ERP. Never lose valuable information, manage all order changes and ensure maximum customer satisfaction with Genius ERP. 

Quoting & Estimating Module

Use data from Genius ERP to create quotes more quickly and accurately. Make-to-order manufacturers need to prepare bids based on empirical values and rough estimates. Genius ERP provides data on suppliers, resources, and similar projects in one simple step. It also facilitates pricing and constantly compares the actual costs against the cost estimate.

With Genius ERP, you can get a head start by getting request for quotes out the door fast and accurately. Based on your buying history, generate RFQs to preferred vendors in fewer steps.

Sales Dashboard and Directory Module

For salespeople, Genius CRM helps track sales opportunities, manage communications with current and prospective customers, and organize sales-related tasks. For managers, Genius CRM displays sales pipeline in real-time, tracks activity of salespeople, and analyzes data about your customers and prospects.

Sales Management and CRM Module

Seamlessly integrated with Genius ERP, the CRM Sales Platform module provides the necessary tools to better manage your sales pipeline. Track opportunities and monitor your sales pipeline in real-time, while benefiting from all-in-one Genius ERP and CRM support.

Seamless ERP Integration 

Genius CRM has a built-in integration with Genius ERP, providing historical information for your sales team. While quotes are done in your ERP, sales opportunities can now be tracked in your CRM. At the same time, you’ll only need one support team for both your ERP and CRM.

Genius Sales CRM Module Features

• Existing and new customer management
• Sales opportunity management
• Task & calendar management
• Email correspondence tracking
• Reports
• Dashboards
• User roles & permissions management
• Google Maps integration
• Integration with Genius ERP
• Cloud-based for easy access from any location
• Mobile-friendly
• Easy-to-use
• Multi-language capabilities

Financial Management Module

Keep all your job, payment, and sales information in one place, for both your team and your customers. Genius Accounting and Financial management simplifies accounting for manufacturers. With just one system, connect finances, production, and all payment info to a specific job for easy tracking.

Genius ERP’s easy-to-use accounting module is synced with all parts of your business and projects, eliminating the need to maintain parallel systems. Genius Accounting includes accounts receivable, accounts payable, general ledger, and banking management modules.

The system is user-friendly, flexible, and intuitive. Our implementation team, rich in accounting experience and understanding of your business needs, can train your front office quickly.

Genius Accounting Module Features:

• Multi-currency exchange rate management and profit/loss calculation
• Multi-company capabilities
• Milestone payments/billing & revenue recognition
• Perpetual or periodic inventory management
• Ability to drill down to source transactions and keep an audit trail
• Reports, financial statements, and dashboards
• Unlimited data history access
• General ledger account code modification tool
• Chart of accounts structure with up to 5 segments
• Budget management, monthly or otherwise defined
• Recurring entries and reversing existing journal entries
• National customer account management
• Payment batches and multiple criteria selection
• Bank transactions paired with general ledger

Accounts Payable Module

Easily manage accounts payable and track of invoices with Genius Accounting. Genius ERP can generate payments for all invoices due, for a particular supplier, or only for specific invoices, letting you easily manage your invoices and payments.

Accounts Receivable Module

Keep on top of accounts receivable with Genius Accounting. Easily keep track of what payments have been made to which invoices, and know which invoices are outstanding with one centralized and automated system. 

Business Intelligence Module

With good data comes reliable reports: the insights from Genius ERP are made easy to understand through a suite of reports and indicator options for SME manufacturers. Genius Business Intelligence & Analytics puts a range of reports at your fingertips, helping you to analyze information across your operations. Genius ERP lets you harness your corporate data, and pull out valuable insights and dynamic reports to better understand your business, achieve your goals — and ultimately grow your business.

Reach objectives by setting targets and measuring progress with each new job order. Generate accurate and real-time reports, built using Microsoft Report Building Technology (SSRS). Set up alerts to stay in control of your most important activities. Use live dashboards (late jobs, late employees, quote conversion rate, purchase order with backorders, etc.), help guide shifting priorities.

Information on the Dashboard

Genius ERP puts a range of reports at your fingertips, helping you to analyze information across your operations.

KPIs in Check

Reach objectives by setting targets and measuring progress with each new job order.

Easy Reports

All Genius Manufacturing forms and reports are built on Microsoft Report Building Technology (SSRS).

Alerts

Set up alerts to stay in control of your most important activities. Let live graphical dashboards (late jobs, late employees, quote conversion rate, purchase order with backorders, etc.), help guide shifting priorities.

Financial Reporting Module

Financial reporting is made easy with Genius ERP. Easily create accurate financial reports, with real-time data, to always know where you stand. 

Improve profit margins by creating reliable financial reports that focus on both external profit building and internal cost reductions. Analyze information across multiple sources to set performance goals and create sophisticated profitability and financial models. Develop budgets that incorporate production, operations, sales, fulfillment, as well as up-to-date financial figures for optimal forecasting and planning.

Genius Financial Reporting Features:

• Reports on customers/vendors activities
• Reports on different journals (sales, receipts, purchasing, payment, general journal)
• Tax reporting
• Financial reports (balance sheet, income statement, trial balance)

General Ledger Module

Ensure your financial data is safe, secure and accurate. Genius Accounting directly connects your General Ledger to your job and client information. Manage, process and post all accounting transactions created throughout Genius ERP, as well as entries made directly within the General Ledger. Viewing, searching, and analysis becomes much simpler and faster with Genius Accounting. Users can quickly drill down from information in a general ledger entry to the related manufacturing transaction.

Multi-currency Management Module

Multi-currency exchange rate management and profit/loss calculation helps you manage an communicate with clients, no matter where they are located in the world.

Production Management Module

Manage your entire operation and production line with Genius ERP. Genius ERP is designed to help make-to-order, engineer-to-order, custom-to-order, and assemble-to-order manufacturers increase their throughput. Automate time-consuming steps, reduce bottlenecks on the shop floor, and connect historical data to upcoming runs to streamline your production. Use real-time data to monitor production capacity and shop-floor efficiency. Genius ERP can easily manage evolving BOMs, which is crucial for timely and cost-optimized procurement while maintaining minimal inventory. Stage the release of BOM information to production, and easily respond to client changes mid-project.

Genius ERP lets you sync your production planning, project management, and scheduling to optimize throughput.

Production Engineering

Streamline the production engineering process by taking CAD designs and transforming them into BOMs and RFQs.

Bridge Gaps and Get a Jump on Production

Genius Production Engineering is designed to save time, eliminate errors, prepare inventory and fine-tune quotation and estimation right off the bat at the design phase.

CAD2BOM

Genius CAD2BOM integrates with SolidWorks or Inventor, and with one click produces a bill of materials. Reduces unsynchronized information, work redundancy, and data entry errors with CAD2BOM.

Genius Production Engineering Features:

• SolidWorks and Inventor integration
• Fully configurable mapping between CAD properties and Genius fields
• Routing functions
• Progressive BOM release for lightweight assembly & partial transfer of project
• SolidWorks Cutlist profiles integration
• Inventor Frame Generator integration
• Multiple naming and mapping options with CAD
• Compare and merge BOMs

Production Planning Module

Genius Production Planning allows you to schedule proactively based on delivery date or by the historical capacity of each work center in your factory. 

Change on the Fly

Simplify planning be reacting to changes from your customers in-process.

Control Day-to-day Scheduling Details

Genius ERP gives you a real-time overview of your production floor. It clarifies and structures the instructions for each task and allows you to execute tasks according to an established plan. Genius can schedule and reschedule jobs to give visibility to the production and sales teams.

Improve Throughput Over Each New Production Run

Increase throughput by prioritizing workload versus historical capacities. Have the ability to monitor in real-time timesheets and work-order completion, as well as track expenses for each job in your factory or on-site. With production planning, organize based on actual capacity by identifying constraints on current and proposed workloads.

Genius Production Planning Features:

• Gantt charts
• Increase throughput by prioritizing workload vs. capacity
• Monitor timesheets and work-order completion
• Track expenses for each job

Project Management Module

Save time and meet delivery targets reliably with intuitive purchasing, including for long-lead items ahead of BOM with Genius Project Management.

Plan labor capacity utilization based on finite resources taking into consideration efficiency, calendar and overtime. Schedule hours by competencies or department, without having to complete routing details in BOMs. Add milestones related to your material, customer approval and deliveries.

Genius Project Management Features:

• Manage long-lead items for projects and jobs
• Complete preliminary purchases before completing a manufacturing BOM
• Once a BOM is finalized, automatically merge the preliminary purchase list with the manufacturing Bill of Materials

Quality Control Module

Be known for quality. Don’t just fix problems, prevent issues from occurring with Genius Quality Control. Generate non-conformance reports (NCRs) and relate them to the proper source (vendor, manufacturing, customer complaint, etc.) in one quick system.

Assign corrective actions so that employees can easily handle NCR input and correct issues, saving time and ensuring accuracy.

Build a history to guide staff and vendors, and ensure that products are delivered on-time — and at higher levels of quality.

Real-time Monitoring

Genius ERP brings all shop floor data into a single source for streamlined processing and analysis. Everyone in your organization sees the same data in real-time, to gain oversight, improve decision-making, optimize production and increase throughput.

Genius ERP lets you monitor and measure operations using real-time dashboards, as well as track progress, efficiency, and employee performance. Improve profit margins by creating reliable reports that focus on both external profit building and internal cost reductions. Progressively release bill of manufacturing details to the shop floor. Make quick changes based on shifting priorities and customer modifications. Integrate all your front office functions with your manufacturing software, centralizing data and breaking down operational silos.

Scheduling Module

Schedule both man-hours and machine-time based on work orders and real-time constraints. Monitor machine time to identify production bottlenecks and schedule accordingly. Plan shift schedules and labor capacity utilization based on finite resources taking into consideration efficiency, calendar and overtime.

Eliminate stop-and-go production by coordinating work-station activity and using one system to manage all projects. Allocate shop-floor resources along shifting priorities, multi-level BOMs, and WIP interdependencies.

Supply Chain Management Module

Genius ERP lets you manage your supply chain easily and efficiently, with advanced inventory and materials management, purchasing and procurement, and shipping and receiving functionalities. Keep on top of inventory levels, purchasing timelines, including for long-lead items, and material consumption to ensure goods and materials flow effectively through your shop. 

Inventory Management Module

Avoid material and long-lead item shortages while optimizing purchasing for a rolling stock of goods when you need them. Establish ​“just-in-time” inventory management practices and avoid costly shortages and supply overstock.

Tracking Made Easy

Track by serial number and associate different statuses so that specific materials can be counted and allocated before production begins.

Stay Lean

Avoid production interruptions by eliminating surprise material shortages and replenish based on actual on-the-job demand or for inventory. Use mobile devices to move material, manage inventory, and eliminate duplicate data entry.

Genius Inventory Management Features:

• Inventory movement
• Material consumption
• Physical inventory
• Physical identification labeling
• Inventory management

Purchasing Management Module

Manage purchase orders and sales orders from a single system. Integrated data streamlines the purchasing process by linking BOMs, sales orders, and inventory levels, allowing you to know what needs to be purchased, and when. Allocate raw goods to work orders, and use real-time data to monitor inventory levels, to ensure you always have stock and hand, and know when you need to re-purchase goods.

Shipping & Receiving Module

Monitor all shipping and receiving functions with Genius ERP to track work order progression. Track incoming and and outgoing items, shipments against orders, raw materials received and finished products shipped. All activities related to shipping and handling can be tracked to ensure accuracy and efficiency. An all new shipping memo screen greatly expands our shipping capabilities and ensures you are always on top of your supply chain. 

Customer Relationship Management (CRM) Module

Customer relationship management is an essential part of running a successful business. Building strong relationships with your customers and suppliers is mutually beneficial, and ensures long-lasting and successful partnerships. Use Genius Customer Relationship Management (CRM) to oversee your entire customer lifecycle, from prospect to cash, to improve operational efficiency and to accelerate growth. Easily manage quotes, sales orders, shipping and invoicing to ensure fluid and open communication, and to create strong relationships between you and your customers. 

Genius Customer Relationship Management Gives You:

• Complete visibility of ALL customer interactions. With Genius ERP you get a single database to store and share all data related to your customers, eliminating the need for duplicate information. One central database ensures that all your customer-facing departments work more efficiently together to meet your customers’ needs.
• A complete sales, support, purchase, and shipping history. Our CRM accesses the ERP database, giving you all the data you need to support the sales and quoting process.
• A head start by getting request for quotes out the door fast and accurately. Based on your buying history, generate RFQs to preferred vendors in fewer steps.
• Real-time and historical data to accurately manage your prospects, customers and vendors. Access invoicing, job status, shipments and quoting data in real-time, for any area of your manufacturing operation.

Customer Management Module

Use Genius Customer Management to determine prices based on true material, labor, and other costs. Start with accurate quotes, end with on-time delivery.

Easily Create Quotes and Sales Orders

With Genius ERP, you can get a head start by getting request for quotes out the door fast and accurately. Based on your buying history, generate RFQs to preferred vendors in fewer steps.

Genius Customer Management Features:

• Seamless integration with Excel estimation calculation sheets.
• Real-time work orders and sales order progress tracking.
• Apply margins to the sales price based on purchase orders and other costs.

Customer Service Module

Your customers are your number one priority. Genius ERP lets you track customer service needs from the initial incident right through to the finish. Incident reports, service needs, and processing returns quickly and efficiently can all be tracked in Genius ERP, giving you and your customers peace of mind.

Workforce Management

Genius ERP helps businesses understand cost and optimize production by tracking man-hours on each job. Genius Employees lets you manage payroll by production order, as well as lets your employees invoice and manage costs, all on one platform.

Time Cards

Using barcode, mobile or touch screen technology, easily collect time from the factory floor and in the office.

Payroll Made Easy

Simultaneously tally payroll and apply hours to POs to track true-cost of jobs.

On the Road: No Problem

Attach additional expenses to jobs while in the field, as well as in your plant.

Integrations

Genius ERP gives you real integrations, letting you get the job done faster and easier. Our Genius Product Engineering module integrates seamlessly with SolidWorks or Inventor, and with one click produces a bill of materials, ready for procurement and production. Don’t waste time re-entering information, eliminate redundancies, and always have synchronized data on-hand. 

You can also harness the power of your corporate data and generate accurate and real-time reports, built using Microsoft Report Building Technology. Analyze data and information from across your organization to make better business decisions. 

Rest API

Connect 3^rd-party applications, websites, and custom programs to share real-time information with dealers and customers. Being connected with your customers and potential sales outlets will make your company a top-of-mind choice to do business with.

Connect to Dealers

Give dealers access to your inventory, products and timelines, so they can connect you to end-users and increase sales.

Connect to Website Sales or Client Portal

Sync your website with Genius ERP to share information on products, inventory, and in-process jobs.

Genius REST API Features:

• Define generic data endpoints to access selected and controlled entities in the Genius system.
• All interactions with the API are secure and regulated based on entity rules defined in Genius ERP.
• Swagger (www​.swag​ger​.io) used to create interactive documentation for our REST API.
• JSON used as the data exchange format.
• Add and update information regarding attachments, BOMs, shipping, orders, production, Genius configurations, and more.
• Not bound to a specific technology.

Cloud Hosting

Whether it’s hosted on premise or on the cloud, we can deliver Genius ERP the way that works best for each of our customers. 

Our team of experts works with each individual client to determine the hosting solution that’s best for their budget, their shop, and their unique needs. And whether Genius ERP is hosted on the cloud or on-premise, our clients can be confident that Genius ERP will always perform optimally.

Customer Support

We believe in building lasting relationships with our customers, and that the job doesn’t end with implementation. We provide our customers the best possible technical and application support available today. Our customer support team are experts in our applications, technology, and industry, and are always on call to help. We use advanced support tools and technology, to ensure our customers always have the support they need.

Implementation Services

Genius ERP is out-of-the-box ready, and Genius Solutions has an industry-leading implementation success rate. We believe in forming long-lasting partnerships with our clients, and are with them every step of the way, starting at kick-off, through training, Go-Live, and beyond. We work hand-in-hand with our clients to get Genius ERP up and running at a pace that is right for a busy manufacturing shop. Our deep industry knowledge and proven 10-step implementation process help us to maintain best-in-class implementation success rates.

Training Services

Our team works diligently with yours to get the most out of our tools. Training sessions can be conducted at your offices, at our headquarters or remotely online to any location around the globe. We take the time to get to know your company, your employees, and your processes, and then design training workshops and courses around your shop and processes. We can offer training on modules one-by-one, as well as project management training courses to help you get your shop running smoothly and effectively. 

Consulting

From design to delivery, Genius ERP helps custom manufacturers achieve increased throughput without hiring new staff or expanding operations. Manufacturers can handle more jobs and take on new customers while avoiding bottlenecks, stalled projects and supply overstock.

Our manufacturing experts will help you optimize Genius ERP and get your plant running at full capacity.

Genius Academy

Genius Academy is a resource center available to our clients full of videos, tips, and tools to help our clients master Genius ERP and get their shops running at full capacity.