Product Details

Aptean Industrial Manufacturing ERP WorkWise Edition

Price Range $5K - $500K
Cost Per User $1,000/mo
Yes Icon Cloud
Yes Icon On-Premise
Retention Rate
User Range
5 — 500
Financing Options
Lease, Subscription
Minimum Fee to Implement
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Aptean Industrial Manufacturing ERP WorkWise Edition
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Aptean Industrial Manufacturing ERP WorkWise Edition Overview

Aptean Industrial Manufacturing ERP WorkWise Edition software is built specifically for today’s make-to-order, engineer-to-order, configure-to-order, build-to-stock and mixed mode manufacturers. 

Our innovative software empowers users to make informed decisions on production processes and business activities by providing proactive, real-time information. This allows you to shorten cycle times and optimize manufacturing information, supply chain management and manufacturing execution and planning.

Our comprehensive WorkWise ERP System is comprised of 8 different suites and over 45 essential applications.

  • Sales, Marketing & Service
  • Engineering
  • Planning
  • Materials
  • Production
  • Finance
  • Documents
  • Analytics

Aptean Industrial Manufacturing ERP WorkWise Edition Advantages

WorkWise Edition is designed specifically for the needs of mixed mode manufacturers with a completely integrated solution across the entire enterprise. WorkWise’s unique Role-Based Workbench increases user efficiency with tailored workbench configured according to their role.

WorkWise Edition provides deployment options and flexibility by either deploying On Premise or in the Cloud managed by WorkWise.

Aptean Industrial Manufacturing ERP WorkWise Edition Technology

Aptean’s unique and innovative Industrial Manufacturing ERP WorkWise Edition software is a revolutionary application that’s assembled to the individual needs of each user.

Historically, ERP systems have been organized with a modular approach, in which functions are represented by modules (MRP, Inventory, MES, General Ledger, etc.). However, this required users to go in and out of various modules to accomplish a single task. In many systems, this also meant that the item must be re-entered into each module. This approach was slow, tedious and inefficient.


Workwise Edition cloud solution offers the same comprehensive suite of applications included in our on-premise ERP system, without the costly hardware infrastructure and maintenance requirements. WorkWise fully manages your IT environment, including security, updates, SQL maintenance, and regular backups. This means you can reap all the benefits of a hosted, cloud environment while still experiencing the same robust functionality WorkWise ERP is known for.

When you choose to run WorkWise Edition in the cloud, you’ll benefit from our team’s vast experience developing and implementing manufacturing software, coupled with the unmatched security, reliability, and speed of Amazon Web Services, today’s industry-leading cloud hosting provider.

We changed all of this with Role-Based WorkBenches.

WorkBenches are views that are configured to match each user’s role within the company. With Role-Based WorkBenches, workflow is configured for each user’s role and designed specifically for his or her job. Everything is available in one view so users don’t have to move in and out of applications. Everything they need to do is just a click away.

In this environment, our customers work smarter and faster – improving productivity and reducing costs.

Aptean Industrial Manufacturing ERP WorkWise Edition Modules

Materials Management for Aptean Industrial Manufacturing ERP WorkWise Edition

Materials Management Module

A key ERP application for manufacturers, Bill of Materials (BOM) allow users to outline the structural composition of products they sell, assemble, cost, or plan. Encompassing every style of BOM, this application integrates all functions in the supply chain from Customer Order Processing through Production Costing.

An additional feature of the BOM application is the ability to associate materials to an operation. It allows your material planning program to schedule materials to be available when the operation begins instead of when a work order is scheduled to begin.

Key features include:

  • Date and ECN affectivity
  • Attaching operations
  • Auto issue based on production


Enable your WorkWise Edition software and CAD system to work together. Pass data bidirectionally between CAD and WorkWise ERP to move directly from on-screen renderings and share it between two systems.

CADlink delivers an efficient and productive engineering and product development process by improving the production time, offering visibility and accuracy, freeing up engineering time and resources, and reducing shop floor errors.


  • Intuitive visual interface
  • Error notification
  • Direct CAD integration
  • Reduced engineering costs 

Inventory Management Module

Enhance customer service and increase inventory turns with the WorkWise Edition Inventory module. The Inventory module enables the replenishment of materials and products without increasing inventory investments.

Project phased inventory and access available to promise” information instantly. Information is updated with every transaction and includes all consumption and replenishment actions. Quickly drill down to see specific orders involved during any period.

The Inventory module in WorkWise Edition includes the following key features:

  • Unlimited locations, bins, lots and serial numbers
  • Cycle counting and physical inventory
  • Reorder advice with Order Point Logic
  • Stock status with Time Phased Projected Balances
  • Detailed summary transaction history/audit
  • Item classifications and stocking flags

The benefits of the WorkWise Edition Inventory module includes the ability to anticipate demand, increase inventory turns, gain more accurate forecasting and real-time access to information, and enhanced customer service.

The WorkWise Edition Material Control management (MCM) module provides materials personnel with control over all material functions, augmenting the capabilities provided by other WorkWise modules.

Material Control Management (MCM) provides integration with other WorkWise Edition modules, including Mobile Data Collection, for wireless hand-held transactions with bar-code support.

Comprehensive Material Control Functionality includes the following features: 

  • Better Inventory Control by Staging Material Picks Separately from Issuing
  • Shop Floor Control Electronic Pick Requests with Availability Checking
  • Customer Order Electronic Pick Requests with Availability Checking
  • Manually Generated Move Requests, with or without Bin Tracking
  • Real-Time Electronic Moves for all Moves, Picks and Transfers
  • Automatic Serial Number Assignment for Items that Require Serial Control
  • Automatic Lot Number Assignment for Items that Require Lot Control
  • Shop Floor Control Back-flushing Using Hierarchical Bin Type Sequencing
  • All Functions Provided in a Comprehensive MCM Workbench for Easy Transaction Control
  • Optionally Deploy with MDC Mobile Devices (With MDC License), including easy to use One Scan” bar code deployment for even easier scanning

Material Requirements Planning (MRP)

The Materials Requirements Planning application determines the products that should be produced, in what quantity, and by what specific date. Easily schedule and forecast product demand while creating a complete material plan that determines the quantities and delivery schedules of needed components.

Using WorkWise Edition capabilities, MRP can assist in lowering inventories and making them more flexible. The multi-location and multi-level drill-down pegging alerts production planning personnel quickly of any potential problems.

Key features:

  • Automated replenishment advice
  • Full pegging to source of demand
  • Fast regeneration

Mobile Inventory Control

Validate and update transactions in real-time with WorkWise Edition’s Mobile Inventory Control (MIC) capabilities.

Mobile Inventory Control (MIC) is a set of mobile transactions designed for hand-held devices. MIC capabilities allow users to deploy bar-code enabled, hand-held mobile devices selectively.

With WorkWise’s MIC, transactions validate and update in real-time. The MIC ERP application includes Inventory, Shipping, Receiving, and Shop Floor transactions, all with bar code label printing functionality. MIC works directly with the WorkWise ERP database to improve inventory accuracy; inventory control; provide better lot, bin and serial management, and improve lot traceability.

WorkWise Edition Mobile Inventory Control (MIC) includes the following features:

  • Purchase Order Receipts
  • Customer Order Shipping
  • SO Completions
  • SO Material Issues
  • Item / Bin Look-up
  • Physical Inventory
  • Cycle Count

Bin-to-Bin TransferThe benefits of WorkWise Edition MIC include the ability to eliminate paperwork throughout the supply chain, connect workers with real-time information to reduce error rates, and improve accuracy and productivity.

Multi-Carrier Shipment Processing

Simplify the shipping process with WorkWise ERP’s multi-carrier shipment processing feature. Streamline and automate shipping processes with all major freight carriers and LTL carriers. WorkWise Edition has partnered with ProcessWeaver’s xCarrier solution to offer a comprehensive, best-in-class multi-carrier shipment process application.

xCarrier is an industry-leading multi-carrier shipping solution designed to streamline and automate shipping processes. By eliminating touch points and accelerating workflows, xCarrier allows companies to lower costs and transform shipping departments into profit centers. Tight integration with WorkWise Edition provides visibility and automated communication of shipping information company-wide and with end customers.

xCarrier seamlessly integrates with all major Freight Carrier Systems and LTL carriers, eliminating time-consuming/costly input errors. Its certified 250+ logistics trading partners include FedEx, UPS, TNT, Canada Post, Purolator, DHL, LTL, TL, Freight Forwarders, 3PL, 4PL and more. It is a single solution that replaces multiple carrier solutions and is designed to handle 100% of the customer’s shipping including small parcels, couriers, LTL shipments and company vehicle shipments.

By eliminating touch points and accelerating workflows, xCarrier allows companies to lower costs and transform shipping departments into profit centers while providing the following features:Reduce errors by eliminating double data entry

  • Increase accuracy of shipping information
  • Gain greater visibility into shipping statuses and costs
  • Improve employee productivity
  • Reduce shipment-related inquiry calls
  • Speed up processes
  • Improve cash flow by reducing SDO (sales days outstanding)
  • Improve the ship-to-bill cycle
  • Improve the bill-to-collect cycle
  • Help to find the lowest freight

Product Configurator

Simplify the production of engineered, ordered, planned, and controlled products that are configured or assembled uniquely for each customer order. The product configurator gives users great flexibility. Reduce the proliferation of items, bills, and routings for uniquely configured products.

Make it easy for customers and distributors to buy your products with the Product Configurator. It allows both sales and customers to select, configure, price, and order product all while making sure only valid features, dimensions, and options are selected.

Benefits include:

  • Features and options selection
  • Table lookups
  • Dimensionality calculations

Purchasing and Requisitions

The Purchasing & Requisitions module within WorkWise Edition’s solution efficiently handles all aspects of the procurement cycle, including purchase order creation, plus printing, receiving, providing vendor price quotations, management of blanket orders and extensive vendor analysis reporting. Collect and maintain accurate records of all important transactions.

The Purchasing and Requisitions module in WorkWise Edition includes the following key features:

  • Purchase order and change printing
  • Go paperless with optional integrated fax/email capability
  • Blankets and releases
  • Create shipping documents for vendor returns
  • Create return forms to document defective materials
  • Vendor quotations with quantity breaks
  • Purchase for stock, jobs (WIP) and MRO
  • Outside process services
  • Inspection processing
  • Complete purchasing history
  • Vendor on-time and quality tracking

The benefits of the WorkWise ERP Purchasing & Requisitions module includes the ability to maintain accurate records, save time with automation, streamline workflow with vendors, accurately track details, and increase efficiency.


The Routing application provides flexible and accurate scheduling, which is the basis for work loading and the source of the planned costs for direct, indirect, and overhead costs associated with plant equipment and personnel.

With the Routing application, gain the ability to establish Matrix Routings to allow for cross-referencing master operation lists to a configured product’s requirements. Enable the establishment of a single routing that can be attached to multiple products requiring the same basic operation steps.

Additional Features include:

  • Unlimited alternate routings
  • Total costs and complete scheduling view
  • Report actual work performed


Eliminate the need for expensive middleware with the use of SOLIDWORKS CAD Connect. The two-way data integration between the WorkWise ERP Engineering Workbench and SOLIDWORKS 3D CAD or PDM seamlessly moves engineering data between technologies. 

Import bills of material, item engineering data, part attributes, and engineering drawings from SOLIDWORKS into WorkWise Edition. SOLIDWORKS CAD Connect increases engineering productivity helping to speed up product development. 

SOLIDWORKS CAD Connect Benefits:

  • Improved responsiveness
  • Duplicate data entry elimination 
  • Improved responsiveness

UPS/FedEx Integration

The UPS/FedEx Integration module allows your ERP solution to work seamlessly with major shipping carriers including UPS and FedEx. Eliminate costly input errors as well as the need for issuing credits. 

For companies that only need integration with UPS and/or FedEx, the WorkWise ERP UPS/FedEx Freight & Shipping application seamlessly integrates with UPS and/or FedEx, eliminating time-consuming and costly input errors.

The UPS/FedEx Integration module in WorkWise Edition includes the following key features:

  • Shipping interfaces with UPS or FedEx
  • Shipment record automatically populated with freight cost and tracking numbers
  • Tracking numbers available in invoice history

Sales & Order Management for Aptean Industrial Manufacturing ERP WorkWise Edition

Sales & Order Management Module

Customer Order Estimates

The Customer Order Management application handles the creation, maintenance, shipping, and invoicing of a business’s customer orders for goods and services. Flexibility is key to the COP’s performance with the capability to efficiently accept orders from a variety of inputs and multi-priced items within a large choice of discount and markup rules.


  • Quotations, orders, and credit memos
  • Promise date calculations
  • Credit checking and management 

eCommerce Gateway

Online businesses needs a system in place to help manage business operations. With the WorkWise eCommerce Gateway application, users can keep business information stored and organized. Automatically enter information from your online store into your ERP system and receive up-to-date data from one place. 

Benefits and Advantages:

  • Build customer loyalty 
  • Open new sales and channels
  • Increase sales
  • Speed up order fulfillment 

Electronic Data Interchange (EDI)

EDI is a flexible interface tool used to replace paper mail, fax, and email by exchanging business in a standard format between business partners. Completed digitally, EDI transactions are sent to the correct application so they can be processed immediately. 

The application facilitates order entry, invoicing, and advanced shipping notice processes by removing the need for paper forms and filings. EDI integrates with your ERP software in order to coordinate supply chain management, reduce paperwork, and streamline administrative tasks. 

  • Reduces paperwork
  • Lowers costs
  • Increases speed and efficiency 
  • Improves data quality 


The Estimating application allows you to create and maintain accurate, up-to-date estimates, which gives a better understanding of the relationship between the manufacturing process, costs, and pricing. 

Using this application to analyze critical information before bidding or producing a job to significantly reduce material and labor costs all while improving your gross margin.

  • Reduce clerical and administrative costs of producing manufacturing estimates.
  • Improve gross margin through a better understanding of the relationships between the manufacturing process, costs, and pricing.
  • Improve competitive pricing ability based on what if” analysis of costs and prices.


Help your business save additional time by converting quotes to orders with the Quotations application. Streamlining quotation preparation and creating accurate quotation content, allows you to handle quotes faster. 

Quotes are accurately created including latest pricing, availability, notes, and images. It also helps to generate more sales with proactive follow-up.

  • Provides discounts according to customer or volume
  • Access to customer status and history 
  • Unlimited quantity breaks

Return Merchandise Authorization (RMA)

The RMA application provides users with the needed resources to manage customer returns, which includes recording and documenting RMA requests, the ability to receive returned goods, send replacement goods, and approve or deny claims. 

With this solution you can quickly enter and process RMAs, create replacement and return orders, as well as assign a credit memo after the RMA has been approved.

  • Receive returned goods
  • Record and document RMA requests
  • Create credit memos
  • Print RMA’s for internal use

Serial & Warranty Control

The Serial and Warranty Control application allows users to maintain accurate records for each unique warranty and/or serial number purchase and sale. If your company is not required by industry regulation to implement lot serial control, it gives you a stronger ability to manage your business.

Serial and Warranty control can be useful in many ways including tracking parts that expire or tracking lots to specific vendors. 

  • Serialized assignments through shipping
  • End user contact information 
  • Service management notes 
  • Service records

Financial Management for Aptean Industrial Manufacturing ERP WorkWise Edition

Financial Management Module

Accounts Payable

WorkWise accounts payable provides users with a set of tools designed to control your payables and effectively handle the payment side of your business. 

The application maximizes cash flow by enforcing payment in the proper cycle, which ensures that potential discounts are taken when desired. 

Features and benefits:
  • Unlimited expense account distribution
  • Vendor/voucher hold
  • Accounts payable history 

Accounts Receivable

The innovative, easy-to-use Accounts Receivable application manages customer receivable records including invoicing, account status and management, cash management, and more. 

The application makes it easy for businesses to record, track, and verify receivables and cash flow. WorkWise ERP Accounts Receivable supports Balance Forward Accounting and Open Item Accounting and can interface with customer order processing, quotations, general ledger, and inventory management. 


· Credit ratings, history and limits

· Detailed notes and follow-up reminders

· Statement generation

Avatax Sales Tax Gateway

Avatax takes the burden off of tax management so that your concentration can remain on building your core business. With the Avatax application, WorkWise ERP offers a gateway into one of the most powerful sales tax management applications, which eliminates the productivity drain and the error prone ways of traditional tax compliance methods. 

  • Comprehensive, end-to-end automation
  • Addresses correction and validation
  • No manual updates

Cash Management

The cash management application combines your financial data with drivers and projections to project a solid forecast of the source and use of funds. With cash management, provide alternate methods of assembling cash source and cash use information from the WorkWise ERP database.

  • Forecast cash flows
  • Simplify the reconciliation process
  • Efficiently manage your cash cycle 

Credit Card Gateway 

Both flexible and easy to use, the WorkWise ERP credit card gateway includes retail, MOTO and eCommerce accounts, Level I, II and III processing and automatic processing logic. It also features customizable transaction grid listings with sorting and search functions that make creating reports simple. 

  • Reuse old transaction data
  • Configurable search options
  • Lots of customizable reports 

Fixed Assets

The Fixed Assets application, developed by WorkWise, tracks the status and value of your business’s fixed assets including furniture, machinery, buildings and electronics. Accurately track the varied life cycles of your fixed assets. 

  • Ensures compliance with latest tax and GAAP regulations
  • Dynamic depreciation and reports for any time period
  • Eliminates rounding errors 

General Ledger

The General Ledger application automatically accepts inputs from all areas of your ERP software allowing for complete reporting and drill-down analysis of activity. Users can bring transaction records in from other WorkWise ERP applications for classification and summarization, giving users a complete overview of the company’s finances. 

  • Multi-company consolidation
  • MS/Excel copy/paste journal entries
  • Unlimited statement formats

Human Resources

WorkWise’s human resources software streamlines the difficult tasks of maintaining records and reporting while keeping extensive employee information within immediate reach. 

Designed to help make short work out of difficult tasks of government reporting and record keeping, stay compliant with the human resources application.

  • · Tracks information throughout the year and produces standard OSHA 300 and 301 reports
  • · Tracks data of physical exams
  • · Add or modify attendance records 

Job Cost

Cost control is a requirement for any manufacturing enterprise that hopes to remain viable and grow its business. Job cost details both in design and in ease of use.

Job Cost Advantages:
  • Fixed and variable costs
  • User defined cost categories 
  • Work in process reporting 


Partnering with both Optimum Solutions and Denali Payroll Software, WorkWise ERP offers everything you need to manage and pay your employees. The partnership saves time and money by simplifying the payroll process, ultimately giving you better control of your business. 

Greatly reduce the amount of time it takes to process payroll and adhere to government requirements with ease. 

  • Pay by exception processing
  • Multiple payroll processing without conflict by pay cycle
  • Tracking of beneficiaries and dependents

Standard Cost

Standard Costing facilitates the timely and accurate support of standard cost accounting procedures. Standard Cost keeps up-to-date projected costs for all products and parts provided by a company.

The Standard Cost function takes the wealth of information contained within the other product data management functions and calculates current and standard costs by item number.

  • Costed routings
  • Current and standard (frozen) costs
  • Indented cost explosions

Production Management for Aptean Industrial Manufacturing ERP WorkWise Edition

Production Management Module

Advanced Forecasting

The Advanced Forecasting application is a collaborative tool that allows users to develop an accurate forecast. Fully supporting a Sales and Operations Planning process, companies can efficiently balance supply and demand. 

Key features:

  • 3‑year statistical forecast
  • Export to materials scheduling
  • Seasonality and smoothing factors 

Capacity Requirements Planning (CRP)

The powerful Capacity Requirements Planning (CRP) application provides real-time adjustments of Load and Capacity to resolve conflicts. This function grants users with the ability to run simulations and use the shop floor scheduling tools to view capacity requirements.

The CRP provides the following capabilities:
  • Color-coding load/overload by day
  • Adjusting calendars for work center capacities 
  • Drilling down to shop order detail 
  • Checking material stock status 

Equipment Maintenance 

Minimize your downtime while scheduling maintenance with the equipment maintenance application. Equipment maintenance gives users the ability to review, update, and schedule maintenance operations quickly, right along with production requirements. 

The application interfaces with WorkWise ERP applications in order to plan, order, and schedule the necessary maintenance activity and required materials throughout the Shop Floor Control system. 

Key features:
  • Schedule and track the maintenance of equipment
  • Create a standard maintenance schedule 
  • Provide a view to the impact of PM on the Shop Floor Schedule 


Kanban is a communication system that controls the shop flow and synchronizes the level of production to customer demand. The visual system allows users to see flow and to adjust to the level at which it is set. By using signals to determine when an operation should start, the signals can be cards, containers, emails or electronic notice. 

Use WorkWise ERP Kanban in circumstances where the demand is stable and operations are not shared on multiple product lines with variable demands. 

Key features:
  • Barcode scan for visual replenishment 
  • Kanban card printing and management
  • Single and multiple step production Kanbans.

Master Production Scheduling (MPS)

The Master Production Scheduling application is the most critical function in a Ship-from-Stock/Make-to-Stock environment. It provides a stable and efficient environment for your production area. 

The MPS application increases material requirement predictability by establishing a consistent production schedule that considers both forecast and customer orders. Improve your customer service through available-to-promise features, which allow users to check item availability and quote an achievable promise date. 

Key features:
  • Exception notices
  • Rough-cut capacity planning 
  • Net change and regenerative 

Production Dispatch & Reporting 

Manage the complexities of the shop floor environment with the Production Dispatch & Reporting application, which provides up-to-date information on production dispatch and data collection that can be ran on mobile-devices or from a browser. 

This application provides a complete document management system where employees can share tips, problem notes, and quality notes to track problems. 

Features include:
  • Time approval
  • Real-time production reporting 
  • Group sequencing to reduce setup times

Quality Management

Automate your company with built-in quality methodologies and advanced user workflow, while also eliminating all manual forms, files, and spreadsheets. 

Additional features:
  • Send electronic NC/CPA documents and To-Do notifications using email
  • Written reports in Crystal, allowing users to modify and create new Quality reports
  • Evolve to paperless quality system” where documents can be shared, viewed or emailed

Shop Floor Control & Visual Scheduling

Shop Floor Control & Visual Scheduling is the head of the MES and is designed for manufacturers to use in the scheduling and control of production, as well as the capture of labor, materials, machines, and time used in production. 

The application is a real-time database of shop floor activity including new work, current work-in-progress, and completions. Receive instant feedback to respond back to effectively as work moves through the plant and operations are completed. 

Supply Chain Management for Aptean Industrial Manufacturing ERP WorkWise Edition

Supply Chain Management Module

Advanced Forecasting

The Advanced Forecasting application is a collaborative tool that allows users to develop an accurate forecast. Fully supporting a Sales and Operations Planning process users can efficiently balance their organization’s supply and demand. 

Key features:
  • 3 year statistical forecast
  • Export to maters scheduling
  • Seasonality and smoothing factors 

eCommerce Gateway

Online businesses needs a system in place to help manage business operations. With the WorkWise eCommerce Gateway application, users can keep business information stored and organized. Automatically enter information from your online store into your ERP system to retrieve up-to-date data from one place. 

Benefits and Advantages:
  • Build customer loyalty 
  • Open new sales and channels
  • Increase sales
  • Speed order fulfillment 

Electronic Data Interchange (EDI)

EDI is a flexible interface tool used to replace paper mail, fax and email by exchanging business in a standard format between business partners. Completed digitally, EDI transactions are sent to the correct application so they can be processed immediately. 

The application facilitates order entry, invoicing and Advanced Shipping Notice processes by removing the need for paper forms and filings. EDI integrates with your ERP software in order to coordinate supply chain management, reduce paperwork and streamline administrative tasks. 

  • Reduces paperwork
  • Lowers costs
  • Increases speed and efficiency 
  • Improves data quality 

Multi-Carrier Shipment Processing

If your company needs integration with major freight and LTL carriers, WorkWise has collaborated with ProcessWeaver’s xCarrier Shipment Process application, which is an industry-leading multi-carrier shipping solution designed to streamline and automate the shipping process. 

It eliminates touch points and accelerates workflows, which allows the companies to lowers costs and transform shipping departments into profit centers. Integration with WorkWise ERP provides visibility and automated communication of shipping information company-wide and with end customers. 

Key features:
  • Greater visibility into shipping statuses and costs
  • Speed up processes
  • Help to find the lowest freight costs

UPS/FedEx Shipping Integration

If your company only needs UPS and/or FedEx, the WorkWise ERP UPS/FedEx Freight & Shipping application seamlessly integrates with UPS and/or FedEx, eliminating time-consuming/costly input errors and the need for issuing credits. 

  • Shipping interfaces with UPS or FedEx
  • Shipment record automatically populated with Freight Cost and Tracking #s.
  • Tracking numbers available for invoice history 

Customer Relationship Management for Aptean Industrial Manufacturing ERP WorkWise Edition

Customer Relationship Management Module

The OnContact CRM software seamlessly integrates with WorkWise ERP, delivering marketing, sales, and customer service capabilities. With its adaptable nature and easy-to-use interface, CRM allows users to access built-in marketing automation and contact center software. CRM integration, all for one simple, low price.

Users can easily create new fields, screens, tabs, controls, or workflows to capture unique requirements. Choose whether you want to deploy it in the cloud or on-premise. 

  • Complete solution for one low price
  • Unlimited support and training
  • Automated reports and analytics 

Additional Capabilities for Aptean Industrial Manufacturing ERP WorkWise Edition

Business Metrics

Business Metrics by WorkWise grants users with instant access to graphs and data from any mobile device. Data is always accessible, which enhances business performance and productivity, making your business process flexible. 

Available to all users, the app keeps you connected to your data while on the go.


  • · Mobile access to WorkWise ERP data
  • · View data in intuitive graphs and charts
  • · Easily filter data and drill down to grids 

Business Process Repository (BPR)

The BPR is a tool designed to make it easy for your team to create, collect and organize your business processes. Keep business processes constantly organized and up to date. 

The BPR helps teams build as mart process repository that is automatically organized by department and role. Users can also document any business procedure, simply by pressing a button. Record screenshots and step-by-step instructions while performing any business process.

Data Journaling

The Data Journaling application allows users to select key data elements: potential areas of fraud, common errors affecting accounting, data and auditing changes by tracking the user/date/time of selected changes. 

The application also provides a set of analysis tools allowing for query-based selection of audit data, which displays in it a grid format with pivot table-like tools.

Document Linking

The WorkWise ERP document linking application allows users to go paperless and capture information electronically. This fast and easy solution provides easy access to documents from either inside or outside of the ERP application. Replace paper files and folders, making it easier than ever to locate and share documents. 

When using this application, users can quickly see all related documents for items, routings, badges, customer order lines, estimates, vendor/item, purchase orders and work orders. 

Document Routing & Archiving

This application gives users the freedom to efficiently capture, manage and archive data electronically without the unnecessary mountains of paperwork. Document routing and archiving gives fast and easy access to all vital business documents from inside or outside of your ERP applications. 

Document routing and archiving is easy to configure and customize for your specific requirements. It is one of the simplest, most intuitive programs to learn and use on the market today.

Event Manager/Mobile Alerts

The WorkWise Event Manager allows ERP users to communicate instantly with one another with the use of instant messages, desktop notifications and alerts. Users can pick between 85 tailorable exception conditions that can be delivered to their desktop, email or mobile device. 

Instant alerts notify users when:

  • A new item is created
  • A user-defined alert is triggered in the Performance Management Workbench 
  • A purchased item is received

Label Management

This powerful and flexibly designed application allows users to meet the most complex labeling requirements and create any type of barcode label needed to comply with evolving customer and regulatory needs across the supply chain.

The label management application features compliant templates, data management, intuitive label design capabilities, extensive barcode and printer support.


  • Fast and reliable label production
  • Prints thousands to millions of labels per day
  • Quickly delivers updated labels to changing business requirements 

Services & Support for Aptean Industrial Manufacturing ERP WorkWise Edition

3‑Step ERP Implementation

With over 15 years of experience resulting in hundreds of successful ERP implementations, our consultants are some of the most highly skilled in the industry. We guarantee that our team of experts not only understand the WorkWise ERP software, but also understand the complexities and challenges that your industry faces. 

The WorkWise ERP team’s approach to implementation is both data- and goal-driven. Our experts help to plan and organize your project with our three-step comprehensive implementation.

1. Discovery

The get ready” phase ensures a solid foundation for your ERP implementation. Our consultants survey each of your functional areas in order to understand your business requirements and then custom builds an implementation plan based on those needs.

2. Implementation

The get set” phase is the most critical from an execution standpoint. WorkWise consultants train users, perform testing, and issue resolutions to certify that your new ERP system works properly. 

3. Results

The go” phase performs final conversions; training and testing are synchronized toward the cutover to WorkWise ERP. This phase also includes final modeling sessions, tests, improvements training, and support before the software goes live. 

Customizations and Integrations

WorkWise ERP software features over 45 applications and multiple integrations, all of which can be customized based on the type of software package you need. Our ERP integrations allows users to move seamlessly between applications without ever having to leave the ERP software. Easily adaptable to your business, WorkWise ERP gives users complete visibility into your manufacturing process, improving efficiencies and streamlining operations. 

In addition to customizing ERP applications and integrations, WorkWise ERP also performs customer third-party software integrations if needed. 

WorkWise ERP customizable applications and integrations include:

  • Accounts Receivable/Accounts Payable
  • Business Metrics
  • Customer Relationship Management Software

ERP User Training

With one of the industry’s most comprehensive ERP training programs, WorkWise provides its customers with resources designed to help them get the best usage of their software. The provided training ensures success for your business and a complete understanding of how your software works. WorkWise will guide you through all stages of ERP software including providing knowledge about planning and software implementation.

Training with WorkWise is flexible; choose between the options of online or on-site training sessions as well as your choice of receiving training at our location or yours. WorkWise wants to help you get the absolute most out of your ERP software, which is why we encourage customers to attend training sessions designed for your specific industry. 

Additional training resources include:

  • Training classes – a comprehensive series of interactive, web-based training workshops.
  • WorkWise Education Series – indulge in educational, free 60-minute webinars, if enrolled in an ERP software maintenance plan.
  • ERP Training Library – our customer care center gives access to our library containing hundreds of ERP video courses.
  • User Group Meetings — User Group Meetings are great opportunities to meet with other software users, review product updates, engage in Q&A’s and provide software feedback.

Multi-Point ERP Support System 

WorkWise ERP understands that strong customer support is all about quick responses from knowledgeable industry insiders. WorkWise provides an efficient and friendly support team that is committed to finding solutions with our multi-point support system.

Our multi-point support system is there for every need of each customer with the latest information on any topic or question that needs a quick response. Our support system provides many avenues to get in touch with our staff including submitting requests via web, email, phone and fax as well as a substantial ERP knowledge-based library for 247 self-service support.

Our methods:

  • Rapid Response – focuses on critical needs, giving ERP users quick, workable answers.
  • Full Scope – a full diagnostic approach that helps users determine both root causes and relevant solutions to your questions.
  • Broad Scope –allows users to scan all of the available solutions in any area, as well as determining which of those solutions can have specific benefits to your business. 

WorkWise ERP Consulting

WorkWise ERP offers consulting services that are designed to create the maximum benefit from your ERP software investment and to help users gain a competitive advantage in the form of increased productivity and profit. Our WorkWise consultants are some of the most skilled ERP consultants in the software industry with over 15 years of experience in managing hundreds of successful ERP implementations, training programs, and improvement initiatives. 

The goal of our ERP consultants is to form a long-term partnership with our customers. We listen to your specific needs and business goals, working directly with you to gain the maximum use out of your ERP software. Our results-driven consulting style will help to take your business to a new level of performance and efficiency.

WorkWise ERP consulting services include:

  • ERP software installation 
  • Data migration
  • Configuration
  • End-user training
  • Business, technical, and project consulting 

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