Features
Your Complete Business
Management Solution
With a wide range of customisable and scalable features, Versa helps you streamline your operations today while preparing for the growth of tomorrow.
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Versa Cloud ERP Features
Versa Cloud ERP provides a robust, cloud-native platform designed to manage and optimize every aspect of your business, from inventory and sales to financials and production.
Standard Platform Features
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Cloud Native & 24/7 Access
Versa Cloud ERP is fully cloud-based, providing you with anytime, anywhere access from any device, ensuring that your operations are always available and up-to-date. This flexibility enables remote work, mobile management, and continuous oversight of your business no matter where you are.
- 24x7 Access on Any Device: Whether you're in the office, at home, or on the go, access Versa securely from your desktop, tablet, or mobile device, ensuring complete control over your business at all times.
- Multiple Currencies: Versa supports multi-currency transactions, allowing you to manage global operations with ease. This feature is ideal for businesses that operate across borders or have international suppliers and customers.
- Multiple Languages: Expand into new regions with Versa’s multi-language capabilities, enabling your team and customers to work in their preferred languages. This supports global growth without barriers.
Premium Platform Features
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Native Mobile Apps
Our native mobile apps provide a full-featured experience, optimized for mobile devices, so you can manage your business operations on the go. Whether it’s checking inventory, approving orders, or viewing financial reports, Versa’s mobile apps give you the same powerful functionality in the palm of your hand.
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Unlimited Warehouses & Transactions
As your business grows, Versa grows with you. With unlimited warehouse support, you can manage multiple locations without limitations. Track inventory across as many warehouses as needed, ensuring full visibility into stock levels, orders, and shipments.
- Unlimited Transactions: Never worry about transaction caps. Versa’s platform scales with your business, ensuring that as you process more orders and grow your customer base, your system can handle the increased load seamlessly.
Standard Capacity
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Scalable to Meet Your Growing Business Needs
Versa Cloud ERP offers a flexible capacity model that grows as your business expands. Start with essential features and easily scale your platform to meet future operational demands.
- 1 Firm/1 Entity: Manage the finances, operations, and reporting for a single entity or business unit, perfect for small to mid-sized companies.
- 1 Warehouse: Track and manage inventory in a single warehouse location, optimizing your space with real-time data on stock levels, order status, and shipments. As your business grows, Versa can easily expand to support multiple locations.
Premium Capacity
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Multi-Entity Support & Inter-Company Transactions
For businesses with multiple legal entities or subsidiaries, Versa supports multi-entity management. Each entity can have its own financials, workflows, and reporting, while inter-company transactions are automated, reducing manual effort and ensuring seamless coordination across your organization.
- Consolidated Reporting: Generate consolidated financial reports for multiple entities, giving you a unified view of your overall business. This allows you to track performance across all entities while maintaining granular control over individual units.
Product Management
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Advanced Product Management for All Types of Goods
Versa’s product management features ensure full control over your inventory and non-inventory items. Whether you're dealing with physical stock or intangible services, Versa provides powerful tools to handle every product type.
- Inventory/Non-Inventory Products: Seamlessly manage physical stock and non-inventory items like services or digital goods, allowing full visibility and control across your entire product catalog.
- Lot # & Serial # Tracking: Ensure detailed traceability for products, from manufacturing to end-user. Lot and serial number tracking allow you to manage batches and individual items, perfect for regulated industries or businesses requiring detailed product histories.
- Variants & Catch Weight: Manage product variations like size, color, or material easily. With catch weight management, industries such as food or textiles can track products with fluctuating weights, ensuring precise inventory control.
- Predefined & Dynamic Buy/Sell Pricing: Tailor your pricing strategies by setting up fixed prices or allowing for dynamic adjustments based on customer relationships, sales channels, or bulk orders.
- User-Defined Units of Measure (UoM) & Conversion Factors: Customize your units of measure to fit your industry’s needs, whether you're measuring in pieces, kilograms, or pounds. Conversion factors allow for seamless transitions between different units within your workflows.
- FIFO & Average Costing: Choose between First-In-First-Out (FIFO) and Average Costing methods to calculate product costs, giving you flexible options for cost tracking and inventory valuation.
- KITS: Simplify your product assembly process by creating KITS that bundle multiple items into a single sellable product, streamlining order fulfillment and stock tracking.
Premium Modules: Product & Sales Automation
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Sales Forecasting
Predict future sales based on historical data, seasonal trends, and market analysis. Versa’s sales forecasting tools help you plan inventory levels, production, and staffing, ensuring that your business is always prepared for upcoming demand.
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Self-Service B2B Portal & Website
Provide your business-to-business (B2B) customers with a self-service portal, allowing them to place orders, manage account information, track shipments, and download invoices independently. This reduces administrative burden and enhances customer satisfaction by empowering clients to manage their orders at their convenience.
Financial Management
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Comprehensive Financial Tools for Full Control
Versa Cloud ERP offers a robust set of financial management features that help you control every aspect of your business’s finances. From invoicing and payments to multi-dimensional reporting, Versa gives you the tools to stay on top of your cash flow, taxes, and financial health.
- Enhanced Dimension-Based General Ledger: Organize and analyze your financial data across multiple dimensions such as departments, regions, projects, or product lines, offering customized reporting that fits your specific business model.
- Accounts Receivable (AR): Manage customer invoices, track payment statuses, and automate payment reminders, improving cash flow and reducing late payments.
- Payment Receipt – Credit Card/ACH: Accept payments directly from customers through credit cards or ACH, offering convenient, fast payment options and ensuring timely collection.
- Accounts Payable (AP): Track and manage vendor bills, schedule payments, and monitor cash flow, ensuring that your accounts payable process is smooth and efficient.
- Bill Pay – Checks/ACH: Process payments via checks or ACH, giving you the flexibility to pay suppliers in a way that best suits your business operations.
- Payment Batches: Simplify payment processing by grouping multiple payments into a single batch for more efficient cash management.
- Bank/Credit Card Statement Import & Reconciliation: Automate the import of your bank and credit card statements, simplifying the reconciliation process and ensuring your books are accurate and up-to-date.
Premium Financials & Accounting Modules
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Fixed Assets, Budgeting & Forecasting
Track the lifecycle of your fixed assets with built-in tools for depreciation, maintenance scheduling, and disposal. Additionally, Versa offers budgeting and forecasting modules, enabling you to create detailed financial forecasts and budgets, helping you plan for future growth with confidence.
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Enhanced Dashboards & Reports
Access powerful financial and inventory dashboards that give you real-time insights into key metrics such as inventory turnover, cash flow, and profitability by department or location. These enhanced reports provide actionable data, helping you optimize performance.
Purchasing
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Streamlined Purchasing for Smarter Procurement
Versa Cloud ERP gives you full control over your purchasing processes, from creating purchase orders to managing supplier invoices and landed costs.
- Purchase Orders: Easily generate and manage purchase orders, ensuring timely procurement and supplier communication.
- Dropship Purchasing: Automate drop shipping by sending orders directly to your suppliers for fulfillment, reducing the need for internal stock handling.
- Consignment Purchasing: Manage consignment stock with flexible purchasing options that give you control over inventory that you don't own until it’s sold.
- Supplier Invoice Management: Track and approve supplier invoices for goods and services received, ensuring seamless payment workflows.
- Supplier Deposits: Manage supplier deposits and prepayments, allowing you to stay on top of future purchases and financial commitments.
- Landed Cost Management: Accurately track and allocate additional costs such as shipping, duties, and insurance, ensuring that you calculate the true cost of your goods.
Premium Purchasing Modules
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Purchase Planner & Sales Forecasting
Utilize the purchase planner to predict purchasing needs based on sales forecasts, historical data, and current inventory levels. This ensures that your business is always stocked appropriately, avoiding both stockouts and overstock situations.
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Supplier Returns Management
Manage supplier returns with RMA (Return Merchandise Authorization), process credit memos, and track shipments for returned items, ensuring smooth transactions between you and your suppliers.
Selling
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Effortless Sales Management Across Channels
Handle every aspect of the sales process, from quotes and orders to invoicing and fulfillment. Versa’s comprehensive selling tools ensure that your business operates smoothly, whether you sell online, in-store, or through a complex fulfillment process.
- Quotes & Sales Orders: Generate professional quotes for your customers and convert them into sales orders with a single click, reducing time spent on administrative tasks.
- Customer Invoices & Deposits: Create customer invoices with built-in payment terms and track customer deposits for future orders or prepayments.
- Multiple Sales Channels: Versa supports sales from various channels, including online stores, walk-ins, will-call, and delivery, ensuring you can manage multiple fulfillment types effortlessly.
- Consignment Sales: Manage consignment sales where products remain owned by your company until sold by the consignee, giving you full control over the consignment process.
- Drop Shipping: Manage drop ship orders by having goods sent directly from your supplier to your customer, reducing handling time and inventory carrying costs.
- Blind/Double Shipping: Versa supports blind shipping, where your supplier ships directly to your customer with your branding, or double shipping, where orders are split and sent to multiple locations.
Premium Customer Returns Module
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RMA & Return Management
Handle customer returns with ease using RMA (Return Merchandise Authorization). Versa automates the return process, allowing you to issue refunds, credits, or manage restocking for products that are returned, repaired, or exchanged.
Inventory Management
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Complete Inventory Control for Efficiency and Accuracy
With Versa Cloud ERP’s advanced inventory management features, you’ll have full visibility into stock levels, movement, and order fulfillment, ensuring that you stay in control of your business’s most valuable assets.
- Receiving: Simplify the process of receiving inventory, ensuring accurate data entry and fast processing.
- Stocking & Put-Away: Efficiently organize your warehouse with easy-to-follow put-away instructions, reducing the time spent finding stock.
- Pick/Pack/Ship: Streamline your picking, packing, and shipping processes, reducing errors and ensuring on-time delivery to customers.
- Cycle Counting: Perform regular cycle counts to keep your inventory levels accurate without needing full physical stock takes.
- Inventory Adjustments: Make real-time inventory adjustments to reflect damaged goods, returns, or discrepancies, ensuring your records are always accurate.
Premium Warehouse Management
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Digital Pick/Pack/Ship & Batch Processing
Take your warehouse management to the next level with digital pick, pack, and ship processes, allowing you to automate fulfillment and reduce errors. Manage bulk orders with batch processing to speed up operations.
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Facility/BIN Transfers
Transfer goods between warehouses or within different bins in the same facility, giving you complete control over your inventory movements.
Standard Manufacturing
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Simplify Manufacturing with KITS & BOM
Versa Cloud ERP supports simple manufacturing processes with KITS and Bill of Materials (BOM), ensuring you can manage product bundling and basic production.
Premium Manufacturing Modules
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Make-to-Order & Make-to-Stock
Versa supports both make-to-order (customized production) and make-to-stock (mass production) workflows, ensuring flexibility for manufacturers. Manage production based on customer demand or inventory availability.
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Multi-Level BOM & Sub-Contracting
For complex manufacturing processes, Versa provides multi-level BOM support, allowing you to manage assemblies and sub-assemblies. Additionally, sub-contracting features ensure that outsourced production is seamlessly integrated into your workflow.
Reporting & Analytics
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Real-Time Insights for Data-Driven Decisions
Versa Cloud ERP provides powerful reporting tools that give you full insight into your operations. From financials to inventory and sales, Versa delivers the analytics you need to make informed decisions.
- Standard Reports: Access ready-to-use reports, including financial reports, operational performance reports, and dimension-based insights that help you monitor every aspect of your business.
- Custom Reports: Use the built-in report builder to create custom reports tailored to your specific
Premium Collaboration & Automation Modules
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Notes & Multi-Level Approvals
Enhance team collaboration with notes on sales orders, invoices, or transactions, ensuring all stakeholders are aligned. Implement multi-level approval workflows for key business decisions, reducing risk and increasing control over processes.
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Alerts, Reminders & Automated Emailing
Set up alerts and reminders for key events, such as low stock levels or pending payments. Automate email notifications triggered by events or schedules, ensuring proactive communication without manual effort.
Data Transfer
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Seamless Data Integration
Move your data efficiently in and out of Versa Cloud ERP with easy import/export tools and automated mapping features.
- Manual Import/Export: Easily import or export data such as product information, sales orders, or financial data, allowing you to integrate Versa into your existing systems.
- File Mapping: Use Versa’s file mapping feature to ensure accurate and error-free data transfers between systems.
Customization
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Tailor Versa to Fit Your Business
Make Versa Cloud ERP your own with a variety of customization options that let you modify fields, forms, reports, and more to suit your unique business needs.
- Custom Fields, Emails, Forms, and Labels: Adjust Versa’s workflows to match your business processes by customizing key elements like email templates, customer forms, and product labels.
- Custom Reports: Build detailed, custom reports to track the metrics that matter most to your business, helping you make better decisions and optimize performance.
Integrations
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Seamless Integration with Your Business Tools
Versa Cloud ERP integrates with a range of third-party systems, ensuring your business runs smoothly with the tools you already use.
- Import/Export Integrations: Transfer data between systems easily and securely.
- Sales Tax Integration: Automate and simplify your tax calculations.
- Shopify B2C Cart & Shopify POS: Sync your e-commerce and point-of-sale data, keeping inventory and orders up to date.
- E-mail Integration: Automate your customer communications through integrated email notifications.
- Carriers, Scanners, and Label Printers: Integrate with your shipping carriers, scanning devices, and label printers for faster, more efficient fulfillment processes.
Premium Built-In Integrations
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Advanced Integration Capabilities
Versa Cloud ERP integrates seamlessly with a wide range of third-party systems, enabling you to expand your business capabilities:
- ERP & Accounting: Connect with other ERP systems and accounting tools to ensure smooth data flow across platforms.
- Payroll & Expense Management: Automate payroll and track employee expenses with integrated solutions.
- E-commerce Integrations: Connect with B2B and B2C carts such as Shopify, WooCommerce, and Amazon, enabling real-time synchronization of inventory and orders.
- Shipping & Logistics: Integrate with parcel carriers, freight providers, and 3PL/WMS systems, ensuring your shipping operations are efficient and well-managed.
- Business Intelligence (BI): Leverage advanced reporting tools such as Power BI and Excel to create detailed visualizations and perform deep analysis on your ERP data.
Premium Operations
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Enhanced Server Capabilities for High-Performance Needs
Versa Cloud ERP offers dedicated servers and tailored server services for businesses that require enhanced security, performance, or customization. Additionally, Versa provides temporary or permanent sandbox environments, allowing you to test new features, workflows, or integrations without affecting live operations.