• Product Stores
  • Select which stores will handle which catalogs, categories and products
• Product Catalogs
  • Associate product with price, location, availability, features, graphics, and other details
• Product Categories
• Products
  • Gather information on facilities, inventory, content, IDs, keywords, associations, suppliers, attributes, and more
• Product features
  • Add, delete or modify features as shown in the catalog for any product
• Price Rules
  • Prices can be modified at a working employee or ordering level when the rules are defined here for price variations such as discounts, special sales conditions, etc.
• Promotions

• Search for existing orders
• View existing orders
• Order Entry
  • Sales Orders
  • Purchase Orders
• Purchase Order Receipt Scheduling
• Back Orders: includes customer notification, delivery estimates, partial CC settlements, CC refunds, etc
• Returns and Refunds: based on order items, track reasons, put refunds on CC, billing account, mail a check, store credit, etc; assisted creation of replacement order

• Web Site Management
  • Create and Modify sites
  • Establish Standard and Secure Content Prefix
  • Specify Cookie Domain
• Dynamic Survey Management
• General Information/Concepts
  • Basic Content application screens for creating/updating content, data resources, meta data, content structure, etc.
  • Use slightly modified WYSISWIG editors from WSPublisher for editing of HTML, XML, plain text and other content
  • FreeMarker/XSLT/Velocity to allow for templating in content text, makes it more flexible like JSPs for dynamic content when needed
  • Utility transforms put in the FreeMarker context for content templates that allow for including other content, referring to external resources such as images, javascript files, CSS files, etc.
• Data Resource Management
  • Powerful search engine to find existing resources
• Content Management
• Layout Editor

• Facility Management
  • Facility can be a Warehouse, Retail Store, Office, Building, Meeting Room, etc.
• Inventory Management: Quantity On Hand and Available To Promise with Order Inventory Reservations and Item Issuance for Shipments
• Pick and Pack Management with picklist generation, supports limited number of orders per picklist, sorts list by location, can generate pick lists separately for different shipment methods
• Order only included in picklists when sufficient inventory is on hand in pick/primary locations
• Shipment Management
  • Automatic Shipment Creation from Purchase and Sales Orders
  • Shipment Scheduling
  • Shipment Items
  • Shipment Packages
  • Shipment Item Package Assignment
  • Shipment Route Segments
  • Shipment Package Route Segment Assignment
  • Generate a Shipment Plan
  • UPS XML-based Integration (XPCI)
  • Confirm Shipment (gets tracking number, pricing and other information)
  • Accept Shipment (gets shipping label image and finalizes the shipment)
  • UPS then knows what to pickup and has all information about shipments and packages
  • Void Shipment
  • Track Shipment (updates tracking info)

• Tracking Code Management
• Marketing Campaign Management

• General Ledger Accounts
  • View Chart of Accounts
  • Create New GL Account
  • Edit an existing GL Account
• Billing Accounts
  • Find a Billing Account
  • View/Edit a Billing Account
• Invoices
  • Find/View existing Invoices
  • Automatic Invoices from Purchase and Sales Orders
• Payments
  • Find a Payment Received

Note: A Party can be either a Person, or a group of Parties. A Party Group could be a company, an organization within the company, a supplier, a customer, and so forth. Information that describes Parties or is directly related to Parties is contained in these entities.

• Party Types: Persons and Groups
• Finding Parties
• Party Data Maintenance
• Security Data Maintenance

• Track work efforts
  • Tasks and to-do items
  • Calendar events
  • Workflow activities
• Track requests
  • Supports requests: for support, for features, for fixes, for information, for quotes, for proposals
  • Associate requests with requirements
  • Associate requests with work efforts (tasks, projects, etc)
  • Each request consists of multiple items, each of which contains details about what is desired
• Track requirements
  • Used to internally manage required features for a product
  • Usually based on requests, or request items to be more accurate
  • Each requirement contains a "use case" for a more formal description of what is to be created