Encompass Solutions is happy to announce it’s recent certification in providing businesses with the necessary tools to hit the ground running with SuiteSuccess. This 0-100 approach to ERP implementation provides enterprises of every size the opportunity to reach full implementation within 100 days by utilizing a combination of Encompass Solutions’ expert experience and the #1 cloud-based ERP solution, NetSuite.

Benefits Of SuiteSuccess

A uniquely crafted answer to a continuously changing enterprise landscape, SuiteSuccess is designed to offer maximum functionality for businesses with minimum implementation time. Based on 20-years of research and transformation in how businesses utilize ERP software to optimize processes, SuiteSuccess is delivering a new solution the world over. The best-practices of more than 40,000 companies already utilizing the full capability of NetSuite software are included. Now, any enterprise can leverage these best-practices to its advantage, gaining all of the benefits with none of the trial and error. This is the fully-functional, hassle-free tool that enterprises can implement in 100 days for a unified solution to all their business needs.

While it’s true that in the past many ERP software providers have attempted to roll out templates and rapid-deployment methodologies, SuiteSuccess is wholly different with a holistic approach to faster time to realization, more efficient business practices, improved flexibility, and superior customer success.

SuiteSuccess Cornerstones

In a disruptive market, modern businesses require several components to maintain their competitive edge, which includes ERP, CRM, PSA, omnichannel commerce, HR, and Business Intelligence (BI). Because NetSuite is a platform built in the cloud, users continually have the latest updates, tools, and technologies at their disposal to support all areas of an enterprise.

Providing users with relevant and insightful workflows, KPI reports, dashboards, and metrics, results in higher engagement. Add to that the flexibility to personalize everyone’s experience, from the initial sales contact to on-going support, and it’s clear why NetSuite’s SuiteSuccess methodology has been so readily adopted by businesses big and small around the world.

Faster time to value and a return on investment are two things every business wants in a software solution. NetSuite delivers exactly that with its “zero to cloud in 100 days” methodology, not to exclude an industry stairway that provides companies the ability to utilize components and capabilities based specifically on their unique needs.

The Benefits of SuiteSuccess

Dedicated to delivering a solution for businesses that want to hit the ground running with an ERP implementation, SuiteSuccess is NetSuite’s answer that offers maximum performance with minimum set-up. The key benefits users can expect to take advantage of are:

  • Industry-leading best practices pre-built into the system
  • Pre-defined roles for each department, ready to be assumed by your workforce
  • Detailed Business- and industry-specific process flows and KPIs built-in to the system
  • Fluid set-up and employee training

By making the process easy on the user, the invaluable tools provided become that much more approachable. With expedited on-boarding, employees can understand and utilize the system to its full potential faster than with a traditional, full-scale implementation.

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider, SuiteSuccess Partner, and Epicor Gold Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.

Reverberations from Moogfest 2018 are still being felt long after the event’s conclusion and we couldn’t help but take the opportunity to congratulate Moog Music, Inc., a longtime client of ours at Encompass Solutions, Inc., on another successful year of bringing together musicians, engineers, and enthusiasts to celebrate the legacy of Bob Moog.

an image of the moog logo for Moogfest 2018

Moogfest 2018 in Durham, NC

Moogfest is a tribute and celebration to the legacy of Bob Moog, the creator and mastermind behind Moog synthesizers and electronic music technology.

This marks the 14th anniversary of Moogfest, which features synthesizer technology and all matter of associated gear, gadgets, and goodies. This year, there was a wealth of resources for synth enthusiasts, but Moog and other brands took things a bit further and exhibited their latest creations in guitar rigs, electronic percussion set-ups, and there was even an analog video display to carry the atmosphere even farther. This year’s event placed special emphasis on female, non-binary, and transgender artists when forming their line-up.

The show-stopper for Moogfest 2018 was their latest, semi-modular synthesizer, the Moog Grandmother. Some of the instrument’s features include a digital, arpeggiating sequencer section, one modulation section that doubles as an oscillator to compliment the instrument’s other two oscillators in the mixer section, various utilities for patching, a classic filter section, and an envelope section. Last but not least is the spring reverb that harkens back to classic Moog units with an unmistakably haunting spatial sound.

To explore the sonic possibilities and cosmic context of Grandmother, Moog Music visited the Linear Labs studio of artist-composer Adrian Younge (Black Dynamite, Netflix’s Luke Cage) earlier in 2018. In this video, Younge gives his personal “Thesis On Sound” while incorporating Grandmother into his retro-inspired creative workflow at Linear Labs.

The event not only showcased the latest creations of musical instrument manufacturers but provided learning opportunities and hands-on workshops to craft the ultimate sound geek experience where you could build your own modular Moog synthesizer under the guidance of Moog engineers.

About Moog

Known for manufacturing premier modular synthesizers used by musicians and recording artists the world over, Moog’s impressive products are hand-made right here in our backyard. Based in Asheville, North Carolina, the brand has branched out beyond the theremin and synthesizer to deliver a superior selection of musical instruments and accessories. While the electronic music scene in North Carolina still has plenty of room to catch up with when compared to the likes of New York and San Francisco, Moog makes it a point to deliver innovative ideas that revolutionize sound as we know it. The classic appeal and creative engineering in manufacturing make the most out-of-this-world musical instruments in a region of the US known for dirt roads and back-country sensibilities.

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, Epicor Platinum Partner, and Netsuite Solution Provider that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.

Encompass Solutions recently sat down with Metaphase Technologies President Kevin High to discuss the company’s current Epicor ERP implementation, manufacturing custom vision and lighting solutions, and the future of Metaphase. Here’s what Kevin had to say about his company and where he’ll be taking it with the advanced capabilities Encompass Solutions and Epicor ERP will provide.

A graphic of the Metaphase Technologies logo

Q: Can you describe what Metaphase does and what makes the company unique?

Our mission is to be the leading manufacturer of high-quality, high-performance, custom and standard machine vision LED lighting solutions. Metaphase Technologies is a custom job-shop with over 7,000 active products and new ones developed every week. We have in-house resources, including engineering, manufacturing, sales and service, all under one roof. We customize solutions to fit the end-user’s needs and provide application expertise to help determine the ideal solution.

Q: What are some everyday challenges Metaphase faces in business? Anything specific to vision systems and lighting that other manufacturers might not face?

As a company, some of the common challenges we face on a day-to-day basis include tracking of all active projects, custom light specifications, and evaluation units we send to customers. Since we lack continuity of data platforms, it can also be challenging to track where we are in the sales cycle. Lastly, our products are an integral part of our customers’ applications, which means we have to continue designing around component obsolescence. Information acquisition is often a challenge that is time-consuming. It is challenging to be able to view our inventory levels, provide prompt responses, and short lead times.

Q: What is your business hoping to accomplish with Epicor ERP software that you couldn’t previously?

Our expectations in working with Epicor are to learn efficiency in a custom job-shop environment, from top to bottom. What we are looking for is a more streamlined integration from start to finish. When our Sales Managers are in the field, we want them to be able to deliver quick and accurate information to the customers. Our goal with our next software implementation is to have a consistency of data across all departments, including BOM accuracy, to ultimately improve quality and lead times, as well as, efficiency in tracking process flows from start to finish.

Q: How are you taking advantages of strengths and benefits of production located in North America vs. production overseas?

Being a manufacturing company in North America is beneficial for both Metaphase and our domestic customers. Our Sales team maintains a healthy relationship with customers in the USA because of the accessibility and ease of communication. Our time-to-delivery is also decreased since we are not waiting on parts manufactured internationally. 

Q: At what point did you know you would need to implement an ERP solution for your business?

In 2014, we knew that we had to implement an ERP software just to keep up with in-house processes, it was becoming resource intensive to find answers; paper trail audits are very resource intensive and could take days to track down information on a product shipped in previous years. Metaphase has been through an implementation of a software that didn’t appropriately fit the needs for our unique company. In December 2017, we knew we wanted to start looking and exploring different ERP options because our current ERP system is inadequate to handle the custom job-shop flow our company has. We needed a better solution.

Q: Can you describe your ERP selection process?

We began our search by interviewing multiple vendors and identifying certain requirements. We evaluated live demonstrations of the software and eventually narrowed it down to two software companies. Proposals of the implementation process, as well as the financials followed the second demonstration of the software systems. An internal discussion was needed to evaluate the risks and rewards of each and we were able to make a decision.

Q: What key component(s) of Epicor got you interested?

Epicor had not been a software we were looking into originally but a chance meeting with Sonia, President of Encompass Solutions, at the A3 convention had put them on our radar. A good repour and quality customer care from the President had been reassuring and important to us.

Q: What are some of your apprehensions regarding the implementation of a new ERP system and how did Encompass allay those apprehensions and give your company the confidence to bring us on?

There will always be uncertainties about implementing a new ERP system since there is always a chance the system will not meet our expectations. Some apprehensions we have include cost and resource allocation, not being able to complete implementation within the projected time-frame, and also the transfer of data from our current ERP into Epicor. The quality of training and technical support is also a concern that we, along with many other companies, have going into an ERP implementation. Despite the apprehensions we have, Encompass has been guiding us through the process up to this point. The face-to-face communication with Sonia and Lynn have given us the confidence that they are willing to work with us throughout any issues that may occur during the implementation. The live demonstration of the software by Jeff was smooth and displayed his knowledge of the product well. The detailed proposal documentation that included the implementation process and timeline set expectations for not only Epicor/Encompass, but also Metaphase. The level of detail in the documentation made us more confident that Encompass has the experience to run a smooth implementation/ERP transition.

Q: What do you expect will improve as a result of implementation?

After the Epicor implementation, we expect that our process flows within our organization will improve. The user-friendly interface will allow for more timely and accurate information to flow through the system. Being able to help the Sales team save time with an easy CRM management and mobile capabilities, we expect them to have more time to do more selling!

Q: What do your employees think about the transition?

We notified our employees about our decision to move forward with Epicor and apprehension was expected. A majority of them are concerned about having a repeat of our previous ERP implementation and how much committed resources will be needed to make this work. But there is also some excitement about the possibilities this software system has and what it can do for us.

About Metaphase Technologies

For more than two decades, Metaphase Technologies has been developing products that advance “The Quality of Light” through the engineering and manufacture of uniform diffuse high brightness and ultra brightness LED illuminators. Metaphase’s illuminators are specially designed for applications in machine vision, military, and specialty lighting. Metaphase boasts expertise in engineering flexible lighting solutions for ease of integration into vision systems design. The company’s LED illuminators are currently utilized in thousands of applications throughout the world, including vision-guided robotics, automation systems, line scan inspection units, and many others across the machine vision industry.

As the first to standardize built-in constant current drivers, Metaphase continues to synergize cutting-edge machine vision LED lighting & control technologies in an effort to simplify innovation and increase customer return on investment.


About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider, Suite Success Partner, and Epicor Gold Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.

It’s been said that the only thing worse than drinking a warm beverage is watching someone else drink a cold one. This doesn’t have to be a fate you’ll taste any longer thanks to an exciting new twist in beverage packaging technology.

On-Demand Chilled Beverage Packaging Technology

The new technology Chill-Can presents improves the manufacturing ability of such options, making it a viable option for beverage manufacturers. Using liquefied CO2 as the coolant in this Heat Exchange Unit (HEU), this two-piece twist mechanism makes the simple chilling of beverages while on the go a reality. In total, it takes about 80 seconds for the activated product to cool the beverage kept inside its housing. The device can even be shaped for specific applications, be it 8oz, 12oz, 16oz, or any other style of a beverage can.

The device itself weights about 150g grams and will lower the affected beverage’s temperature around 30 degrees. Makers of the Chill-Can, The Joseph Co., currently hold 31 patents that pertain the unique technology, its manufacturing process, and the HEU coatings.

The Chill-Can currently costs consumers an additional $1.50 on top of the cost of the associated beverage, a price point the market has quickly responded to and, according to Joseph, retailers “couldn’t keep them on the shelf.”

Going Beyond Beverage Packaging Technology And Manufacturing

The Chill Can beverage packaging technology has enjoyed a resounding approval from consumers since its debut, but many look forward to applications that benefit humanity beyond quenching thirst on a hot day.

The medical field is one that stands to benefit greatly from this mobile chilling technology. Organs being transported from donors to recipients are an obvious application, but fragile medicines and lab samples that need to be kept cool while in transit are other applications that will likely benefit from this technology as it develops.

The full Packaging Digest article on the Chill-Can and an interview with, chairman/CEO of The Joseph Co. Intl and West Coast Chill, Mitchell Joseph, can be found here.

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm and Epicor Platinum Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.

With discrete and batch process manufacturers already taking full advantage of advancements in robotics and machine vision technology to improve operations, winemakers and agricultural industries are increasingly leveraging robots and machine vision to improve processes in the vineyard. Coupled with modern ERP systems, these manufacturers are better equipped to weather disruption and establish their foothold in a competitive marketplace.

Manufacturing, packaging, and production are already quite familiar with automation, vision systems, and collaborative robotics. Now, the more traditionally manual and complex areas of agriculture are beginning to feel the influence of these powerful technologies.

Robots And Automation In Agriculture

For example, Researchers at the Agriculture and Biological Engineering Group at the University of Illinois at Urbana-Champaign are making big pushes for robotics and automation proliferation into agriculture, forestry, and fisheries. The group has outlined their vision for the influx of robots, machine vision and AI in three levels. Initially, robots will utilize machine vision technology to survey and collect data that provide insight into a variety of environmental factors. A follow-up with more specialized robots will prepare and maintain sites, performing field operations such as weeding, picking, and pruning. Once a suitable location has been established and the land prepared for operations, third-generation robots and autonomous systems will emerge to automate the complete process from seeding to packing. The vision may still be years from coming to fruition, but examples of second-generation robots are already in the works. Take the California wine industry for example, where robots and irrigation technology are working in tandem to make more efficient use of watering practices in the drought-stricken state.

A Robot Workforce Uprooting Global Wine Industries

The vineyard might be one of the last places people imagine the latest advancements in technology are being utilized. However, the applications of machine vision, AI, and robots are disrupting the winemaking industry to such an extent that the benefits of their incorporation are too great to ignore.

Take California’s wine country for example. In a state with one of the most sizable wine industries in the world, while at the same time plagued with drought, innovators have answered the call with Robot-Assisted Precision Irrigation Delivery (RAPID). RAPID uses precision monitoring technology to deliver water through specialized emitters attached to irrigation lines laid throughout a vineyard.

Winemakers And Agricultural Industries Leverage Robots

This prototype robot is part of the RAPID system. It will adjust plastic water emitters that are being designed for existing drip irrigation lines in an effort to save water. Photo: Thomas Thayer

The project was funded with a $1 million grant from the Department of Agriculture and headed by UC Merced professor Stefano Carpin. The unmanned ground vehicle, equipped with GPS can map routes throughout vineyards.  Relying on drone and satellite images, the vehicle will have a continuous view of weather conditions in real-time. Additionally, the robot will utilize a “grasping hand” to turn the water emitters in such a way that increases or decreases the flow of water. This system improves on current irrigation setup considerably, since the irrigation watering systems currently in use deliver a constant flow of water across the entire system. With the more efficient use of water in the drought-stricken region, RAPID can improve vineyard yield, reduce waste, and even customize the watering process dependent on a vineyard’s variety of grape.  Carpin hopes to have a fully functional test system available by 2020.

Pruning With Precision Machine Vision Systems

Wall-Ye V.I.N is France’s answer to one of the most labor-intensive components of running a vineyard, vine maintenance. Pruning, de-suckering, and clipping fruitless shoots, to be more precise. Understanding which vines need to be pruned and to what extent is considered a sacred charge in many winemaking circles. Nevertheless, tremendous advancements are being made to automate these laborious and time-consuming tasks. The creation of Burgundy-based inventor Christophe Millot, Wall-Ye V.I.N. has even the most scrupulous winemakers nodding in approval as the economic value the robot presents is undeniable. Take for instance the human component of pruning. It takes somewhere near three years to fully train a pruner to man the vines, whereas Wall-Ye V.I.N. promises to be ready to prune in a fraction of the time. Still, the robot will not be capable of taking on all the associated tasks its human counterparts are responsible and instead take on a collaborative role within the industry.

Meanwhile, across the globe, California-based Vision Robotics is hard at work creating a system considerably larger than Wall-Ye V.I.N. to tackle pruning tasks. Canterbury University’s Australia campus is developing a similar pruning robot as well. All three projects have a common imaging system that feeds into an AI focused on 3D modeling to determine which vines make the cut.

Robotics Helping Harvest

Once the cluster-heavy vines are ready for harvest, machine vision and robotics come into play in a big way. Identifying which grapes are going to produce the best wine is an arduous task made easy with the incorporation of modern technology. Take for instance the robots in place at the Hall Vineyards in Napa Valley, California. Once grape clusters have been harvested, the robots on location are fed the clusters to identify which make the cut and which do not. Taking more than 10,000 photos a second, the robot is capable of conducting an analysis of each photograph virtually instantly.

The operator inputs what parameters the robot uses to identify what is acceptable and what is not. All acceptable specimens proceed to a “good fruit” bin at the end of a conveyor, while the rejected fruit is blasted off the line with a precision burst of air. This is just one way that robots improve the efficiency of vineyard operations and enable winemakers to create even more satisfying beverages.

Another example emerges in the EU project, VineRobot, that uses color cameras, Infrared thermography, and GPS techniques to obtain agronomical and physiological data from the vineyard in real-time. By combining all the necessary data to reach a conclusion, VineRobot is able to alert operators and other staff of nutrient deficiencies in plants and ready for harvest fruits based on pigmentation. Throughout the process, Vine Robot is actually creating a complete representation of the vineyard’s crop-quality as a result of the data gleaned from its sophisticated vision sensors and systems.

VineRobot uses color cameras, Infrared thermography, and GPS techniques to obtain agronomical and physiological data from the vineyard in real-time.

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm and Epicor Platinum Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.

Whether your warehouse operations are contained in a single location or spread across the globe, Native NetSuite Warehouse and Order Fulfillment tools provide the management capabilities your enterprise needs in a simple and intuitive solution. Beyond the impressive Warehouse Management System (WMS) that comes with the Native Netsuite platform, additional features including RF barcode scanning, strategy definition for put-away and picking, task management, returns authorization receipt, cycle count plans and more, ensure that your team is equipped to deliver the ultimate customer experience while increasing efficiency and lowering costs. Equip your business to match the pace of industry using an ERP solution specifically designed to streamline and unify your enterprise systems.

When it comes to controlling inventory, fulfillment, and costs, the right set of tools is essential. Get your processes under control with a sophisticated WMS and enhance your performance with increased agility, visibility, and labor efficiency. By utilizing 20 years of proven best practices across 40,000 companies that already use NetSuite, your enterprise can reap all the benefits of experience without the costly lessons learned through trial and error. The success of warehouse management and order fulfillment resides in defined strategies and advanced capabilities that utilize wave management, cartonization, cycle count planning, real-time inventory updates and integration with shipping systems. Are you equipped to match the pace of industry?

Warehouse Management

NetSuite’s WMS solution is built-in to the NetSuite platform and allows workforces to interact seamlessly with all the existing functionality of your system. An extension of the multi-location inventory module, NetSuite WMS provides warehouse-specific conditions that define, configure, optimize your inventory storage processes.

Key Benefits:

  • Warehouse Activity Dashboards
  • Expiration and Shelf Life Tracking
  • Barcode Labeling
Expiration and Shelf Life Tracking

NetSuite Makes Warehouse Management Easy With Intuitive Dashboards And Real-time Data Visibility.

Warehouse Operations

Your warehouse teams need to be working efficiently and managing their labor productivity is essential. Common functions within the NetSuite WMS, like task management, user-defined putaway/pick strategies, cycle counting, work orders and kitting, work to enhance productivity while driving down costs. Add to this the additional native NetSuite features and your inventory management operations are optimized to a degree that surpasses your projections to achieve a new benchmark for success.

Key Benefits:

  • Integrated Barcoding
  • Suggested Putaway
  • Multi-Order Picking

Mobile Control

Paper systems have gone the way of the dinosaur and warehouse operations are among the most critical elements of an enterprise that need to be fed and provide real-time data at a moment’s notice. Mobile control emerges as the answer and NetSuite WMS puts the ability to configure data collection, retention, and execution strategies in the hands of your workforce. With a fully mobile-ready WMS, users can operate in tandem with colleagues from multiple locations in real-time.

Key Benefits:

  • Mobile Receiving
  • Mobile Picking
  • Mobile Cycle Counting

Inbound and Outbound Logistics

NetSuite’s Inbound Logistics enables enterprises to manage all open purchase orders, transfer orders and inbound containers to ensure prescribed receipt dates.

Managing and coordinating the efficient transportation, receipt, and storage of inbound inventory are critical components to the success of any business. NetSuite ensures managing and coordinating inbound logistics is as intuitive as possible with native dashboards designed to manage it all, from expediting outstanding orders to container management and scheduling specific receipt dates. After receipt, conducting inspections and tracking vendor quality are easy thanks to these powerful tools.

a graphic depicting warehouse management - Expiration and Shelf Life Tracking

Inbound And Outbound Logistics Processes Are Made Easy With NetSuite.


When it comes to outbound logistics, NetSuite-powered businesses can manage products from final production on through to fulfillment, optimizing delivery and cash flow processes from every angle.

For the customer, it doesn’t matter what it takes for manufacturers, distributors, and retailers to provide products on-time. Your business needs to deliver on-time, every time. The best way to avoid penalties, delayed payments, and contract termination is to equip your business to not just match, but exceed expectations. NetSuite delivers the tools you need in fully-integrated manufacturing, inventory, and warehouse management solutions. Connect the entire pipeline from your warehouse to the customer’s loading dock with automated material flows, quality checks, and warehouse operations.

Inventory Management

Ensure you have the right materials in the right locations when purchase orders enter the system with NetSuite’s Inventory Management solutions.

No matter what your product or where it’s stored, real-time visibility of stock levels is essential to provide what your customers want, when they want it. Meet demand and replenish stock to meet both current and forecasted demand with NetSuite’s native toolset. Combine forecasting and demand planning functionality of Netsuite with tracking inventory in multiple locations, safety stock, re-order points, cycle counts, and distribution requirements planning tools and it’s easy to see why so many companies have found success with NetSuite Warehouse and Inventory management tools.

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider, Suite Success Partner, and Epicor Gold Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.

Epicor Insights 2018

Attending Epicor Insights 2018? Explore what’s ahead and start to plan your schedules for:

  • Technical Insight―Learn how to reduce costs and increase ROI
  • Practical Insight―Attend labs with Epicor technical staff demonstrating practical software solutions
  • Peer Insight―Network with fellow professionals, discuss common challenges, and share solutions while enjoying all that Nashville has to offer
  • Expert Insight―Hear from Epicor executives regarding what lies ahead and schedule meetings with Epicor experts
  • Education ROI―Extended education sessions offer a deep dive into the business software you’re using today

You can view the full agenda here, including extended education sessions and hands-on labs. The events begin next week and we couldn’t be more excited!

Join Encompass For A Customer Appreciation Event At Epicor Insights 2018

We are looking forward to seeing you all at Insights. This is a great chance for all of our customers to both meet each other and exchange war stories, but also for you to get a chance for some face-time with your Encompass team ― this year there will be representation at both an Executive and Operations level, as well as the account management team ― Sonia and Dave both look forward to meeting new customers, and spending time with those of you who have done business with Encompass for years.

Our team will be available throughout the event for meetings to discuss how we might support your organization in those endeavors. After a long day of training please join us for food and drink while surrounded by natural splendor beneath a soaring glass atrium in the Delta Pavilion Gazebo!



Encompass Solutions’ strategic partner Bezlio has added further enhancements to its mobile dashboard and user interface capabilities within ERP software. The latest feature comes in the form of streamlined and intuitive customer service portals that enhance the overall experience when it comes to providing documentation and service to clients at all hours. An effective ERP solution, with the latest in customer-focused tools, can help differentiate your business from competitors and standout in a crowded marketplace.

ERP-Integrated Customer Self-Service Portals

Customers want access to their essential documents, invoices, and purchase orders, and not just during office hours. Customer portals have fast become a crucial component of the customer experience. As a result, their availability has risen to the top of expected features in any business environment. And why shouldn’t they be?

Bezlio has delivered an attractive and seamlessly integrated answer to customer demand with a customer service portal that can be easily incorporated into an existing EPR system and accessed via desktop or mobile device. Within the self-service portal, customers can:

  • Open orders
  • Review order history
  • Track orders
  • Review shipping records
  • Access inventory in real-time
  • Access invoices

These powerful capabilities are the new normal when it comes to the customers’ experience and it’s crucial for businesses to keep up in order to satisfy an increasingly discerning audience of current and prospective clients. However, reading and displaying data is just the beginning.

An Open Channel Of Communication

Now more than ever, Customers want an open channel of communication available for when questions are asked and answers are needed, on-the-fly. Two-way communication within the customer portal ensures that your customers are empowered to write data and complete transactions directly to your source application. Cut out the complication of modern e-commerce systems and let your customers place orders on their time with the Order Entry functionality of Bezlio’s customer self-service portal.

Security Is Key

As with all digital information exchanges, security is of the utmost importance. Bezlio’s approach ensures you never synchronize a single byte to the cloud, and receive the benefit of top-level encryption and security measures to protect your business and your associated data.

ERP-Integrated Customer Self-Service Portals

The Gauntlet of Bezlio Security Measures Keeping Your Data Safe.

How To Implement The Bezlio Self-Service Center

So, you know you need a functional self-service portal, but don’t know where to begin with integration. Fortunately, the process is made simple and enterprises will only need to follow a few simple steps before they are up and running with this powerful integration from Bezlio.

Initially, the data agent from Bezlio will need to be installed inside of an enterprises firewall, be it through Bezlio, a partner, or an ambitious enterprise with a crack IT squad. The agent will be configured to communicate with the sources of data within the enterprises ERP, which can be assigned permissions based on the data to be shared. After that, queries to pull the data are linked up with Bezlio. These can be existing queries or built from scratch to fit a particular purpose within your enterprise. Once the backend is set up, templates and custom HTML/CSS/JavaScript can be utilized to create an attractive interface on the customer-facing end. Once things are set-up, all that’s left is to bring your customers into the fold and show them the new and powerful tools at their fingertips. The benefits of more satisfied customers and enhanced ROI are now yours to enjoy.

About Bezlio

Bezlio is developed and supported by SaberLogic, a US-based company with 15 years of experience in customizing and optimizing ERP (enterprise resource management) systems and manipulating data. Specializing in mobile, cloud-based integrations, Bezlio offers many supplemental tool integrations for existing Epicor systems, such as mobile crystal reports, Amazon Seller integration, Salesforce + ERP, tableau write-back, and the recently added self-service customer portals.

About Encompass Solutions

At Encompass Solutions, we identify opportunities for our clients in how to best refine their operations and leverage available technology to improve their processes at every stage. As a result, we make it our business to know these essential tools inside and out. Bezlio is just one of the many tools we’ve identified as instrumental at this time and place for many industries. If you’re interested in incorporating Bezlio into your existing structure, want it to be considered for an ERP implementation, or just want to know a bit more about the resources available to you, get in touch today and we’ll connect you with the right tools to achieve your goals.


With the many concepts of Industry 5.0 already lending fantastic possibilities to manufacturing industries across the board, the disruption potential of its components in the world of beverage manufacturing is nothing short of groundbreaking. Beer, Wine, and Spirits are some of the most complex and subjective tastes being explored among discerning palates the world over. Here’s how AI and mass personalization are bringing a personal touch to these industries.

A Mass Personalization App For Your Tastebuds: Gastrograph

The beverage aisles of convenience stores, groceries, and big-box stores offer the illusion of diversity, with dozens, if not hundreds, of drinks available for purchase. However, these beverages have undergone massive amounts of testing and QA to market them to the widest audience possible. The overarching “cast the widest net” philosophy of food and beverage manufacturers has left a sour taste in the mouths of many consumers. CEO of NYC-based Analytic Flavor Systems, Jason Cohen, offered as much in an interview with The New Food Economy, “My take is that pretty much all the food and beverage products on the market today are awful,” he explains. “There are literally no products engineered for me.” And Cohen is right. Manufacturers have formulated snacks and drinks for decades with the right amount of salt, sugar, and fat to hit the proverbial “sweet spot” for consumers. What Cohen’s start-up aims to do is enable consumers to find the foods that fit their ideal flavor profile. How does he plan to do so? Artificial Intelligence and mass personalization.

It doesn’t stop at taste, either. Moisture level, texture, gaminess, and a host of other characteristics fall under designations in the Analytic Flavor Systems Gastrograph app, a categorization spectrum that takes into account 24 different touchpoints with varying levels of intensity. Submenus under each characteristic allow for even further analysis. A sample Flavor Analysis of Dogfish Head’s 120-minute IPA was mapped in The New Food Economy’s article highlighting the app and larger topic of AI and mass personalization in beverage manufacturing.

AI and Mass Personalization helps Beverage Manufacturing

A flavor analysis of a craft beer, Dogfish Head’s 120-minute IPA, mapped using the Gastrograph app.

The personalized flavor profiling concept emerged during Cohen’s studies in Information Sciences and Technology. Cohen didn’t finish his graduate degree, but instead opted to pursue his project with Analytic Flavor Systems and Gastrograph App. Now touted as the first artificial intelligence platform to understand human sensory perception. Some of the biggest names in beverage are leveraging Cohen’s services. While it remains to be seen how strongly one can lean on the findings of the Gastrograph AI, the happening could be signal a new era of consumer profiling practices where food and beverage makers will make this sensory profiling a compulsory part of research when developing new products.

Craft Beverage Makers Make Impact Among US Manufacturers

Among the 10 fastest growing industries in the US is the beverage manufacturing industry ranks third, which only highlights the importance of innovation in the fields of gastronomy and manufacturing. Beverage manufacturing ranks just below Heavy and Civil Engineering Construction and highest-ranking Support Activities for Mining. The three experienced 44.9%, 17.1% and 17.1% growth in sales, from first to third ranking. This designation for beverages included everything from breweries to water and soft drinks. Sageworks analyst Libby Bierman offered comment following the recently released report that, “If you think about the rise in microbreweries and taprooms, it may not be that surprising to see these manufacturers nearing the top of the list.” The report itself relies on cooperative data gleaned from financial statements from private companies, like accounting firms, banks, and credit unions.

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm and Epicor Gold Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.

NetSuite delivers an incredible set of enterprise tools in one unified system, all while operating in the cloud for maximum mobility. Allowing small, medium, and large enterprises to shed siloed and disparate systems in exchange for a software solution that speaks to every department’s needs, NetSuite ERP is one of the most popular Cloud ERP solutions when it comes to empowering enterprises to take charge of their prosperity. Get in touch with one of Encompass Solutions’ NetSuite ERP experts today for more information.

Table of Contents

  1. NetSuite ERP
  2. NetSuite Human Capital Management (HCM)
  3. NetSuite Warehouse And Order Fulfillment
  4. NetSuite Procurement
  5. NetSuite Materials Management
  6. NetSuite Sales Order Management
  7. NetSuite Financial Management
  8. NetSuite Production Management
  9. NetSuite Supply Chain Management
  10. NetSuite Customer Relationship Management (CRM)
  11. NetSuite Real-Time Dashboards
  12. NetSuite Security
  13. NetSuite Support Services
  14. Tools, Templates And Training From NetSuite Central
  15. NetSuite Site Consultation

NetSuite ERP

A full profile will give prospective enterprises better insight into the capabilities and components of NetSuite ERP that can be utilized by every facet of an organization. The following is a comprehensive profile of the software solution from the time of writing this article.

An image of the capabilities NetSuite ERP is capable of

NetSuite ERP – A Cloud-Based, Unified Solution For Enterprises Of Every Size.

General Data

Below, you’ll find a brief overview of general characteristics and capabilities of the NetSuite platform. This section includes information that outlines integrations, architecture, database platforms and server OS.


NetSuite is operating under the designation of Software As A Service (SaaS) with multitenancy capability. This refers to a software in which a single instance of software runs on a server and serves multiple tenants. A tenant, in this case, is an individual that is part of a group of users who share a common access with specific privileges to the software.

Software Upgrades

Users are always kept current with the latest release of NetSuite. Clients are upgraded to the latest version of NetSuite as soon as it is released, ensuring your tools are operating at peak performance.

Financing Options

NetSuite is a subscription-based service. This means that your access to the tools is rolling on an annual basis. The longer the commitment at the time of subscription period or the longer of the interval between payments, the better the price your organization will receive when it comes to utilizing services.

User Profiles

While there is only one user profile required when implementing NetSuite, companies utilizing the platform have the capability to create an unlimited number of user profiles for their workforce in an unlimited number of roles.

Multi-Site And Multi-National Functionality

For those enterprises operating more than one facility, in more than one location, or in more than one country, NetSuite offers the management tools to keep operations running smoothly. Permissions and visibility are set according to the company’s needs, meaning everyone who needs multi-site and multi-national visibility will have it.

Multi-Language, Multi-Currency, And Multi-Tax Code Compliance

While not every enterprise will make use of these functionalities, it is worth noting that NetSuite also incorporates multi-language and multi-currency functionality into its toolset, ensuring that businesses serving an international audience can localize their operations and abide by the tax codes and reporting regulations of 50 different countries. NetSuite solutions have been translated in over 20 languages including Chinese, Japanese, French, German and many more.

Supported Database Platforms

NetSuite is very robust, supporting more database platforms than most other ERP software solutions. There are dozens of supported platforms, including:

  • MS SQL Server
  • Progress
  • IBM DB2
  • Oracle
  • ODBC Compliant
  • Proprietary
  • Customized per Client
  • Pervasive
  • Power
  • Sage ProvideX
  • Sybase
  • PostgreSQL
  • MS SQL Express
  • abas Open Object-Oriented Database
  • MS Access
  • IBM UniData/UniVerse
  • Universally Compatible w/all Data Base Platforms
  • Quickbooks
  • Salesforce
  • Multi-Tenant SaaS on the SalesForce Cloud

Server Operating Systems

NetSuite servers operate on the most widely used operating systems, including Mac OS, Windows, Unix, Novell NetWare, and Linux.

Supported Browsers

As a browser-based software solution, users can log into their NetSuite account from:

  • Internet Explorer 5+
  • Safari
  • Chrome
  • Netscape 7+
  • Any other Mozilla-based browsers on any desktop or mobile device

NetSuite Human Capital Management (HCM)

SuitePeople is NetSuite’s answer to the needs of a modern HR department and Human Capital Management (HCM). Weaving people data securely throughout the platform, managers and HR professionals are empowered to with the tools streamline employee information, new hires, employee onboarding, payroll, promotions and compensation changes. On the other end of the platform, employees are more easily able to request time off, track earnings and benefits, access employee directories, monitor schedules, and interact with their colleagues on a social level through internal message boards and forums.

Built into Core NetSuite, SuitePeople offers a host of additional benefits to organizations, including:

  • SuiteCloud: The SuiteCloud enables enterprises to build and customize their platform which can be integrated into any time, anywhere with the full capability of the platform’s latest release.
  • Role-Based Security:  Executives, managers, supervisors and employees maintain the integrity of their associated departments and accounts with superior security and protocols.
  • Universal Data: A consistent philosophy across all NetSuite modules, SuitePeople ensures people information is available readily for companies to nurture, protect and develop their talent.
  • Global Reach: Embracing a global approach to business practices, SuitePeople is enhanced with HR localizations, enabling companies can effectively manage global workforces.
  • Unified Access: A unified data model allows people information to be reported and analyzed from services seamlessly, everywhere from to the shop floor to the warehouse.

Core HR Capabilities

Several capabilities are included in the SuitePeople platform, including native organization design, job and position management, workflows and compliance management. These components are powered by effective-dated employee master data, which empower HR departments with the tools they need to run a seamless operation.

an image of the NetSuite ERP HR Dashboard

NetSuite Core HR Dashboard


Multi-jurisdiction taxes, benefit and deductions as rates, and an enhanced UI are just some of the essential components included in SuitePeople that make managing payroll easier than ever before.

An image of the NetSuite Payroll dashboard.Employee Center

Putting people first in your organizational hierarchy, The Employee Center provides roles tailored to your workforce that allow them to complete the task that matter to them. Providing superior clarity around usage and the status of employee benefits, enhancing visibility into the organization and where individuals are located within the hierarchy, and access to information that matters to them are the key components of the Employee Center.

An image of the NetSuite ERP employee center dashboard

NetSuite Employee Center

HR Analytics

A top-down view of overarching trends, HR Analytics allows human resources personnel to easily visualize headcount, growth, and turnover rates within the organization. Data can be segmented by departments locations, employee class and subsidiaries. Filters can be further applied to view employees within specific groups group.

Warehouse And Order Fulfillment

Controlling inventory fulfillment and shipping costs are a focus for smart enterprises and the concepts are essential to run a successful business. Streamlining your warehousing operations will enable your enterprise to deliver products on-time and at optimal cost.

Increase warehouse operational agility, visibility and labor efficiency with the powerful Warehouse and Order Fulfillment module found in NetSuite. By combining long-studied best practices with a sophisticated Warehouse Management System (WMS) enterprises are better equipped to manage their resources within distribution operations, while at the same time minimizing the organization’s total cost of operation or ownership (TCO).

NA image of the NetSuite ERP Order and Warehouse fulfillment dashboard - with Expiration and Shelf Life Tracking

NetSuite Order And Warehouse Fulfillment

NetSuite’s WMS solution optimizes the management capability of organizations when it comes to advanced strategies and operations like wave picking, cartonization, cycle count planning, real-time inventory updates and integration with shipping systems using RF device directed putaway and picking tasks.


Optimize your procurement process for cost certainty with workflow-driven approval routings

Purchasing can be a time-consuming and inefficient ordeal, especially when requests for goods and services have to be processed manually using a combination of phone calls, emails, paper catalogs and faxes. NetSuite’s procurement solution helps companies buy goods and services at the best cost and in a timely manner by saving employees’ valuable time with easy-to-use capabilities, reducing costs by channeling purchases to approved suppliers and pre-negotiated contracts and improving visibility by rendering real-time information into company spend and vendor performance.

NA image of NetSuite ERP's Procurement capabilities

NetSuite Procurement Dashboard

NetSuite also streamlines and improves the accuracy of the procure-to-pay process by automating and linking key procurement transactions and providing approval and matching workflows to support internal controls and compliance requirements.

NetSuite Materials Management

Operating a business is complex and requires consistency, compliance, and control at every stage. The tools NetSuite provides to these enterprises. Beyond providing unsurpassed visibility, users will enjoy the capability to Manage orders across all channels, whether that be via web, call center, B2B portal or marketplace, to deliver an exceptional omnichannel experience.

Inventory visibility and supply chain management are huge components in just about every enterprise, as well. NetSuite provides real-time inventory visibility alongside supply chain management that allows enterprises to control and plan their processes more accurately.

A Real-Time System

The most valuable resource for an enterprise is data, real-time and relevant data. In competitive, low-margin industries, enterprises of every size need updates as soon as they become available. NetSuite understands this need and provides a real-time system where users can customize dashboards to bring the key data they need into focus at the forefront of the decision-making process. Even more importantly, when things are performing poorly reacting is an action that often comes too late. With NetSuite, you get the insight you need to act on process performance issues before they become process performance problems.

Advanced, Multi-location Inventory for Distribution

Whether you self-distribute or outsource to a dedicated distributor, NetSuite gives you the tools to capitalize on accurate, cost-effective inventory management and provide a superior service to your customers. Multi-location inventory, kits and assemblies, multiple units of measure, lot tracking, serialized inventory and specific costing, matrix items, and bar coding are all included from day-one with NetSuite.

Order Management with Advanced Shipping

As a critical connection between your front office’s CRM and back office’s ERP, your Order Management must deliver without fail. NetSuite gets you there with the only hosted application providing integrated order management. An invaluable tool for enterprises of every size, integrated shipping allows businesses to fulfill orders directly through pick, pack and ship. Enterprises opting to indirectly drop ship items can do so with automatic ordering and shipping from the vendor to your customer.

Bin Management

Improve the inventory stored in your warehouse, brewery, cellar, or distillery with advanced bin management capabilities. This indispensable tool allows inventory to be received and racked according to specification, providing an easy picking process down the line during the order fulfillment process.

Demand-Based Inventory Replenishment

Demand-based inventory replenishment is a tool that assists in tracking the demand of your products, follows seasonal trends, and ensures you have the stock that is in-demand, on-hand. Considering sales history and inventory reorder points, reorder levels can be dynamically calculated, based on historical sales or seasonal demand. In short, NetSuite’s replenishment tools analyze average lead time, sales demand, and days required to replenish stock to dynamically set reorder points for ingredients to ensure you are never caught short-handed when meeting demand.

Order Promising And Inventory Commitment

When it comes to your sales teams, be it in-house or on the road, real-time visibility into inventory ensures your quoting and ordering processes deliver on customer expectations. All sales orders are committed from available stock automatically, while back orders are fulfilled as purchased orders are received. Enabling in today, out today order processing, your inventory can be reallocated manually at-will if needed.

Return Management Authorization (RMA)

The last thing any enterprise wants is to process return orders. However, in the event RMAs are required, NetSuite efficiently manages the process with full visibility to you and your customers. Whether your staff is logging the forms or a customer does so from their side, the headache of RMAs is gone with a streamlined RMA process.

NetSuite Sales Order Management

Managing your sales funnel is a key component in supporting your enterprise’s growth and NetSuite offers nearly a dozen Sales Order Management tools designed to optimize the process from start to finish. Ensure your sales team is equipped to deliver the best result to your clients with superior sales order management.

An image of the NetSuite ERP sales order management dashboard

NetSuite Sales Order Management Dashboard

Order Process Automation

Utilizing real-time information about inventory, vendors, and customers, you’ll be able to cost-effectively manage orders inside and outside the organization with 360-degree visibility.

Automated Payments

With NetSuite, Accounts Payable can leverage proper receipt and purchase order matching to verify invoices and approve payment releases. This can all be done by paper check, online banking or EFT.

Purchasing Manager

When your reorder parameters have been set, one-click purchase orders are a reality. Suggested buy reports emerge once your reorder threshold has been reached, whereby purchase orders can be automatically generated and emailed or faxed directly from NetSuite. Freely make edits, additions, or deletions before reviewing the finalized purchase order.

Order Management

NetSuite’s provides the only hosted solution that empowers your sales reps to create both estimates and orders in a single click. Focusing on the sale, instead of the paperwork, puts your team on point in every interaction and boost efficiency through time-saving automation.

By providing customers with full visibility on their order status, your business can instill confidence and satisfaction that will lead to long-term loyalty.

When it comes to analysis, visibility into client account data and order history offers unparalleled opportunities to enact strategic marketing, upselling, and cross-selling.

Real-time status provides your team and clients access to the same order information that is always up to date, including when orders are placed, shipped, received, and billed.

One unified data source captures all orders and histories, ensuring you avoid the pitfalls and unnecessary costs of operating multiple departments across siloed and disparate systems.

Streamlined Procurement To Payment Purchasing

By eliminating the need for manual, paper-based purchasing, NetSuite helps your business cut costs and increase efficiency through automated processes. Getting rid of tedious steps in the purchasing process frees your resources to focus on making your business money.

A Complete Self-Service Vendor Center

Using NetSuite’s integrated Vendor Center, vendors are granted access to all the relevant partnership information they share with your business. This includes purchase orders, accounts payable data, contracts and other relevant documentation.

Real-Time Order Status

Integrate all your critical business data across departments and leverage real-time dashboards to give employees instant visibility of KPIs, whether it be in sales or support. NetSuite gathers the data so your workforce can invest in analysis and action.

With NetSuite, your sales and support staff are better equipped to address customer issues with all the relevant data in one place. Resolve tickets in a single call rather than having to follow up and track progress.

When it comes to orders, move the process from front-end to backend with ease, ensuring that customers are satisfied with speed and efficiency. Add visibility at every stage of the fulfillment cycle for enhanced shipping, receiving, and billing.

Built-in features:

  • 45 pre-packaged KPIs, including forecast, pipeline, opportunities, new leads, orders, prospects, cases, marketing campaigns and more
  • Ability to create custom KPIs
  • Quick look-up based on names, invoices, purchase orders, and a multitude of additional parameters
  • Real-time delivery of data on a single, easy to interpret interface
  • Status notifications to your workforce of priorities and critical tasks
  • status reporting that alerts those who need to know of issues awaiting approval, overdue deadlines, order process conflicts.

FedEx, UPS, And USPS Support

When it comes to wholesale distribution, NetSuite offers FedEx® Shipping Integration, UPS OnLine® Tools, and USPS integration, which provides customers, suppliers, and your employees with anytime anywhere tracking capability. Emancipate your business from the hairball of manual data exchange between order management, package tracking, shipping and customer service systems that don’t speak to each other.

Not only are your shipping and distribution processes streamlined with NetSuite carrier integrations, but lightning-quick label generation reduces order fulfillment time even further.

Built-in features:

  • Shipping item creation from real-time dashboards that support domestic and international shipping via FedEx® Shipping, UPS OnLine®, and USPS, all within NetSuite.
  • Instantly attribute shipping preferences, validated addresses, and calculated rates and handling fees to customer invoices.
  • Assign tasks to individual employees for all steps of fulfillment, including picking, packing, and shipping, as necessary.
  • Complete visibility for employees regarding the shipping progress and delivery history from any transaction or customer record thanks to linked tracking numbers to sales orders, invoices and customer records.
  • 24/7 self-service center where customers can log in and view all their associated information, including orders, payments, and shipment status.

Streamlined Receiving

Empower your warehouse with the tools needed to deliver superior service. Utilizing streamlined receiving tools, your warehouse will be able to open purchase orders upon receipt and either auto-receive materials or do so by line or item number. Automatically updated inventory levels and automatic backorder filling only add to the tool’s capability.

NetSuite Financial Management


an image of the netsuite ERP financial management dashboard

NetSuite Financial Management Dashboard

General Ledger, Accounts Receivable And Accounts Payable

Full financial visibility of outstanding invoices and bills provide your payables and receivables with the ability to address billing issues in real-time. After receipt of goods and services by customers, generating sales order invoices can be completed with a single click. Reduce paperwork and increase efficiency with this powerful financial tool from NetSuite.

Financials Summary

While an efficient process is essential to your business’ financial management strategy, reporting and understanding of how those practices impact your bottom line is just as important. Control all your financial data flow and processes with one powerful tool that integrates seamlessly into your sales, support, shipping, and receiving processes.

Advanced Billing

Facilitating a faster, more convenient, and easier to manage contract billing process, Advanced Billing allows you to more efficiently utilize interval billing, range-of-time sales, and contract term transactions.

Amortization Schedules

Bills, bill credits, and journal entries tripping up your accounting department? Amortize them with NetSuite Amortization Schedules. Functioning similarly to Revenue Recognition Schedules, your business can streamline unnecessary steps in accounting processes. Link these schedules to jobs for a top-down view of expenses amortized in proportion to a job’s percentage of completion.

Multi-Currency Transactions And Reporting

If your business is operating in international territory or exports directly to other countries, Multi-currency Transactions and Reporting tools are a must. Automated currency revaluation provides adjusting journal entries to simplify the period -0end close process. Exchange rates are accurately reflected in open accounts payable or receivable transactions and items can be priced accordingly in multiple currencies with current exchange rates and prices.

Project Accounting

Geared towards professional services businesses, Project accounting makes it easy to track and report projects and jobs with clients. Automating projects and jobs is easy to implement when specific services are purchased, whereby you can track completion percentages and time budgeted, as well as spent, on specific project tasks. Analyze employee workload and efficiency issuing the reports for utilization and backlog. Even estimate profitability with reporting based on labor costs and expected billings before the project even begins.

Revenue Recognition

Bringing revenue recognition management to mid-sized companies, NetSuite makes revenue recognition easier through customer contracts, GAAP, and other accounting practices and standards.

NetSuite Production Management

NetSuite enables businesses to deliver high-level service to their customer through accurate and cost-effective inventory management solutions across not just single but multi-site operations, too. Providing support for high-volume SKU management as well as additional advanced inventory management capabilities in:

  • Multiple warehouse management
  • Serialized inventory
  • Barcoding and labels
  • Lot and bin management
  • Expiration dating
  • Pick
  • Pack and ship fulfillment processes
  • Drop-shipment and special orders
  • Auto-calculation of reorder points and preferred stock levels based on sales history
  • Returns automation and demand-driven replenishment

The peripheral modules of production management are included in the toolkit, providing a comprehensive answer to every challenge faced by enterprises large and small on the production side of operations.

an image of the NetSuite ERP production management dashboard

NetSuite Production Management Dashboard

Assembly Management

Enterprises can more effectively manage component quantities and multi-level assemblies for manufacturing operations with superior Assembly Management tools provided by NetSuite. With assemblies tied so closely to work orders, the capability to allow multi-level assemblies to be built one assembly at a time or in chorus enhances an operation’s resource allotment to suit factory conditions.

While demand is based on sales, it only makes sense for NetSuite to include separate queues to indicate when more stock should be built or ordered from subcontractors. Dynamic stock management and replenishment for assemblies and their components have never been easier than with NetSuite’s Assembly Management tools.

Work Order Management

NetSuite can easily be configured to fit the needs of manufacturers of every size. The Work Orders Management module provides manufacturers the ability to define assembly items, build complex and multi-level bill of materials instances, create work orders, record assembly builds, and backflush in a just-in-time inventory environment with ease.

Forecasting is made easy, as well. NetSuite tracks reorder points and calculates the preferred stock levels based on manufacturing activity. This provides manufacturers with the ability to pinpoint the optimal time and amount when reordering work order components.

NetSuite Supply Chain Management

When it comes to critical business assets, the two most emphasized are arguably inventory and accounts receivable. Together they directly translate into revenue generated by a business. Relevant, accurate and up-to-date information is of equally critical importance to businesses to ensure they are equipped to not just remain competitive but be considered the competition. NetSuite’s Supply Chain Management module allows manufacturers to improve turnaround time, save money, and satisfy customers with a superior level of performance.

an image of the NetSuite supply chain management dashboard

NetSuite Supply Chain Management Dashboard

Real-time status tracking lends more insights your employees can leverage with comprehensive tracking components of your inventory, be it in the form of sales orders, transactions, quotes, adjustments, and accounts payable, which improves visibility and increases process performance.

NetSuite Customer Relationship Management (CRM)

When it comes to running a successful business, delivering a quality experience for customers is of paramount importance. Whether you operate as B2B, B2C, or combination of both, ensuring every interaction and transaction runs smoothly is the best way to secure the future business of your established and prospective customers. NetSuite’s CRM module enables you to do just that with powerful tools that speak directly to maintaining the relationships you have with clients and establishing new ones.

Incentive Management

When it comes to commissions delivered to your in-house workforce for a job well done, workbooks and homegrown systems can be unreliable. The result is your sales team spending valuable time shadowing their commissions to ensure they’re being compensated fairly and correctly. Automating this process with Incentive Management enables your sales to focus on what really counts: the sale. The entire process can be integrated into sales team and manager dashboards, offering a paperless and accurate system by which realized and projected KPI and compensation figures can be tracked at a glance.

The addition of NetSuite CRM+ into your automation toolkit allows you to structure compensation packages as you see fit, be it by quantity, sale amount, service sold, the profitability of the product sold, or percent of quota reached.

Job And Project Tracking

The success of customer relationship management is found in delivering the service customers expect and beyond. Job and project management are often not included in the thought process, but they demand equal attention when it comes to visibility and accountability based on the customer expectations. Tracking projects and relaying their progress to customers has never been easier than with CRM+. Going even further, NetSuite CRM+ enables businesses to organize tasks, calls and events, linked to specific projects and clients, as well as manage project and client data in one unified system.

Partner Relationship

Maintaining relationships with partners is a core function of businesses in every industry. Manufacturers, retailers, distributors all demand visibility to deliver on the promise of a quality customer experience. NetSuite CRM+ provides collaborative tools for businesses and their partners that facilitate the sharing of key customer and sales data to effectively manage the pipeline, process orders, track marketing activity and forecast sales.

Utilize NetSuite CRM+ to reach all your partners control each element of your sales and marketing process, with tools to deliver superior marketing campaigns, lead management, and order processing.

Sales Order Management

Streamlining the order fulfillment process is a key component of a successful sales cycle. By reducing the paperwork your sales team needs to complete, everyone is freed to invest more time on the customer-facing side of the sale.

Lending itself to a stronger and more tangible customer relationship, NetSuite CRM+ is built around your team and the customers they serve. Customer intelligence, dashboards, and reporting components all endeavor to drive customer satisfaction and long-term loyalty. Communication tools included in the ordering process make updating clients and meetings over the web just as efficient and fruitful as if they were conducted in person. Order status and visibility across the department ensure your sales team know where they stand, when to follow-up, and where to direct customers to the right information in the Customer Center.

Self Service Customer Portal

Emerging as a preferred method of exchanging updates and communications, between both businesses and customers, customer support centers provide a venue to post issues, address conflicts, view orders, and make new purchases online, 24/7. This powerful tool enables businesses to operate day and night, both domestically and internationally. Not only this, but the level of service remains consistent, high-quality, and offers an interactive component to customer relationship management for businesses.

The real-time, cross-channel views this tool provides offer superior service with the ability to assess changes made just seconds ago and communicate with the relevant parties at a moment’s notice.

The Customer Center also offers a hassle-free return process, with the ability to access requests, create barcodes and packaging labels, as well as handle shipping through FedEx® Shipping Integration, UPS OnLine® Tools, and USPS integration supported by NetSuite.

Finally, and perhaps more importantly, a comprehensive order history provides your sales team with the information they need to assess entitlement to service levels as well as intelligent upsell and cross-sell opportunities.


Your company website is the front door of your digital marketplace and serves to inform customers, partners, and potential hires of who you are and what you do. As the decide customer channel of choice NetSuite has developed a powerful set of tools to help business develop and maintain their online presence through the digital age’s most powerful marketing vehicle. Web hosting and a robust site building utility allow your business to capitalize on the potential of online product catalogs, lead capture, and customer self-service opportunities.

Additionally, one-to-one publishing capability enables your business to create personalized and targeted content for delivery to prospects and customer portals. Rich analytics inform you of where your efforts are on target and missing the mark. Provided reporting and aggregate site metrics that have previously only been made available through third-party monitoring services are yours to leverage in sales and marketing follow up.

Tailoring content to different departments and groups of individuals internally, for instance, managers vs. all employees, is made possible through a robust intranet publishing landscape.

NetSuite Real-Time Dashboards

When it comes to your business’ data, it can be easy to get lost among the menagerie. Fortunately, NetSuite’ real-time dashboards allow you to fully customize your visibility to include all the data you need and none you don’t. everything from KPIs, up-to-date status, comparative data over time and trends are at your fingertips to provide metrics detailing work orders, assemblies, BOM components, and finished goods ordered and shipped.

There are more than 30 role-based dashboards you can utilize out-of-the-box based on the best practices of more than 40,000 international companies surveyed over decades. Alternatively, dashboards can be customized with point-and-click content alongside drag-and-drop ease or programmed by your in-house or contracted development team.

an image of NetSuite ERP real-time dashboards on mobile devices

Get NetSuite Real-Time Dashboards On Every Device

More attractive features that work in tandem with NetSuite’s real-time dashboards include:

Key Performance Indicators – compare using period or out-of-tolerance notifications tailored to your specifications to gain real-time, at-a-glance insight into performance at any level.

Real-Time Visibility – Receive the data you need, when you need it. Real-time visibility is every business’ dream when it comes to the time sensitive components of your business, including quotations, work orders, and support issues.

Customized Reporting – No two businesses are built the same, but many of the processes and procedures among them share similarities. Utilizing NetSuite’s customizable reporting features, you can create your own queries to be saved for rapid, repeatable ad-hoc reports that are visible within real-time dashboards.

Group Calendaring – Not only can you utilize real-time dashboards for scheduling important items for yourself, but the visibility of others’ schedules ensures you avoid conflicts and can invite colleagues to meetings, assign tasks, and view availability without exiting the program.

RSS Content – The days of seeking out content are over with RSS content feeds facilitated by real-time dashboards. Get all the news and information you want right on your dashboard.

Direct Drill-Down – while dashboards begin with an overview of the data you’re looking for, drill-down capability allows you to get as detailed as you like in one interface.

NetSuite Security

When all is said and done and your business is running smoothly with the tools you’ve mastered, what’s left is to ensure your processes and data are never compromised. Ensuring your business data remains secure and accessible is a top priority for NetSuite. Not only this, but your customers need to be assured their data is safe with you, too. NetSuite employs multiple layers of data redundancy along with state-of-the-art security measures and infrastructure into which the company has invested billions. In short, NetSuite harbors a three-part vision of security: availability, integrity, and confidentiality. Businesses and their clients can rest assured that their data is accurate, accessible and secure thanks to NetSuite.

NetSuite Support Services

When it comes to providing support to users, NetSuite has a detailed set of principals it abides by to deliver superior service and maintain the highest level of client satisfaction.

1 – Service Uptime Guarantee

At its most basic level, NetSuite’s customer agreement guarantees 99.5% uptime outside the scheduled service windows. Because, after all, what good is software if you can’t use it?

2 – Ongoing Upgrades

NetSuite is continually rolling out updates to enhance performance and updates to improve capability and functionality of its software. As a result, NetSuite users are always guaranteed the latest configuration of NetSuite software, which preserves each user’s account configuration across the board.

3 – Customized Account Configuration

To ensure users get the most benefit from NetSuite’s capabilities, users can configure their accounts with custom processes, forms, records, and fields.

4 – Integration with Other Applications

The transition from disparate and soiled systems can be a jarring one for an enterprise of any size. NetSuite understands this and provides integrations for many of the most utilized standalone applications with industry standards-based integration capabilities and optional professional services.

5 – Data Security

Multi-layer data encryption along with role-based security provides added options when it comes to protecting your company’s sensitive data.

6 – Data Ownership

While enterprises pay a subscription fee to utilize NetSuite products and services, NetSuite recognizes that the data in a business’ NetSuite account is your data. Should you plan to end

your NetSuite subscription, there are several ways for you to export your data.

7 – Quality Customer Service

NetSuite provides enterprises with exceptional tools to deliver exceptional customer service. NetSuite is no different in its approach to service. NetSuite guarantees your team will work with a responsive, knowledgeable and well-trained customer service professional.

8 – Proactive Communication

NetSuite always maintains an open channel of communication with enterprises, no matter what their size or service level, as well as provides advanced notice of upgrades and new product features.

9 – Community

NetSuite encourages users to collaborate and share their ideas as well as experiences with other customers. The community is then better able to direct NetSuite in how best to improve services that may be falling short of user expectations.

Tools, Templates And Training From NetSuite Central

A complete destination for knowledge and resources for users, Netsuite Center provides everything enterprises need to hit the ground running and maintain a working knowledge of all NetSuite modules, including:

  • Templates and scripted best practices for implementation that help orient project team members NetSuite’s own SuiteConsulting team’s proven methodology.
  • A complete introductory education environment is provided in Netsuite’s E-learning modules, which provide learning resources for key areas like basic navigation, Salesforce automation, marketing, support, accounting, and order processing.
  • A library of recorded webinars that provides visual training sessions to keep staff informed on the newest features and best practices.
  • End-to-end process documentation that provides users with an Extensive roadmap for deriving maximum productivity from the NetSuite platform.

Site Consultation

Implementing and customizing NetSuite to suit a unique business takes expertise and planning. For this reason, NetSuite and it’s partner providers have developed a sound and proven methodology that addresses a business’ unique requirements to create the perfect approach to software, professional services, wholesale distribution, retail, financial services and manufacturing operations. Every approach takes into account a business’ size, budget, and resources to create the optimal solution.

Shared Consulting

Shared Consulting is an implementation concept that emerges as a cooperative, hands-on project, managed both by a NetSuite Consulting team or partner provider and you. Any specific requirements, from customized business processes, complex workflows, implementation of NetSuite advanced modules, integration with other applications or data conversion issues can be addressed in a shared consulting scenario.

Guided Consulting

Designed specifically to enable organizations to manage their own deployments, Guided Consulting leverages NetSuite’s proven implementation methodology and extensive track record based on a business’ needs. With two levels of support available, businesses taking a Guided Consulting approach to implementation and integration can determine how much utilization of NetSuite’s and its partner providers’ assistance is necessary according to their project’s needs.

About Encompass Solutions

Encompass Solutions, Inc. is an ERP consulting firm, NetSuite Solution Provider and Epicor Gold Partner that offers professional services in business consulting, project management, and software implementation. Whether undertaking full-scale implementation, integration, and renovation of existing systems or addressing the emerging challenges in corporate and operational growth, Encompass provides a specialized approach to every client’s needs. As experts in identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.