Table Style

EssentOne™ Features by Edition


Sales CRM Dropship Order Management Linked Purchase Orders General Ledger Accounts Payable Accounts Receivable Inventory Control Fulfillment Configurable Features Configurable Workflow
Standard Dropship Edition
 
 
 
 
 
 
Standard Fulfillment Edition
 
 
 
 
 
 
 
 
Advanced Dropship Edition
 
 
 
 
 
 
 
Advanced Fulfillment Edition
 
 
 
 
 
 
 
 
 
Enterprise Edition
 
 
 
 
 
 
 
 
 
 
Sales CRM Dropship Order Management Linked Purchase Orders General Ledger Accounts Payable Accounts Receivable Inventory Control Fulfillment Configurable Features, Configurable Workflow


EssentOne Editions

Whether you are a global enterprise or a fast-growing startup, EssentOne™ provides a solution that fits now and scales with your growth. There are multiple Editions, and multiple versions of each Edition, each with different Features. Companies can choose the Edition with the Features that best suit their needs.



Standard Edition

The Standard Edition is pre-configured for best business practices that Essent built into the system from more than 15 years of partnering with industry leaders. It requires minimal setup, and users can run their entire business on the system in a matter of weeks.

The Standard Edition is available in two versions: Drop Ship and Fulfillment. The Drop Ship edition includes the following:

  • Sales/CRM
    • Customer Management
      • Multiple Contacts
      • Multiple Addresses
    • Activities
    • Quotes
    • Presentations
    • Drop Ship Order Management
      • Items
      • Memos
      • Bill To
      • Ship To
    • Linked Purchase Orders
    • Accounts Receivable
      • Standard Invoicing
      • AR Aging
      • Payment Receipt
    • Accounts Payable
      • Supplier Management
      • Bill Entry
      • Job Costing
      • Sales Tax
      • Sales Commission
    • General Ledger
      • Chart of Accounts
      • Accounting Periods
      • Bank Reconciliation

    The Fulfillment Edition adds:

    • Inventory Control
      • Receive POs
      • Replenishing Rules
      • Warehouse locations
    • Fulfillment
      • Work Order Management
      • Picking
      • Shipping

Advanced Edition

The EssentOne Advanced Edition starts with functionality from the EssentOne Standard Edition, which is pre-configured for best business practices. Through Business Analysis, the system is then configured for a specific company’s unique business needs and processes.

The Advanced Edition is available in two versions: Drop Ship and Fulfillment

The Advanced Edition has the Features of the Standard Edition, plus the following configurable Features:

  • Advanced CRM
    • Territory
    • Markets
    • Customer Groups
    • User Defined Customer Properties
    • Source Codes
    • Opportunities
  • Advanced Order Management
    • Line Item Ship To/Bill To
    • Rebates/Donations
    • Survey Actions
  • Advanced Purchasing
    • Consolidated POs
  • Advanced AR
    • Cost Center/Budgets
    • Gift Certificates
  • User Defined Configuration for
    • Customer Classes
    • Customer Properties
    • Activity Types
    • Item Surveys
    • Category/Subcategory
    • Payment Terms

Enterprise Edition

The EssentOne Enterprise Edition starts with functionality from the EssentOne Advanced Edition, then adds configurable Workflow as well as Electronic Data Interchange (EDI) integration. The EssentOne Enterprise Edition is designed for companies with sophisticated Workflow and at least 25 users.

Enterprise clients vary greatly in company size, volume, and needs. Therefore, recommended service levels for Business Analysis, Data Storage, Training, and Support also vary. Recommended levels are detailed in an Enterprise Edition proposal.