Axanta ERP Features 

Manage the financial operations of multiple companies from a single ERP platform while keeping each company’s accounts and transactions separate.

Manage transactions in multiple currencies while maintaining accurate financial records across different currencies.

Build and manage a structured Chart of Accounts with multiple levels of hierarchy to suit your organization’s accounting requirements.

Track income and expenses across cost centers and profit centers. Structure analytical accounts around projects, contracts, departments, stores, or other business dimensions.

Configure and manage complex tax rules, including tax-inclusive and tax-exclusive pricing, percentage-based taxes, tax-on-tax calculations, tax grids, and partial exemptions.

Manage fixed assets throughout their lifecycle, including acquisition, depreciation, disposal, and sale, with accurate accounting records.

Create, post, and import journal entries through Excel with complete transaction tracking.

Manage vendor payments in multiple currencies with exchange rate support and easy bill reconciliation.

Create and manage vendor credit notes for purchase returns, adjustments, and other supplier-related credits.  

Configure multiple payment terms to match different customer and vendor agreements and automate due-date management.

Manage Customer payments in multiple currencies with exchange rate support and easy Invoice reconciliation.

Create multiple journals with unique sequences, configurations, and journal locking for better transaction control.

Create customer invoices, record transactions, and automatically update customer balances for accurate accounts receivable management.

Record vendor bills and automatically update supplier balances, giving your finance team better control over accounts payable.

Quickly match customer and vendor payments with their corresponding invoices to simplify reconciliation and maintain accurate outstanding balances.

Automate repetitive accounting transactions by creating recurring journal entries templates that can be reused on a scheduled basis.

Maintain complete vendor records, including supplier information and financial details, for efficient accounts payable management.

Manage miscellaneous receipts and payments with exchange rates, bank fees, separate journals, and split offset lines  

Reconcile bank transactions efficiently by matching bank activity with recorded financial transactions and identifying discrepancies.

Create and manage customer credit notes for sales returns, pricing adjustments, refunds, and other customer credits.  

Consolidate financial information from multiple companies into unified financial statements for a complete view of group-level performance.

Lock financial periods up to a specified date to prevent unauthorized changes to finalized accounting transactions.

Maintain complete customer records and account information for efficient customer and receivables management.

Manage multiple bank accounts and maintain accurate account information for better control over business finances.

Process multiple customer or vendor payments together for faster and more efficient payment management.

Set customer credit limits and monitor outstanding balances to control credit exposure and prevent excess credit sales.

Manage post-dated cheques with tracking of cheque dates, amounts, status, and accounting transactions.

Distribute expenses across multiple analytic accounts by defining percentage-based allocations for accurate cost tracking.

Manage financial transactions across multiple operating units with separate tracking and reporting for better organizational control.

Configure fiscal positions to automatically apply the appropriate taxes and accounts based on customer, vendor, or transaction requirements.

Manage customer and vendor agreements, rebates, and related financial adjustments for accurate tracking and settlement.

Manage deferred revenue by recognizing income over the appropriate periods for accurate financial reporting.

Transfer balances between accounts with easy journal entries while maintaining accurate financial records.

Generate detailed customer and vendor statements showing invoices, payments, outstanding balances, and account activity. Print statements for multiple accounts or export them to Excel.

Gain a comprehensive view of financial transactions with detailed analysis of accounting entries across your business. .

View detailed bank account statements and track transactions, balances, and financial activity across your bank accounts.

Monitor outstanding customer and vendor balances through configurable ageing reports, with the option to export data to Excel for further analysis.

Generate Balance Sheet reports by company or analytic account to view assets, liabilities, equity, and overall financial position.

Generate Profit & Loss reports to understand revenue, expenses, profitability, and the overall financial performance of your business.

Generate an accurate Trial Balance to review account balances and verify the overall accuracy of your financial records.

View detailed account ledger statements to track individual financial transactions and monitor account activity

Keep product names, codes, barcodes, pricing, units, categories, suppliers, and inventory settings in one central catalog. 

Track stock owned by suppliers or other partners separately from company-owned inventory while managing receipts, storage, reservations, and deliveries through standard warehouse workflows.

See current on-hand, reserved, and available quantities by product, warehouse, location, lot, and unit of measure for accurate stock decisions. 

Review inventory receipts, deliveries, returns, transfers, adjustments, and scrap within a selected period, with a clear view of stock movement and balances. 

Receive goods into a warehouse or store, record actual quantities and lots or serial numbers, and create backorders for items not yet received.

Identify expired and soon-to-expire stock by product and warehouse, and schedule the report to be emailed to responsible users.

Track lot or batch numbers with manufacturing and expiry dates, and trace each batch through receipts, transfers, and deliveries.

Buy, store, count, report, and sell products in different compatible units, such as pieces, boxes, and dozens, with automatic quantity conversion. 

Plan full or partial stock counts by location or category, record the counted quantities in practical counting units, and complete the Stock Counting process.

Combine multiple products and quantities into a single bundle product for easier sales, order processing, and inventory management.

Schedule inventory exception reports, such as products whose cost exceeds the selling price, and email them automatically to selected recipients.

Analyze how long current stock has remained in inventory, using age bands and product filters to identify slow-moving or obsolete items.

Track stock across multiple warehouses, stores, bins, racks, and internal locations, with real-time quantities for each location.

Configure multi-step warehouse routes, such as receive, quality check, store, pick, pack, and ship, and direct products through the correct locations.

Summarize stock receipts, deliveries, returns, transfers, adjustments, and balances by product and period for faster inventory analysis.

Record stock increases or decreases through different stock journals, with the corresponding inventory valuation and accounting impact.

Value inventory using Standard Price, Average Cost (AVCO), or FIFO, with manual or automated accounting based on product category settings.

Set minimum and maximum stock levels by product and location so the system automatically proposes or creates replenishment when inventory runs low.

Review report for products that need stock and the required quantities by warehouse, then create replenishment transfers using current or forecasted availability.

Prepare outgoing deliveries by reserving products, recording picked quantities and lots or serial numbers, and handling partial shipments or backorders.

Assign multiple, unit-specific barcodes to a product or variant so staff can scan the correct item during warehouse and sales operations.

Organize products by group, department, division, category, subcategory, brand, and other dimensions to improve search, pricing, reporting, and stock analysis.

Update product costs individually or in bulk through Excel. Axanta records the valuation change and posts the related accounting entries when automated valuation is enabled.

Assign a unique serial number to each tracked item and follow it through receipt, storage, transfer, delivery, and return.

Transfer stock between warehouses or locations using different workflows, including one-step and complete transfer processes, with quantities updated automatically.

Identify products carrying more stock than required by comparing forecast availability with expected demand based on average daily sales and the selected coverage period. Review the excess quantity and value by product, supplier, or category.

Define target margin or markup by product, group, category, or subcategory, with rounding rules, so selling prices can be calculated consistently from cost.

Automatically reserve the right stock using FIFO, LIFO, FEFO, or closest-location strategies configured by product category or location.

Allocate freight, duty, insurance, and other landed costs across receipts or purchase orders using different split methods, including equally, by quantity, weight, volume, or current cost, then update product valuation and the related accounting entries.

Estimate how many days current and forecast stock will cover from recent average daily sales. Include incoming purchase quantities and optional near-expiry stock to identify shortages and suggested reorder quantities.

Review the quantity, unit cost, and total value created by each stock movement, with product and date details for inventory-to-accounting reconciliation.

Limit each user's access to selected warehouses, locations, and operation types so they see and process only the inventory/Warehouse assigned to them.

Define product attributes such as size, color, material, or brand to organize products and improve product identification and filtering.

Design and print product or lot labels with barcodes, prices, product details, and configurable layouts for warehouse and retail use.

Automatically assign a unique product code when a product is created, using a default sequence or a category-specific prefix and numbering rule.

Automatically create and assign lot numbers when purchase receipts are validated, using the purchase expiry date and configurable date, reference, and sequence components.

Group multiple transfers into a batch for one worker, or combine selected operations from different transfers into a wave for efficient picking and processing.

Set a separate reporting unit for each product, such as dozens instead of pieces, and view on-hand, reserved, and available quantities in that unit without changing the base unit.

Count inventory in a practical unit such as cases or packs. Axanta converts the entered quantities to the product's base unit when preparing stock adjustments.

Automatically email the customer when an outgoing delivery is completed, using a configurable template with the delivery order attached and tracking details when available.

Configure delivery methods with fixed or rule-based charges, calculate shipping costs from order and destination details, and carry the selected carrier through to the delivery.

Maintain complete vendor records, including supplier information and financial details, for efficient accounts payable management.

Automate purchase orders based on stock levels and requirements, ensuring timely replenishment and preventing stock shortages.

Capture and track supplier-specific references for easy identification, accurate purchasing, and better record management.

Import Purchase order lines through excel file format.

Maintain prices of products by supplier and while creating PO, sytem will pick it automatically.

Create vendor bills either against a PO or a new document itself.

Set vendor-specific products to show only the allowed products when creating purchase orders.

Maintain forecast versions. Compare actual purchases vs. forecast.

Approval process to ensure that no PO is confirmed until approved.

Let your accountant ensure the invoice matches three ways before posting.

Create vendor credit note either against a PO or a new document itself.

Create purchase requisition and send to suppliers for price.

Create purchase return document either from existing purchase orders or complete new document.

Create vendor payment and reconcile against invoices.

Show warnings for certain products or suppliers while making the Purchase order.

Set selling prices directly from purchase orders, ensuring accurate pricing and seamless margin management.

Manage your purchase agreements (call for tenders, blanket orders)

Manage free-of-cost (FOC) products received from vendors and include them in purchase orders.

Axanta lets you set landing cost on Purchases and calculates the cost of product based on Qty/Value automatically.

Forecast future inventory needs using stock trends and demand insights to plan purchases and maintain optimal stock levels.

A complete transactional report to give you all possible details about the purchases you made.

Automatically create product lots during purchase by entering the expiry date.

Create purchase orders and send them via email to your suppliers. Know the last price of given items in PO for the respective supplier.

Report to show your price history of any product by supplier. This is also visible while making PO as well.

Efficiently manage expired or unsold goods from purchase orders. Track expiry dates and streamline the return of expired items to vendors, ensuring accurate inventory and better control over consignment stock.

Manage complex customer pricing and discount policies. Set up quantity and volume discounts as a percent or amount.

Return Merchandise Authorization (RMA) features allow you to receive goods from customers. RMA orders can be processed as a credit to a customer balance or as a replacement of damaged goods. Every line can be marked with a reason code to specify the return reason.

Axanta gives you various automated reports i.e. Sales and Margin report which is sent through email periodically.<>

Fill a sales order from more than one warehouse. Split a sales order into multiple shipments from different warehouses based on availability and costs. Track partial ship order balance and manage back order delivery.

Sort products in sections with subtotals and page-breaks.

Get warnings in orders for products or customers.

Maintain forecast versions. Compare actual sales vs. forecast.

Configure the inventory allocation rules for each step of the sales process. Warn the user when inventory is over-allocated or unavailable.

Report to show the sales and margin by any product dimension i.e. category, sub-cetegory, brand, supplier etc.

Create quotation and send it to client through email.

Predefine order types tied to specific order processingrequirements. Specify inventory allocation rules, workflow scenario, and the documents that will be generated in the accounting and inventory modules.

Show standard terms & conditions on orders.

Generate pick lists according to item availability and the pick priority for each warehouse location. Auto-search other warehouses, issue replenishment orders, and place the sales order on hold until the replenishment arrives.

Maintain customers and contacts details.

Consolidate multiple shipment orders onto a single invoice.

Automate order processing and eliminate unnecessary steps with Acumatica integrated workflow. Configure order status, status changes, actions, notifications, and alerts to automatically trigger during order processing.

An analytical report to show the complete sales of the business i.e. by brand, dvision, category, salesman etc. along with margin.

Allows you to send Pro-Forma Invoice to your customers

Specify delivery date based on shipment schedule and resource availability.

Create RMA against an order or from scratch. Enter reason codes to reflect on report.

Report to show sales by supplier. Can be exported to excel/PDF and sent to supplier email.

Create customer payment and reconcile against invoices.

Create sales orders from quotations. Axanta has full featured workflows to simplify the order process and makes it as simple as possible.

Before releasing a sales order, Axanta verifies the customer’s credit limit. Orders placed on credit hold are automatically released if a customer payment is entered or if the order amount is decreased. Authorized users can override the credit hold status and force order fulfillment.

Create invoice and send it to the clients directly through email.

Axanta can be configured to show margin on a sales order.

Link sales orders with purchase orders—allocate received items to orders. Generate purchase orders automatically or link them manually. Auto-hold sales orders until receiving a purchase order.Sales Order Management also supports drop shipment.

Easy way to set product selling price. Axanta gives you matrix setup and sets the price of products accordingly.

Dynamic report to show Top (Customer, Product, Category Sub-Category, Brand, Supplier). Options to change the dimension and facts.

Maintain sales channels i.e. wholesale, frachisee, online etc.

Report to show orders, invoices and payments accordingly.

Get real-time inventory data, including allocated inventory. During the entry of a sales order, Axanta will notify the user if the quantity is not available or is over-allocated.

Create and manage stores from backoffice. Wide range of options to control your store.

Report to show the amount of points accrued by customers.

Biggest job for accountants is to reconcile payments collected from store. Axanta gives you fully automated and easy to use tool to reconcile and post accounting journals.

Give additional benefit to your customers by adding loyalty points occasionally.

Report to show all the payment transaction i.e. cash, master card, visa etc.

Create promotional voucher. Wide range of setup available i.e. dicount percent, discount amount, available for specific items etc.

Report to show discounts punched in the POS. This is a scheduled report and sent to concerned person email.

Create staff and assign them appropriate permisions on operation they will perform.

Setup your loyalty program to benefit your customer.

Report to show price override by cashier on POS.

See all the transaction details took place on POS in the backoffice along with voided transaction and other details.

Setup special price for your customers and track it.

Report to show the returns punched in the POS. This is a scheduled report and sent to concerned person email.

Axanta gives various options on product master to manage retail operations more smoothly i.e. allowing zero price or not, stop sell below second price, warranty etc.

Report to show products having negative margin.

Report to show all the transactions punched in the POS. This is a scheduled report and sent to concerned person email.

An analytical report to show the complete retail sales of the business i.e. by brand, dvision, category, salesman etc.

Schedulable management report with appropriate details of sales i.e. day, WTD, MTD,YTD etc.

Manage item and prices data distribution from backoffice.

Customize receipts with your logo and website. Choose to email or print receipts after a sale.

You can sell even if your internet is down. When your internet is back, transactions are automatically synced back to the cloud.

Request items from warehouse or other store.

Keep your customers coming back by issuing credit voucher instead of refunds.

Read barcodes coming from weighing scales. Fully configurable.

Apply discounts to an entire sale or for particular product line items.

Axanta POS is developed with OPOS standard and can easily integrate with any hardware device i.e. cash drawer, receipt printer, customer display etc.

Receive stock from warehouse in POS.

Add notes that will appear on your customers’ receipts to let them know about care instructions, special discounts, or other targeted offers.

Axanta lets you print the ticket to kitchen.

Manage employee shift and keep track of cash.

Axanta POS gives option to see the profit on an order right away.

Fully supports english and arabic.

Design your POS layout as you like. Create buttons with colors and images and make it simple and faster for your staff.

Axanta gives option to count your inventory from POS with proper grouping.

Axanta lets you customize product options, receipt content, categories, layout and much more. Axanta POS works around your setup, not the other way around.

Redeem promotional voucher from the POS.

Axanta has a unique option to make a custom BOM (recipe, basket etc.) on the POS itself and can sell it through.

Easily check history of the customer about the item he bought across your business.

Capture misc. income or expenses from POS. These option ensure that the end of day cash tallies with X-Report along with reducing the accountants job to manually pass journal entry for such income or expense.

Check available stock for products in other locations

Let your store manager knows complete sales information for his store.

Organize your retaurant tables in AxantaPOS

Issue and redeem loyalty for customers.

Use MSR cards to login or authorize operations and speed up the process.

Attach salesman to a transaction and easily evaluate performance.

Let your customers choose how they pay you.

Provide partial payments, or make purchases on-account. Quickly access customer payment history and current balances. A central customer database means you can easily apply payments at another store or a later date.

Select order types such as quick sale, take out, drive thru or delivery.

Hike keeps track of all daily transactions for every sale, payment & refunds.

Quickly add products to the sale by typing in keywords or using a barcode scanner. Easily find customers by name or phone number.

Manage your orders with an option to track order statuses.

Bring in new customers and increase revenue with flexible and brandable gift cards.

Create PO for stock received by supplier in store. This option makes it easier for accountants in backoffice to enter the purchase details again.

Temporarily park any sale and quickly retrieve it when your customer is ready to complete their transaction.

Create staffs and define permissions for each of them depending on their role. Customize to align with your store processes, and keep sensitive information hidden and secure.

When ready to take customer payment, simply click on pay, take payment, pops open the cash drawer and receipt is printed. The seamless process means faster moving queues and happier customers.

Fast way to capture customer info. Centrally managed customer profiles.

Give every customer the flexibility to change their minds with simple refund processing and returns.

Generate daily totals reports to keep track of all payment types and transactions including cash, cards, gift cards, on account sales and returns.

Axanta WMS Mobile is a browser-based responsive app and is compatible with any new generation handheld device.

Navigate warehouse operations with ease through a clean, intuitive, and user-friendly interface designed for quick and effortless use.

Receive incoming goods with ease. Verify quantities, products, and lots directly at the warehouse as goods arrive.

Make dispatch faster and more accurate by picking, verifying, and processing outgoing goods directly from your handheld device.

Process purchase orders/returns right from the warehouse, ensuring goods are received/returned accurately and efficiently.

Count inventory quickly and accurately with real-time stock visibility, making physical stock verification simple and efficient. 

Instantly check product availability and stock levels at any location. Get accurate on-hand quantities at your fingertips for faster decisions and smoother warehouse operations.

Instantly scan and check product prices, giving your warehouse and sales teams quick access to accurate pricing information.

Verify selected products or locations without interrupting your entire inventory process. Ideal for quick and targeted stock checks.

Create and manage sales orders/Returns directly from the warehouse, helping your team serve customers faster.

Generate product labels effortlessly from the warehouse, helping ensure products are properly identified and ready for sale or storage.

Quickly adjust inventory quantities to reflect actual stock on hand and keep your inventory records accurate.

Create purchase orders/Returns on the go, giving your warehouse team the flexibility to initiate purchases/Returns quickly and conveniently.

Connect ERP data with Excel in real time, enabling live access to system data for analysis and reporting.

Set multi-level approval workflows to ensure transactions are reviewed and approved by authorized users before confirmation.

Get real-time business insights through interactive dashboards with key data, metrics, and reports at a glance.

Define role-based access permissions to control which users can view, create, edit, or manage specific data and system functions.

Customize the ERP interface with configurable themes, layouts, and visual preferences to suit your organization.

Generate and customize professional reports using Microsoft Word templates for flexible and consistent business reporting.

Track user activities and system changes with detailed audit logs for improved transparency, accountability, and control.

Manage business emails directly within the ERP, with centralized communication and easy tracking of email activities.

Design and print customized product barcode labels with required details in multiple formats to suit your business needs.

Access ERP functions and business information anytime, anywhere through Android & IOS mobile application.