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 multiple stores and POS terminals, configure terminal functionality, and assign hardware profiles based on operational requirements.

Reconcile payments collected from stores and post the related accounting journals through Axanta’s automated cash reconciliation process.

Review retail payment transactions by tender type, including cash, card, and other configured payment methods, for clearer payment analysis and reconciliation.

Create promotional vouchers with configurable rules such as percentage discounts, fixed discount amounts, and applicability to specific products

Create retail staff records and assign appropriate permissions based on the operations each staff member is allowed to perform

Configure criteria-based loyalty points, manage tiered membership levels, and track point additions and deductions through dedicated journals with detailed reports

Monitor discounts entered on retail transactions through a scheduled report that can be emailed automatically to the relevant users for regular review

Review detailed retail transaction activity from the back office, including voided transactions and other operational exceptions, to improve visibility and fraud control.

Comprehensive product master with POS display categories, lot and expiry tracking, serialized product management, warranty and warrantor setup, and controls for zero-price sales and minimum selling prices

Manage the distribution of item and price data from the Axanta back office to support consistent retail master data and pricing across stores

Configure promotional offers, including Buy 1 Get 1, line-specific discounts, deal prices, fixed-amount and percentage discounts, and least-expensive item discounts.

Manage location-specific pricing by linking products to stores, warehouses, and pricelists, with support for customer-specific prices, special pricing, and promotional offers.

Review retail sales returns through a scheduled report that can be sent automatically by email to the relevant users for ongoing monitoring.

Track selling-price overrides made by cashiers on retail transactions, helping management review pricing exceptions and strengthen price control

Identify products with negative margins so management can quickly review pricing, cost, and profitability issues

Analyze retail sales and margin across business dimensions such as brand, division, category, and salesperson to understand sales performance from multiple management perspectives.

Review retail sales transactions in a scheduled report that can be emailed automatically to the relevant users for regular transaction monitoring

Review discount activity for a defined reporting period, giving management a focused view of retail discounts over time

Provide a customer-focused retail analysis report for reviewing customer-related sales performance and supporting customer-level business analysis

Use a schedulable management report to review sales performance across daily, week-to-date (WTD), month-to-date (MTD), year-to-date (YTD), and other summary periods

Rank retail performance for a selected date range by customer, department, division, category, subcategory, product, country, supplier, or brand, using quantity, sales amount, or margin, with filters for warehouses, products, customers, tags, and other report criteria

Generate a detailed daily store activity summary covering sales and transaction counts, refunds, voided sales, petty expenses, customer payments, tender breakdowns, category performance, and taxes for operational review and reconciliation

Customize POS receipts with your business branding, receipt content and transaction details. Print receipts at checkout or send them directly to customers via whatsapp for a faster, more flexible retail experience.

Continue selling even when the internet connection is unavailable. Axanta POS supports offline transaction processing and synchronizes transaction data with the central system when connectivity is restored.

Request products directly from another store, warehouse or distribution location when local stock is unavailable. Improve product availability and support faster store replenishment without leaving the POS workflow.

Issue customer credit vouchers for eligible returns or refunds and redeem them on future purchases. This helps retain sales value while providing customers with a flexible alternative to cash refunds.

Integrate weighing scales with POS to read scale-generated barcodes, identify weighted products, and update prices automatically for faster checkout.

Apply authorized discounts to the complete transaction or to selected product lines at the POS. Flexible discount handling helps stores manage promotions, customer service exceptions and day-to-day retail pricing.

Integrate Axanta POS with OPOS-compatible retail hardware such as cash drawers, receipt printers, barcode scanners and customer displays. Standardized device integration simplifies POS hardware deployment and operation.

Receive stock at the store directly through the POS against warehouse shipments or other supported receiving flows. Improve inventory accuracy and reduce dependency on separate back-office receiving steps.

Add transaction-specific notes that can be shown on customer receipts for care instructions, special information, promotional messages or other relevant communication.

Send food and beverage order details from the POS to kitchen printers for preparation. This supports faster order communication between front-of-house and kitchen teams.

Manage cashier shifts and track shift-level cash activity from opening through closing. Shift controls improve accountability and support accurate end-of-day cash reconciliation.

View the estimated profit or margin of a POS transaction at the time of sale. This gives authorized users immediate visibility into transaction profitability before the order is completed.

Operate Axanta POS in both English and Arabic to support multilingual store teams and customer-facing retail environments.

Perform physical inventory counts from the POS with structured product grouping and update stock based on verified quantities. This helps stores maintain accurate on-hand inventory without relying only on the back office.

Customize POS layouts, buttons, colors, images, product categories, groupings, receipt content, and settings to match your store workflows and business requirements.

Validate and redeem promotional vouchers directly at the POS according to configured promotional rules. This enables controlled promotional campaigns while keeping redemption simple for store staff.

Create a custom bill of materials, recipe, bundle or basket directly from the POS and sell it as part of the transaction. This supports flexible combinations and prepared-item workflows without requiring every variation to be preconfigured.

Review a customer's previous purchases across the business directly from the POS. Purchase history helps staff answer product questions, support returns and provide more informed customer service.

Record approved miscellaneous income and store expenses directly from the POS. These entries help the end-of-day cash position match operational activity and reduce manual accounting adjustments.

Check product availability across other stores, warehouses or distribution locations directly from the POS. Real-time inventory visibility helps staff locate stock and reduce lost sales when an item is unavailable locally.

Organize and manage restaurant tables within Axanta POS to support dine-in order handling and service workflows.

Give store managers visibility into key sales and transaction information for their location. POS analytics support faster operational review and better day-to-day retail decisions.

Earn and redeem customer loyalty benefits directly during POS transactions. Integrated loyalty management helps encourage repeat purchases and strengthens customer retention.

Use magnetic stripe cards for staff login or authorization of controlled POS operations. Card-based authentication speeds up access while supporting role-based operational control.

Assign a salesperson to each POS transaction so sales performance can be evaluated by staff member. This supports sales accountability, performance analysis and commission-related reporting.

Accept more than one payment method within the same transaction, allowing customers to split the total across cash, card, vouchers or other configured payment types.

Sell on account, accept partial payments and receive customer account payments directly from the POS. Staff can access customer balances and payment history to support controlled credit sales across locations.

Select the appropriate order type at checkout, such as quick sale, takeaway, drive-through or delivery. Order types help stores and restaurants route and report transactions according to the service workflow.

Review daily POS activity covering sales, payments, returns and other transaction movements. The transaction report gives store teams a clear operational record of activity processed through the POS.

Find products quickly using keywords or barcode scanning and locate customers by name, phone number or other available details. Faster search reduces checkout time and improves service at the counter.

Manage your orders with an option to track order statuses.

Issue, redeem and recharge centralized gift cards directly at the POS. Gift card management helps attract new customers, encourage repeat visits and maintain balances consistently across participating locations.

Create purchase orders at the store for local or approved suppliers directly from the POS workflow. This reduces duplicate data entry and gives the back office immediate visibility into store-level purchasing activity.

Temporarily suspend an in-progress sale and retrieve it later when the customer is ready to continue. This keeps checkout lines moving without losing transaction details.

Create POS staff users and control the operations they are permitted to perform. Role-based access helps protect sensitive actions, enforce store procedures and improve transaction security.

Complete sales quickly with a streamlined payment workflow that supports configured payment types, cash drawer operation and receipt printing. Faster checkout helps reduce queues and improve the customer experience.

Create and access customer profiles from the POS using centrally managed customer information. A shared customer database supports consistent service, loyalty, account sales and purchase history across stores. 

Process customer returns, refunds and exchanges through the POS using the original transaction where applicable. A structured return workflow improves customer service while maintaining transaction traceability.

Generate a detailed daily POS summary covering sales, transaction counts, refunds, voids, petty expenses, customer payments, tender totals, category performance and taxes. The Print X report supports store review, cash reconciliation and end-of-day control.

Collect advance payments or customer deposits from the POS and apply them according to the configured sales workflow. This supports reservation, special-order and deposit-based retail transactions.

Show customer credit information and outstanding balances at the POS so staff can make informed decisions when processing account sales or receiving customer payments

Manage the complete repair journey from device intake to delivery, including customer details, technician assignment, repair stages, spare parts, services, warranty tracking, job cards, and customer communication.

Use a secondary customer-facing display alongside the cashier screen to show transaction information during checkout. Dual-display support improves transparency and the in-store customer experience.

Support inter-store stock movement, item ordering and fulfillment from other stores or the distribution center when local inventory is unavailable. This helps retailers serve customers using stock available across the network.

View product selling prices directly in POS, with cost price visibility controlled by user access permissions.

Integrate POS activity with Axanta ERP back-office, inventory and accounting so retail transactions, stock movements and financial information flow into the central system. This provides a connected view of store operations without duplicate data entry.

Apply store-specific price lists and special prices for configured business partners at the POS. Centralized pricing rules help maintain the correct selling price for each location and customer scenario.

Access Axanta POS through a web browser with real-time connection to products, pricing, customers, inventory, and sales data.

Send POS receipts, invoices, and customer updates directly through WhatsApp for faster and more convenient communication.

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/store 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.