No, the Warehouse Program is an integrated add-on program and depends on the Backoffice GreeneStep Database. They are seamlessly and tightly linked for all the business rules, security rights and reports. The user administration/definition, warehouse user groups and associated security rights are controlled by the ADMIN in the back office.
No, the new Warehouse program is an add-on application to the GreeneStep is tightly integrated. Using the Security User Groups and WH-specific rights, access to various Warehouse processes can be controlled. The Warehouse supervisor or the members can view and update only the relevant fields in the Warehouse app. There is no visibility to any cost and financial information displayed in this Warehouse UI.
Yes, reports can be customized for an additional fee to suit specific business needs. The GreeneStep out-of-the-box solution has over 150 default reports across modules pre-build and standardized as per US Business Requirements.
Tax Jurisdiction Management: Manage multiple tax jurisdictions with varying rates and rules, accommodating the complexity of selling in multiple locations.
GreeneStep does have a Test Server/Sandbox that our prospects can get access to for an extended Free Trial to work and get a feel of our product.
Yes we can bring in historical data when you migrate to GreeneStep.
Product Master and Link to Images Repository, Customer Master, Prospect Masters, Supplier / Vendor Master, Chart of Accounts, Inventory Stock / Quantity Opening Balances, AP and AR Opening Balances.
Also we custom import : All Open Sales Orders and Sales Quotes, Credit Orders and Credit Quotes, All Open Purchase Orders (Not Received/Not Invoiced) and Debit Orders, Supplier Part Numbers, Customer Part Numbers.
Existing Sales Invoices and Purchase Invoices will be imported as LEGACY Data only for future reference and will not impact Customer/Supplier Balances.
We help to do the above from pre-formatted excel spreadsheets that you need to provide. Please ask for the standard templates from our Support and Implementation Team.
Yes. Customers have access to data and they can choose where a copy of the database can be securely stored as a backup.
Not required. The user will access the application using a tablet ( recommended for mobility) or from a computer by connecting to the warehouse app program shortcut icon. Internally, the program connects to the Greenestep back office company database to fetch or update the data as per the security rights assigned to the user in the back office.
Yes. GreeneStep does have an integration with Avalara and Taxjar for US Sales Taxes.
About Avalara GreeneStep Connector
This is an add-on connector and not a part of an out-of-the-box solution. Contact the GreeneStep Support Team for more information on these customization connectors that need to be set up exclusively for your company.
You need to have an account at Avalara or at Taxjar to get these services.
https://www.youtube.com/watch?v=l9bxa7BT5bM&t=7s
GreeneStep includes robust barcode and QR code functionalities, supporting both 2D and QR code labels. Users can design and print custom barcode labels, scan items upon receipt, and update product information seamlessly. For instance, manufacturer details can be added using internal part numbers or UPC codes. The system supports scanning and updating 13-digit UPC codes, internal part numbers, or serial numbers, facilitating efficient data retrieval. This comprehensive support for barcode and QR code scanning ensures accurate item tracking and inventory management, enhancing operational efficiency by allowing quick access to product information through various scanning methods.
True, the app interacts via GreeneStep APIs and other inbuilt logic central to GreeneStep backoffice and maintains the integrity of the warehouse processing rules and updates that are already there in the GreeneStep Backoffice business logic.
Yes, GreeneStep’s platform offers comprehensive integration with accounting features designed to streamline your financial processes. Our integrated accounting module includes:
Additionally, our platform supports running financial reports, giving you insights into your financial health without needing to export data to external software. This means you can perform all accounting tasks directly within GreeneStep, potentially eliminating the need for any third-party accounting software. Our goal is to provide an all-in-one solution to simplify your financial management and enhance operational efficiency.
Both the Backoffice Admin / Accounting Users are on the same platform GreeneStep, and access the same data. Only the Warehouse UI for the stock counts can be given access to the physical inventory counting team with this Warehouse App, who takes the count and generates a file that will be used by the Backoffice Admin Team to do the adjustment entries. Even the system quantities are not visible to the warehouse team while doing the stock taking and scanning. They just scan and update what they see in the BINs. When category listing is implemented, the user can select a category that will list items, the user can just scan the quantities and generate the file by category.
GreeneStep solution is a custom solution; it depends on what you need. So it would be best to do an intro call where we can see what pricing would match your needs. It can be as low as 40 dollars per user per month. Either way, we offer a one-month free trial, so you can see an ROI before committing to anything. Please see Pricing for various options.
The Hosted data is very safe and secure. The servers are housed in Phoenix NAP with multiple layers of Physical as well as computing security. We offer 99.9% of uptime with our hosted solution. Similarly have a separate data center in Canada.
Customers can access the Help Center online 24×7. There are certain advanced user guides available at the HELP CENTER, for which a customer must request exclusive login details.
Please email your HELP Center request to support@greenestep.com. Here customers can search for any GreeneStep product features, How to do guides, and other help manuals.
In case you did not find the required or relevant articles or help manuals, please do email us at info@greenestep.com with the document required (a procedural document, a training document a process document, or how to use document or any help on navigation, etc., we will create the same for you and send it across.
Email us at sales@greeneStep.com. Call us on the US +1 703 546 4236 X 403 | IN +91 7349028396
Yes, the warehouse program is an extension application and is completely dependent on the back office full application.
Customization charges are based on the specific requirements for which GreeneStep will document in detail the “Customization Requirement Solution Agreement (CRSA)” This detailed functional and technical specification document will be shared with you for review and approval.
We implement GreeneStep remotely and have experience doing so for over 15 years. Training on how to use the solution is done remotely using the customers’ sample data.
Stimulsoft Report Designer tool is used to build GreeneStep Reports. There are over 150 out-of-the-box scanned reports developed and released as part of the GreeneStep product.
Sample Sales Order, Purchase Order, Sales Invoice and Check Printing Reports are part of it. Specialties of these reports are compatible and viewable on both desktop, mobile browser views. Contact Support team for any customization of reports that adds value to your decisions on time every time.
Laptops or Desktops with a good internet connection is all it takes to use our hosted solution. One can also access GreeneStep using a smart phone / tablet device. Kindly review the System Requirements article to know more about the System Requirements for an On Premise setup.
Yes. GreeneStep provides customer references based on various criteria: such as closet to your territory, industry type, and also the expert end-user. We will get permission from the existing customer and set up a schedule or arrange for the contact details.
