SYSPRO Modules

Click here for a full list of software modules in the areas of finance, sales & marketing, distribution, manufacturing, planning, and other areas!

Wholesale Suppliers and Distributors

  • Whether your company is a merchant wholesaler, a wholesale agent or a sales branch for manufacturers, SYSPRO for Wholesale Suppliers and Distributors is engineered to improve electronic collaboration with customers and external partners in the supply chain, while ensuring data security.

    SYSPRO provides you with the tools to process and track large volumes of orders, procure materials from your various global and local suppliers, optimize inventory and customer service levels, streamline your operations and share information stored in multiple locations. Furthermore, SYSPRO's Distribution Requirements Planning system facilitates efficient planning, execution and control of the replenishment of your warehouse distribution channels.

    SYSPRO Forecasting will empower you to predict demand through a series of algorithms based on historical sales and trends, thereby reducing inventory while maintaining customer service levels. Our innovative solutions will assist you in overcoming everyday challenges, helping your company to increase revenues and profitability.

Business Needs

Key Features and Functions

Improve Electronic Collaboration With Trading Partners

Quick response times and accuracy in fulfilling orders are critical to your reputation in a diverse and demanding global market. Your larger customers and suppliers may look increasingly to closer collaboration to cut production timetables and minimize disruption to their supply chain. This could involve working via their electronic order and supply chain systems, to enable streamlining of operations and to reduce margin for error. To achieve this, you must have adequate systems that can deliver information efficiently between you and your trading partners.

SYSPRO facilitates streamlined, secure electronic data interchange and collaborative commerce through features such as CAD integration, Document Flow Manager, SYSPRO solutions, EDI, Office Automation and Messaging, and various Business-to-Business purchase and sales import and export functions. In addition, SYSPRO's Web-based applications are out-the-box solutions which you can run on the Internet/Intranet and easily customize to suit end-user requirements.

If your customers include Original Equipment Manufacturers (OEM) you can import and easily reconcile vendor EDI releases is using SYSPRO's Blanket Sales Order module.

Manage Complex and Highly Variable Pricing and Discount Structures in International Markets

Whether you supply pharmaceuticals, food or other fast moving consumer goods, your pricing strategies are built to accommodate a wide variety of customer types in wholesale and retail environments. SYSPRO enables you optimize pricing for a heterogeneous customer base, providing you with the tools to implement and manage your global pricing requirements and to minimize the costs and effort associated with the administration of trade promotions and deductions.

Comprehensive sales data, along with powerful analysis, querying and reporting tools provide multi-dimensional analysis of product profitability to inform the pricing strategy process, whether it be cost-based, market-based, or a mix. In addition, deriving accurate and competitive pricing for commodity or customizable products is easily facilitated by SYSPRO's powerful costing functionality and visibility. Different costing methods per warehouse, quotations, bill of materials, product configurator and what-if costing functionality enables you to derive cost-based quotes and pricing with confidence.

The system accommodates local and foreign pricing techniques, from manual and simple automated pricing, to contract pricing and complex trade promotions pricing and discounting. Sales order entry and electronic capture is streamlined through pricing automation based on customer and/or stock code matrices, and contract pricing at customer and/or buying group level by product or product group. Discounted, foreign and quantity break pricing methods are catered for, as well as minimum profit margin checking. The import, export and global price update facilities enable seamless implementation of extensive price changes.

Essential for suppliers of retail and wholesale customers, SYSPRO's Trade Promotions module facilitates the creation of rules that govern pricing, promotions, special offers and rebates, as well as improved promotions tracking. In addition, the system's powerful rebate, accruals and deductions management functionality promotes fast, accurate invoicing and reconciliation, as well as improved cash flow. Optional integration to SYSPRO's General Ledger module facilitates complete management and reconciliation of associated financial transactions.

Manage Complex Warehousing with Sophisticated Placement and Picking Procedures

Various tools exist in SYSPRO to facilitate placement and picking within a warehouse. The multiple bins facility and ability to set it on or off at warehouse levels is one of these. Picking by bin, provides for picking lists to be generated in bin numbering sequence.

The new Warehouse Management module due for release in Q4 2009 will provide many more sophisticated rules around warehouse storage, picking and put away procedures. module which is due for release at an undisclosed point in the future.

Manage Large and Diverse Inventories

SYSPRO provides the tools to help you optimize your inventory investment without sacrificing customer service. It enables you to effectively plan and control diverse and extensive product lines in a single or multi-warehouse environment, facilitating the creation of warehouses and bin locations to represent both physical and virtual stock locations.

Whether you stock, sell, purchase or manufacture items by unit, weight, volume, pack or container size, SYSPRO's multiple units of measure per stock item give you the flexibility to accurately record and track stock quantities. Product version control is automated through the Engineering Change Control module, while extensive master data enables you to define parameters for transacting in sales, purchasing and manufacturing.

Inventory Optimization functionality aids the sales and operation planning process. Decision-making on desired levels of inventory and customer service is enhanced through the graphical output from its powerful Pareto analysis and forecasting tools. Master information such as order policies, gross requirements rules, lead times, safety stock and minimum/maximum levels assist in planning replenishment, while extensive costing facilities ensure accurate costing of sales, purchase and manufacturing activities. Costing methods are available by warehouse and include the average, standard, last, FIFO, LIFO methods.

The custom forms feature gives you the freedom to define your own fields for the capture of details, such as hazardous goods information, enabling you to include these in your queries, reports and transaction documentation. Also, you can add standard notations per item for automatic inclusion in various transactions such as sales orders, purchase orders and jobs, as well as link multimedia files to key data.

SYSPRO's serial tracking and lot traceability features facilitate the tracking of materials from purchase through production to customer, thereby providing you with the tools to manage product recalls, should they occur, and the optional 2-phased receipting for purchased and manufactured products provides inspection control. The Goods in Transit system gives you comprehensive quantity, variance and cost control over inter-warehouse transfers, as well as providing input into SYSPRO's Distribution Requirements Planning.

The Stock Take system enables you to select on a range of criteria and continue transaction processing once the physical count is complete, so operations are not at a standstill while the count is being captured. Import facilities are available and you can run a number of verification and variance reports to highlight stock take exceptions and provide the necessary checks before confirmation.

SYSPRO's integrated nature and powerful reporting and query facilities give you visibility to detailed stock statuses and transaction history, while perpetual inventory costing provides at-a-glance valuation of stock holdings by warehouse and stock code . Queries include summary stock code quantities, such as warehouse on-hand, on-order, available, free, in-transit, in-inspection, allocated and back ordered, as well as the ability to drill-down to supporting detail.

Extensive reporting is available including detailed kardex movements, identification of obsolete, slow-moving and excessive inventories, as well as reports on summary inventory quantities and exceptions based on various stock level criteria. In addition, the Office Automation and Messaging module provides the ability to create alerts and events which are automatically fired when inventory exceptions, such as 'below minimum' occur.

Minimize Obsolescence

In companies where rapid innovation is critical to remaining competitive, strategies to improve inventory turnover and minimize obsolescence without sacrificing customer service and quality are essential. Such strategies may include a combination of implementing LEAN principles, eliminating excess inventories, improving forecast accuracy, streamlining and automating processes relating to product life-cycle management and improving overall operational visibility.

SYSPRO enables you to automate and streamline order-to-delivery processes, and provides complete visibility to an integrated picture of your operations, thereby enabling immediate communication of changes in unpredictable demand environments.

Excess component, work-in-progress and finished goods inventory is mitigated through the use of SYSPRO's powerful MRP features, which provide a complete view of demand and supply, as well as an accurate time-phased requirements calculation and comprehensive pegging. Component-to-operation linking, along with order policy, lead time and time fence features, enable accurate JIT –based materials replenishment.

For those businesses not requiring full-scale MRP but a simpler derivative, SYSPRO offers Advanced Trial Kitting which you can run based on a range of user-selected criteria. Additionally, true order-linked pull replenishment is provided through sales order– and purchase order-to-job linking and multi-level trial kitting, which enable the automatic raising and linking of the relevant supply orders via review.

SYSPRO Factory Scheduler facilitates the efficient preparation and execution of achievable production schedules and assists the production area in quickly implementing the necessary changes when order profiles vary from plan. Additionally, materials-constraint scheduling helps to prevent the accumulation of excess WIP inventories.

The Sales and Accounts Receivable modules facilitate accurate multi-dimensional analysis on sales data, such as customer, market, stock item, product class and geographies. SYSPRO's Inventory, Inventory Optimization and Requirements Planning modules provide the tools to help reduce forecast error, manage seasonality and optimize inventories to meet customer service targets.

Efficient automation, management and tracking of product life cycles is provided through the Inventory, Bill of Materials and Engineering Change Control modules, thereby streamlining time-to-market processes, while efficient warehouse and shelf life management is provided through SYSPRO’s powerful inventory, lot tracking and serial tracking functionality.

SYSPRO enables you to implement LEAN manufacturing techniques and synchronize supply and demand, thereby helping you to reduce inventory, obsolescent stocks and lead time to your customers.

Plan and Manage Distribution of Inventory and Goods in Transit

Whether you supply original equipment manufacturers, diverse retailers, after-sales service outlets, or distribute product to your own distribution centres, effective planning and control of your inventory and order fulfilment activities is essential for operational efficiency and maximum profitability. SYSPRO provides a real-time integrated view of business operations, as well as the means to manage large diverse inventories and to plan and execute sophisticated warehouse replenishment and order fulfilment requirements.

Efficient replenishment planning and fulfilment per warehouse is facilitated through SYSPRO's Distribution Requirements Planning, multi-warehouse and Goods in Transit functionality. The system caters for warehouse-specific costs and order policies, backorders, inter-warehouse lead times, optional inclusion of transfer costs and detailed transfer documentation. Furthermore, the Goods in Transit system enables detailed control, reconciliation and balancing of inter-warehouse transfers.

Distributors supplying major retailers and original equipment manufacturers (OEM) would be challenged to optimize customer service and expand distribution capabilities without e-business capability. SYSPRO's Web Applications enable you to provide your global customers and remote sales force with the convenience of secure 24/7 access to order placement, as well as to queries on pricing, stock availability, detailed statements and order statuses. In addition, sophisticated automated order placement and acknowledgement is facilitated through SYSPRO's solutions and Document Flow Manager. This is further enhanced by SYSPRO's stock code interchange feature which enables customers to query stock and enter orders using their own part numbers.

Customer order fulfilment is managed through SYSPRO's sophisticated sales order picking and dispatch features, while SYSPRO's Customer Relationship Manager and Return Merchandise Authority modules provide the means to manage, control and analyse customer returns and credits. While simple, extended and contract pricing are standard features of the Sales Order module, the Trade Promotions Management module provides complex pricing functionality for distributors, including promotions, rebates and accruals.

The Blanket Sales Order module enables SYSPRO customers to easily update call-off schedules for their OEM clients, as well as to reconcile the cumulative position against their OEM contracts.

Reduce Forecast Error

In environments where materials and product replenishment planning is largely based on demand forecasts, the forecasts must be as accurate as possible so as to minimize the costs associated with inaccuracies, such as redundant stock and poor customer service. While forecasting is, by definition, an inexact science, its purpose is to improve the quality of predictions, and tracking the forecast error is an essential part of this process.

SYSPRO's Forecasting module provides tools to enable you to track and evaluate your forecasts, as well as to identify the possible causes of forecast errors. These tools assist you in optimizing your forecasts to produce the best possible outcome. The Forecasting module enables the entry of manual forecasts, as well as the automatic generation of forecasts via a variety of forecast algorithms, including those that compute for trends, seasonality and cyclical events. In addition, the module provides a competition forecasting method (also known as focus forecasting or the tournament method) which attempts to select the most suitable forecast algorithm, based on a selected error measurement and your recent SYSPRO sales history data. This enables you to compare results to determine which method is the most suitable for any particular item, whether you forecast on products at code, revision, release, or warehouse level. A tracking signal is used to indicate when the validity of the forecast might be in doubt; those items with high forecast errors are highlighted and can be reviewed and adjusted as required.

Forecast accuracy depends not only on the regular evaluation of the forecast error, but also on the integrity and nature of the source data. In SYSPRO, forecast accuracy is enhanced through the ability to automatically filter and adjust outliers, as well as to manually adjust forecast base data for quantitative and qualitative factors. Reports and queries provide comparisons between actual sales, and suggested, draft and approved forecasts.

Reduce Inventory Investment While Optimizing Customer Service Levels

SYSPRO's Inventory Optimization and Forecasting modules enable you to minimize forecast error and manage seasonality, thereby helping you to reduce your inventory investment, and improve order fulfilment performance. This is further enhanced by features such as Available to promise and various time fence indicators, that give sales and production staff a reliable view of what they can promise to customers and when.

SYSPRO's Material Requirements Planning gives you clear visibility to the integrated effect of current and future supply and demand, thereby enabling you to make better purchasing and production decisions and reduce excess and obsolete inventories. The inclusion of sources of supply and demand is configurable and various reports and related review programs enable easy potential oversupplies and seamless execution of suggested actions. Also, order policies by stock code at warehouse level enable you to implement lot-sizing rules for purchased and manufactured items.

In make-to-order environments, where a full material requirements planning run may not be required, features such as Advanced Trial Kitting provide full visibility to replenishment requirements for multi or single-level jobs. The purchase order to job link enables purchased or subcontracted materials to be receipted directly into specific jobs.

Standard reports such as the Inventory Exception and the MRP Potential Oversupplies report help you identify excess inventories and possible problems with your lot-sizing techniques.

Approved Manufacturers

SYSPRO enables you to record a list of manufacturers whose parts you are prepared to accept when ordering a specific SYSPRO part. You define (per stock item) the specific manufacturers' part numbers that are acceptable. This ensures accurate purchasing, and provides the facility to link a specific supplier to a preferred manufacturer. When ordering parts, you can show a list of alternatives, based on the approved manufacturers' list. These can be restricted by supplier, if required. Search options are available to enable the SYSPRO equivalent stock code to be located from a manufacturer's part number.


SYSPRO's available-to-promise (ATP) feature helps make reliable delivery promises to your customers, by showing you that portion of your inventory and planned production that is available to fill their orders and on which dates. You can choose between regular (discrete) and cumulative modes of display and can define which components of supply and demand should be included in the calculation.

Cumulative Lead Times

Cumulative lead time represents the longest path in the bill of materials, including raw material purchasing and manufacturing lead time. It is established by reviewing the lead time for each bill of material path below the item; whichever path adds up to the greatest number defines the cumulative lead time.

Custom Forms

SYSPRO's custom forms provides a mechanism of adding additional fields to certain master tables and transactions through the master file take-on and transaction programs. These fields can be defined as alphanumeric, numeric or date format. Defaults can be set and fields can be set as mandatory. Once custom form fields have been created and assigned to the applicable programs, operators can view and populate these fields with data . Custom form fields can be embedded in SYSPRO queries and other display forms, which alleviates the need to call up an additional program to view them.

Customer / Stock Code Interchange

A customer stock code is an item that you and your customer refer to using different naming conventions. Using the customer/stock code interchange system, you can create a cross-reference linking the two naming conventions. This enables your customer to place orders using their naming convention while the system automatically displays your naming convention at the time of capturing the order. When the customer's stock code is entered during processing within the S/order Entry program, the system automatically extracts the SYSPRO stock code.

Discounts and Rebates

SYSPRO has numerous discounts within the system; these include terms discounts (offered to those customers who pay their invoices within a specified time period) and sales discounts. Invoice discount codes can be defined with up to three chained discount percentages and the price that must be used to calculate the discount.

Against a customer you can specify which of these discount codes to use against each sales order entry line and which to use for the total invoice amount. The discounts defined here can be used when a stock item's pricing method is set to discounted if the simple or extended pricing method is used. If the inventory item has a pricing method of Discounted, then the system applies the line discount as part of the price and not as an additional discount.

Alternatively you can enter a manual line discount on a sales order line by selecting Discount when you add a line in the Order Entry program. The system will prompt you to enter up to three chained discount percentages, a total discount value, or a unit discount value. When the order is complete, the order discount will be applied.

Another discount method that can be used is the order discount break which can be applied on either the sales order line or the whole invoice, as an alternative way of extending discounts to a customer.

The percentage discount breaks enable you to vary your price according to the quantity or value of items in the sales order. A maximum of 30 discount breaks can be defined for each type of discount selected.

Settlement discounts can be assigned to a customer which must be applied when that customer makes a payment within a specified time period.

Dispatch Note System

SYSPRO's Dispatch Note System allows you to make multiple deliveries against a sales order, enabling the reduction of stock without the need to produce an invoice after each delivery. A dispatch note review program facilitates the easy selection of sales order lines for dispatch.

The Dispatch Note Consolidation program allows you to assemble a series of dispatch notes for consolidation into a single invoice, based on customer or order.

Distribution Requirements Planning

Distribution requirements planning in SYSPRO is designed to optimize the movement of inventory in a multi-warehouse environment so that demands can be met effectively and efficiently without relying on excessive stock holdings. Distribution Requirements Planning provides the drivers that enable the Requirements planning module to suggest Supply Chain Transfers from one warehouse to another, rather than a purchase order on an external supplier, or a job on production. Suggestions are based on the closest warehouse in a chain of supplying warehouses, resulting in stock being supplied from oversupplied warehouses to those with a demand. A comprehensive view of the supply chain for each item is available.

Companies in either the wholesale or manufacturing sectors which have regional demand fed by one or more supply warehouses, or manufacturing plants, would typically use Distribution Requirements Planning. The integration between SYSPRO's Inventory, Purchase Orders, Sales Orders, Bills of Materials, Work in Progress and Requirements Planning modules provides a comprehensive view up and down the supply chain.


SYSPRO's Forecasting uses sales history to indicate past inventory demand that can be passed through an algorithm to project future sales forecasts. These draft forecasts can either be manually changed and converted to live forecasts (high value/volume items) or automatically converted to live forecasts (batch forecast).

Goods in Transit

SYSPRO's Goods in Transit system provides a mechanism for greater management, control and visibility over stock items that are in the process of being transferred between warehouses. It also forms a core component of the Distribution Requirements Planning system and provides a primary reconcilable book of account.

The Goods in Transit system enables you to record warehouse transfers and produce the necessary paperwork. Visibility is maintained since the entire transaction is tracked from start to completion. Stock is depleted from the source warehouse at the time of confirming each line of the transfer. At the receiving warehouse, a simple review facility enables receipt of transfer items based on selection criteria and processing of exceptions based on the security settings assigned to the receivers. A cost multiplier percentage or value can be applied to receipts to take account of transport costs.

The queries and reports enable monitoring of transfer items, and reconciliation of transfers between source and target warehouses as well as reconciliation of transfer values to the General Ledger. The result is a transparent, audited, documented procedural approach to goods in transit.

An immediate transfer facility is also provided.

Supply chain transfer orders in sales order entry enable you to reserve stock for transfer at a later point in time and provide demand and supply input to SYSPRO's Distribution Requirements Planning feature.

Inventory Management (Materials and Finished Goods)

SYSPRO Inventory Optimizer provides visibility into the status of all forms of inventory across the inventory flow cycle. Quantities of raw materials, work-in-process and finished goods inventories are automatically updated and forecasts adjusted in accordance with the organizations inventory management and optimization policies. Planners therefore have the ability to manage demand fluctuations with superior responsiveness. Buyers have the ability to plan purchasing to ensure a high level of service. Full visibility is provided of all stock levels per warehouse, such as Quantity on hand, on order (PO and WIP), available, allocated to Sales Orders, on Back Order, allocated to WIP, in transit, in inspection, future free. At any point in the system an Available To Promise query can be performed to establish what stock is available or when stock will become available.

Linked Sales Orders, Purchase Orders and Jobs

Particularly useful in a make-to-order environment, the ability to create linked sales orders, purchase orders and jobs in SYSPRO provides a quick and simple way of raising and linking those transactions required to fulfill a customer order.

If using the Quotations module, you can quickly raise the customer order and the supplying jobs and/or purchase orders from a single point of entry when confirming the quote. If the Quotations module is not in use, the planning and purchasing departments can easily raise the necessary build and purchasing orders via SYSPRO's various review or trial kitting facilities once the customer sales order has been entered. Optionally, sales order staff can be given the necessary access to raise the jobs at the time of entering the customer order. The link between customer order, manufacturing and procurement provides visibility and enables progress tracking throughout the life of the order.

Load Planning

You can use SYSPRO's load planning to determine when customer orders can be delivered and to improve your picking, planning, scheduling and delivery of orders. Route codes that you configure against each customer (or warehouse for Supply Chain Transfer orders) indicate the load delivery method.

A delivery frequency is associated with each route (for example, every 7 days) as well as the number of deliveries that can be made on a single day. You associate a customer order to a route based on the customer (or warehouse, in the case of a Supply Chain Transfer order) and as each specific line is added to the order, the appropriate route detail (load) is calculated. This calculation is based on the required delivery date, or on the delivery date calculated based on the availability of stock and load capacity. You also specify a route delivery distance (or sequence) against a customer to indicate the order in which the load must be delivered. The loads are managed by initializing them for a selected period ahead, which can be reviewed. Several reports are available to assist in the planning and monitoring of loads.

Multi-site Warehouses

Within SYSPRO you use multiple warehouses to record stock holdings stored at multiple physical or virtual locations. Stock transactions and various quantity type summaries such as on hand, on order and on backorder are stored per warehouse. In addition costs, buying rules, minimum, maximum, safety, re-order and pallet quantities are held per warehouse. With visibility of inventory across multiple locations, inventory managers, planners and purchasers have the information to rationalize and optimize inventory levels and sales staff and customers can easily determine product availability.


The multimedia facility enables you to integrate images, documents, and sound and video clips with key data and processes; for example, you can attach a drawing to the manufactured part's stock code, as well as video clips to the bill of material operations to provide visual explanations of the manufacturing processes required.

Multiple Bins

SYSPRO's multiple bins feature enhances the efficiency of warehouse management by enabling the recording of the precise location in a warehouse, such as rack and level number, of any stock item. Additionally, you can choose the specific warehouses in which to implement this feature so as to reduce processing time for those warehouses where it is not required


SYSPRO offers both manual and automated pricing. Automated pricing can be based on customer and/or stock code matrices and contract pricing at customer and/or buying group level by product or product group. Discounted, foreign and quantity break pricing methods are catered for as well as minimum profit margin checking. The import, export and global price update facilities enable seamless implementation of extensive price changes. Trade Promotions pricing facilities enable a company to create rules that govern pricing, promotions, special offers and rebates.

Replinishment Rules By Warehouse

Replenishment rules are used by Requirements Planning to appropriately address quantity shortages encountered for the stock item, they control when stock should be ordered, how much should be ordered and what size individual orders . They can be specified at stock code or stock code-warehouse level and are defined using an Order Policy and minimum/maximum order quantities and order multiples.

Safety Stock

The safety stock highlights instances where stock falls below a prescribed level, for the Requirements Planning module to suggest ordering. Warehouse exception reporting also allows for reporting on all items where the on-hand stock level has fallen below safety stock.

Serial Tracking

Serial tracking is designed to provide full tracking at transactional level for those items that have serial numbers assigned to them and that may carry a warranty. The serial numbers can either be unique per individual item or the same for a batch of items.

Supply Chain Transfers

Supply chain transfer (SCT) orders are a special type of sales order which enable you to replenish stock between warehouses at the warehouse cost with an optional cost multiplier They provide full visibility of all transfers, with the associated paperwork required for the transfer. Requirements planning will also suggest Supply Chain Transfers is a demand exists in a warehouse, and a surplus exists in its supplying warehouse.