Gain control of your NetSuite inventory

• Automated: data is pulled from your NetSuite ERP, multiple subsidiaries, countries, warehouses, or even multiple ERPs into one source of truth
• Reliable: Phocas handles big data volumes while maintaining fast, reliable performance
• Secure: data is accessible to everyone who needs it, while finance maintains employee-level security to protect sensitive information
• Migration: quick to implement, providing uninterrupted dataflow, reporting, dashboards even during ERP migrations
• AI-assisted: fast-track data analysis for new users by asking questions like; ‘Which customers declined last quarter?’

• Manage stock: ensure optimal inventory levels with a clear, up-to-date view of stock movement and self-serve reporting
• Forecast: compare live actuals to historical data and budgets to accurately forecast demand; which products need to be replenished, liquidated or relocated
• Trend analysis: quickly combine purchase history, sales forecasts, seasonal and market trends to accurately predict stock requirements months ahead
• Maximize profitability: accessible, up-to-date data empowers purchasing and inventory teams to optimize pricing and improve supply chain planning

"Phocas has helped us to analyze stock that isn't moving or is moving slowly, so we can move stock around to make the best use of it. This also helps us ensure our suppliers are stocking the right products for us or to plan our deliveries proportionately."

— Mark Law, IT Director at Hayley Group.

• Fast: reports and dashboards can be built and customized with ease; from scratch or using pre-built templates
• Flexible: create, customize, automate profit & loss, balance sheet and cashflow statements for cross-functional teams in minutes
• KPIs: stay up to date on metrics relevant to your department, save as favourites and set up ongoing alerts
• Detailed visibility: drill down from dashboards, investigating by branch, division, sales rep, product, customer down to transaction detail to gain instant answers
• Customize: add visualizations; charts, graphs sparklines or calculations like revenue + gross profit per rep or days stock cover that auto update

• Automated: stay on top of payable and receivable rebates with a self-serve tool that speeds up rebate management
• Accurate: prevent overpayments or under claiming rebates with real-time data and automated calculations
• Improved analysis: review rebate programs including structure – are they driving sales, and view impact on profit and margin in one place
• Win-win partnerships: track customer target accruals, use near-miss analysis, explore ‘what if’ scenarios and showcase potential earnings in person

• BI-driven: one of Phocas’ specialties is connecting data, making it an ideal BI-based solution for ERP migrations
• Fast: can be quickly implemented to provide uninterrupted reporting, dataflow, dashboards before, during and after migrations
• Secure: Phocas provides secure data warehousing for your historical data, pulling everything together into one platform
• Effortless: Phocas does all the heavy migration lifting, so your teams can jump straight into self-serve reporting and analysis

• Unlimited: build, customize and share unlimited dashboards and workflows, creating a clear business overview
• Connect: visualize financial ratios and KPIs side-by-side, connecting different divisions, subsidiaries, branches to performance
• Drill down: quickly switch from visualizations to underlaying data where you can slice and dice the metrics
• Digestible: present live data insights to non-financial teams with graphs, pie charts, and Sparklines

• Detailed: analyze patterns for different market segments such as customer demand by product class, geography, sales channel, purchase history
• Reforecast: easy access to live actuals empowers teams to adjust forecasts to align with changing inventory needs
• Seasonal: tap into historical data and analyze your seasonal sales trends to create more accurate inventory forecasts
• Review: easily review your forecast accuracy by comparing it to actuals