At Genius ERP, we strive to continually improve our software so you can manage every facet of your business.<\/p>\n
Genius ERP is now enrolled under Canada\u2019s Controlled Goods Program (CGP). Our people, processes, and systems have been vetted by the Canadian government and approved to work with sensitive, defense-related technical data.<\/span><\/p>\n CGP requires strong controls around data access, security, and governance. Because Genius ERP is enrolled under the Controlled Goods Program, manufacturers can securely store and manage controlled technical data within our system. Clear rules define who can access regulated information, how it\u2019s handled during remote work, and where data is hosted and processed \u2014 removing uncertainty around compliance-driven workflows.<\/span><\/p>\n Enrollment under the Controlled Goods Program also includes the Canadian exemption under ITAR, which can simplify collaboration with U.S. manufacturers. In specific cases, U.S. customers can legally share certain ITAR-controlled technical data with our Canadian teams without requiring individual export licenses.<\/span><\/p>\n Being enrolled in the Controlled Goods Program confirms that Genius ERP is approved to support manufacturers handling sensitive technical data and reflects a long-term commitment to secure, compliant operations in regulated environments.<\/span><\/p>\n We are excited to announce the launch of V16 of Genius ERP, released in May 2024. This latest version introduces upgraded features designed to enhance your manufacturing operations.\u00a0<\/span><\/p>\n With V16, all the tools your shop employees need are now available entirely on Genius Web. Tablet-ready modules, including shipping, receiving, timesheet management, inventory forecast, and <\/span>shop floor<\/span><\/a>, connect your shop team better and faster than ever. Soon, Physical Inventory will also be available on Genius Web. The entire module has been redesigned to be more efficient and user-friendly.<\/span><\/p>\n Other noteworthy additions include updates to <\/span>Genius CRM<\/span><\/a>, Power Automate integration for quotes, the ability to pre-assign equipment serial numbers or VINs, and multi-factor authentication (MFA) for improved security. Additionally, we’ve implemented advanced security measures for sensitive fields, workflow actions, and time entry management.<\/span><\/p>\n We’re excited to roll out further enhancements by the end of June, such as email-to-opportunity linking in Genius CRM. Stay tuned for more improvements in inventory management, the product configurator tool, timesheet functionalities, and a new HubSpot integration. They all set to arrive later in 2024.<\/span><\/p>\n With the upcoming release of V15.2, Genius ERP is introducing credit card processing. We\u2019ve partnered with <\/span>Global Payments<\/span><\/a>, one of the world\u2019s largest payment technology providers, to offer you increased flexibility for your business and enhanced convenience for your customers. This means you receive payment faster, manage payments more easily, and boost your cash flow.<\/span><\/p>\n Some of the tasks you will be able to complete with our new credit card processing feature include:<\/span><\/p>\n Staying ahead of the competition requires efficient operations, streamlined financial processes and excellent customer service. One tool that can help you achieve these goals is an Enterprise Resource Planning (ERP) system with integrated credit card processing.\u00a0<\/span><\/p>\n <\/p>\n Introducing V15 of Genius ERP, featuring advanced tools to boost the efficiency of your sales team, shipping and receiving department, and finance team.<\/span><\/p>\n Sales representatives are often on the road and need to access Genius ERP from anywhere, so we decided to make their lives easier by adding customer creation from the web, as well as sales order creation, on top of the already existing quote module. It\u2019s now possible to create a sales order for standard or configured products for established customers or new ones.<\/span><\/p>\n The client creation process has been accelerated and streamlined so that you can create a customer faster, with less manual entry. Sales representatives don\u2019t always have all the client information, but that shouldn\u2019t stop them from making a quote, especially if they are in front of the client.<\/span><\/p>\n In addition to creating sales orders on the web, V15 also makes it easier to manage after-sales services. For example, when a repair part is sold to a customer, you will be able to see if that part is already in stock and available, or if it needs to be ordered\/manufactured. It will then be easier to know what the delivery date should be. You\u2019ll also be able to quickly verify if there is any warranty information related to the parts in your sale order. These improvements will allow you not only to create sales orders faster but also to have better visibility of the client\u2019s information.<\/span><\/p>\n Your shipping and receiving team will now be able to receive purchased products using a web browser. This addition to our web platform will let you receive material wherever you are in the warehouse on a tablet. That mobility will save a lot of unnecessary movement and time. Ultimately, you\u2019ll get more real-time inventory information into the system, which will benefit not only receiving but also production, scheduling, purchasing, and invoicing.<\/span><\/p>\n Our Accounting team has created an interactive dashboard inside Genius Analytics to show you a complete picture of your cashflow situation. In addition to giving you an accurate and up-to-date look at your financial health, you will also get a powerful forecasting tool to manage projected cashflow based on outstanding sales orders and work in progress.<\/span><\/p>\n One of our biggest improvements, coming this fall with V15.2, is the addition of credit card processing inside Genius ERP. We\u2019ve partnered with one of the largest payment technology providers in the world to give you more flexibility for your business and more flexibility for your customers. You can get paid faster, manage payments easier, and increase your cashflow.<\/span><\/p>\n <\/p>\n Last year, Genius ERP introduced a revolutionary new way to schedule your shop floor: <\/span>Smart Scheduling<\/span><\/a>. And now we\u2019re excited to announce that Smart Scheduling is getting even better \u2014 introducing What If Scheduling!<\/span><\/p>\n Smart Scheduling is the first true DBR (Drum-Buffer-Rope) scheduling tool for custom manufacturers built into an ERP system.<\/span><\/p>\n <\/p>\n Smart Scheduling is based on the Theory of Constraints (ToC). It uses the fundamental principle that within any custom manufacturing plant, there is a Drum \u2014 one, or a small number of, scarce resources \u2014 that controls the overall output of the plant.<\/span><\/p>\n <\/p>\n Increasing the capacity of the Drum is the only way to increase the capacity of the manufacturing plant.<\/span><\/p>\n Genius ERP\u2019s Smart Scheduling tool<\/span><\/a> streamlines shop floor scheduling by identifying the bottleneck, or Drum, and then automatically prepares a detailed schedule that maximizes the capacity of the Drum to increase the overall efficiency of the plant.<\/span><\/p>\n <\/p>\nWhy this matters for regulated manufacturers<\/strong><\/h3>\n
June 2024<\/span><\/h2>\n
Genius Gets Even Better With the Release of V16 \u2013 Out Now!<\/span><\/h1>\n
September 2023<\/span><\/h2>\n
Integrated \u200b\u200bCredit Card Processing Now Available in Genius ERP<\/span><\/h1>\n
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Stay Ahead of the Competition With Integrated Credit Card Processing<\/span><\/h2>\n
Integrating credit card processing with an ERP offers several advantages:<\/span><\/h4>\n
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May 2023<\/span><\/h2>\n
Introducing V15 of Genius ERP<\/span><\/h1>\n
1. <\/span>S<\/span>ales Team Updates<\/span><\/h3>\n
Customer Creation<\/span><\/h3>\n
Sales Order<\/span><\/h3>\n
2. Receiving Team Updates<\/span><\/h3>\n
3.\u00a0 Financial Team Updates<\/span><\/h3>\n
Cashflow<\/span><\/h3>\n
Credit Card Processing<\/span><\/h3>\n
August 2020<\/span><\/h2>\n
Smart Scheduling Gets Even Better: Introducing What If Scheduling<\/span><\/h1>\n
Refresh \u2014 What is Smart Scheduling?<\/span><\/h2>\n
What does Genius ERP’s smart scheduling too do?<\/h3>\n