MARATHWADA MITRA MANDAL'S COLLEGE OF COMMERCE

PUNE 411004
A PROJECT REPORT ON WAREHOUSE PROJECT ( SOFTWARE)
SUBMITED
TO SAVAITRIBAI PHULE PUNE UNIVARSITY
NAME:- MAHESHWARI. NAGESH .APPANI
ADMINISTRATION YEAR 2020-2021
SY BBA IB
SEMISTER - IV
UNDER THE GUIDANCE OF
PROF.VIDYA KALPANA
 DECLARATION
I hereby declare that the project work Of Warehouse project
(software) is submitted to the Savitribai Phule pune univarsity
for the partial fulfillment of the requirement of bachelors of
business administration course I also declare that the project of
original work is widely done by me under the guidance of prof
VIDYA KALPANA faculty member of Marathwada Mitra Mandal
college of commerce pune. the information is submitted here is
true and original to best my knowledge the result embodied in
this project has not been submitted to any other univarsity or
institute for award and degree or diploma. All the information
is academic purpose only.
SIGNATURE OF THE STUDENT
Maheshwari Appani

SY BBA IB
SEMISTER- IV
 Certificate of Project Work Completion
This is to certify that the Project-Work titled warehouse project
( software) has been completed satisfactorily in partial
fulfilment of B.B.A. IB (Sem-4) course of the Phule Pune
University for the academic year 2021by the following student
of Marathwada Mitra Mandal’s College of Commerce, Pune-
411004.

Place: Pune.
Date: / / 2019

Project Guide. Head of department. Principal

 ACKNOWLEDGEMENT
I would like to express my sincere thanks to the Savitribai Phule
Pune University and Marathwada Mitra Mandal college of
Commerce for giving me the opportunity to prepare and
present this report. “There is a good saying that the work is
successfully completed if the person is guided properly at the
right time by the right person”, with that the good
opportunities that we receive as well as the efficient
supervision and the most valuable the internal guidance.
Hereby I would like to express my deep gratitude to our ‘Prof.
vidya kalpana, who in her busy schedule provided us with full
support and encouragement, her whole-hearted co-operation
throughout the progress and the completion of the project.
Last but not the least I would like to thank my friends for their
encouragement and direct or indirect support in completion of
the project.

MAHESHWARI APPANI
S.Y.BBA IB
 Index
➢Oracle
• Introduction
• History
• Product and survey
• Methodology
• Process
• SWOT Analysis
• Warehouse management system
• SCM
• Convulsion

➢Fishbowl Inventory
• Introduction
• History
• Product
• Methodology
• Warehouse management system
• SWOT Analysis
• Convulsion
➢NetSuite
• Introduction
• History
• Product and service
• Methodology and process
• Warehouse management
• Global supply chain
• Conculsion

➢Foysonis
• Introduction
• History
• Service philosophy
• Smart warehousing
• Conculsion

➢Google form
Oracle
 ➢Introduction :-
Oracle corporation is an American multi-national computer technology corporation
headquartered in Austin, Texas. The company was formerly headquartered in Redwood shores,
California until December 2020 when it moved it’s headquarters to Texas. The company sells
database software and technology, cloud engineered system, and enterprise software products
particularly it’s own brands of database management systems.
In 2020, oracle was the second largest software company by revenue and market
capitalization. The company also develops and builds tools for database development and
system of middle tier software, Enterprise Resource planning (ERP) software, Human capital
Management (HCM) software, Customer Relationship Management (CRM) software, and supply
chain Management (SCM) software.
Oracle software company is a public type company. It is a Industry enterprise software cloud
computing computer hardware. It was founded on June 16.1977. 43 years ago Santa Clara,
California, U.S. The founders of the oracle company are Larry Ellison, Bob Miner and ED Oates.
The oracle company had Reserved the area world wide. The key people of the oracle
company are Larry Ellison (Executive chairman and CTO), Jeff Henley (Vice chairman) and safra
catz(CEO) are the key people of the company. The oracle company produce the products, Oracle
Applications, Oracle Database, Oracle cloud, Enterprise Manager, Fusion Middle Ware, Servers,
Workstations, Storage.
The oracle company consist the services like Business software, application and consulting.
The Revenue earned by the company U.S. $39.07 billion in (2020). The operating income is
U.S.$13.89 billion (2020). The Net income is U.S $10.14 billion (2020). The total assets of the
company U.S.$115.44 billion (2020). The total equity of the company is U.S. $12.72 billion
(2020). The owner of the company is Larry Ellison who had 36% owned. The oracle company has
1,35,000 employees in year (2020).
The oracle project suite is a complete enterprise level project management solution.
They provide a robust flexible approach to define and manage enterprise level projects
and the people, schedules, deliverables, and finances associated with them.
Generally, enterprise project management involves the collection and coordination of
corporate resources (such as people, money, and hard assets) to accomplish a predefined scope
of work in a scheduled time frame and budget. Here the Oracle Projects application suite comes
with a variety of features to accomplish such work.
It enables project managers to effectively oversee their projects, assess progress against
predetermined milestones and budgets, staff their projects with appropriate talent, and quickly
generate a wide variety of reports. It also helps virtual and globally distributed project teams to
efficiently communicate, collaborate, and complete tasks in time. Oracle Projects also gives
corporate executives the ability to quickly see how projects are performing across the enterprise.
Oracle Projects suite is designed to integrate with many other Oracle application suites
(including Oracle HRMS, Oracle Financials, and Oracle SCM) to provide an efficient
information flow between modules, facilitate a global sharing of enterprise resources, and
provide robust intercompany accounting.
 ➢ Product and survey :-

• What is Oracle?

It’s database is also known as simply Oracle also. It is a multi-model rational database management
system, mainly designed for enterprise grid computing and data warehousing. It is one of the first
choices for enterprises for cost-effective solutions for their applications and data management. It
supports SQL as a query language to interact with the database.

Oracle designs, manufactures, and sells both software and hardware products as well as offering
services that complement them (such as financing, training, consulting, and hosting services). Many of
the products have been added to oracles portfolio through acquisitions.

Oracle’s E-delivery service (oracle software Deliver cloud) provides generic downloadable oracle
software and documentation.

• History of oracle company :

Larry Ellison co-founded oracle corporation in 1977 with Bob Miner and ED Oates under the name
software Development Laboratories (SDL). Ellison took inspiration from the 1970 paper written by
Edgar F. Codd on Relational Database Management Systems (RDBMS) named “A Relationship Model of
Data for large shared Data Banks. He heard about the IBM system R database from an article in the IBM
Research journal provided by Oates. Ellison wanted to make oracles product compatible with system R,
but failed to do so as IBM kept the error codes for their DBMS a secret. SDL changed its name to
Relation software, Inc(RSI) in 1979, then again to oracle systems corporation in 1983 ,to align itself more
closely with its flagship product oracle Database. At this stage Bob Miner served as the company’s senior
programmer. On March 12,1986,the company had it’s inital public offering.

In 1995,oracle systems corporation changed its named oracle, but sometimes referred it’s named
oracle, corporation, the name of the holding company
 From the most comprehensive portfolio of cloud solutions to the world’s #1 enterprise database,
Oracle offers the choice and flexibility to meet your business requirements.

Infrastructure

▪ Analytics
▪ Autonomous Database
▪ Compute
▪ Database
▪ Database Cloud Services
▪ Hardware
▪ Integration
▪ Management and Governance
▪ MySQL Cloud
▪ Networking
▪ Security, Identity and Compliance
▪ Storage
▪ All Cloud Infrastructure
▪ Analytics

Gain comprehensive business intelligence with augmented analytics to help your organization
grow through unique insights. Oracle Analytics uses embedded machine learning and artificial
intelligence to analyse data from across your organization so you can make smarter predictions and
better decisions.

▪ Autonomous Database

Reduce operational costs by up to 90% with a multimodel converged database and machine
learning-based automation for full lifecycle management.1 Oracle Autonomous Database runs natively
on Oracle Cloud Infrastructure while providing workload-optimized cloud services for transaction
processing and data warehousing.

▪ Cloud Infrastructure—Compute

Oracle Cloud Infrastructure provides secure, elastic, compute capacity in the cloud that ranges
from virtual machines and bare metal servers to HPC, GPU, container orchestration, and management.
Available on-demand, compute instances provide developers with the foundation and scalability
required for enterprise workloads spanning from traditional back office to modern cloud native
applications.

▪ Oracle Database Technologies

Oracle Database offers market-leading performance, scalability, reliability, and security, both on-
premises and in the cloud. Oracle Database 19c is the current long term release, and it provides the
highest level of release stability and longest time-frame for support and bug fixes.

Oracle Database 21c, also available for production use today as an innovation release, provides an
early insight into the many enhancements and new capabilities. These include improved multimodel
support through in-database Javascript and native blockchain tables, and multiworkload improvements
such as AutoML and sharing enhancements that will be incorporated into future long term releases.

▪ Database

Oracle database products offer customers cost-optimized and high-performance versions of

Oracle Database, the world's leading converged, multi-model database management system, as well as
in-memory, NoSQL and MySQL databases. Oracle Autonomous Database, available on premises via
Oracle Cloud@Customer or in the Oracle Cloud Infrastructure, enables customers to simplify relational
database environments and reduce management workloads.

▪ Hardware

Oracle hardware includes a full-suite of scalable engineered systems, servers, and storage that
enable enterprises to optimize application and database performance, protect crucial data, and lower
costs. IT managers accelerate digital transformations with automated operations and exclusive features
that improve database performance, lower software license costs, and simplify management.

▪ Integration and Migration

Accelerate your digital transformation with preintegrated connectivity to Oracle as well as third-
party SaaS and on-premises apps, run-ready process automation templates, and an intuitive visual app
builder. Migrate and integrate data faster and more easily. Deliver real-time, enriched, and trusted data
from disparate cloud and on-premises sources to enable insightful analytics.

▪ Cloud Observability and Management Platform

Oracle provides visibility and machine learning-driven actionable insights to ease management
across all layers of the stack deployed on any technology, anywhere. A top priority today is increasing
automation to drive scale and predictable results. Oracle’s integrated functionality and automation for
DevOps monitoring and IT operations management makes it 50% easier1 to prevent and solve IT
problems. Start today and improve IT efficiency, identify code level performance issues 10 times faster2,
and reduce IT complexity.

▪ MySQL Database Service with HeatWave

MySQL Database Service is a fully managed database service to deploy cloud-native
applications. HeatWave, an integrated, high-performance analytics engine accelerates
MySQL performance by 400x.

▪ MySQL Enterprise Edition

MySQL Enterprise Edition includes the most comprehensive set of advanced features,
management tools and technical support to achieve the highest levels of MySQL scalability,
security, reliability, and uptime. It reduces the risk, cost, and complexity in developing,
deploying, and managing business-critical MySQL applications.
 ▪ MySQL Database Service

MySQL Database Service is a fully managed database service to deploy cloud-native

applications using the world’s most popular open source database. It is 100% developed,
managed and supported by the MySQL Team

▪ MySQL Document Store

MySQL Document Store gives users maximum flexibility developing SQL and NoSQL,
schema-free document database applications. This eliminates the need for a separate
database for NoSQL data.
▪ Oracle Cloud Infrastructure—Networking and Connectivity

Cloud networking products and services allow you to manage and scale your networks. Connect
securely to a customizable, isolated virtual cloud network (VCN) as the heart of your cloud deployment.
Inexpensive data egress charges allow enterprises to save significant costs while extending their IT
environment to the cloud. Oracle Cloud networking technologies provide connectivity solutions across
your physical and virtual networks.

▪ Cloud Infrastructure Security

Reduce concerns of advanced persistent threats with Oracle Cloud Infrastructure, the cloud
infrastructure that’s designed using security-first architecture. Our public cloud delivers high customer
isolation and automated protections with data residency, sovereignty, and cloud security at the core of
its innovation and operations.

▪ Oracle Cloud Infrastructure—Cloud Storage

Oracle Cloud Infrastructure provides customers with high-performance computing and low-cost cloud
storage options. Through on-demand local, object, file, block, and archive storage, Oracle Cloud
addresses key storage workload requirements and use cases. Customers can use the storage gateway
and data transfer service to safely and securely move their data to the cloud.

▪ Oracle Cloud Infrastructure (OCI)

Next-generation cloud infrastructure

Oracle Cloud Infrastructure (OCI) is an IaaS that delivers on-premises, high-performance computing
power to run cloud native and enterprise company’s IT workloads. OCI provides real-time elasticity for
enterprise applications by combining Oracle's autonomous services, integrated security, and serverless
compute. Available for public cloud.
For on-premises requirements, OCI is available with the new Dedicated Region Cloud@Customer—
behind a company’s private firewall and in their data center.

• Why do We Use Oracle?

It is a database management software product. A database contains an organized collection of
information. A database management system is not only used for storing the data but to effectively
manage it and provides high performance, authorized access and failure recovery features. It provides a
software solution that is easy to use and manage database operations, from personal to Enterprise level
applications.

• A Breakdown of oracle versions :-

▪ Version 10:- In 2004,oracle corporation shipped release 10g (g stand for grid) as the latest
version of oracle database. Application server 10g using JAVA EE integrated with the server part
of that version of the database. The application server was the first middle -tier software
designed for grid computing. The interrelation ship between oracle 10g and Java allowed
developers to set up stored procedures written in the Java language, those written in the
traditional oracle database programming language PL/SQL.
▪ Version 11g:- Released back in 2008 version 11g is an older release of the oracle database
versions.
▪ Version 12c:- In 2014,oracle officially released version 12c, which is the first in the C series,. This
High-performance RDBMS is designated with a C instead of G as its the first version of oracle
designed to work on the cloud. This Oracle version makes it super easy for businesses to
transition their existing oracle database information to the cloud. This version has 500 new
features into the oracle database. Most notable features are the pluggable database and
multitenant architecture.
▪ Version 18C:- Is one of the latest version to be released as an autonomous database. This self-
driving database is self-securing and self-repairing. This was released in 2018.
▪ The latest Oracle version, the 19c was released in early January 2019.Its been noted as the long
term release for the 12.2 product family of oracle database. This particular version will be
supported through 2023,with extended support available until 2026.

Oracle Database is an RDBMS. An RDBMS that implements object-oriented features

such as user-defined types, inheritance, and polymorphism is called an object-relational
database management system (ORDBMS). Oracle Database has extended the relational
model to an object-relational model, making it possible to store complex business models
in a relational database.

Oracle is a tool in the Databases category of a tech stack.

Oracle ( ORCL ) is one of the largest software player in the world, and competes with SAP
( SAP ), Microsoft ( MSFT ) and IBM ( IBM ) in this market. After acquiring Sun Microsystems in
2010, Oracle became a hardware player as well with products pertaining to enterprise servers
and storage hardware business. It competes mainly with IBM and HP ( HPQ ) in the hardware
business. Here we will analyse the three most important segments for Oracle and the value that
each contributes to our $38.16 price estimate for Oracle stock . Our price estimate stands about
20% above market price.

▪ The 3 Most Important Product Segments for Oracle

1) Database software - represents 37% of the company's stock value

Database is a data storage mechanism, which stores data logically and physically in the form of
data files. Front-end applications access the database to display data online. Oracle is the
largest player in the database software market with a market share of close to 50%.

2) Middleware software - 25%

Middleware is a portfolio of software products used to build and deploy software applications.
Oracle sells its suite of middleware products under the brand name "Oracle Fusion Middleware."
It acts as an interface between front-end applications like web-based applications-and back-end
applications like the database.

3) Application software - 24%

Oracle applications are the applications used by enterprises for employing cost-cutting
mechanisms and increasing sales. These include applications like customer relationship
management (CRM), enterprise resource planning (ERP) and product lifecycle management
(PLM). See the top forecasts for applications software.

➢ Methodology
Oracle uses AIM (Application Implementation Methodology) to manage all of its Oracle
Application implementation projects. AIM can be used for many different software
implementations and not just Oracle Applications. However, the methodology is purpose built
for Oracle Applications and the detailed deliverables produced are designed with the Oracle
Application products in mind.

The following Oracle Applications are covered by AIM :

▪ Oracle Financials.
▪ Oracle Distribution.
▪ Oracle Human Resources.
▪ Oracle Manufacturing.
▪ Oracle process Manufacturing.

AIM incorporates two things. First, it is a methodology showing what tasks are required, what
order they should be completed in, and what resources are required.

Secondly, it provides deliverable templates for all the tasks that require them. The combination
of a methodology with a deliverable templating tool makes AIM a powerful product.

One disadvantage of AIM is that is very complicated. It involves over 200 deliverables. If you tried
to use them all you would be spending 18 months implementing a 3 month project. AIM is supposed to be
used by experienced project managers that pick and choose the tasks they require for each project.

Oracle’s AIM is a proven approach for implementing packaged applications. It comprises a set of
well defined processes that can be managed in several ways to guide you through an application
implementation project. AIM provides the tools needed to effectively and efficiently plan, conduct, and
control project steps to successfully implement business solutions.
AIM defines business needs at the beginning of the project and maintains their visibility throughout the
implementation. It defines internal, external, and time sensitive business events and maps each event to
the responding business and system processes. Using this method, the client gains an accurate
understanding of the business requirements that need to be focused on during the course of the
implementation.

▪ AIM Structure

AIM is a framework of related elements. It involves phases, processes, tasks and dependencies:

The following Oracle Applications are covered by AIM:

• A task is a unit of work, which results in a single deliverable. That deliverable may take
many different forms like reports, schedules, code, or test results for example.

• A process is a closely related group of dependent tasks which meets a major objective. A
process is usually based on a common discipline.

• A phase is a chronological grouping of tasks. It enables a flexible way to organise tasks,

schedule major deliverables, and deliver projects.

➢ Process :
A process in AIM represents a related set of objectives, resource skill requirements, inputs, and
deliverable outputs. A task can belong to only one process. Project team members are usually
assigned to a process according to their specialisation and background. A brief description of the
AIM processes are given below:

1. Business Requirements Definition

Business Requirements Definition defines the business needs that must be met by the
implementation project. You document business processes by identifying business events and
describing the steps that respond to these events.
2. Business Requirements Mapping

Business Requirements Mapping compares the business requirements to standard application

software functionality and identifies gaps that must be addressed to fully meet business needs.
As gaps between requirements and functionality emerge, they are resolved by documenting
workarounds, alternative solutions, application extensions, or by changing the underlying
business process

3. Application and Technical Architecture

During the Application and Technical Architecture you design an information systems
architecture that reflects your business vision. Using the business and information systems
requirements, this process facilitates development of a plan for deploying and configuring the
hardware required for a successful implementation.

4. Module Design and Build

Module Design and Build produces custom software solutions to gaps in functionality identified
during Business Requirements Mapping. Custom software solutions include program modules
that must be designed, built, and tested before they can be incorporated into the system.

5. Data Conversion

Data Conversion defines the tasks and deliverables required to convert legacy data to the Oracle
Applications tables. The first step of this process explicitly defines the business objects that are
required for conversion and the legacy source systems that store these objects. The converted
data may be needed for system testing, training, and acceptance testing as well as for
production.

6. Documentation

Documentation begins with materials created early in the project. Using detailed documents
from the project, the writing staff develops user and technical material that are tailored to the
implementation.

7. Business System Testing

Business System Testing focuses on linking test requirements back to business requirements
and securing project resources needed for testing. It supports utilising common test information
including data profiles to promote testing co-ordination and to minimise duplication of test
preparation and execution effort.

8. Performance Testing

Performance Testing enables you to define, build, and execute a performance test. Use the
results to make decisions on whether the performance is acceptable for the business and to help
propose tactical or strategic changes to address the performance quality shortfall. Performance
Testing is closely related to Application and Technical Architecture; they are interdependent.

9. Training
Training prepares both users and administrators to assume on the tasks of running the new
application system. It includes development of materials and methods as well as administration.
Instructors and courseware developers orient their material toward roles and jobs, and not
toward application modules.

10. Production Migration

Production Migration moves the company, system, and people to the new enterprise system.
Following production cutover, it monitors and refines the production system and plans for the
future. The Production Migration process encompasses transition to production readiness,
production cutover, and post-production support.

• Warehouse Management
Transform warehouse operations to meet the challenges of today’s demand-driven marketplace,
successfully managing complex fulfillment operations, and gaining total inventory visibility—from the
distribution center to the store shelf.

▪ Explore Warehouse Management

1. Retail

Connected consumers want connected solutions that align fulfillment technology to

ecommerce and retail sales. Oracle Warehouse Management Cloud can transform any
site—warehouse, distribution center, storefront, kiosk, or even a garage—into a robust
and seamless fulfillment center.

2. Support Omni channel fulfillment

Streamline multiple channel fulfillment into a single process, improving efficiency and
customer satisfaction.

3. Optimize inventory operations

Leverage end-to-end inventory management, from manufacturer to distribution center
and from store to consumer.

4. Manage returns easily

Ensure proper tagging and tracking of product returns, and reduce errors in
documentation.

5. Coordinate the movement of merchandise

Create store-friendly outbound shipments with advanced wave management that uses
complex algorithms to optimize picking efficiency.
 ▪ Wholesale distribution

Wholesalers need to understand their entire logistics network, from distribution center to outlet.
Oracle Warehouse Management Cloud provides complete inventory visibility, and ensures fewer
instances of order errors or out-of-stock scenarios.

1. Manage complex fulfillment processes

Schedule and manage inbound and outbound shipments, cross-docking, and flow-
through allocations and perform custom value-added services (VAS), such as labeling,
tagging, and kitting.

2. Gain complete inventory visibility

Increase inventory accuracy with an aggregated view of your total inventory—without
the need for additional systems or modules. Improve coordination of yard-to-dock
movements and perform tasks concurrently with other warehouse operations for end-to-
end visibility.

3. Support B2B and B2C fulfillment

Support both business-to-business and direct-to-consumer fulfillment by allocating
inventory into outbound loads with multi-stop routes.

▪ Consumer goods and ecommerce

Connected consumers want connected solutions that align fulfillment technology to

ecommerce and retail sales. Oracle Warehouse Management Cloud can transform any
site—warehouse, distribution center, storefront, kiosk, or even a garage—into a robust
and seamless fulfillment center.

1. Support Omni channel fulfillment

Streamline multiple channel fulfillment into a single process, improving efficiency and
customer satisfaction.

2. Optimize inventory operations

Leverage end-to-end inventory management, from manufacturer to distribution center
and from store to consumer.

3. Manage returns easily

Ensure proper tagging and tracking of product returns, and reduce errors in
documentation. Optimize picking for direct to consumer orders. Streamline order
fulfillment for smaller and more frequent orders.
 ▪ Manufacturing

Manufacturers must stay on top of their inbound, inventory, and outbound operations to
increase operational efficiency. Oracle Warehouse Management Cloud facilitates material and
inventory tracking for a seamless production and distribution process.

1. Track inventory across production flows

Reduce stock outs of raw materials that can disrupt manufacturing flows and track
inventory using lot, batch, and serial numbering.

2. Support B2B and B2C fulfillment

Support both business-to-business and direct-to-consumer fulfillment by configurable
wave allocations, proper warehouse configurations, and allocating inventory into
outbound loads with multi-stop routes. Optimize store fulfillment with put-to-store
management, cross docking, store-based waving, and task grouping.

3. Simplify reverse logistics

Lower the risk related to reverse logistics processes through increased visibility and
proper handling.

4. Automate warehouse operations

Integrate material handling equipment (MHE) by easily connecting with warehouse
control systems (WCS) including pick-to-light, carton sorter, tilt tray sorter, carousel,
sortation, scale, and conveyor.

▪ Third-party Logistics

In a constantly changing world, customers expect third-party logistics (3PL) providers to offer
specialized warehouse and distribution services. Oracle Warehouse Management Cloud helps
you meet customer demands with the agility to act and react quickly, take advantage of new
opportunities, and drive higher revenues.

1. Achieve rapid implementation

Rapidly scale your warehouse operations to meet business demands while maintaining
flexibility across the end-to-end implementation process. Onboard customers in just
hours, not weeks or months, saving time and money.
 2. Serve multiple clients in multiple locations
Eliminate the need to provision multiple environments and easily manage multiple
locations from within one instance with the ability to support small or large customers,
locally, regionally, or globally.

3. Provide fast customer service

Access the latest warehouse management capabilities and other technology advances.
Oracle Cloud delivers continuous innovation with zero downtime and minimal need for
support.

➢ SWOT Analysis
SWOT analysis is a vital strategic planning tool that can be used by Oracle managers to do a
situational analysis of the company . It is a handy technique to analyse the present
Strengths (S), Weakness (W), Opportunities (O) & Threats (T) Oracle is facing in its current
business environment. The Oracle is one of the leading companies in its industry. Oracle
maintains its dominant position in market by carefully analyzing and reviewing the SWOT
analysis. SWOT analysis a highly interactive process and requires effective coordination
among various departments within the firm such as – marketing, finance, operations,
management information systems and strategic planning.

The SWOT Analysis framework helps an organization to identify the internal strategic
factors such as -strengths and weaknesses, & external strategic factors such as -
opportunities and threats. It leads to a 2X2 matrix – also called SWOT Matrix.

The Strengths-Weaknesses-Opportunities-Threats (SWOT) Analysis / Matrix enables

the managers of the Oracle to develop four types of strategies:

• SO (strengths-opportunities) Strategies
• WO (weaknesses-opportunities) Strategies
• ST (strengths-threats) Strategies
• WT (weaknesses-threats) Strategies
The primary purpose of SWOT matrix is to identify the strategies that a firm can use to
exploit external opportunities, counter threats, and build on & protect Oracle strengths,
and eradicate its weaknesses.
Step by Step Guide to Oracle SWOT Analysis
▪ Strengths of Oracle – Internal Strategic Factors
As one of the leading organizations in its industry, Oracle has numerous strengths that
help it to thrive in the market place. These strengths not only help it to protect the market
share in existing markets but also help in penetrating new markets.
• Superb Performance in New Markets – Oracle has built expertise at entering new
markets and making success of them. The expansion has helped the organization to
build new revenue stream and diversify the economic cycle risk in the markets it
operates in.
• Successful track record of integrating complimentary firms through mergers &
acquisition. It has successfully integrated number of technology companies in the
past few years to streamline its operations and to build a reliable supply chain.
• Strong distribution network – Over the years Oracle has built a reliable distribution
network that can reach majority of its potential market.
• Good Returns on Capital Expenditure – Oracle is relatively successful at execution of
new projects and generated good returns on capital expenditure by building new
revenue streams.
• High level of customer satisfaction – the company with its dedicated customer
relationship management department has able to achieve a high level of customer
satisfaction among present customers and good brand equity among the potential
customers.
• Successful track record of developing new products – product innovation.
 • Strong Brand Portfolio – Over the years Oracle has invested in building a strong
brand portfolio. The SWOT analysis of Oracle just underlines this fact. This brand
portfolio can be extremely useful if the organization wants to expand into new
product categories.
• Strong dealer community – It has built a culture among distributor & dealers where
the dealers not only promote company’s products but also invest in training the
sales team to explain to the customer how he/she can extract the maximum
benefits out of the products.
▪ Weakness of Oracle – Internal Strategic Factors

Weakness are the areas where Oracle can improve upon. Strategy is about making choices
and weakness are the areas where a company can improve using SWOT analysis and build
on its competitive advantage and strategic positioning.

• The marketing of the products left a lot to be desired. Even though the product is a
success in terms of sale but its positioning and unique selling proposition is not
clearly defined which can lead to the attacks in this segment from the competitors.
• Days inventory is high compare to the competitors – making the company raise
more capital to invest in the channel. This can impact the long term growth of
Oracle
• Investment in Research and Development is below the fastest growing players in the
industry. Even though Oracle is spending above the industry average on Research
and Development, it has not been able to compete with the leading players in the
industry in terms of innovation. It has come across as a mature firm looking forward
to bring out products based on tested features in the market.
• Not very good at product demand forecasting leading to higher rate of missed
opportunities compare to its competitors. One of the reason why the days inventory
is high compare to its competitors is that Oracle is not very good at demand
forecasting thus end up keeping higher inventory both in-house and in channel.
• Limited success outside core business – Even though Oracle is one of the leading
organizations in its industry it has faced challenges in moving to other product
segments with its present culture.
• There are gaps in the product range sold by the company. This lack of choice can
give a new competitor a foothold in the market.
• The company has not being able to tackle the challenges present by the new
entrants in the segment and has lost small market share in the niche categories.
Oracle has to build internal feedback mechanism directly from sales team on
ground to counter these challenges.

• Opportunities for Oracle – External Strategic Factors

• New customers from online channel – Over the past few years the company has
invested vast sum of money into the online platform. This investment has opened
 new sales channel for Oracle. In the next few years the company can leverage this
opportunity by knowing its customer better and serving their needs using big data
analytics.
• Decreasing cost of transportation because of lower shipping prices can also bring
down the cost of Oracle’s products thus providing an opportunity to the company -
either to boost its profitability or pass on the benefits to the customers to gain
market share.
• New trends in the consumer behaviour can open up new market for the Oracle . It
provides a great opportunity for the organization to build new revenue streams and
diversify into new product categories too.
• The new technology provides an opportunity to Oracle to practices differentiated
pricing strategy in the new market. It will enable the firm to maintain its loyal
customers with great service and lure new customers through other value oriented
propositions.
• Opening up of new markets because of government agreement – the adoption of
new technology standard and government free trade agreement has provided
Oracle an opportunity to enter a new emerging market.
• New environmental policies – The new opportunities will create a level playing field
for all the players in the industry. It represent a great opportunity for Oracle to drive
home its advantage in new technology and gain market share in the new product
category.
• The new taxation policy can significantly impact the way of doing business and can
open new opportunity for established players such as Oracle to increase its
profitability.
• The market development will lead to dilution of competitor’s advantage and enable
Oracle to increase its competitiveness compare to the other competitors.
• Threats Oracle Facing - External Strategic Factors

• Changing consumer buying behaviour from online channel could be a threat to the
existing physical infrastructure driven supply chain model.
• Rising pay level especially movements such as $15 an hour and increasing prices in
the China can lead to serious pressure on profitability of Oracle
• Increasing trend toward isolationism in the American economy can lead to similar
reaction from other government thus negatively impacting the international sales.
• Intense competition – Stable profitability has increased the number of players in the
industry over last two years which has put downward pressure on not only
profitability but also on overall sales.
• Rising raw material can pose a threat to the Oracle profitability.
• No regular supply of innovative products – Over the years the company has
developed numerous products but those are often response to the development by
other players. Secondly the supply of new products is not regular thus leading to
high and low swings in the sales number over period of time.
 • New environment regulations under Paris agreement (2016) could be a threat to
certain existing product categories .
• The demand of the highly profitable products is seasonal in nature and any unlikely
event during the peak season may impact the profitability of the company in short
to medium term.
• Limitations of SWOT Analysis for Oracle

Although the SWOT analysis is widely used as a strategic planning tool, the analysis does
have its share of limitations.

• Certain capabilities or factors of an organization can be both a strength and

weakness at the same time. This is one of the major limitations of SWOT analysis .
For example changing environmental regulations can be both a threat to company it
can also be an opportunity in a sense that it will enable the company to be on a level
playing field or at advantage to competitors if it able to develop the products faster
than the competitors.
• SWOT does not show how to achieve a competitive advantage, so it must not be an
end in itself.
• The matrix is only a starting point for a discussion on how proposed strategies could
be implemented. It provided an evaluation window but not an implementation plan
based on strategic competitiveness of Oracle
• SWOT is a static assessment - analysis of status quo with few prospective changes.
As circumstances, capabilities, threats, and strategies change, the dynamics of a
competitive environment may not be revealed in a single matrix.
• SWOT analysis may lead the firm to overemphasize a single internal or external
factor in formulating strategies. There are interrelationships among the key internal
and external factors that SWOT does not reveal that may be important in devising
strategies.
➢ WHAT IS SCM IN ORACLE?
Oracle SCM (Supply Chain Management Cloud) is a cloud-based application built by Oracle. It unifies
end-to-end business processes considering the changing supply chain needs of the modern enterprises.

It incorporates the digital supply chain with capabilities that include product innovation, strategic
material sourcing, outsourced manufacturing, integrated logistics, Omni channel fulfillment, and
integrated demand and supply planning, which makes Oracle SCM Cloud the most comprehensive SCM
suite in the cloud. Oracle SCM Cloud allows to deploy functionality incrementally, with minimal risk,
lower cost, and maximum flexibility—all with the benefit of ongoing functional innovation and operating
a more sustainable supply chain.

Oracle SCM cloud consists of various module/offerings:

• Logistics cloud,
• Order Management Cloud
• Procurement Cloud
• Product Management Cloud (PLM / PIM)
• Service Logistics Cloud
• Supply Chain Collaboration and Visibility Cloud
• Supply Chain Execution Cloud (Inventory, Maintenance, Manufacturing)
• Supply Chain Planning cloud

➢Conclusion :-
According to my information of the project I founded that we can conclude that oracle is a powerful
database server management software that can serve the requirements of Enterprise level and small
level applications as well. It includes almost all the features required to support modern applications
and therefore, is widely used.

To sum up all the advantages of using the relational database over any other type of database, a
relational database helps in maintaining the data redundancy to minimum or zero, data scalability, data
flexibility and facilities makes it easy to implement security methods.

With oracle autonomous database. Customers uniquely get the world’s leading database. Oracle
Database on the best platform. This combination provides the most secure, available, performant,
proven solution at the lowest cost as all operational tasks are fully automatic with embedded machine
learning and customers only pay for resource’s they use with universal credits or bring own
licence.TheAutonomous is also the safest cloud deployment because data is automatically encrypted
and security updates are automatically applied as soon as they are available.
Fishbowl Inventory

➢ Introduction
 Fishbowl is designed to make work easier for accountants, warehouse workers, and
managers. It does this by giving them access to the advanced tools they need to do their jobs
better and faster than ever. For example, Fishbowl integrates with QuickBooks to keep a
company’s accounting and inventory records in sync. It also provides barcode scanning to
speed up order fulfillment and increase accuracy.
Fishbowl is a private company in Orem, Utah. Our cornerstone products, Fishbowl Manufacturing and
Fishbowl Warehouse, make it possible for every small business to have the same level of mobile
inventory control solutions that large organizations enjoy.

➢ History
Fishbowl was formed in 2001 by Chuck and Beverly Hale, two business owners in Salt Lake City.
The pair invested $3 million into the software company and went through several CEOs in rapid
succession.
In 2015, Fishbowl was named to a list of companies for employee financial security. Fishbowl has
also earned a number of business awards for its revenue growth from organizations such as Inc.
5000, Deloitte, Mountain West Capital, and Global Red Herring.

➢ Products .
The company's flagship product, formerly called Fishbowl Inventory, is inventory management
software that integrates with QuickBooks. It separated into three products, Fishbowl
Manufacturing, Fishbowl Warehouse, and Box storm, which is a SaaS solution. As of 2009, Fishbowl
has been the top-selling manufacturing and warehouse management product for QuickBooks since
2003.
In addition, Fishbowl Manufacturing, Fishbowl Warehouse, and Box storm claim to integrate with
QuickBooks Online and other technology.
Box storm is a cloud-based inventory management solution and app created in 2017 by
Fishbowl Box storm is intended for small businesses.
The free version of Box storm is called Box storm Forever Free. Fishbowl claims it is the first no-
cost online inventory management solution to integrate with QuickBooks Online. It can be used to
scan barcodes, add inventory, perform cycle counts, assign units of measure, and create locations to
store inventory.
There are three paid versions of Box storm that include other features, such as sales
orders, purchase orders, vendors, taxes, stock alerts, and user permissions.

▪ Fishbowl’s corporate Brochure

In Fishbowl's Corporate Brochure, you'll find a broad overview of Fishbowl, including all of its services
and features. The Corporate Brochure includes testimonials from several satisfied Fishbowl users, and
information on the different training options to help you get acquainted with Fishbowl. You can also
learn about Fishbowl's ROI Tool, 100% Satisfaction Guarantee and Merchant Services. The brochure is
the perfect place to get started with Fishbowl!
There are many other intuitive features Fishbowl offers to make your job easier. Let’s go over 10
of them.

1. Notification of Vendors’ Required Quantities and Discounts

Putting together a purchase order isn’t always as simple as you might think. There are all kinds
of factors to consider, such as the case when vendors won’t ship items until they reach a certain
quantity, and other times when they offer discounts for bulk orders that meet a high threshold

It’s hard to remember all of these specifics, which is why Fishbowl has Vendor module
options to automatically notify you when you’re just short of the vendor’s minimum for shipping,
and when you could qualify for a discount by ordering just a few more. This helpful feature
ensures your purchase orders are successfully received and fulfilled, and that you get the best
deal possible on them.

2. Category Capacity Planning Report

Fishbowl’s Category Capacity Planning Report allows you to manage your manufacturing
schedule and daily capacity. It shows the daily limit, in terms of hours, you are able to dedicate
to a variety of manufacturing tasks. You can add work orders to specific days and even split one
across multiple days. The report will warn you if you have scheduled too many things on a
particular day. It will also give you the option to reschedule.

3. Sales Production Demand Report

The Sales Production Demand Report shows the suggested start dates and inventory demand
generated by open sales orders. You can quickly see how many finished goods you have on
hand to fulfil each sales order and if there are any short quantities. That way, you’ll see exactly
how many finished goods you need to manufacture or order before you have enough to fulfil the
orders.

4. One-Step Order Fulfillment

Receiving is typically a two-step process. First, receive physical goods. Second, reconcile to
confirm costs and shipping match the vendor bill. A Receiving module option allows you to fulfill
the order in just one step through the Receiving Data CSV import. By clicking the box in the
Fulfil column, you can receive an item without having to go through the reconciliation process.

5. Calendar Categories

It’s easy to create categories in the Calendar module to ensure your work orders, purchase
orders, sales orders, and more get processed and completed in a timely manner. When you
create categories, everything in your calendar becomes color-coordinated by category so that
any worker looking at it can instantly see what types of tasks are scheduled at specific times.

6. Manufacture Order module option

There is a Manufacture Order module option that lets you automatically match a newly created
manufacture order’s number to the number of the sales order that created it. This might seem
like a small thing, but it has far-reaching consequences. Manufacture orders are frequently
generated by sales orders to make more of an item that is short. By giving them the same
number, you make it super simple to track down their corresponding orders and see what their
status is.

7.Notification to Update Orders to Reflect a Revised Bill of Materials

When you make a change to a bill of materials, do you ever worry that any open work orders or
sales orders that rely on that bill of materials could be at risk of not being performed correctly?
You don’t have to worry about that at all when you use Fishbowl Manufacturing. It automatically
generates a notification soon after anyone modifies a bill of materials, prompting users to make
those same changes to all open orders that are affected.

8. Hot Keys

If you want to navigate the Fishbowl software even faster than you thought possible, all you
have to do is make use of Fishbowl Hot Keys. These are combinations of keystrokes that
perform the same function as mouse-clicks on buttons in the interface. We all use hot keys to
quickly copy, paste, and highlight text, and do other tasks in Word, for example. Once you
master them in Fishbowl’s various modules, you’ll be able to fly through inventory management
tasks!

9. Custom Fields

Fishbowl gives you the ability to customize basically all of its modules by adding custom fields to
them. Rather than having to squeeze your company into a one-size-fits-all box, you can modify
Fishbowl to fit your company’s unique way of managing inventory. You have the option to
rename fields, create entire new ones, and do many other things. The types of custom fields
you can create include: text (up to 30 characters), long text (up to 512 characters), date, money,
checkbox, dropdown list, URL, quantity (allows decimal points), and count (no decimal points).

10. API

Fishbowl is famous for its seamless integration with QuickBooks. Because of that, we see the
value in opening our software to other developers in order to create new integrations.
The Fishbowl API allows both customers and third-party developers to build integrations to their
business solutions. At the API link above, you will find links to sample code and the Fishbowl
Developer Hook, which will let you connect with Fishbowl and begin the process of integrating.

• Amazing Fishbowl Features

If you’re a current Fishbowl customer, you can start using these features today to see dramatic
results. If you’d like to become a Fishbowl customer, sign up for an online demo of the software
to see these, and many other, features in action. You’ll be pleasantly surprised by the benefits
Fishbowl has to offer your business

Fishbowl Ranks High on Capture’s Inventory Management ShortlistCapterra, a free online service
that helps organizations find the right software, named Fishbowl one of the top inventory
management software products on its 2021 Capterra Shortlist. This inventory management
shortlist is a ranking of market leaders, based on an independent evaluation of their products’
online search activity and verified user reviews.

Four Shortlist Categories

Software products receive a score directly tied to their online popularity and user ratings.
Capterra then uses those scores to place each product on a graph with popularity as the Y axis
and ratings as the X axis. There are four quadrants of the graph that software can be placed in,
and their category names are:

• Top Performers (High Popularity and Ratings Score)

• Established Players (High Popularity and Lower Ratings Score)
• Emerging Favourites (Lower Popularity and High Ratings Score)
• Noteworthy Products (Low Popularity and Ratings Score)

Fishbowl is just slightly to the left of the Top Performers quadrant, landing in the Established
Players one. Here is how Capterra describes this category: “Established Players are popular
products that are well known in the space. These could include products that have been around
for a while or are widely used.”

Indeed, Fishbowl has been around for 20 years, and it was one of the first inventory
management solutions to integrate with QuickBooks. It has maintained its elite status as the #1
selling inventory management software for QuickBooks since 2004, so it’s fair to say Fishbowl is
widely used by a large number of companies.
Most of the products on the graph are in either the Emerging Favourites or Noteworthy Products
quadrant, meaning they are below Fishbowl in popularity. Capterra defines popularity as a
product’s Web search trends and overall Web presence. They weight user ratings by their
regency and total number.

Fishbowl has 636 reviews on the site, far more than the vast majority of the other software
listed. One of the highest-rated ones has just 21 reviews. It makes sense that you will find a
huge variety of opinions on the software from that many voices chiming in, compared to just a
handful for others.

▪ Why You Need Inventory Management Software?

Excel spreadsheets and pen and paper are not enough to meet your complex inventory management
needs. With a manual inventory system, you spend far too much time hunting for the information you're
looking for, correcting data errors, and having goods slip through the cracks. What you need is inventory
management software to help you save time and money by organizing your inventory information and
keeping it constantly up to date.

Fishbowl is the inventory management software for QuickBooks, and it offers the following features to
benefit manufacturers and warehouse owners:

Track inventory with lot/serial numbers, expiration dates, and more to efficiently manage multiple
warehouses

Organize complex manufacturing jobs with multilevel work orders, manufacture orders, bills of
materials, and production stages.

Use barcode scanners to accurately perform batch picks, cycle counts, and other essential warehouse
tasks.

Seamlessly integrate with QuickBooks to keep your accounting and inventory records in sync.

Set up automatic reorder points on all of your items to avoid shortages and overstocks.

Create custom fields to tailor the Fishbowl software to your specific business requirements.

Fishbowl offers many other advanced inventory management features. Sign up for an online demo
today to see how your business can benefit from using Fishbowl!

▪ EXPLORE FISHBOWL SOLUTIONS

Fishbowl offers many tools to help you automate your business processes, cut costs, and boost
efficiency to make it through any challenge. Choose a category to learn about Fishbowl’s popular
solutions. Each one will take you to the appropriate section where you can download Fishbowl’s
corporate brochure, feature sheets, satisfaction guarantee, ROI tool, and more.
 ▪ Barcode Scanning

Dramatically improve the accuracy and efficiency of your inventory and manufacturing records
by using FBM’s barcode-scanning capabilities. Fishbowl Go is an app that can be downloaded
onto any iOS or Android phone or warehouse scanner.

You can use Fishbowl Go to:

• Perform cycle counts.
• Retrieve and update detailed part information.
• Finish work orders.
• Move inventory from one location to another.
• Scrap inventory by location.
• Pick, pack, and ship goods.
• Receive items into your warehouse.
• Create and fulfil sales orders.
• Accept signatures on deliveries.
• Take customer payments.
• View live reports and informational charts.

▪ QuickBooks Integration
 FBM integrates seamlessly with QuickBooks Online and every desktop version of
QuickBooks. QuickBooks is a useful accounting solution, but it can't handle inventory
management tasks like barcoding, serial number and lot tracking, and advanced bill of
materials and work orders. Fishbowl can do these things and many others.

Fishbowl's integration with QuickBooks allows you to:

• Update your inventory and accounting records at the same time.
• Eliminate double data entry and keep your records accurate.
• Integrate with any current version of QuickBooks.
• Keep using the accounting software you're familiar with while adding new features.

▪ Ecommerce Integrations

Fishbowl integrates with many shopping carts to help you automate your business processes,
save time, and prevent order errors. Shortly after a sale is made on one ecommerce platform, it
gets sent to FBM. This allows you to automatically import and update products in both Fishbowl
and the shopping cart.

Fishbowl currently integrates with:

• Amazon
• Big Commerce
• eBay
• Shopify
• Magneto
• 3dCart
• Collusion
• Web Shop Manager
• Woo Commerce
 ▪ Production Stages

You can create multilevel work orders that utilize production stages or sub-assemblies in FBM.
This lets you check what stage each manufacturing job has reached to see if everything is on
schedule and to make adjustments when something falls behind. FBM helps you build only what
you need and avoid unnecessary waste, but if you do have some waste, it helps you track that,
too.

▪ Multilevel Bill of Materials

Fishbowl's robust Bill of Materials module can work for almost any industry and product, from
manufacturing food and drugs with complex units of measure and FDA requirements to creating
advanced electronics that require multiple serial numbers. Build BOM's with multiple stages,
sub-assemblies, complex units of measure, and multiple finished goods. Fishbowl's BOM's can
be as advanced or as simple as you need.

Fishbowl has the ability to:

• Add production stages to a BOM that must be completed in a certain order.
• Create and fulfil multiple BOM’s at the same time.
• Replicate a BOM as many times as you like.
• Easily update quantities and parts in a BOM when necessary.
• Create detailed instructions and even attach pictures for each step of the BOM.
• Attach documents to each BOM via the Fishbowl Drive plugin
 ▪ Multiple Locations

Fishbowl tracks inventory across multiple warehouses, and it can also drill down to minute bin
locations on a per-shelf level. Get as granular or as broad as you need to. You can even set pick
route settings so that no time is wasted walking back and forth between locations. Control who
has access rights to specific location groups, and designate a purpose for each sub-location.

Fishbowl helps you manage multiple locations by allowing you to:

• Check inventory levels across multiple locations.
• Analyse inventory valuation and sales trends at each of your warehouses.
• Auto replenish inventory levels by transferring products from one location to another.
• Automatically generate purchase orders with the aid of reorder points.

▪ Advanced Work Orders

FBM is an ideal inventory solution for many types of manufacturers. It allows you to create
build-to-order work orders for a variety of tasks. You can also group multiple work orders into
overarching manufacture orders, add step-by-step instructions, categorize, prioritize, and
schedule work orders, and attach pictures, documents, and notes to them.

With Fishbowl, you can:

• Create build-to-order work orders for products that must be picked to fulfil specific
sales orders.
• Create work orders one at a time or in batches.
• Use them for assembly, sub-assembly, disassembly, repair, and other jobs.
• Create work orders for every kind of job, from simple to multitier.
 ▪ Labour & Job Tracking

Fishbowl Time is a cloud-based timekeeping solution for tracking employees' hours, overtime,
vacation time, payroll, tax status, labour on work orders, available hours for production, and
more. A combination of Fishbowl Time and Fishbowl Manufacturing gives you accurate records
of labour costs for work orders and other projects.

Fishbowl Time lets you:

• Incorporate labour costs into total costs on work orders.

• Budget labour costs and then compare them to the actual numbers.
• Clock in and out from any Internet-connected device.
• Use GPS tracking to check where employees clock in and out from.
• Calculate taxes and meet other IRS requirements.

▪ Serial Numbers & Lot Numbers

You can use FBM to track each part’s quantity and status by using serial numbers and lot
numbers. In addition, expiration dates, revision levels, and batch numbers are available to show
you how many raw materials and finished goods you have on hand. These also help with returns,
warranties, and recalls.

▪ Shipping

Shipping is a basic function of any business, whether it's receiving inventory, transferring items
between warehouses, or sending finished goods to customers. Fishbowl integrates with a variety
of shipping solutions to automatically generate shipping labels and sync shipping costs, tracking
numbers, customer address, weights, and multiple cartons. This ensures your packages get to
the right places at the right times.
Shipping is easier
Shipping is easier with Fishbowl because:
• UPS shipping features are embedded in Fishbowl's interface
• Fishbowl integrates with all major shipping solutions for free, including USPS Indicial,
FedEx Ship Manager, and UPS World Ship.
• Fishbowl's Ship Express is a free tool that compares shipping costs between the major
carriers and makes sure you are getting the best deal.
Fishbowl also integrates with other shipping programs, such as ShipStation and Star Ship, giving
you even more shipping options

▪ Order Management

Fishbowl's Sales Order module is so flexible you can use it to upgrade and customize products,
automatically generate purchase orders and manufacture orders, and set up pricing tiers for
segmented customer groups. Fishbowl also has many ways for you to generate orders, whether
from our ecommerce or EDI integrations, CSV imports, orders created on the go from Fishbowl
Go, or even Fishbowl's point of sale solution Checkout.

Fishbowl's sales features include

Fishbowl's sales features include:
• Full sales order process from quote creation to pick, pack, and ship.
• Know exactly where each order is in the step of the process.
• Automate sales order creation with ecommerce and EDI integrations.
• Ability to partially fulfil invoices and or batch fulfil orders.
• Full RMA functionality.
• Synchronize your inventory when orders are fulfilled for accurate real-time data.
▪ Powerful BI and sales reporting tools to better analyse your sales data.
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Fishbowl Warehouse automatically generates a Purchase Order and bills it to QuickBooks when you
order new products. Receive products into your warehouse by scanning them in with a wireless mobile
device, then store them in their assigned place in your warehouse.

In addition, Fishbowl Manufacturing allows you to create multiple Work Orders and Bills of Materials for
complex jobs under a Manufacture Order. When a Sales Order comes in, use Fishbowl to pick products
off your shelves, pack them and ship them to the customer.

When a product is sold, Fishbowl automatically sends an invoice to QuickBooks, updating it with the
financial data. Fishbowl is the QuickBooks warehouse management system. It’s an ideal solution for
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1.PURCHASE ORDER

A Purchase Order is a document that a buyer sends to a seller to specify the products and/or services
that they would like to receive from the seller. It also includes the total cost the buyer will pay for their
order. Fishbowl has a Purchase Order Module that allows you to instantly generate Purchase Orders for
a variety of uses, including:

▪ Vendor purchases
▪ Credit returns

2.MANUFACTURE ORDER

A Manufacture Order is a way of organizing multiple Work Orders, Sales Orders, Bills of Materials, and
Finished Goods. This is extremely useful when dealing with multi-step manufacturing processes and
large orders. Fishbowl Manufacturing's Manufacture Order Module allows you to create
Manufacture Orders to:
 • Build
• Disassemble
• Repair
• Maintain
With this module, you can organize manufacturing jobs into stages so one task won't begin
until an earlier one is complete.

3.SALES ORDER

A Sales Order is an internal document that a company creates after receiving a customer’s Purchase
Order. Sales Orders help companies standardize their paperwork so they don’t have to rely on external
documents, like Purchase Orders, for their record keeping.

Fishbowl's Sales Order Module allows you to create Sales Orders for:

▪ Credit returns
▪ Drop shipping products
▪ Duplicating orders
▪ Printing invoices

4.BILL TO QUICKBOOKS

QuickBooks is the most popular accounting software for small businesses in the United States. Its user-
friendly features enable people with even just a passing knowledge of accounting to manage their
finances effectively.Fishbowl’s Accounting Module allows you to export data from its inventory
management software to QuickBooks. You can either export data manually or schedule automatic data
exports as often as you like. The information you can export to QuickBooks includes:

▪ Customers
▪ Vendors
▪ Bills
▪ Invoices
▪ Sales receipts
▪ Payments

5.RECEIVE/RECONCILE

Receiving means accepting new products into your inventory. The Receiving process occurs when a
shipment you ordered arrives at your warehouse or any other of your locations. You scan new products
into your inventory so they instantly show up in our electronic database.

Fishbowl's Receiving Module allows you to:

▪ Receive full and partial orders

▪ Void orders
▪ Reject inventory
▪ Reconcile inventory
Reconciling in Fishbowl means that when you receive a shipment, but the costs, quantities or product
types are different than you specified in the original order, you update your records to reflect those
changes. You can reconcile items in Purchase Orders and Transfer Orders, but not in Sales Orders.

6.INVENTORY

Inventory is made up of the products you have in stock to sell to customers and the parts you use to
manufacture products. Fishbowl tracks inventory items, quantities, locations and other things to help
you stay organized.

Fishbowl’s Inventory Module lets you:

▪ Search for parts and products

▪ Transfer inventory
▪ Adjust tracking information
▪ Perform cycle counts
▪ Add inventory
▪ Eliminate inventory

7.PICK

Picking is the process of gathering the right parts and/or products to fulfill an order. Fishbowl’s Picking
Module makes it easy to find items in your warehouse and ensure you have the required amount on
hand.

Fishbowl also allows you to:

▪ Pick items for a Sales Order, Transfer Order, Work Order or Consignment
▪ Pick partial quantities if you don't have enough to fill an order right now
▪ Choose the warehouse to pick from if you have multiple locations
▪ Add serial numbers or other tracking information to ensure products are delivered

8.TRANSFER ORDER

A Transfer Order is a form used to ship items in a company’s warehouse to another location or to simply
move them to a new area within the same warehouse. Fishbowl’s Transfer Order Module allows you to
assign default locations for specific parts and products to be sent to. You can also set automatic reorder
points, so a product will be replenished from another location when it gets too low.

Transfer Orders perform three main tasks:

▪ Ship – This is the most complicated of the three tasks. It involves picking, packing, and shipping
items to a specific destination, and then receiving those items when they arrive.
▪ Move – This involves much less documentation than the Ship option. You simply pick products
from a shelf and transfer them to a desired location. No questions asked
▪ Put away – In this case, an item is transferred to its default location in a warehouse. This makes
it easy to find later, thanks to Fishbowl’s inventory tracking tools

9.BILL OF MATERIALS
A Bill of Materials is a list of parts and raw materials that are required to build a product. There are
many different types of Bills of Materials. Some are food recipes while others are blueprints for building
simple and complex products.

There are four main jobs that you can use a Bill of Materials for:

▪ Manufacturing
▪ Repair
▪ Disassembly
▪ Maintenance

Fishbowl allows you to create Bills of Materials for all of the above purposes. It also generates Bill of
Materials templates, which you can customize with optional parts. Depending on your preference, you
can use one Bill of Materials to build several products, or one Bill of Materials per product.

10.CONSIGNMENT

Consignment occurs when one person sends a product to someone else, but the sender remains the
legal owner of the product until it’s sold. Consignment can involve selling products at auction or through
a second-hand store.

▪ Create Consignment locations

▪ Manage inventory at each Consignment location you set up
▪ Fulfil Sales Orders on inventory that has been consigned
▪ Create Transfer Orders
▪ Create Purchase Orders

11.RMA

RMA stands for Return Merchandise Authorization. As its name implies, it is used to keep track of
customers’ product returns. Products can be returned for a variety of reasons, such as if they arrive
damaged, if they break soon after they arrive, or if they are the wrong size/colour/type/etc.

With Fishbowl’s RMA Module, you can offer four return options to customers

▪ Replacement
▪ Repair
▪ Substitution
▪ Refund
▪ You can also track products, vendors, and other data in Fishbowl's RMA Module

12.PACK/SHIP

Packing is the process of selecting the number and size of cartons to put your Picked items into, and
then putting the items into those cartons. Shipping is the process of transferring products from one
place to another, often from a warehouse to a customer’s location.

Fishbowl's Shipping Module allows you to:

▪ Quickly find items in your warehouse(s)

▪ Transfer products between warehouses
 ▪ Calculate shipping costs
▪ Integrate with FedEx and UPS
▪ Automatically generate and print UPS shipping labels
▪ Automatically create packing lists

13.INVOICE TO QUICKBOOKS

QuickBooks is an accounting software solution for small and midsize businesses. Fishbowl integrates
seamlessly with QuickBooks. When updates are made to Fishbowl’s inventory management records, it
transmits that data to QuickBooks so it will update the accounting records.

As part of the Packing and Shipping processes, Fishbowl’s Accounting Module sends QuickBooks the
data on each sale it records and asks QuickBooks to print or email an invoice for the customer.
QuickBooks uses the data on the cost of goods sold to update the company’s Assets, and it uses the total
balance due to update the company’s Accounts Receivable

• What is inventory control ?

Inventory control is the process of keeping the right number of parts and products in stock to avoid
shortages, overstocks, and other costly problems.

Inventory control focuses on cutting the number of slow-selling products a company purchases while
also increasing the number of high-selling products. This saves businesses time and money because they
don’t have to spend lots of man-hours reordering and receiving goods that they don’t really need. Plus,
they avoid devoting precious warehouse space to hold those products, which cuts down on carrying
costs and affords more room for faster-selling products.

By using inventory control, you are able to protect against making rash decisions and you also avoid the
pain and expense that come from overstocking on inventory. As its name suggests, inventory control
helps you maintain control over your inventory levels so that you make the best use of your resources
and avoid product spoilage and obsolescence.

▪ Manufacturing

Fishbowl Manufacturing (FBM) offers advanced work orders, manufacture orders, bills of materials, and
other tools you need to maximize efficiency in your production process. Whether you have simple or
more complex manufacturing needs, Fishbowl Manufacturing is a great solution for you.

• Fishbowl popular features include :

▪ Automated custom, batch, and repair work orders.
▪ Lot tracking and serial number tracking in work orders.
▪ Detailed work order instructions.
▪ Multilevel bill of materials.
▪ Available-to-build calculations, true cost of goods, and yield calculations.
▪ Powerful MRP features.
▪ Manufacture order to purchase order functionality.
▪ Automated work order features based on demand.
▪ Fishbowl's integration with QuickBooks allows you to:
▪ Update your inventory and accounting records at the same time.
▪ Eliminate double data entry and keep your records accurate.
▪ Integrate with any current version of QuickBooks.
▪ Keep using the accounting software you're familiar with while adding new features.
• Fishbowl currently integrates with:
▪ Amazon
▪ Big Commerce
▪ eBay
▪ Shopify
▪ Magneto

REAL-TIME INVENTORY DATA IN THE FIELD WITH FISHBOWL FOR

SALESFORCE
▪ Mobile Accessibility : Fishbowl for sales force is available on any mobile or desktop device you
choose to use sales force on.
▪ Current Quantities :salespeople can check current inventory quantities before making a sale to
avoid over promising and other delays.
▪ Detailed Information :Fishbowl also provides detailed information, such as product numbers,
codes, descriptions prices and shipping carriers.
▪ Order Fulfilment : New sales entered into sales force get pushed out to Fishbowl for faster order
fulfilment.
▪ Order status : salespeople can log into sales force and check on the status of orders they’ve
placed for customers.
▪ User Rights : only people involved in the inventory management side need to be granted access
to specific areas of Fishbowl, which prevents unnecessary data exposure.

FISHBOWL INTEGRATES WITH AMAZON

▪ INTEGRATED SHOPPING CART: Amazon integrates with Fishbowl to update the inventory
records whenever a sale is recorded.
▪ ORDER FULFILLMENT: Fishbowl handles the order fulfillment process after it receives an order
from Amazon, designating which products are to be picked, packed, and shipped to customers.
▪ DROP SHIPPING: Fishbowl also works well as a drop-shipping tool for companies that use third-
party fulfillment.
▪ IMPORTS AND EXPORTS: Schedule imports and exports between Fishbowl and Amazon as
frequently as you need.
▪ SYNC PRODUCTS: Synchronize all of your product listings between Fishbowl and Amazon. This
means product quantities and descriptions will be the same in both (not images).

BENEFITS OF FISHBOWL'S INTEGRATION WITH

APPLE

▪ Simple Installation: Installing the Fishbowl Server and Client on a Mac is relatively quick and
easy with the help of step-by-step instructions.
▪ Desktop and Mobile: Fishbowl Manufacturing and Fishbowl Warehouse are accessible on Mac
OS X 10.7.3 and newer devices. They are also accessible on Apple smartphones and tablets
through a separate product called Fishbowl Anywhere.
▪ QuickBooks Integration: While the desktop version of QuickBooks only runs on Windows
computers, Fishbowl on a Mac can integrate with it, no problem.
▪ Online Accounting Integrations: Fishbowl integrates with QuickBooks Online and Xerox, which
are Web-based accounting solutions and can thus be easily accessed on Macs through a Web
browser.
 BENEFITS OF FISHBOWL'S INTEGRATION WITH LINUX

▪ Simple Installation: Fishbowl provides step-by-step instructions to make the installation process
of its Server and Client on Linux computers fairly simple.
▪ Mobile Solution: Once you’ve installed the Fishbowl Server and Client on a Linux computer, you
can access the Client remotely on smartphones, tablets, and laptops through a separate product
called Fishbowl Anywhere.
▪ QuickBooks Integration: Fishbowl for Linux can integrate with QuickBooks versions that are only
available on Windows computers.
▪ Online Accounting Integrations: QuickBooks Online and Xerox are online accounting solutions,
so Fishbowl for Linux can easily integrate with them through a Web browser.

BENEFITS OF FISHBOWL'S INTEGRATION WITH

ZOHO
 ▪ Order Imports: Create SO’s in Fishbowl from quotes, SO’s, and invoices imported from Zoho on
a scheduled basis.
▪ Order Exports: Map the order status and other fields in Fishbowl to Zoho and then export
quotes, SO’s, and invoices to Zoho.
▪ Order Fulfillment: After an SO from Zoho gets fulfilled, Fishbowl sends a note back to Zoho with
the carrier, tracking number, and other information.
▪ Product Imports: Create new products in Fishbowl from ones in Zoho and also link existing
products in both solutions.
▪ Product Imports: Create new products in Fishbowl from ones in Zoho and also link existing
products in both solutions.
▪ Product Exports: Connect product numbers in Fishbowl to product names in Zoho, update
prices, and more by exporting product data from Fishbowl.
▪ Inventory Updates: Automatically update the quantity in stock of a product in Zoho to reflect
the available quantity in Fishbowl after an order is processed.

WITH SHOPIFY

Shopify is an e-commerce platform that lets companies create a Web store, integrate with shopping
carts, and sell products online. Hundreds of thousands of Shopify stores have been created, and now
Fishbowl allows all of them to connect their e-commerce platform with an advanced inventory
management system through a Fishbowl Plugin.

BENEFITS OF FISHBOWL'S INTEGRATION WITH

SHOPIFY
 ▪ Import Orders: Import a variety of information (including the salesperson, carrier, payment
terms, and tax rate) on each order from Shopify to Fishbowl.
▪ Synchronize Inventory: Keep inventory counts synced up in your inventory and e-commerce
records by scheduling data transfers between these solutions.
▪ Export Orders: Schedule exports of orders from Fishbowl to Shopify as many times as you like
over a specified time period.
▪ Synchronize Products: Ensure product names, SKUs, and other details are the same in both
Fishbowl and Shopify to avoid confusion when importing and exporting data.
➢ SWOT Analysis
 • What is SWOT analysis?

A SWOT Analysis is a powerful tool to develop business strategies for start-up firms as well as
for existing companies. This simple framework is used to evaluate the positioning of a firm in a
competitive market. SWOT analysis of The Fishbowl Effect can lead the company towards
making effective and wise business strategies.

The SWOT stands for-

• Strengths
• Weaknesses
• Opportunities
• Threats.

The internal environmental analysis can help an organisation to identify its core strengths and
weaknesses. Whereas, external environmental analysis can help the organisation to identify
opportunities and threats that must be considered to ensure long-term business survival. The
Fishbowl Effect can adapt and control its strengths and weaknesses (internal factors), but it
cannot control the external factors (opportunities and threats):

• Some examples of internal factors (strengths/weaknesses) are- leadership competencies,

intellectual property rights, locational advantages and geographic presence.
• Some examples of external factors (opportunities/threats) are- customers’ changing
tastes and interests, competitive trends, inflation and population growth.

The Fishbowl Effect can use the SWOT matrix to exploit the opportunities and minimise the
threats by leveraging its strengths and overcoming its weaknesses. Usually, it is presented in the
two-by-two grid form. The framework is based on developing four types of strategies, including-

• Leveraging strengths to exploit external opportunities.

• Overcoming weaknesses to exploit external opportunities.
• Leveraging strengths to minimise the threats.
• Overcoming weaknesses to minimise the threats.

• Conduct SWOT analysis?

SWOT analysis is a subjective approach, and there is no standardised way to conduct the analysis.
Usually, the SWOT analysis involves three steps as given below:

• Step one involves gathering the right people to take the input from them. The right people
may involve from employees, managers, customers and other important stakeholders that
have detailed know how of organisation's internal and/or external environment.
• Step two includes arranging the brainstorming session with the identified people and
asking them to identify the strengths, weaknesses, opportunities and threats. It is better
to make small teams and ask all team members to make the lists individually.
 • After getting the bulk of information and a long list of identified internal and external
factors, it is important to fill the gaps, avoid repetition and provide an additional
explanation where required.

• SWOT Analysis of The Fishbowl Effect

SWOT analysis of The Fishbowl Effect can be based to make important strategic decisions and
accomplish the business objectives. The four components of The Fishbowl Effect SWOT analysis
are given below.

▪ Strengths of The Fishbowl Effect

Strengths of The Fishbowl Effect is the first element of the SWOT matrix.

• The geographic presence in different regions can act as one of the major strength of the
organisation. It determines the business’s reach to the target market and ensures the easy
accessibility.
• The wide product portfolio can allow the organisation to expand the customer base and
offset the losses from one product category with benefits obtained from the other.
• Strong online presence on different social networking sites and efficient social media
management can enhance the effect of positive e-WOM and develop strong relationships
with customers.
• Strong financial position and health can allow the firm to make further investments.
• Access to the suppliers that offer raw material at a lower cost can improve the overall
business efficiency.
• The locational advantage can improve the competitive positioning of the firm in various
ways, such as- lower cost, improved accessibility or enhanced brand image.
• The well-developed and efficiently integrated IT infrastructure can improve the operational
efficiency and increase knowledge of the latest market trends.
• Competent and committed human capital can act as a powerful source of competitive
advantage, particularly when business is service oriented in nature.
• High product quality increases brand loyalty and improves The Fishbowl Effect's
performance in a competitive market.
• Workplace diversity can also act as a major business strength, particularly when the
organisation intends to operate in the international market.
• The horizontal and/or vertical integration can increase the control over whole value chain,
result in improved access to raw material and quick product delivery to the final customer.
• An organisation may own different intellectual property rights that can make the product
offerings unique and exclusive, making it difficult for competitors to imitate.

▪ Weaknesses of The Fishbowl Effect

Weaknesses of The Fishbowl Effect is the second element of the SWOT matrix.

• The organisation can draw the criticism from the environmentalists for its poor waste
management practices and inability to integrate sustainability in business operations.
• The company may lose efficiency due to poor inventory management practices. The
shortage or excessive inventory can either result into
 • The cash shortage or insufficient current assets negatively affect the liquidity position and
harms the overall business performance.
• Insufficient budget for the marketing and promotion activities weakens the firms’ ability
to expand the customer base and encourage repeat purchase.
• Less expenditure on the research and development activities can weaken the company
performance due to poor local/international market knowledge

▪ Opportunities of The Fishbowl Effect

Opportunities of The Fishbowl Effect comes into the third column of SWOT matrix. The Fishbowl
Effect. The organisation currently has the following opportunities available in the market:

• The exponential growth in the population, and particularly in the existing or potential
customer segments is a great growth opportunity for the business organisation.
• The changing customer needs, tastes and preferences can act as an opportunity if the
business organisation has good market knowledge.
• The development of new technologies to assist the product/service production and
delivery process can be exploited to embed the innovation in business operations. The
advanced technological integration can decrease costs, improve efficiency and result in
the quick introduction of innovative products.
• Rise in the customers’ disposable income and increase in the affluent customer base can
be taken as an opportunity to introduce more high-end products.
• Reduction in the interest rates makes the fund raising and financing at lower cost easier
for the business organisation.
• Customers may start preferring new and creative products/services as a result of
changing tastes.
• The emergence of e-commerce and social media marketing as a trend can be a great
opportunity for The Fishbowl Effect if it can ensure strong online presence on different
social networking sites.
• The emergence of new market segments and new niches provide business and product
line expansion opportunities.
• The diminishing boundaries and rising global interconnectedness allow the organisation
to get into the international market; target geographically dispersed customer base and
increased profitability.
• The subsidies provided by the government and other policies to make the business
environment more friendly is a positive external environmental factor for The Fishbowl
Effect.
• Improvement in the customers- lifestyle and standards mean more consumption on
consumer goods and services, and more opportunities to encourage the purchase.

The Fishbowl Effect can improve its performance by exploiting the above-mentioned
opportunities. However, it must also recognise the threats presented in the next section.

▪ Threats of The Fishbowl Effect

Threats of The Fishbowl Effect comes into the fourth column of the SWOT matrix. The Fishbowl Effect.
Besides different opportunities offered by external business environment, the organisation also faces
some threats as presented below:
 • The changing regulatory framework and introduction of new stricter regulations impose a
major threat to the The Fishbowl Effect. It makes compliance with legal standards more
complex and challenging for the business organisation. Inability to comply with changed
regulations raises the risk of expensive law suits.
• Shortage of skilled labour in the market can make it difficult for the organisation to attract
talent with the right skills set.
• The increasing number of direct and/or indirect competitors affects the organisation's
ability to sustain and expand the customer base.
• The deteriorating economic conditions affect business performance when they directly
influence the customers' spending patterns and purchasing power.
• The rise in inflation increases the cost of production and affects the business profitability.
• The growing environmental sustainability trends act as a major threat when offered
products/services are not environment friendly. It draws the negative publicity and
criticism from the environmentalists and affects the brand image in a competitive market.
• The globalisation pushes the organisation to cross national boundaries and deal with
cultural diversity, which may have a detrimental impact if the organisation lacks the
cultural intelligence.

The Fishbowl Effect SWOT Analysis requires The Fishbowl Effect to differentiate between threats
having short-term or long-term implications. Threats with immediate implications need to be
addressed on a priority basis to avoid any possible harm. While threats with long-term
implications can be tackled after addressing the immediate threatening factors.

• Advantages and Limitations of SWOT analysis for The Fishbowl Effect

The detailed SWOT analysis can help the Fishbowl Effect to exploit the opportunities by
leveraging internal strengths quicker than competitors. SWOT analysis offers various Advantages
to the Fishbowl Effect as explained below:

• It can provide useful information for developing wise business strategies.

• It enables the Fishbowl Effect to maximise its strengths, overcome the weaknesses,
reduce threats and exploit opportunities.
• The Fishbowl Effect can identify the core competencies, do market projections and do
future planning.

However, SWOT analysis of The Fishbowl Effect has certain limitations that the company must
consider to achieve its strategic objectives.

• Sometimes, it is difficult to recognise the difference between opportunities and threats as

the same opportunity can act as a major threat if the firm is unable to exploit it in a timely
manner.
• It oversimplifies the process of identifying strengths, weaknesses, opportunities and
threats. The identified factors are not ranked according to their importance and urgency,
due to which SWOT provides only limited information.
• The complex interdependency between the internal (strengths/weaknesses) and external
(opportunities/threats) environmental factors make the analysis more difficult.
• SWOT analysis does not consider the dynamic nature of a quickly changing environment.
• The SWOT analysis does not offer solutions or provide alternative strategies.
 • The identification of strengths, weaknesses, opportunities and threats generates a bulk of
information which may only be useful to a limited extent.

➢ Conculsion
According to my project information I concluded that the Fishbowl is a hybrid manufacturing and
warehouse management solution designed for small and midsize companies. Key features include
inventory control, material requirements planning (MRP), job shop floor control, work order
management, manufacturer orders and bills of materials.

NetSuite company
 ➢ Introduction :
NetSuite Inc. was an American cloud computing company founded in 1998 with headquarters
in San Mateo, California that provided software and services to manage business finances,
operations, and customer relations Its software and services were tailored for small and
medium-sized enterprises with solutions for ERP, CRM, PSA, inventory/warehouse management
and e-commerce Oracle Corporation acquired NetSuite for approximately US$9.3 billion in
November 2016. The newly formed Oracle NetSuite Business Unit is managed by Executive Vice
President Evan Goldberg as "Oracle’s Cloud ERP for Small and Mid-sized Enterprises. On
November 7, 2016, Oracle completed the acquisition of NetSuite, the very first cloud company.
In 1998, NetSuite pioneered the Cloud Computing revolution, establishing the world’s first
company dedicated to delivering business applications over the Internet. Today, NetSuite
provides a suite of cloud-based financials / Enterprise Resource Planning (ERP) and Omni
channel commerce software that runs the business of more than 24,000 customers in more than
200 countries and territories.

▪ History
NetSuite was founded in 1998 by Evan Goldberg under the original name NetLedger, which offered
web-hosted accounting software. The company was seeded with both start-up money from Oracle
CEO Larry Ellison as well as a host of key staff previously employed at Oracle. The company’s
Chairman and CTO and other management transitioned from Oracle to NetSuite. At one time the
NetSuite solution was licensed by Oracle, branded The Oracle Small Business Suite, however, that
experience was short lived and the program was cancelled. NetSuite is widely seen as the first cloud
computing software company, with the company’s 1999 founding pre-dating that of Salesforce.com
by about a month. Goldberg was the chairman and chief technology officer up until the Oracle
acquisition.
In July 2002, Zach Nelson was appointed CEO. Prior to joining NetSuite, Nelson ran an early
provider of business applications over the Internet called MyCIO.com, a division of McAfee
Corp. This experience led him to the belief that all software would be delivered over the internet,
and he left McAfee to join NetSuite. He led the company from about $1 million in revenue to a
billion-dollar run-rate prior to its acquisition by Oracle Corp.
On January 4, 2007, NetSuite named Oakland A's General Manager Billy beane (of Money
ball fame) to its board of directors. Evan Goldberg cited Beane's ability to combine facts with
instinct as an important factor in the decision to involve him in the company. ]
NetSuite became a publicly traded company after its initial public offering (IPO) of 6.2 million
shares on the New York Stock Exchange in December 2007.
One quarter of employees are based in its Philippine office. NetSuite has additional offices
in Denver, Las Vegas, Austin, Chicago, Atlanta, New York City, Boston, Toronto, the United
Kingdom, Spain, the Czech Republic, Hong Kong, Singapore, Australia, and Uruguay.
• Relationship with oracle company
In 1998 Evan Goldberg received approximately $125 million in initial financial backing from Larry
Ellison, founder and chief executive officer of Oracle Corporation through Ellison's venture
capital entity Taco Ventures. Other initial investors were Star Vest Partners, ADP and UBS
PaineWebber. The NetSuite software also relies on database software licensed from Oracle.

Ellison and family members owned approximately 47.4% of NetSuite's common stock as of
December 31, 2014. The firm's 10-Q filing on March 2, 2015, stated that "Mr. Ellison is able to
exercise control over approval of significant corporate transactions, including a change of
control or liquidation.
On July 28, 2016, Oracle announced it had offered to purchase NetSuite for $9.3 billion. The deal
faced intense scrutiny because Oracle founder, Larry Ellison, owned nearly 40% of NetSuite. This
conflict of interest has led the board of both companies to establish independent committees to
review the deal from the perspective of independent shareholders. Some major NetSuite
shareholders, such as T. Rowe, notified Oracle they would not be tendering their shares under
the current terms of the proposed deal. In early October 2016, Oracle extended the deadline for
shareholders of NetSuite to tender their shares to November 4. The deal closed Nov. 7
▪ What is NetSuite?

A look into the #1 Cloud ERP software

NetSuite software is an online service that enables companies to manage all key business
processes in a single system. The service involves no hardware, no large and upfront license
fee, no maintenance fees associated with hardware or software, and no complex set
ups.Companies use NetSuite for enterprise resource planning (ERP) and to manage inventory,
track their financials, host e-commerce stores and maintain customer relationship management
(CRM) systems. This flexible platform can be applied to a range of business applications. Many
companies are turning to the cloud for delivery of their business system to lower their operating
costs and strengthen their competitive advantage.

▪ What is included?

The #1 Cloud ERP, NetSuite provides a suite of cloud-based financials / Enterprise Resource
Planning (ERP) and Omni channel commerce software that runs the business of more than
18,000 customers in more than 200 countries and territories. Its capabilities include:

• ERP - NetSuite ERP runs all of your key financial business processes in the cloud:
accounting, inventory, supply chain and order management.

• Customer relationship management (CRM) - NetSuite is the only on-demand CRM

system that gives you a true 360-degree view of your customers.

• Professional services automation (PSA) - NetSuite PSA helps you accurately

plan, track and execute projects.

• One database, one system - Real-time, unified global business management

platform to manage operations involving multiple countries, currencies, languages
and subsidiaries.

• E-commerce -Unify every step of your web store from point of sale and order
management to marketing, merchandising, inventory, financials and support.

• Retail - NetSuite offers a powerful, cloud-based retail software solution designed to

satisfy your Omni channel shoppers.

• Manufacturing - NetSuite's solution for manufacturing allows you to focus on delivering

products and services while gaining agility for scalable growth.
 ➢ Product and service
NetSuite offers a modular product. Depending on the choice of modules, the platform can support
management reporting, accounting, billing, human resources management, tax calculation, sales
tools, payroll accounting, analytics. The cost of a NetSuite subscription is not fixed, it depends on
the modules selected and the size of the company. The platform is accessed via the cloud, allowing
users to access data from different devices and countries. NetSuite supports adding multiple
companies with different currencies and reporting forms. NetSuite also supports local tax codes,
including US, UK, Canada and EU countries.
Finance and Accounting for Modern Companies

Close quickly with confidence and report financials faster and accurately

NetSuite cloud financials and accounting software helps finance leaders design, transform and
streamline their processes and operations. NetSuite seamlessly couples core finance and
accounting functions with strong compliance management, which improves business
performance and increases financial close efficiency while reducing back-office costs. With real-
time access to live financial data, you can quickly drill into details to quickly resolve delays and
generate statements and disclosures that comply multiple regulatory financial compliance
requirements such as ASC 606, GAAP, SOX and others.

▪ Enterprise Resource Planning (ERP)

NetSuite Enterprise Resource Planning (ERP) offers a modern, scalable solution to run all of
your key back-office operations and financial business processes in the cloud.
▪ Global Business Management (OneWorld)

NetSuite One World delivers an integrated and unified platform that seamlessly handles multiple
currencies, taxation rules and reporting requirements across business’ multinational and multi-
subsidiary operations.

▪ Customer Relationship Management (CRM)

Customer Relationship Management (CRM) - NetSuite CRM+ delivers true customer lifecycle
management, from marketing and opportunity management, to order management, customer upsell,
cross-sell, renewal and customer service

▪ NetSuite Professional Services Automation (PSA)

NetSuite Professional Services Automation (PSA) - NetSuite SRP provides complete web-based PSA
including resource management, project accounting and timesheet and expense management, all tightly
integrated with NetSuite's SaaS accounting, CRM, and ecommerce capabilities.

▪ Open-air

Open-air - ii8OpenAir supports your entire services organization with real-time visibility and anytime,
anywhere access to the tools and information you need. Decrease non-billable bench time, improve
project management, automate your billing and invoicing process and optimize revenue and
profitability reporting.
▪ Omni channel Commerce (Suite Commerce)

Omni channel Commerce (Suit ecommerce) - Suit ecommerce provides a commerce platform that
enables businesses to deliver engaging and personalized shopping experiences across all channels. With
Suit ecommerce, unify ecommerce and POS with your back-office systems to enable the brand
experiences your customers expect.

▪ Suite Success

Suite Success - Suite Success is a transformative customer engagement methodology that engineers
lifelong customer success through leading practices, years of experience and deep industry domain
knowledge in cloud ERP implementation.
 • Features

▪ General Ledger

Transform your General Ledger into a dynamic business asset NetSuite transforms the General
Ledger from a static, one-size-fits-all into a dynamic asset that enables companies to tailor the
General Ledger to meet their unique business needs and changing conditions. NetSuite's General
Ledger gives finance professionals flexibility and visibility, richer reporting functionality, enhanced
audit trails and new support for multinational financial management

▪ Accounts Receivable

Optimize receivables and accelerate cash flows with total control Gain added liquidity to fund
growth, shorten the credit-to-cash cycle, enhance service levels and seize new investment
opportunities as they arise with NetSuite's Accounts Receivable solution. Bring your collections
processes into the 21st century with an end-to-end AR experience for automating and
streamlining every aspect of invoice delivery, credit terms and collections management

▪ Accounts Payable

Automate AP, save time, improve control and increase productivity Improve liquidity, mitigate
funding gaps, realize higher profits and ensure compliance by leveraging NetSuite's Accounts
Payable solution that automates the processing and payment of invoices

▪ Tax Management

Automated domestic and global tax compliance NetSuite's configurable tax engine
provides end-to-end domestic and global tax management through one simple,
easy-to-use system that generates detailed reports analyzing transactions down to
line item tax details in real-time. The NetSuite tax management solution streamlines
the global tax compliance process, saving time, reducing costs and errors. NetSuite
supports every known global currency and exchange rate and allows accounting
departments to process taxes in accordance with country-specific laws.
 ▪ Fixed Assets Management

End-to-end lifecycle management for plant, property and equipment NetSuite Fixed Asset
Management enables you to maintain and control the complete lifecycle across depreciating or
non-depreciating assets from creation to depreciation, revaluation and disposal including
support for international markets. NetSuite Fixed Asset Management supports detailed asset
management, including maintenance schedules and insurance, while providing tight accounting
integration so that your fixed asset information is always accurate.

▪ Cash Management

Monitor, predict and manage cash across global locations and entities in real-time NetSuite's
Cash Management solution enables treasury groups to be more strategic than ever before and
focus on scaling the treasury organization by providing a complete view of the company's
money flows and cash position. NetSuite's Cash Management provides your finance team the
visibility and reporting they need to optimize cash, control bank accounts, manage liquidity and
deliver compliance.

▪ Payment Management

Complete payment management solution that centralizes, streamlines and simplifies your
payment needs NetSuite’s Suite Payments is the smart way to meet all of your payment
processing needs directly from within NetSuite. Whether your business accepts payments
through online self-checkout or for the settlement of an outstanding invoice, you can
accommodate all customer preferences. And, because it seamlessly integrates with NetSuite,
you will have access to payment-related information in real time. Suite Payments is a complete
payment management solution that supports most payment options and helps prevent fraud.

• Cloud Financial Management Solution

Used by thousands of organizations worldwide, NetSuite's financial management solution expedites
daily financial transactions, accelerates the financial close and ensures compliance. Our cloud-based
single platform architecture ensures complete real-time visibility into the financial performance of the
business from a consolidated level down to the individual transactions.

NetSuite financial management seamlessly integrates with all NetSuite order management, inventory,
CRM and ecommerce functions to streamline critical business processes.

Features

▪ Finance and Accounting

NetSuite’s cloud finance and accounting solutions seamlessly couple core accounting functionality with
real-time financial visibility and business insights to drive financial excellence.
 ▪ Billing

NetSuite’s billing management capabilities integrate your sales, finance and fulfillment teams—
improving accuracy, eliminating billing errors, strengthening revenue recognition processes and driving
fulfillment accuracy and efficiency.

▪ Revenue Recognition

NetSuite’s revenue recognition management solution helps companies comply with accounting
standards and report financial results in a timely manner.

▪ Financial Planning

Shorten cycle times, engage business users and enrich your planning process with an intuitive planning,
budgeting and forecasting solution.

▪ Financial Reporting

From reporting and analytics, to insight and decision-making, gain a more complete picture of your
business on-demand and in real-time.

▪ Global Accounting and Consolidation

NetSuite provides unprecedented “close to disclose” capabilities that accelerate close time, maximize
transparency and ensure compliance.

▪ GRC

NetSuite Governance, Risk and Compliance (GRC) solution addresses the issues of corporate
governance, enterprise risk management, and effective corporate compliance with technology and
processes.

➢ Methodology and Process

Enterprise resources planning (ERP) solutions are designed to support an organization in just about
every aspect of business operations by centralizing data and through automation. These platforms control
internal processes, facilitating the business planning of financials, vendors, materials, goods, services,
customers and employees.

The central feature of all ERP systems is a shared database that supports multiple functions used by different
business units. In practice, this means that employees in different departments, such as accounting and sales
and human resources, can rely on the same information for their business process needs.
 ▪ What is the ERP implementation process?

Every ERP implementation is slightly different with no standard template, but overall, the
implementation process has core similarities in each instance. At a high level, an ERP
implementation strategy includes similar phases to get from purchasing the solution to installing
licenses or software, transferring financial and transactional data, and mapping business
processes and system access for each department, user group or business role.

▪ ERP implementation methodology stages

The methodology of an ERP implementation can be simple or complex, based on factors like
size of the organization, the project’s complexity, and whether you’re implementing an on-
premises or cloud solution.

On-premises solutions have the added steps of including hardware infrastructure installations as
well as adding staff to maintain the infrastructure. Because all support activities, such as
configuration hosting and setup, are managed in-house, these added phases can change and
often prolong the implementation
Cloud ERP implementations can skip some of the traditional steps that an on-premises
deployment involves. The solution provider manages the infrastructure, allowing businesses to
focus on data migration, process changes and employee training. The added steps of hosting,
servers and maintenance are typically managed by the ERP vendor.
▪ ERP implementation budget

The success or failure of an implementation project can hinge on establishing a realistic budget,
and the main reason companies go over budget is because they expand the scope of the ERP
project. ERP implementation budgets can be broken down into three categories: technical costs,
workforce costs and data migration costs.

Technical costs incorporate all software, licenses, hardware and known technical
implementation costs. This will include factors like infrastructure hardware and software
upgrades, database configurations, maintenance and support, customizations and even hosting.

Workforce costs include internal and external people-related costs, which include education and
training costs, project management costs, consulting costs and other change management
costs such hiring as additional employees.

ERP data migration costs will include areas such as legacy system data extraction and
sunsetting costs, as well as transferring clean data to the new ERP solution.
 ▪ How much does an ERP implementation cost?

There isn’t a simple number for ERP implementation costs, but you can estimate based on
factors like business size, number of users or licenses required, training sessions,
customizations needed, app and data migrations, and whether the ERP is an on-premises vs. a
cloud solution. AS a rule of thumb, best practices suggest planning for at least one percent of
the organization’s operating budget. This figure increases and decreases with the size of the
organization.

The change management plan should have a detailed roadmap that defines the specific
goals of the new processes with some of these elements:

▪ Analysis – Analyse the new platform’s readiness to identify opportunities and risks.
▪ Role Assessment – Look at your current workforce and recognize personnel gaps.
▪ Communication plan – Develop a detailed communication plan that defines objectives,
milestones, deliverables and transition processes.
▪ Workforce enablement – Help employees thrive in the transformed organization by
implementing new roles and a training plan.
▪ Training execution – Perform onboarding training for the new systems.
▪ Features

➢ Warehouse Management

NetSuite's WMS solution has the advantage of being built on the NetSuite platform and has the
ability to interact seamlessly with all of your existing functionality. Building on top of the multi-location
inventory module, NetSuite WMS adds warehouse specific parameters to be able to define and
configure and help optimize where you store your inventory.

Key Benefits:

▪ Warehouse Activity Dashboards

▪ Expiration and Shelf Life Tracking
▪ Barcode Labelling

▪ Warehouse Operations

Managing your warehouse teams is a critical element of increasing your labor productivity and
reducing overall costs. Together with common warehouse functions such as task management,
user defined put away / pick strategies, cycle counting, work orders and kitting, NetSuite's WMS
module provides everything you need to operate an efficient warehouse. When coupled with
other native NetSuite features you get a solution that helps optimize your inventory
management operations.

Key Benefits:

▪ Integrated Barcoding
▪ Suggested Put away
▪ Multi-Order Picking

▪ Mobile

Managing a warehouse of any size requires the ability to put wireless devices in the hands of
your warehouse users. NetSuite's WMS includes the ability to direct users to perform putaways
and picks based on configured strategies defined during the setup of the WMS system. Your
users are able to perform their tasks with confidence but with the ability to check alternate
locations and inventory levels on the fly if necessary.

Key Benefits:

▪ Mobile Receiving
▪ Mobile Picking
▪ Mobile Cycle Counting

➢ Global Supply Chain

A supply chain is a coordinated network that includes all the companies, facilities and business
activities involved in sourcing, developing, manufacturing and delivering products. Each
business relies on its supply chain to be able to build products and bring them to market; a
business may itself be a crucial link in other companies’ supply chains.

Your company’s performance and brand reputation depend on your supply chain’s cost, speed,
quality and reliability. The timely flow of information across the supply chain is critical to align
product development, procurement, manufacturing and shipping.

Virtually every company that manages a modern supply chain will be doing so across multiple
continents and time zones, but how do you do that with a single application? NetSuite's
manufacturing, distribution and supply chain management capabilities are all built on the
premise that the physical location that a product is made or stored in should be irrelevant to
your decision making process—it may add to your lead time, but we let you manage all with
ease.
 ▪ What Is a Supply Chain?

A typical supply chain integrates functions such as designing a product, procuring needed raw
materials and parts, estimating demand, planning the product introduction, arranging supply,
selecting sales channels, delivering support and providing customers with visibility into orders.

A pharmaceutical industry supply chain, for instance, would link a drug maker with companies
involved in supplying raw materials, manufacturing, packaging, regional warehousing, wholesale
distribution, retail (in hospitals, clinics, pharmacies and online), recycling and returns. A retailer’s
supply chain might involve variations on this basic structure, while also routing some products to
a giant ecommerce marketplace.

▪ Why Is a Supply Chain Important?

Your supply chain affects many aspects of your business:

▪ Profitability: For many companies, the cost of planning and managing the supply chain
can reach 10% to 20% of overall revenue, according to management consulting firm
Oliver Wyman. Excessive costs here negatively affect profitability.

▪ Cash flow: Poorly run supply chains can tie up cash—with excess inventory or
expedited shipping charges, for example—that could be better used in other ways.

▪ Competitive advantage: Especially with today’s customer demand for next-day and
even same-day delivery, a high-performing supply chain can provide a competitive
advantage.

▪ Risk management: The supply chain is a major source of risk, since anything from bad
weather to an unanticipated spike in product demand can disrupt operations.
Reputational risk runs especially high; these kinds of disruptions can tarnish a
company’s track record for dependability.

▪ Revenue: A well-run supply chain can help businesses respond faster to demand,
resulting in higher revenue.

• Supply Chain Roles

At some companies, the supply chain has risen in importance to become a C-suite responsibility, headed
by a chief supply chain officer. Other supply chain roles include logistics manager, materials manager,
purchasing manager, procurement manager, planner and master scheduler. In smaller companies, a
single person may perform many of these roles.

Features

1. Planning

Planning your supply chain is a delicate process of trying to balance demand and supply, potentially
across the globe, in a way that provides your company with the right combination of cost control, lead
times and service level. NetSuite uses advanced inventory management and demand planning
techniques to help you make the right decisions and increase your on time delivery metrics. Each
location where you store inventory can be set up with unique parameters to deliver unprecedented
control over your supply chain.

2.Execution

Considering supply chain management as a whole, executing your plan is probably the most important
phase and in a global economy, it can also be the most complex. When your manufacturing can take
place on any continent and across multiple time zones, you need a simple but effective way to
communicate with your distributors, partners, suppliers and contract manufacturers to make sure they
know what you want and you know what they are intending on delivering

3.Collaboration

Being built in the cloud and accessible from anywhere on any device with a browser and internet access
is vital to modern businesses who manage supply chains of any size and complexity. NetSuite's
collaboration platform begins with automatic and instantaneous communication options via email,
continues through the ability to provide portal access to your supply chain partners to view / update
order or product information and can mature to integrated system communication through web service
or REST let APIs. Many customer build their own collaboration system on top of the NetSuite platform to
fit their specific requirements.

4.Support

Supporting your customers throughout their journey with your products, especially when things don't
necessarily go as expected, is a critical part of developing relationships. The ability to enter, route,
escalate and resolve issues is exactly what NetSuite's case management system was designed to do.
Cases can also launch sales orders to ship replacement units, coordinate with warranty claims and
initiate a repair process when necessary.
 ➢ Conculsion

NetSuite is the jack of all trades. With its combination of accounting , CRM, ERP and ecommerce
programs, its functionality out weighs QuickBooks hands down, however because NetSuite puts such an
effort into being able to do everything must be sacrificed. NetSuite is perfect for medium to large sized
companies looking for a program that integrates all business functions. There is no customization by
industry which makes some of the features useless depending on the company. Overall, NetSuite is an
expensive program, but if a company can utilize all of the features, it will be better with NetSuite.
Foysonis
 ➢ INTRODUCTION

• What is Foysonis?
The Foysonis WMS is a cloud based warehouse management system which helps businesses of all sizes
with smart warehousing and streamlining their logistics operations; especially small and medium sized
businesses looking for competitive was pricing.

The cloud native Foysonis WMS software provides a range of features designed to manage receiving/put
away, orders, shipments, allocation, and kitting, plus inventory, picking and replenishments,
billing/invoicing, and more. Foysonis includes the most sought after features of various types of
warehouse management systems.

A top warehouse management system, Foysonis includes native mobile apps for iOS and Android which
give users the flexibility to manage warehouse operations and scan barcodes anytime, anywhere, via
their mobile device. Receiving tools enable users to check-in products quickly with barcode scanning
technology and assign storage locations with the press of a button. Order and shipment management
features allow users to manage multiple orders at once, allocate inventory, and consolidate and split
orders into multiple shipments. Users can add customer information, as well as print all standard
shipping paperwork and labels on the fly. The picking module enables users to map out efficient picking
sequences, and organize multiple associates working on orders.

While a great solution for 3PL companies, including 3PL billing and invoicing, Foysonis is not just a 3PL
warehouse management system. It includes order fulfillment features and smart integrations with e-
commerce apps such as Easy post, Shopify and Amazon streamline the shipping process and managing
third-party shipping.

The Foysonis cloud WMS allows users to track and manage inventory data automatically with inventory
and item management technology. Item management features support lot tracking and date-controlled
tracking for perishable items. Users can import item lists in CSV format. Foysonis WMS also supports
kitting and area and location management, helping users to build new products using various warehouse
components and enhance day-to-day operations by defining warehouse layouts with specific storage,
pick face, receiving, and special processing areas.

The Foysonis WMS dashboard gives users a real-time overview of all warehouse operations, including all
receiving, order fulfillment, picking, and shipping activity. Interactive charts and graphics provide insight
into business performance, while reporting capabilities help users track the progress of warehouse
processes.

➢ History
Ilonggo Veera founded Foysonis in 2015 to provide a cloud-native Logistics platform that will help
organizations modernize their supply chain operations for the 21st century. With deep knowledge in
technology and real-world supply-chain operational knowledge, his focus is to build a scalable
distributed supply chain platform that will operate globally and be reliable around the clock for 24/7,
365 days a year.

Prior to founding Foysonis, Ilonggo worked as an Independent WMS consultant for Fortune 500
Companies. He implemented WMS system for globally recognized companies like Valeant
Pharmaceuticals, Owens & Minor, Penske Logistics, Starbucks, Navistar, Wawa, Lowes, Makita, and
Mars.

Before working as a WMS consultant , lingo worked as a Senior Project Leader for Red Prairie (now JDA)
leading implementation teams and providing technical leadership for many Fortune 500 companies.

Prior to his career with Red Prairie, Ilonggo worked as a Principal Engineer in the Research and
Development division at Manhattan Associates to develop TMS and WMS applications. He had also
worked as a Senior Software Engineer for The Vanguard Group.

After graduating with a B.S. in Computer Science from the University of Alabama at Birmingham in 1998,
Ilonggo began his career with Camber Software as a Software Engineer.

Like most new businesses, Foysonis began as a reaction to a problem. Our company's founders spent a
combined 40 years implementing and maintaining WMS systems for Fortune 500 companies, and after a
lifetime of WMS experience, they walked away with one clear thought. The system was broken. WMS
software was rapidly becoming outdated and sluggish, despite the fact that it was becoming more
expensive. The result was diminishing returns on investment year over year. There had to be a better
way. The founders of Foysonis, began exploring potential opportunities for improving these systems and
very quickly discovered the solution. Cloud-based computing. A way to cut virtually all extraneous cost
out of the WMS process and offer these types of systems to warehouses of all sizes, including those
which previously wouldn't have been able to afford WMS for themselves.

Foysonis was born. However, the founders weren't content simply repacking outdated WMS
technologies in the cloud. Instead, they sought to improve on every facet of user experience and
efficiency, updating their WMS interface with human-centered design philosophies learned over the
past decade. The end result is a WMS that improves speed and efficiency of workers, while offering
flexibility, accuracy, and extreme affordability to managers.

The cloud-based subscription WMS is the first of its kind and it is something we at Foysonis are
incredibly proud of. The world is changing at an incredible rate, and industries of all kinds are being
disrupted by new technologies. WMS is no different. It is time to step into the 21st century, and
Foysonis is here to help you do it.

➢ SERVICE PHILOSOPHY

We have from our beginnings, built our company’s culture to provide a remarkable customer service to
our customers. We do this by being available through emails or phone anytime of the day and respond
immediately within a few minutes to your needs. Any questions our customers have, ranging from how
to optimize their warehouse layout for efficient picking or how to barcode storage locations are all fair
questions to us. Our mission as a company is to build high-quality software product and at the
same time provide exceptional customer service.

a. Responsive to customer needs: When someone calls Foysonis, they immediately get
through to a helpful support engineer, who is happy to talk to the customer and resolve their
issues quickly.

b. Ensure warehouse ability to ship products: For warehouse operation, nothing is more
important than ensuring all products are shipped on time to customers. Our team focuses on
making sure that we find quick solutions to issues that keep the warehouse operations
running.

c. Clear communication with end users: Our engineers listen carefully to your problems,
categorize it as an operational or technical issue and then proceed to resolve the issue with
clear estimate on how long it will take.

From the time you decide to sign up for our platform, you will be assigned to a Solution Architect, who
will analyse your operations and come up with a detailed solution that will meet your business needs. All
implementation projects follow the Active methodology to successfully take a new warehouse to run on
the Foysonis platform.

Active implementation process has four phases:

a. Analyse : Analyse your warehouse operations and define how the requirement would
be met in Foysonis WMS. This will be a comprehensive analysis of your receiving and
shipping operations.

b. Configure : Configure Foysonis WMS to meet the requirements of your operation. At

this stage we will define your warehouse area layout, putaway rules, picking
methodology and allocation search path.

c. Test : Test end-to- end all workflows for your operation. We will test the system with a
combined team of our implementation engineers and the end users who will use the
system in a day-to- day basis.

d. Go Live : Launch the system to take your operations live on Foysonis platform.
Customers are provided clear plan about the tasks that is required to have a successful
Go-live and we support the operations team of our customers.

▪ RISK REDUCED WITH FOYSONIS LONG-TERM CUSTOMER CARE

Our customers value reducing the risk when they begin the journey to implement WMS software. With
Foysonis guaranteeing a service level commitment of 99.9995 uptime, customers risk is reduced greatly
as compared to alternative legacy vendors.

With legacy WMS vendors, you end up paying huge upfront perpetual license, an army of consultants to
implement the software, implementation that takes several months or years, and then they let you to
your own devices to support a system that your team had very little involvement with.
As a SaaS provider, we stick around and provide a long term value to your business and build a
relationship that is based on trust and commitment to quality for the long term. Our implementation
team and support team have members who work together to resolve any issues that come up in the
future. The handoff between the implementation team and the support team is pretty smooth
transition, and even after implementation, the engineers are accessible to our support team by email or
a phone call. There is no Berlin wall or silos in Foysonis. Right from the time you come on board to the
Foysonis platform to your continual use of our application, our responsibility is to power your supply
chain operations humming at full speed, 24×7 throughout the year. This is a radically different way of
doing business and aligns your business interests with ours. Hardly any legacy WMS vendors or other
“cloud” providers have this kind of commitment.

• WAREHOUSE MANAGEMENT SYSTEM SOFTWARE FEATURES

▪ RECEIVING

Rapidly check-in product with barcode scanner (or barcode scanner app on smart-devices) and
designate storage locations with the press of a button. Use algorithms to assess best storage locations
or input your own user-directed location for storing items. .

Scan pallets or cases with LPN for inventory tracking

Direct put away using storage rules

1. Track expected receipts against actual inventory received.

2. Receive inventory as case tracked items
3. Capture lot codes or expiration dates during receiving process
4. Receive product with your Tablet, iPod or Smart Phone
 ▪ ORDERS & SHIPMENTS

Empower warehouse operation managers to fulfill orders with speed and accuracy. Our WMS allows
users to rapidly enter customer orders, allocate inventory for picks, and allowing warehouse users for
faster packing and shipping times for shipping via LTL, TL, or parcel carriers. Users can also print all
standard shipping paperwork (such as BOL, packing slips, etc.) on the fly.

1. Manage multiple orders at once to efficiently allocate inventory

2. Fulfil orders based on inventory attributes and ordered quantity
3. Easily consolidate and split orders into multiple shipments
4. Add new customer information on the fly
5. Improve speed for shipping TL, LTL and Parcel Shipments
▪ PICKING & REPLENISHMENT

Dramatically cut down on the travel time of your warehouse associates. The easy-to-use picking module
allows users to map out the most efficient picking sequence for their orders, reducing travel time and
greatly improving overall productivity.

1. Create picks based on optimized inventory packaging and units of measure to reduce overall
pick time
2. Define areas and locations for eaches and case level pick faces
3. Utilize Foysonis' simple configuration for replenishment of products in pick areas
4. Pick products as pallet picks and list picks
 5. Organize multiple associates, allowing them to work on a single order or any number of orders
simultaneously
6. Pick products using your Tablet, iPod or Smart Phone
▪ INVENTORY

Any great warehouse operation need accurate maintenance of inventory data and Foysonis help
customers to do that with our user friendly inventory and item module. The item information is utilized
to capture the attributes of an individual SKU's property in a warehouse.

Once the item is setup, user could receive and create inventory into the warehouse. Inventory can be
adjusted and also moved around in the warehouse using this module.

➢ SMART WAREHOUSING
Welcome to the Foysonis Smart Warehousing Blog! Check out our latest posts to keep up to date on
trends in smart warehousing, warehouse management systems (WMS), and inventory control in the
cloud. We’ll explore current trends related to modern warehouse software, the different types of
warehouse management systems and how it is being used effectively in logistics. We offer the best
warehouse management system, most affordable wms pricing relative to business value, and the most
innovative wms software for small business (and larger companies too!) in the world. We also get that
warehouse management is just one piece of the complex and ever evolving (and more tech- and IT-
infused) global logistics supply chain and growing e-commerce revolution. We are leading the innovation
and keeping abreast of the evolution in warehouse management and inventory control space -- tune in
and join us on the journey!

helping distributors and manufacturers tackle their most complex pain points, cloud WMS provides
new ways of improving efficiency, optimizing labour, enhancing productivity, mitigating risk, and
reducing errors.

A series of interconnected processes focused on reducing the time it takes to get an order from the shelf
to the loading dock, the “smart warehouse” is getting a lot of attention right now. Grappling with
challenges like the trade wars, the massive uptick in e-commerce, the persistent labour shortage, and
the need to cut costs, organizations need modern solutions that optimize their operations.

They’re not getting what they need from their existing systems. That’s because many of them still
depend on old legacy “green screen” systems to run their operations. These platforms continue to do
the bare minimum that they did 10 or 20 years ago, but they don’t help distributors leverage smart
warehousing, nor do they propel manufacturers in the direction of Industry 4.0.

▪ THE WAREHOUSE AS THE STRATEGIC DIFFERENTIATOR

• The persistent and unpredictable trade wars. Companies are literally going out of
business because their current technology solutions can’t keep up with the constantly-
changing tariff situation.

• Keeping up with delivery demands. Both B2C and B2B customers want their orders as
quickly as possible—usually within a day or two. The company that falls behind risks losing
market share to a competitor that’s literally one mouse click or screen tap away.

• Managing high return volume. Driven by e-commerce, return volume will cost $550 billion
this year, up from $381 billion in 2018. As this number continues to mount, companies need
cloud technology solutions that help them efficiently manage this aspect of their business.

• Poor inventory management. In the absence of real-time information accessible on a

mobile device, employees and customers are left to “guess” at the accuracy of their inventory
data.

• Systems that don’t integrate. Built in silos, older legacy systems weren’t designed to
integrate well with other systems. A cloud WMS, on the other hand, can easily be connected
to other operational systems, thus creating a complete smart warehouse or Industry 4.0
information loop.
 • Inability to compete on a global scale. When a manufacturer or distributor starts doing
business on a global scale, it needs robust shipment planning and shipment cycle tools that
support these initiatives.
• No robust data analytics to work from. Too many distribution and manufacturing
operations rely on historical data to make forward-looking decisions. The problem is that if
you’re always looking in the rear-view mirror, how can you see what lies in front of you?

As a discipline, warehousing looks simple enough on the surface: identify a product, pick it, package it,
and ship it out the door. In reality, these operations are extremely complex animals that require good
orchestration and deserve high levels of attention.

Add the complexities of same-day and next-day delivery; the rapid uptick in e-commerce; the demands
of Omni-channel fulfillment; and the Amazon Effect to the mix, and it’s clear why a cloud WMS has
become a must-have for any successful operation.

Along with solving the pain points outlined above, cloud WMS also helps the smart warehouse or
Industry 4.0 operation by:

1. Being affordable. No Capex investment required here; just a monthly subscription fee.
Cloud WMS offers “out of the box” functionality that helps to immediately lower the total
cost of ownership (TCO) for the software, with upgrades included in the monthly
subscription.
2. Not eating up internal IT resources. Because it runs in the cloud, there’s no need for a
dedicated IT team to monitor and maintain your WMS, nor will you need expensive
hardware or servers.
3. Getting up and running quickly. The system can usually be configured and branded
within a few weeks (the timeline may be longer for more complex operations).
4. Letting you focus on what you do best. Instead of worrying about running their WMS,
distributors can distribute goods, manufacturers can make great products, and retailers
can focus on serving their end customers.
5. Using devices that your employees already know (and love). With Foysonis’ cloud
WMS, you can choose between iOS or Android, both of which are native to the
application. Deep-six the green screens and the “F1” and “F2” key punches and instead
leverage the advanced user experience already available in today’s smart phones.
6. Updating systems in real-time. With Foysonis’ API (application programming
interface), you can pull data from your cloud WMS and use it to update your systems in
real-time.

▪ MANAGING IN THE FACE OF COMPLEXITY

As more and more companies are impacted by the trade wars, labor shortages, geopolitical events, and
other disruptive forces, the need for technology systems that can adapt quickly is growing exponentially.
Add to this the complexities of e-commerce, omni-channel, and the labour shortage and the need for a
full-featured WMS in the cloud becomes even clearer.

As the fourth industrial revolution continues to take shape, and as more companies invest in smart
warehousing capabilities, demand for robust, cloud-based technology that meets the demands of the
modern facility will also continue to grow.
Unable to flex quickly, on premise legacy systems will no longer be the answer for most companies.
Knowing this, more organizations will look to cloud-based systems that enable high levels of flexibility
and adaptation— all while providing a full suite of services that today’s competitive business
environment demands.

• Good design makes a product useful

What you find as your business grows, and when competition heats up is that you need to scale up and
at the same time keep operational cost for your warehouse operations in check. You can do that only
with a modern warehousing software like Foysonis. And how efficient your supply chain becomes drives
the competitive advantage and the long-term business strategy for your business growth. Using
technology is the only way you can move products from Schengen, China to a consumer in Charleston,
SC in today’s globalized world. By having a modern cloud-based WMS system like Foysonis, you will
bring up new warehouses live in weeks, and view supply chain information in real-time through one
single web interface across your whole network.

Foysonis comes in two flavours; A Premium Plan and an Enterprise Plan. For a plain vanilla single
warehouse operation, the Foysonis Premium plan is the ideal product. However, if you want to expand
your business with much more sophisticated operations and dynamic business rules, and integrate to
enterprise systems, Foysonis Enterprise plan is the best choice. The Enterprise plan has the flexibility to
extend the base functionality, automate the integration of supply chain business data, build custom
reports and labels, provide a REST-based API interface and power-up warehouse workers with industrial
grade RF devices.

In this blog post, we are going to break down the features and functionality of our enterprise plan and
why it would make sense for customers who are growing fast to sign-up or upgrade to our Enterprise
plan.

• EXTEND THE BASE FUNCTIONALITY

Foysonis product design and development philosophy is to make implementing a warehouse

management system as simple as possible. That is the reason for configuring and setting up Foysonis
WMS to run a warehouse takes only a few weeks. However, our product is still very much functional and
useful to the end users, what matters is the fact we get the job done at the end of the day for a
warehouse worker.

Our user interface screens are clean and simple to navigate. We have added only the absolutely
essential fields to the business objects for a core warehouse operation. If you decide to add new fields
to any of these objects, we have our own advanced configuration tool to do so.

This Tool consists of the following key components.

Dynamic Fields

Event Driven Programming

Let’s look at what each of these components does. Using Dynamic Fields, a developer can add custom
fields to a base business object like a Receipt/Item/Order etc. and have it come up on the right UI
screens on the Web Interface and Mobile Devices. End users will be able to add values to this field and
will see it displayed on the relevant user interface screens. You can make the field searchable on the

Web applications or the Mobile applications that run on iOS/Android and the RF devices. 15 16:01

• Enterprise Plan Features and Benefits

With an intelligent even driven programming architecture, we have the flexibility to plug-n-play custom
groovy script throughout the lifecycle of a warehouse operation. Warehouses have different operational
events happening all the time during a daily operation, like a pallet being received into the warehouse,
or a pallet being picked from the storage location for shipment. Events, clearly identify the timeline of
the specific action by a user or system and identify the data or the business object involved in it. If a
pallet is being received, we will know the Pallet ID or the License Plate Number (LPN) it was associated
with the “Inventory Received” event. Using this data the Groovy script will execute a code to direct the
user to a QA location or print special LPN labels for specific Item ID as per the custom business
requirement. The simplicity of groovy and a robust Foysonis SDK let solution engineers implement a
complex workflow for receiving or picking processes without having to restart the Foysonis server
environment, and provide the ability to execute on the fly these scripts. Foysonis SDK provides
programmable logic to plug-into the Foysonis platform to operate on various business service layers like
Receiving Service, Inventory Service, Picking Service and Shipping Service.

▪ INTEGRATION

We have seen so far how easily you can add new fields or plug-in custom groovy scripts to extend the
base functionality. The other key feature you will need when you grow in volume is how you integrate
data externally from your customers and suppliers. That is where the Business Data Exchange server
that is part of the Enterprise Plan will be a huge lifesaver for your operation. Once we configure this
server with the external systems, it will be a system to system communication for receipts coming into
the warehouse, orders that need to be fulfilled or shipment notifications to external systems. You will no
longer need a team of employees in your shipping or receiving office to do manual data entry. This
automation of data not only saves time and money, it will improve any data entry errors that occur in a
manual environment. The data formats will be in CSV, XML, JSON, Flat File, etc. The server will handle
EDI transactions as well. In terms of ERP system integration, you can integrate to SAP, Oracle and
Microsoft business applications. We can also quickly build mapping plug-ins for proprietary homegrown
systems.

With an Enterprise plan, if you plan to extend your distribution network to multiple warehouses, you
will set up and then configure each individual warehouse separately on Foysonis. Once that is done, you
would then use the portal application that provides a real-time view to all of these warehouses in a one
single web interface. Users would be able to look at the inventory levels, the number of products
coming into the warehouse and how the orders are getting fulfilled in each warehouse. It is a 360’ view
of all your operations. If you are a fast-growing 3PL or a CPG company, managing multiple warehouses
across different states, this portal will give you the complete visibility and help you gain deep insights as
to how well your logistics operations is performing.

The Foysonis WMS platform itself is exposed as a REST style API so that 3rd party developers can easily
interact with our platform for warehouse related data in real-time. Making it easy to get inventory data,
the status of orders and shipments. In addition, the enterprise plan also comes with a custom report
development tool that lets you build customized reports to gain new insights into the operational data
of the warehouse. Not only can you build custom reports, you can also easily create the custom shipping
or picking labels specific to your operations.

• SWITCH TO A MODERN WMS

As you can see, the enterprise plan has powerful features to run a complex warehouse operation for
your fast-growing business. The enterprise plan starts at $1499/month for ten users. If there is
additional onsite visit and professional service you need to come up with a custom solution, our
professional service team which has experience working for Fortune 500 companies is there to help.
With our SaaS model, customers will save 40-60% compared to most of the competition. And to add to
that, we don’t tie you into long-term yearly contracts. If you don’t like our product or service, you can
stop paying the monthly premium and just get out of the contract. We know our product is strong that
customers will stick with us for the long-haul. Make the smart choice and run your warehouse in a
modern cloud-based WMS software from Foysonis.

Many businesses switch to a legacy on-premise WMS system from pen-and-paper thinking that it is the
right choice to simplify their warehouse operations. But they end up with more complex and a slower
warehouse operation than ever before. Not to mention about the huge amount of money they have
spent on the system implementation and the new IT hardware infrastructure consisting of RF scanners.

Worry no more! Because now with Foysonis WMS cloud, you can manage all your warehouse operations
right from your iPhone device.

Giving your iPhone more power to run your business than to make just business calls. We at Foysonis
have simplified your WMS operation in a super simple and cost-effective way. For this, all you have to
do is download the Foysonis WMS companion app, once you signup and implement Foysonis WMS
cloud software for your warehouse.

Designed specially for small and medium-sized warehouses, the app is changing the dynamics inside the
4-walls of a warehouse.

Here are some benefits of using your iPhone with Foysonis WMS companion app vs RF devices used in
legacy warehouse management systems.

Here’s how to use Foysonis WMS app right.

STEP 1 : Setup a Foysonis account through Foysonis WMS cloud with ‘User’ access rights.

STEP 2 : Download the Foysonis WMS companion app from the iTunes store.

STEP 3 : Log in with your credentials and you are good to go and manage your warehouse right
from your iPhone.
 ▪ NAVIGATION & FUNCTIONS

Once you log in to the app, you’ll be taken to the main menu shown in where you can select the task
you need to perform such as receiving, put away, picking or inventory movement.

With the app, you can decide and plan the warehouse operation for the day considering the priority,
based on the number of orders that you need to fulfil or the inbound products you will receive for the
day.

Do you know what is the best part of a cloud based Foysonis WMS? You can assign tasks to different
individuals or teams depending on the tasks you have to perform for the day. For an example, you can
delegate the receiving and put away tasks to a team of warehouse associates, and then the picking or
inventory movement tasks to another team. This will not only optimize the labour force wisely but also
will boost the efficiency of your warehouse operations.

▪ RECEIVING

Here’s how to perform a receiving transaction with Foysonis WMS app. Once the receipt details are
entered to the Foysonis Web Application, you can access the receipts from your iOS device (Fig 1.2).

Select the receipts you need to process for the day and pick the right receipt line. Then scan the pallets
in the receiving staging location. The camera on the iOS device (iPhone, iPod, Tablet) will scan the
barcode of the LPN. Or you can use a Bluetooth barcode scanner with MFi certification for this.

Following are the list of barcodes supported by our smartphone app.

1. Code 39
2. Code 128
3. Universal Product Codes (UPC)
4. International Article Number (EAN)
5. Interleaved 2 of 5

▪ PUTAWAY

When performing a put away, the app will suggest you a storage location available for scanned and
identified items. All suggestions are based on well-defined put away business rules for your warehouse,
so that you can take your pallet or case right to the assigned location without any need for you to pick
your own location manually.

You can also override the storage location to a space if you determine it to be appropriate for the item.

▪ PICKING

Once an order is allocated and has created the picks, you can perform the pallet and list picks from the
smartphone application. Choose the order you need to pick for. Then select whether it’s a pallet pick or
list pick you want to perform.
If it is a pallet pick, the app will take you through a location and pallet ID scanning process.

For a list pick, you will have to choose the appropriate order to complete the pick and the container to
move the case/item pick to. Scan and confirm the location and pallet/case id for the container. Move
the container to the staging location once a product is picked.

▪ SMART TO USE A SMARTPHONE IN WAREHOUSE?

Foysonis is a cloud-based WMS made for small-to-medium sized warehouse operations.

It improves efficiency and accuracy of logistics operations while utilizing a SaaS
software model that makes it the most affordable solution on the market today.
Foysonis, a technology start-up based in Cary, North Carolina, released a cloud-based Warehouse
Management System (WMS) to run small to midsized warehouses. Foysonis offers the solution in a SaaS
model for an affordable monthly subscription fee, enabling businesses to build a smart warehousing
operation powered by a cloud software platform.

To access the software, users only need a computer with the latest browser and an internet connection.
Setup is straightforward and normally takes a few hours or can take a few days, depending on the
master data setup. Customers running their warehouse in a pen and paper environment or in any legacy
WMS software can seamlessly move to Foysonis cloud-based WMS.

The Foysonis WMS platform automates receiving, put away, order fulfillment, picking and shipping
processes within a warehouse. Customers receive unmatched, world-class customer support from
warehousing experts to configure the Foysonis WMS to fit their warehouse operation as well as to
resolve any operational issues. Support is offered 24 hours, seven days a week to ensure projects
succeed.

Customers automate warehouses easily with barcode labels and use existing iOS or Android devices to
scan the labels. This is a time-saving measure for warehouse associates. Built specifically for mobile
platforms, Foysonis mobile apps take advantage of the touch-enabled user interface and the inbuilt
camera to scan the barcodes. Users can also employ special-purpose, Bluetooth-enabled barcode
scanners for the industrial environment in conjunction with their devices to improve the speed of
barcode scanning. With a warehouse-as-a-service platform from Foysonis, customers no longer need to
purchase their own servers to install and run a legacy on-premise WMS software or to hire a large IT
team.

With a classic electric utility model and an Uber-like, on-demand service to run warehouses, Foysonis
has democratized access to WMS software for small to midsized warehouses. One client example is
Headwin Logistics, a leading logistics services company in Dallas, Texas. The company chose the Foysonis
WMS platform to run its warehouses, which enables Headwin to deliver exceptional third-party logistics
services to its customers. Headwin USA Managing Director Ray Counter says, “Foysonis WMS is our
platform of choice to run warehousing operations to better serve our customers and rapidly grow the
warehousing side of the business.”

The team at Foysonis built the WMS platform from scratch for the mobile-first and cloud-computing era.
Foysonis Director of Engineering Srikaran Ariyakumar says, “We’ve designed Foysonis WMS to meet the
unique needs of small to midsized warehouses, with purpose-built applications for iOS/Android devices;
modern touch enabled user interface; and internet scale, cloud-native software architecture. Plus, we
made it affordable for any small warehouse operations.”

The Foysonis founders spent years implementing WMS systems for Fortune 500 companies; during this
time, they realized most legacy, on premise WMS solutions are bloated and expensive to install. They
solved this problem by designing a cloud-native WMS platform and simplifying the implementation of
the WMS. Foysonis is leading the revolution to digitize warehouse operation for the 21st century.

About Foysonis
Foysonis is a cloud-based WMS provider for small to midsized warehouses. Its vision is to simplify
warehouse management and make it affordable for all businesses. Foysonis WMS platform is based on a
cloud-native, service-oriented architecture capable of running thousands of warehouses and billions of
transactions in a highly-secured, cloud computing infrastructure. The product guarantees 24×7 uptime,
reliability, scalability and high performance.

In today’s market, almost all business applications are migrating to a SaaS solution with one big
exception, the Warehouse Management Systems (WMS). Most WMS vendors rehash their legacy
applications as a cloud solution, yet none provide a SaaS solution. The Foysonis team decided it is time
WMS is delivered as SaaS. A SaaS solution makes it easier for businesses to manage small-to-midsize
warehouses to access sophisticated warehouse management software.

Most experts think SaaS is out of the question for a WMS product. Foysonis thinks differently. In 2017,
SaaS will break out as a game changer in the WMS space. Industry experience leads our team to
understand the huge demand for a clean, simple software for warehouse management, one that works
right out of the box. Designed for an immediate launch, our product’s functionality is comparable to
QuickBooks’ straightforward financial management of small businesses.

• WMS CLOUD SOFTWARE CREATES DIGITAL SUPPLY NETWORKS

By moving warehouse operations to cloud, businesses transform their supply chain into a digital
network, mirroring in real time what happens in the physical world to this virtual world. This real-time
experience makes collaboration with external suppliers and customers effortless and enables users to
rapidly react to changing business dynamics at speed.

Once the supply network is connected, users drill down into data in real time, use analytics to gain new
insights and communicate with workforce in the field via smart mobile apps to deliver the right decision-
making information. The product offers a clear overview of current fulfillment activity and complete
control over logistics operations, almost like a control tower managing an airport’s landings and
departures

Once connected and now intelligent, the supply chain network is able to scale. Customers can quickly
add new business partners and suppliers as needed, to expand into new markets and geographies. The
digitized supply chain enables businesses to operate at speed amidst dynamic business environments.

Online warehouse management means businesses stay consistently connected to their inventory data
and the progress of warehouse fulfillment operation. The software can integrate with a whole
ecosystem of business applications, like QuickBooks as well as ERP systems, including SAP, Oracle and
others. The Foysonis Integration API is modern, flexible and easier to integrate than the legacy WMS
vendors.

➢ Convulsion
Foysonis is a native cloud based WMS that helps warehouses interested in utilising cloud
computing technology to integrate with currently installed hardware, in order to maximise
business efficiency. It can be installed on windows, MacOS and Linux and is accessible through
various web developed for both iOS and Android mobile devices.
By having a mobile solution available, it can help warehouse management and floor staff easily
pick, scan and move inventory whilst connected to the centralised WMS on the cloud.
Furthermore, this WMS supports receiving shipments, bar code scanning and database
capabilities as well as the ability to consolidate shipments and manage multiple orders. It can
assist of warehouse stock and notifies your business when it forecasts anomalies in inventory
data.

➢ Google form

https://forms.gle/paqhEe8e8kNqSSPm6