EDGE is a turnkey, multi-channel eCommerce platform designed to do all the heavy-lifting involved in today's complex and demanding B2C and B2B eBusinesses. It provides visibility across business units, distribution channels and trading partners, and seamlessly integrates all of the IT touch points between what the customer orders, where it's sourced, and how it's picked, packed and shipped.
On the front end, EDGE enables you to deploy and maintain one or more world-class eCommerce sites―from catalogs to pricing and promotions to single-page checkout and secure payment processing. On the back end, EDGE aggregates all types of orders from any order source and consolidates them in a common environment so you can manage activities in real time across one or multiple fulfillment locations.
Administering EDGE is easy because all of its functionality is housed in modules that users can access to intuitively manage the multi-faceted operational processes involved in any eBusiness. This includes defining rules to handle extremely complex business logic, such as sourcing orders to the most appropriate warehouse based on inventory availability and customer proximity.
Comprehensive EDGE platform capabilities, features and functionality are detailed below and span the administration and management of your entire eCommerce ecosystem.
System and Site Administration
Configure your EDGE environment by activating modules, integration protocols, eBanking, and system user access policies and permissions to support one or multiple websites and online businesses -
Module Set Up — Activate desired functionality in each module for each website.
System Users — Set up system users and manage their permissions for each module view and functionality down to the data field level.
Dynamic Fields — Customize and extend standard data attributes by adding unlimited dynamic fields without custom code or IT intervention.
Integration Protocols — Configure and manage system integration destinations, destination systems, pipe methods, message types (XML, EDI, flat files, etc.) and other integration set-up activities.
Messaging Reports — Monitor and resolve data messaging errors (e.g., XML data feeds) by viewing and generating integration messaging reports by status, message type and date range.
eBanking — Activate credit card authorizers and payment gateways, such as Authorize.net, PaymenTech, PayPal, Litle, Trust Commerce and CyberSource.
Create and manage world-class, multi-channel B2C and B2B websites, mobile sites and micro sites with EDGE's easy-to-use Agile website management engine. Agile is an advanced content management and page-editing toolbox enabling non-technical users to build, edit and update web page content, banners and graphics without template constraints.
Site Development — Build and manage multiple, feature-rich B2C, B2B, mobile eCommerce websites, micro sites and mobile sites from an intuitive, easy-to-use application interface.
Site Administration — Create unlimited users and manage their permissions for content management either at the individual or group level.
Site Design — Use built-in CSS editor to control the look and feel of the website, including the styling of page elements and management of background, text, fonts, borders, padding, margins and other site design elements.
Page Functionality — Add, delete or modify web page functionality (e.g., product search, mini-cart, account login, "Contact Us" forms, etc.) quickly and easily using drag-and-drop editing tools.
Page Layout — Build custom page layouts and an unlimited number of content pages without the constraints of prescribed templates.
Page Updates — Use WYSIWYG rich text editor and drag-and-drop design tools to build, edit and update web pages.
Dynamic Media — Create and publish banners; customer testimonials; picture galleries; calendar of events; image, video, audio and document files; external links (e.g., third-party blogs, community forums); FAQs; RSS feeds; etc. (refer to Rich Product Imaging section for more details).
Page Elements — Control and customize site features, functions and display settings for non-content elements, such as button text, column headers, form labels, product images, searchable product attributes, site Favicon, etc.
Content Sharing — Implement "Add This" to allow site visitors to share content with more than 300 social networking services; this feature generates a broad range of analytical reports detailing how visitors are sharing your content.
Social Site Links — Automate cross links with social networking sites, such as Facebook, Twitter, LinkedIn, YouTube, etc.
Lists and Registries — Enable customers to create, manage and share "Wish Lists," "Favorites," "Tell-a-Friend" and gift registries.
Store Locator — Add store locator that can display store profile and maps, providing customers with a list of nearby store locations in order of proximity.
Third-Party Apps — Manage implementation of third-party applications to support enhanced front-end website capabilities such as Customer Reviews, Live Chat, Sales Tax Calculations, Guided Search, Product Recommendations and more.
Sign Ups — Include newsletter sign up and product update forms on content and catalog pages.
Menus — Flexibly create and position custom, multi-level menus for intuitive site navigation or control animation of pre-built menus (e.g., accordion, drop-down, fly-out views and mega menus) (refer to Site Navigation and Guided Search section for more details).
Site Links and Search — Dynamically create and administer site navigation links, search sort order and display status; and establish parameters for filtered guided search, such as price range, product type, brand, product attributes and more (refer to Site Navigation and Guided Search section for more details).
Language — Display page content in any language supported by major Internet browsers.
Publishing — Publish page content and graphics in real time without code moves, or preview changes in a staging environment to test prior to pushing changes to the live production environment.
Analytics — Implement Google Analytics conversion tracking code, Urchin pixel tracking and MediaPlex.
Traffic Access — Control website access by visitor IP address (e.g., country inclusion/exclusion).
Customer Registration — Manage and control customer registration rules, including default opt-in settings, email as user name, force validation of billing and shipping address, email format, phone number, etc.
User Login — Set up customer login requirements as well as options for guest check out.
Password — Control "Forgot Password" form input requirements and manage content for email notification, including subject line text.
Order Detail Access — Provide customer and/or guest with self-service access to order detail, order disposition, order tracking, order history, return order processing (RMA issuance) and administration of auto-ship and continuity orders.
Opt-In Q&A — Add opt-in subscriber questions and available answers.
Site Performance — Monitor and control catalog category caching to improve site performance.
Catalog Item Display — Determine catalog item dynamic field attributes as well as number of columns used for category-level product display.
Leverage advanced digital asset management capabilities to upload and store digital files in a dedicated repository. These assets can be displayed for viewing or downloading on web pages, product catalog pages, email communications, fulfillment documents and more to enrich the customer experience and enhance product merchandising.
Digital Asset Management — Classify, manage, search and display digital files (image, videos, audios, electronic docs, etc.) on website content pages, customer profile pages, catalog pages, etc.
Product Images — Assign digital product image files to inventory SKUs enabling product images to be printed on fulfillment docs and order invoices.
File Upload — Upload digital assets to the repository individually or in bulk via file upload options.
File Search — Search files by name (alpha numeric), type (e.g., GIF, JPG, PNG, etc.), class (e.g., audio, video, zoom, thumbnail, etc) and create file groups.
File Details — Create, copy, view and edit file details, including name, description, class, type, links, etc. and add multiple language descriptions.
File Links — Embed file links to the internal repository and external sources, such as external URLs, email, etc.
Enhance product merchandising with dynamic rich media tools and improve the customer experience by offering the capability to personalize products by uploading and manipulating images and adding custom text.
Rich Media — Control the display of one or multiple images (thumbnail, hover, zoom, 360°-rotate, color/texture swatches, etc.) and multimedia files (images, videos, electronic docs, audio files, links, etc.) assigned to individual catalog items, catalog categories and catalog pages.
File Upload — Allow customers to upload images or text for product personalization (e.g., monogramming, imprinting, embroidery, etc.).
File Manipulation — Give the customer the ability to resize, watermark, add text and color-optimize images, including red eye correction*.
Dynamically create and administer multiple B2C and B2B website catalogs and manage diverse product merchandising activities with EDGE's feature-rich and easy-to-use catalog management engine.
Catalog Administration — Set-up and manage unique product catalogs in one or multiple B2C and B2B eCommerce websites containing physical, virtual and downloadable digital items for order.
Custom Catalogs — Use configurable business rules to display custom catalogs for registered customers and B2B applications that feature unique items, product pricing and order quantity limits at the customer, group or member-type level.
Product Search — Search items by product catalog or SKU number, product name or title, short- and long-description keywords, and user-defined product characteristics (refer to Site Navigation and Guided Search section for more details).
B2B Quick Search — Search products by catalog item number, SKU, manufacturer number, supplier number, product brand, product type and other product characteristics, including user-defined dynamic attributes.
Virtual Products — Administer the selling of virtual items such as online courses, manufacturer or extended product warranties, eGift certificates and more.
Digital Files — Assign one or multiple digital files to catalog items that include audio, video, banner, electronic document, image, image special (360°), preview image, specifications, thumbnail, zoom, etc.*
Product Pricing — Set up and manage product pricing, including variable tiered, order quantity, percent and flat-rate pricing schemas (refer to Pricing and Promotion section for more details).
Order Quantity — Control catalog item default order quantity.
Item Custodian — Assign a "custodian" to catalog items enabling product administrators, buyers and/or managers to receive event-triggered email notifications based on catalog item activity.
Delivery Protocol — Determine method(s) and options for how catalog items are shipped and delivered (e.g., Ship, eMail, Download, Fax, Print).
Multi-Language Catalogs — Create multi-language catalogs in one or multiple websites and administer rules for website display (i.e. default language) (refer to Globalization and Internationalization section for more details).
Catalog Categorization — Create unlimited categories and sub-categories to organize and manage large and diverse catalogs.
Batch Data Loads — Batch import and export catalog data and updates from Excel spreadsheets, EDI, XML and other file formats.
Catalog Assignments — Assign products to one or more catalogs, categories and subcategories individually or via bulk upload.
Schedule Item Display — Schedule for future publication or immediately display catalog item additions, deletions and changes.
Activate/Inactivate Items — Activate or inactivate catalog items individually or categorically via bulk process.
Item Display Control — Control display of catalog item based on inventory disposition (stock status), back-order rules and member permissions (Demand Rules).
Inventory Status Display — Display item inventory status (in/out of stock or quantity on hand) in catalog.
Item Search Status — Control the "search-ability" and display of catalog items in search results.
Kits/Assemblies/Bundles — Create catalog item kits, assemblies and bundles consisting of one or multiple inventory SKUs.
Variable Attributes — Support single- or multi-SKU dimensional catalog items consisting of styles, sizes, colors and other variable attributes at the product, product-category or product-type level.**
Dynamic Attributes — Dynamically create product information attributes for display in catalog without need for database programming and IT involvement (information fields can be displayed as text, text box, check box, multi-select drop down box, radial buttons, etc.).
Suggestive Merchandising — Use suggestive merchandising tools to manage product relationships, support cross-sell, up-sell and related product display.
Substitution Rules — Create rules for product substitutions that include activation period, shipping, promotions, inventory status and order requirements.
Prerequisite Rules — Create prerequisite rules for product ordering (to order product A, product B must be ordered first, etc.).
Auto-Include Rules — Use auto-Include rules to ensure items are automatically added to the order. Auto-Includes can be configured at the order or item level based on product categories, customer groups, specific items, ship-to-states, customer attributes, start/end dates, etc.
Product Reviews — Add customer product reviews to product detail pages using Power Reviews™.*
Product Comparisons — Enable customers to evaluate products by displaying side-by-side comparison of product attributes on the website.
Wish Lists — Give registered customers the ability to add catalog items to a product Wish List and enable those items to be added to cart.
Email-A-Friend — Offer customers the option of emailing product favorites to friends and family.
"Recent" and "Most" Items — Display recently viewed, recently ordered, most searched and most purchased items.**
Comparison Shopping Engines — Provide catalog feeds to comparison-shopping engines such as Google Base, NexTag, PriceGrabber, Buy.com, etc.
Product Personalization — Give customers the capability to personalize ordered products using EDGE native or third-party plug-in applications. Product Personalization includes additions or modifications to product text, images, logos, icons, colors, positioning and more (refer to Rich Product Imaging section for more details).*
Personalized Product Pricing — Control and display product pricing based on product personalization treatments and business rules, such as customer type, group affiliation, business account, marketing affiliate and more (refer to Pricing and Promotion section for more details).
Manage complex, tiered product pricing for B2C and B2B eCommerce websites, and launch revenue generating promotions—on-the-fly or for a scheduled time period.
Pricing Display Options — Leverage advanced product pricing display options to support B2C and B2B pricing schemas.
Multi-Tiered Pricing — Build complex, multi-tiered product pricing schemas defined by variables that include date ranges, order quantities, discount treatments (percent change, flat price or flat change) and apply to individual customers.
Shipping and Handling Charges — Manage customer pricing for shipping and handling charges (refer to Order Handling and Shipping section for more details).
Multi-Currency Pricing — Display product pricing in multiple currencies across multiple websites (refer to Globalization and Internationalization section for more details).
Sales Promotions — Create and launch instant or scheduled (date range) sales promotions at the order, item or customer level** using a variety of promotional treatments, including percentage off, dollar off, free shipping, one-time use, BOGO, buy one get promo item, but item A - get % or dollar off item B, and other flexible iterations and combinations.
Promotion Rules — Manage promotion rules and requirements, including start- and end-date, minimum sale amount, minimum number of items, required items, maximum discount, one-time use, applicability to auto-ship orders, etc.
Shipping Promotions — Offer shipping promotions, including flat off, percentage off or maximum discount that can be applied to all shipments or selectively applied to specific shipping method, including store pick-up.
Shipping Upgrades — Support automatic shipping upgrades.
Complex Promotions — Build complex promotions that combine multiple offers (dollar off item A + Free Shipping + % off item B) from a single promotion code.
Offer a wide array of gifting options to enhance customer satisfaction and generate incremental revenue. Gifting options include Electronic Gift Cards (EGCs), gift registries and gift messaging, as well as custom gift wrapping and packaging.
Gift Card Transaction Processors — Seamlessly integrate with third-party gift card transaction processors via EDGE's APIs.**
Virtual Gift Cards — Offer site-exclusive virtual gift cards.
Gift Card Campaigns — Create and edit gift card "campaigns" using EDGE's demand rules to assign a gift card number, status, type, value/budget, and start- and end-dates.
Gift Card Reports — View and download (Excel spreadsheet) native gift card/certificate reports that can be sorted on the above-listed categories as well as amount used, balance and orders placed.
Gift Messages — Allow shoppers to include gift messages and preview the message(s) on gift orders.
Gift Wrapping — Provide gift wrapping and enable shoppers to choose from a selection of patterns/papers for gift wrapping,** wrap individual items or the entire shipment and preview gift wrapping.*
Gift Boxes — Offer various gift box options tied to purchase qualification.**
Gift Basket — Enable shoppers to place items in a gift basket.**
Decorations — Allow shoppers to add decorations to a gift purchase.**
Gift Registry — Give registered customers the ability to set up personal gift registries containing a product list (and desired quantity) that can be shared via email with friends and family.
Charge for Gift Services — Set up pricing for gifting services.
Implement intuitive, customer-friendly, secured shopping cart and check-out pages that convert site visitors into revenue-generating customers with increased AOV, repurchase frequency and reduced cart abandonment.
One-Step Check Out — Streamline check out and reduce cart abandonment using an express, one-step check-out process.**
Mini Carts — Position mini carts (perpetual "Add to Cart" or "View Cart" buttons) on any web page enabling shoppers to quickly and easily view items and item totals via mini cart mouse-over pop-up and pop-over that can be expanded into full cart display.
Order By/Ship Time Clock — Add "Order By/Ship Time" clock at cart or check out.
Purchase Limits/Budgets — Display customer/member purchase limits/procurement budget balance at cart and check out. **
Recurring Orders — Provide for automatic reordering of entire order or specific order line item(s) in cart or at check out.
Order Notes/Gift Messages — Allow customers to add order notes and gift message (refer to Gift Cards, Registry and Messaging section for more details).
Order Summary — Provide order summary at cart and check out, including number of items, shipping, subtotals, discounts, tax and total, etc., and dynamically recalculate totals as customer makes edits to the order.
Shopping Cart — Standard full shopping cart.
Check Out — Standard full shopping cart check out.
Express B2B Shopping Cart and Check Out — Provide business account customers with "purchase order-like" ordering experience that expedites the check-out process.
Multiple Shipping Addresses/Methods — Support shipping items from a single order to multiple "ship-to" addresses using multiple ship methods.
Dynamic Customer Profile Details — Use dynamic fields to collect additional customer information for profile building (e.g., birth date, gender, anniversary, etc.).**
Digital Files — Enable digital files to be downloaded on the cart page or after check out.
Ship Dates — Display ship dates at the order or line-item level.
Communication Preferences — Capture customer communication preferences (e.g., newsletter sign-up, email marketing, etc.).
Secure Payment Processing — Check out and payment processing SSL secured and PCI compliant (refer to Payment, Taxation and Fraud Prevention section for more details).
Multi-Language/Multi-Currency — Automatically display correct language and currency based on customer's locale (refer to Globalization and Internationalization section for more details).**
Marketing Campaigns, Affiliate Rewards Programs and Surveying
Create, track and measure the performance of marketing campaigns and affiliate rewards programs, and conduct customer surveys to understand customer needs and perceptions.
Campaign Reporting — Track, analyze and report on order transaction activities by specific marketing campaign, marketing segment, marketing source, promotional offer and/or budget center.
Affiliate Marketing — Set up and leverage affiliate marketing programs to drive site traffic and incremental sales:
Loyalty Rewards Programs — Implement rewards programs that enable virtual currency (e.g., points, gratis dollars, etc.) to be used for full or partial payment of the customer's order.
Customer Points Budgets — Establish customer reward currency (points, gratis dollars, etc.) and budgets, and control allocation and active period (date range) for point usage and/or redemption.
Customer Segmentation — Segment customers by geographic, demographic, purchase and other information attributes to support creation and execution of outbound marketing campaigns. EDGE enables users to create unlimited fields of information (attributes) to support direct and highly targeted marketing campaigns.
Customer Surveys — Create information-rich customer survey(s) delivered through email or website posting.
Historical Transaction Data — Leverage historical transaction data to target customers and/or affiliates for marketing campaigns.
List Management — Manage lists for outbound marketing campaigns in EDGE email engine.
Make it easy for your customers to do business with you by offering multiple, secured payment options that provide automatic sales tax calculation and advanced fraud protection through leading payment gateways.
Secure Check-Out Pages — Provide shoppers with a secure shopping cart and check-out pages via SSL and PCI certification.
Payment Gateway Integration — Offer leading credit card payment options via integration to CC Payment Gateways, including Authorize.net, PaymenTech, Litle, Trust Commerce, CyberSource and PayPal (front-end only).**
Alternative Payment Options — Offer customers alternate payment methods via an integration with Cardinal Commerce (Amazon Payments, Bill Me Later, Click and Buy, Credex, Ebates, Mazooma, eBillme, eLayaway, Moneta, SaftyPay, Ukash, MyECheck, PayPal, NYCE SafeDebit, Moneybookers, GreenDot and many others). Set-up and vendor service fees apply.**
Real-Time Payment Processing — Facilitate real-time payment processing for all major credit cards, including American Express, Visa, MasterCard and Discover, as well as merchant-issued credit cards.
Credit Card Settlement Options — Choose credit card settlement either at time of order placement or time of order shipment.**
Credit Card Validation — Validate credit card via VVV, CVC and AVS.
Multiple Methods of Payment — Allow customer to use multiple credit cards and methods of payment for a single order (credit card + gift card +PO).
Subscription Payment Processing — Provide automatic payment processing of subscription orders (i.e., auto-ship and continuity order processing).
Multiple Credit Card Storage — Store token (encrypted data) for multiple customer credit cards so they can be accessed during check out.**
Multiple Billing/Shipping Addresses — Accommodate unlimited number of billing and shipping addresses.
Gift Card Payments — Support order payment using either EDGE-issued gift cards or those issued by third-party service providers.**
Payment Transaction Reporting — Generate and download (Excel) summary or detailed payment transaction reports by day, week month, year or date range, as well as order-level payment transaction information, including transaction status, detailed authorizer data and responses (e.g., failure codes and reasons), transaction fees, currency, exchange rates, authorization transaction numbers, etc. (refer to Reporting and Analytics section for more details).
Refund Processing — Process customer refunds and credits directly with supported payment gateways.
Sales Tax Calculation — Native application support of flat-rate state sales tax calculation.
Value-Added Tax Calculation — International value-added tax (VAT) and U.S. geo-code-level sales taxation supported through established integrations with third-party sales taxation service providers Vertex and StrikeIron.**
Tax Override — Override control of Vertex and StrikeIron tax rates.
Tax Exemption Rules — Administer tax exemption rules at the product, item and/or individual member level.
Sales Tax Reporting — View and download sales tax reports by jurisdiction and date range at the order and/or order line item level.
Tax Display at Check Out — Manage the display of applicable sales tax on check-out page.
Fraud Protection Services — Use fraud management tools and fraud scoring engine available through payment gateway fraud protection services.*
Fraud Exception Queue — Configurable fraud business rules enable orders to be placed into an exception queue based on fraud criteria:*
Fraud Holds — Apply processing hold to potentially fraudulent orders pending administrator approval.*
Reach global markets and conduct business internationally thanks to EDGE's support for multiple languages, currencies and localized market-level product pricing.
Global Commerce — Support global commerce and users through EDGE's web-based architecture.
International Address Formatting — Flexible address formatting supports order capture and shipment of orders to international addresses.
Multi-Lingual — Store and display multi-language characters through EDGE's Unicode data fields.
Location-Based Content Display — Assign geographic "locale" to a member's profile so system can automatically display web content and catalog information in the language specific to a geographic region.
Location-Based Site Access — Configure IP filtering to control site access based on geography (countries).
Location-Based Communications — Customize customer notification email text (e.g., order placed, order shipped, etc.) in the customer's language based on locale.
Location-Based Surveys — Create multi-language customer surveys and issue to select geographic markets, customer groups and locales.
Location/Market-Level Promotions — Launch geographic or market-level sales promotions and track transactional activities.
Location/Market-Level Pricing — Automatically display geographic or market-level product pricing based on customer locale.
Multi-Currency Pricing — Display product pricing in multiple currencies through currency exchange web services.
Base Currency Settlement — Accept payments in multiple currencies with settlement to a client-definable base currency (e.g., dollars, euros, etc.).
Domestic/International Sales Tax — Support domestic and international sales taxation through established integrations with Vertex and StrikeIron.**
International Shipping Carriers — Offer international shipping service options via established integrations with domestic common carriers (e.g., UPS) and support for integration with other international shipping carriers. **
International Order Tracking — Provide International order delivery status with order appended carrier tracking numbers.
Build and deploy B2C and B2B web stores, micro sites and mobile sites to capture, aggregate and manage orders from all sales channels and order sources, streamlining the order management and order fulfillment processes.
Multi-Channel Order Capture — Capture and aggregate orders from multiple online and offline sales channels and sources in multiple formats, and aggregate them into a centralized data repository and management environment.
Business to Business (B2B) Order Capture — EDGE features advanced capabilities to support the capture of business-to-business orders.
Direct Input Order Capture — Give internal customer service departments and external call center service providers the ability to place sales orders and distribution orders (same items to multiple recipients) directly into EDGE through the CSR and Order Management modules.
Real-Time Order Tracking — Access real-time tracking and reporting of order placement activity, including order source, marketing source, format, locale, project, promotion, portal, budget center, etc. External order reference numbers are appended to orders captured from external systems and sources (refer to Reporting and Analytics section for more details).
Real-Time Available to Promise — Enable users to govern the acceptance of orders based on inventory availability and stock status (refer to Order Management section for more details).
Enable CSRs to place, look up and manage customer orders and related customer information in EDGE's built-in Customer Service Portal (CSP) module, including adding or updating customer address, customer comments, processing returns and applying credits.
Direct Order Entry — A user-friendly, easy-to-operate Customer Service UI enables users to efficiently support of a broad range of customer service activities, including setting up customer account profiles, notes, address books, price lists, purchasing budgets, acceptable payment types, communication preferences, website login, available promotions, etc.
Super User Manual Order Entry — Provide administrative supervisors (Super Users) with the ability to create sales orders in the CSP module so they are not subject to business rules and associated restrictions that govern customer service agent order capture.
Super User Override Orders — Super Users can override the business rules that govern CSR order entry
Manage B2C and B2B orders across your entire business enterprise through real-time visibility and dynamic management. EDGE's OMS is a single command-and control interface that applies business rules to ensure only perfect, fully executable orders are transmitted to the optimal provider for fulfillment.
Rules-Based Order Processing — Apply complex business rules to govern how B2C and B2B orders are managed and processed through their lifecycle—from capture through delivery execution across one or multiple fulfillment points.
Order Types — Creates and delivers fully executable orders to the fulfillment provider, regardless of type of order.
Order Activity — Access real-time views of order activity at the EDGE merchant, project or portal level, as well as order status and fulfillment disposition by warehouse, order type, order source, date range, date and time, handling priority and more.
Demand Rules — Configure "Demand Rules" to control items and quantities available for order by specific customer and/or customer groups.
Auto Ship — Offer customers an automatic product replenishment program via EDGE's Auto-Ship order capabilities.
Real-Time Available to Promise (ATP) — Facilitate last-item sell through and enable users to configure rules governing how backorders are accepted, processed and shipped (e.g., partial shipments).
Backorder Release Management — View backorder release activities in real time and exercise administrative override of fulfillment provider (location), adjustments to FIFO schedule, cancellations of orders and/or order lines (items), control of number of backorders monitored for release.
Returns Management — Use returns management tools and workflow to enable CSR to process order returns, issue credit refunds (full or partial), manage product exchanges and return receipts.
Split Order Shipments — Process a single order containing multiple shipping addresses at the line-item level using multiple ship methods.
Address Validation — Get real-time shipping address validation, correction and Residential/Business Identification (RBDI) via built-in integration with Melissa Data to support optimal carrier selection.
Blanket Order Management — Create a bulk order that contains approved items and quantities available to authorized customers within a designated timeframe.
Exception Order Management — Apply rules that automatically place orders into an exception queue requiring administrative intervention (e.g., approve, cancel, modify) before orders are released for fulfillment execution. Standard exception rules apply to order total, shipment method, customer budget, tax calculation and payment gateway authorization codes. Custom exception rules can be created around client-specific requirements.**
Automatically route orders to the optimal fulfillment provider (e.g., warehouse, 3PL, retail store, distributor, drop shipper, etc.) based on business rules to optimize inventory, reduce package delivery costs and Time in Transit (TNT), which, in turn, enhance customer service and satisfaction levels.
Fulfillment Optimization — Automatically route fully executable "perfect" orders to the optimal fulfillment provider based on configurable business rules.
Drop Ship Orders — Automatically source orders from the manufacturer or other drop shipper location.
EDGE's APIs enable seamless integration with any carrier shipping system to support the listing of a wide range of provider services based on how the merchant configures the business rules that control which customer shipping options are offered.
Domestic and International Carrier Options — Display shipping costs and options for both domestic and international order handling and shipping via integrations with carrier systems.
Shipping Methods — Configure business rules to govern approved shipping methods by customer type and group.
Least-Cost Routing — Provide least-cost-routing option by factoring in customer promise date, RBDI and provider TNT.
Remote Order Handling and Shipping — Enable CSRs at remote or retail locations to manually process order settlement and shipping (e.g., reconcile items, generate packing slips and order invoices, upload carrier information and ship confirm).
Shipping and Handling Fees – Set up customer shipping and handling fees by customer type, carrier and service level.
Order Delivery Calendar Display — Support implementation of a calendar that displays preferred order delivery date and applicable shipping costs. Enable customer to request order delivery date.**
Address Books — Allow customers to set up "Ship To" address books and assign default shipping address and method.
Multiple Shipping Locations — Enable customers to ship individual items or line items to multiple addresses.
Order Handling — Provide warehouse with instructions for special order handling, packing and kit assemblies at the order and item level.
Custom Packing Slips — Attach artwork files to support packing slip customization.
Shipping Promotions — Create and administer shipping promotions (refer to Pricing and Promotion section for more details).
Ship Request Disposition — Manually update the disposition of a warehouse shipment request (e.g., Ship Complete, Ship Partial, Ship Cancel), including carrier tracking information and shipping cost updates.
Gain transparency and a consolidated view of inventory activities across all sales channels and inventory supply network through EDGE's multi-location inventory management capabilities that provide real-time ATP, automatic inventory degradation, low-stock notifications, and automatic inventory synchronization between EDGE and the WMS and/or ERP system.
Real-Time, Multi-Location Inventory Management — Create, view and manage inventory and the associated activities, rules and processes in real time across one or multiple inventory sources and stocking locations (e.g., warehouses, retail stores, distributors, drop shippers, product suppliers, etc.).
Business Rules — Administer business rules to manage and optimize inventory, including back order, available for sale start and end dates, re-order points, returnable, restockable, refundable, secure shipment, dock to stock and more.
SKU Assignments — Assign inventory SKUs across one or multiple inventory warehouse locations.
Serialization — Manage product serialization.
Work Orders — Create work orders for kit assemblies, disassemblies, re-builds, destructions and transfers of inventories between warehouses and stocking points that include automatic creation and transfer of bill of materials and ASNs to the WMS for execution.
Inventory Data — Aggregate inventory data supplied by either internal or external service provider WMS and ERP systems.
Inventory Visibility — View inventory on-hand, on-hold, reserved (allocated to order), future demand, available for sale, SKU cost and value, and last transaction date.
Inventory Alerts — Automatically generate low-stock and back-in-stock email alerts to item custodians and/or customers.
SKU Custodian — Assign SKU custodian to support reporting by specific person or department.
Advanced Shipping Notice — Create electronic ASN for scheduled material receipt.
Backorder Management — Support real-time back order management calculated by inventory availability across the entire supply network.
Supported by a powerful relational database, EDGE captures and connects all of your eBusiness customer touch points, providing a 360° view of customer information, interactions and transactions. Benefit from broadcast and event-triggered email communications so you can proactively manage customer relationships, build loyalty and drive repurchase frequency.
Customer Intelligence — Provide users with real-time access to B2C and B2B customer profile information, site interaction and purchase transaction data.
Site Visit Analytics — Give users extensive information and valuable insights into customer visitation, behavior and interaction with your EDGE powered website via full integration with Google Analytics.
Digital Files — Assign digital files to customer records (image, video, audio, electronic documents, etc.) and control display on website.
Groups and Accounts (B2B) — Create and assign customers to unique groups and B2B accounts.
Locales — Assign customers to "locales" to administer rules that govern the language displayed on the web page and in the catalog content (refer to Globalization and Internationalization section for more details).
Custodian — Assign customers and customer groups to a "custodian" (internal program administrator) to support segmentation reporting.
Event-Triggered Communications — Provide timely communication of important information to program administrators and customers alike with automatic, event triggered email notifications.
Third-Party Integrations — Leverage EDGE's APIs, OpenTools and Enterprise Service Bus (ESB) adapter to seamlessly integrate with third-party applications and tools (e.g., Seibel, SalesForce.com, etc.) to extend CRM functionality.
Create, issue and track product supplier POs, and automatically use the PO data to generate ASNs.
Supplier POs — Create, issue and manage various types of POs (e.g., Standard, Bid and Blanket) for inventory SKUs contained in the system and automatically populate PO data for ASN generation. List and view POs by date range, status (all, pending approval, open, on-hold, partially complete and closed).
EDGE stores business-critical transactional data in a centralized database and provides users with access to a broad range of standard reports that can be sorted and customized using data filters such as time period, date range, activity status and other attributes. EDGE reports can be downloaded in Excel summary and/or detail format.
Business Intelligence — Access critical business intelligence with on-demand reports that offer insightful, real-time information about orders, inventory, catalog, customers and other transactional activities.
Ad-Hoc Reporting — Use optional DataMine and Microsoft SSRS for ad-hoc reporting and data analytics.*
Export to BI Tools — Export data to third-party Business Intelligence tools.
Website Analytics — Get comprehensive website traffic, customer behavior and interaction reporting via integrations to Google Analytics and Urchin* (refer to Website Analytics section for more details).
Dive into your data through standard reports that make it easy to measure and understand traffic patterns and customer engagement on your site.
Analysis Tools — Get comprehensive website traffic, customer behavior and interaction reporting via integrations to Google Analytics and Urchin.* Analytics come standard with all hosted websites.
Real-Time Visibility — See how many people are on your site right now, where they came from and what they're viewing.
Metrics and Reporting — Build your own metrics dashboard in minutes and create reports to share.
Custom Variables — Understand your customer segments and learn how engaged they are with your site. Custom variables let you customize Google Analytics and collect the customer data that's most important to your business.
Advanced Segments — Apply predefined segments such as "Visits with Conversions" or "Organic Traffic," or create your own segments. Analyze individual segments or compare a number of segments across all reports.
Dashboards — Start with an overall "Company KPIs" dashboard that includes the most important performance indicators for your organization. Create an "SEO" dashboard for your search engine optimization. All dashboards are drag and droppable, completely widget-based and highly customizable.
In-Page Analytics and Visualization Tools — Analyze the path a visitor takes on your site with visualization tools and visually assess how users interact with your pages with in page analytics.
Information Sharing — Easily develop and share custom dashboards for the metrics important to your business.
APIs — Applications, plug-ins and customizable features are available to help you integrate Analytics into your organization's workflows.*
EDGE's APIs, OpenTools integration layer and Enterprise Service Bus (ESB) adapter eliminate the need for thirdparty integration solutions and seamlessly integrate with internal legacy and external service provider systems to maximize your IT infrastructure investments, streamline exchange of data and provide enterprise-wide visibility over all of your eCommerce activities.
Integration Layer — Integrate seamlessly with supplier, trading partner and internal legacy back office systems including ERP, WMS, TMS, CRM, Financial, PIM, ECP, CMS and more. Third-party applications and service providers include credit card Payment Gateways, Sales Tax Data, Customer Product Reviews, Web Analytics and more.
Data Formats — Support all data formats, including XML, EDI, CSV, etc.
Data Transmission — Support transmission of data via web services, FTP, HTTP, AS2, MQ Series and other methodologies.
Message Library — Access an extensive library of pre-defined XML messages to support transmission of data between systems relative to catalog items, orders, inventory and supply chain business processes.
Message Translation — Support automatic translation of incoming and outgoing messages to EDGE standard XML format.
Message Audit Log — Provide an audit log of all incoming and outgoing messages with message detail (e.g., message type, status, date and time, etc.). OpenTools enable messages to be searched, edited and rerun in case of error.
Systems Synchronization — Access auto or manual system synchronization of inventory SKUs and on-hand stock balance.
Marketplace/Comparison Shopping Engine Integrations — Leverage established integration with Amazon marketplace and leading comparison-shopping engines.
EDGE provides complete operating access, security and control for the merchant's user groups. The platform is certified PCI-DSS compliant and meets HIPAA and Safe Harbor requirements. Data is secured through SSL encryption and access is controlled through dynamic user roles and privileges.
Password Protection — Restrict or grant access through password protocol to specific EDGE functionality, privileges and related information.
Password Resets — User password resets can be either manually or systematically managed based on a prescribed time period.
User-/Module-Level Privileges — Read, write, modify and delete privileges and rights are dynamically restricted at the individual user and module level.
User Classifications — User accounts are dependent on access-type classifications.
IP Filtering — Configurable IP filtering enables merchant to control site access (refer to Globalization and Internationalization section for more details).
Integration Authentication — API integration requires https with authentication.
SSL Encryption — All financial transactions are SSL encrypted.
Network Security — Jagged Peak's data center has the latest network security with daily data back up to an off-site archive/disaster recovery site.
HIPAA/Safe Harbor/PCI-DSS — EDGE is HIPAA, Safe Harbor and PCI-DSS certified (Level 2).