AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

GTH Quote to Order, Inventory Management & WMS, Order to Cash

Complete order lifecycle, inventory, purchasing, shipping, and billing flow

Overview

  • Proposals & Quotes: Quickly build proposals and quotes with automated tax logic, pricing roll-ups, and instant conversion to orders—reducing manual work and accelerating deals.

  • Purchasing & Supplier Management: Standardize procurement with unified management of POs, goods receipts, supplier bills, bill payments, debit memos, and RTVs for complete financial and operational traceability.

  • Receiving & Put-Away: Empower warehouse teams with mobile receiving, scan-to-location, serial number controls, and automated put-away updates tied to inventory accuracy and storage capacity insights

  • Inventory & Warehouse Management: Maintain accurate inventory positions, streamline cycle counts, and enhance warehouse efficiency with mobile picking, receiving, picklists, bin management, and site-to-site transfers.

  • Sales Order Management: Automate sales order creation and allocation with connect picklists, packing, shipping manifests, and shipment tracking to optimize outbound operations.

  • Project Management / Plan, track, and manage projects with visibility into tasks, timelines, milestones, and timesheets ensuring operational alignment and on-time delivery.

  • Invoicing & Financials: Create invoices with deposits, prepayments, and partial/full PO billing, manage payments, and support full financial control with chart of accounts, trial balances, GL transactions, and mapping rules.

  • Document Generation / Streamline document creation via merge query templates for any custom object such as orders, quotes, shipping, billing, and project deliverables to ensure accuracy and compliance.

Running and scaling a business is complex.Managing new proposals, following up on open orders, coordinating with vendors, and keeping inventory accurate all require time, precision, and visibility. GTH is a light-weight ERP designed to simplify these essential processes. It streamlines proposal creation, procurement, inventory operations, fulfillment, shipping, invoicing, and returns so your team can stay focused on serving customers and growing the business. Unlike traditional ERPs that require complicated setups, bolt-on modules, or expensive hardware, GTH delivers a complete E2E solution out of the box. Every core business function: Proposals, Quotes, Sales Order, Purchase Orders, Supplier Bills, Payments, Mobile Picking/Put-Away, Inventory, Shipping, RMAs, and CM/DMs works together seamlessly without the overhead and complexity of larger systems. GTH is built to adapt to any industry including retail, e-commerce, manufacturing, service delivery, and distribution. More than just software, GTH is the operational backbone that keeps your business running smoothly, simplify processes, improve visibility, reduce costs, and scale with one unified, easy-to-manage ERP solution.

Categories

Business Needs
Quotes & Orders
Order & Inventory Management System
Warehouse Management System (WMS)
Industries
Engineering, Construction, & Real Estate
High Tech
Retail
Personas
Business Operations Manager
Business User
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Managed Package
Lightning App Builder
Salesforce Mobile