FinancialForce SCM

FinancialForce SCM

A SCM suite that manages quotes, orders, inventory and spend

3.3/5 (4 reviews)

FinancialForce SCM Overview

Incorporate your complete processing of Procurement, Inventory and Order Fulfillment transactions into your CRM processes providing you a single source for easy master data management. FinancialForce SCM supports the selling of tangible and intangible goods as well as drop shipment and warehouse fulfillment on a single sales order. Real-time visibility into inventory empowers the sales representative to better support your customer and provide flexible pricing options. Complete process visibility.

- Create your ERP in the cloud. Integrated with AvaTax by Avalara, FedEx, UPS, USPS, DHL
- Go from Opportunity to Quotation > Sales Order > Pick >Pack >Ship and Invoice all in one integrated process
- Rule based Auto-PO placement contracts requirements in alignment with your Supplier Agreements across your organization eliminating off contract spend. Evaluate supplier responses from sourcing events with one-click conversion.
- FinancialForce Supply Chain Management (SCM) On Demand is Chatter enabled allowing you to collaborate on quotes, orders, shipments, invoices, purchase orders, inventory, and suppliers to fuel better and faster business decisions


Starting from
Pricing options
Free Trial


Business size



Australia, Canada, Europe, United Kingdom, United States

Supported Languages


FinancialForce SCM Reviews

Overall rating
75% positive reviews
Very good
William M.

More than I need Human Capital Management Software

Reviewed on 2011/12/01
Review Source: Capterra

I would say if you are a small or medium business and you have no idea what an HR department or IT department looks like, then you need Vana Human Capital Management.

If you have employees and you want to increase performance, this solution is complete. HR departments will thank you, you will save time and headaches.

This made our performance reviews a dream. The social collaboration is new to us and has become the center of our corporate universe.

you will be overwhelmed so just be warned the Quick Start Implementation will appeal to you, but I encourage you to just get the next level up so the team at will do all the work for you.

Just get it.

Oh yeah, since it is on it makes integration with CRM and other products a single click of the mouse and has single sign-on, super cool.



The user interface is excellent. If you know CRM then you will inherently know how to use Vana HCM. WOW! No training required.

Great future vision product, it has more than I need to manage my team, recruit and track people, leave, benefits, compensation, performance and more.

Even better I LOVE the Social Collaboration tool. It keeps my employees working and collaborating in the solution and not of facebook or twitter. Also love the collaboration on goals, initiatives, performance reviews and projects.

Top it off the library was an added bonus, since I can store and share corporate documents and even education materials as part of the solution (free) and have my team collaborate with others on these and track it in the learning management.

Overall: over the top! Thank you.


There is almost too much to learn. The overwhelm is consuming. I wish I had the ability to configure everything that is delivered.

Knowing where to start was a bit daunting, thank goodness they did the first series of configurations to launch the product and provided me with an easy to use Getting Started Guide so my team could calm down and get started 1...2...3

Learning to use the system most effectively was a challenge, but I think we finally got it. It may have been more of a resistance to change, rather than a solution problem. It took a while to adopt it as a company, but we are all on the same page now and it ROCKS!

The Social Org Chart was a bit of a challenge to set up, but easy to re-org and fix with a little help and is now AWESOME!

Rating breakdown

Ease of Use
Customer Support

John H.

Significants improvements to Financial Control for an NGO

Reviewed on 2011/12/22
Review Source: Capterra

Excellent analysis tools and integration with Excel supports our multiple reporting and wider organisational needs.


Excellent Multi-currency.
Dimensions Feature allows the level of reporting we need to comply with multi-country/currency/project/phase/donor requirements.
Very easy to use and to train others to use.
Excellent import/export facility with Excel.
Web based allows field and UK staff to work in real time on the same data.


We are an NGO, and our requirements are only for General Ledger, so I cannot comment on the pros and cons of the full system.
We also use SalesForce; which is a pre-requisite to gain some of the benefits above.

Rating breakdown

Ease of Use
Customer Support

Michael B.

Fully Integrated Solution

Reviewed on 2011/12/19
Review Source: Capterra

If you are a Salesforce user this is an excellent integrated solution. Sales and finance share the same information. With Financial Force we look at the business financially the same way we look at it operationally.


Web based, integrated with Salesforce, easy to set up, easy to configure, easy to maintain, always up to date, great support


Product is relatively new so sophistication is developing over time. Reporting is based on standard Salesforce reporting so whilst extremely powerful is non standard for finance- though a product to resolve this is currently in development.

Rating breakdown

Ease of Use
Customer Support

Elie A.

Rating only

Reviewed on 2018/03/14
Review Source: GetApp

FinancialForce SCM Pricing

Starting from
Pricing options
Free Trial

Contact us for pricing

FinancialForce SCM Features

  • Inventory Management

  • API
  • Activity Dashboard
  • Activity Tracking
  • Audit Trail
  • Auditing
  • Automatic Notifications
  • Compliance Management
  • Custom Fields
  • Customizable Reporting
  • Data Import/Export
  • Document Storage
  • Inventory Tracking
  • Invoice Management
  • Monitoring
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Third Party Integration
  • Workflow Management

Additional information for FinancialForce SCM

Key features of FinancialForce SCM

  • AvaTax
  • Drop Shipment
  • Fixed Asset Management
  • Light Manufacturing
  • Lot management
  • Salesforce
  • Service Contracts
  • Spend Management
  • Supply Chain Management

GetApp Analysis

In today’s world, most supply chains are managed in multiple systems, and up to 50% of people who sell business-to-business (B2B) are still doing their quoting in Excel. FinancialForce SCM is a supply chain management application that manages multiple fulfillment models and provides real-time inventory visibility so businesses can put more focus on the issues that matter most.

Native on the Salesforce Platform, FinancialForce SCM involves three core pieces: order fulfillment, inventory management, and supplier or spend management. Rather than having all of these pieces housed in separate systems, FinancialForce SCM has gone ahead and integrated them into one system. This enables businesses to handle multiple sales channels seamlessly, while also controlling spend and simplifying proposals and contract management.


What is FinancialForce SCM?

FinancialForce SCM is a supply chain management solution that’s native on the Salesforce Platform. Using FinancialForce SCM, businesses can manage order fulfillment and configure price quotes , as well as handle contract management, inventory management and supplier management. Important features include powerful price quoting, flexible price lists and EDI integration. Users can manage their inventory with warranty, RMA, inspection, receiving and shipping modules.

Being on the platform makes it possible for FinancialForce SCM to provide its users with a complete 360 degree view of everything within their systems — in real-time. This means that users are never waiting for their systems to sync before making strategic business decisions. And because FinancialForce SCM’s procurement is on the same system as its sales, users can see their margins at all times.

Sales History by Serial Number

FinancialForce SCM Main Features

Managing Multiple Fulfillment Models

Using FinancialForce SCM, B2B and B2C businesses are able to access data in real-time. Users can manage multiple fulfillment models within a single system. This means, for example, that a medical device company could manage sales from outside sales representatives and an ecommerce, without relying on two separate platforms to do so.

FinancialForce SCM’s order fulfillment module is integrated into the company’s Inventory management and Advanced - CPQ applications. It supports the selling of both tangible goods (like hardware and mobile phones) and intangible goods (like subscriptions and software). It also manages partial shipments and backorders automatically.

Sales Orders

Analyzing Inventory Levels

Within FinancialForce SCM is a powerful inventory management module that gives users complete visibility of their inventory in real-time. Users are able to track inventory using rule-based item controls. For example, inventory can be controlled using serial and lot numbers, shelf life and revision numbers. Businesses are also able to sell, track and manage inventory based on condition.

In addition to seeing a clear overview of the availability of any item, FinancialForce SCM can quickly access inventory breakdowns by warehouse or by ownership. Users are able to see a product’s inventory breakdown as well as sales and procurement history all on one screen, helping them make informed product decisions.

Inventory Management

Prioritizing Inventory Activities

FinancialForce SCM uses workflows and approval processes to automate and prioritize warehouse activities. Teams are able to automate supply requisitions using safety stock, reorder points and minimum and maximum acquisition lead times.

Cycle counting can be integrated into everyday warehouse activities, and inventory can be managed based on the customer, supplier or project. A business that is waiting to transfer parts to a warehouse, for example, can quickly see all of the details of that shipment, including the carrier and shipment information, on one centralized page.

Action queues are available to warehouse personnel and provide an upstream view of daily activities. These are powerful as it allows them to be proactive vs reactive. A shipping manager can see what is scheduled to be picked and delivered to shipping and if he or she sees something needs to be expedited for next day delivery he or she can communicate out to the team to ensure it takes priority.

Action Queue Shipping

Enforce Spending Policies

Complete visibility of the procurement process begins with the requisition. Requisitions are requests to spend, and they most commonly occur when employees request funding for purchases. For example, an employee might request $2,000 to spend on a new laptop. If the manager approves the requisition to spend, then that item would be turned into a purchase order automatically.

FinancialForce SCM enables businesses to manage their spending policies with electronic workflows and approval routing. Multiple requisitions can be funneled into a single purchase order, and procurement hierarchies can be created based on commodity codes, suppliers or supplier agreements.

Requisition Line Items

FinancialForce SCM Integrations

FinancialForce SCM runs on the platform. This enables users to take advantage of both solutions with a single sign-on and with no hardware or syncing required.

FinancialForce SCM Pricing

FinancialForce SCM sells as a SaaS model, charging businesses on a per user/per month basis. FinancialForce SCM also charges an implementation fee for the first setup.

FinancialForce SCM Bottom Line

  • Supply chain management solution that manages both warehouse and drop ship fulfillment models

  • Native on the Salesforce Platform

  • Best suited for value-added resellers, medical device companies, and technology hardware and software providers

  • Involves order fulfillment, inventory management, and supplier or spend management

  • Enables businesses to handle multiple sales channels

  • Is part of the FinancialForce ERP Suite

FinancialForce SCM FAQs

Below are some frequently asked questions for FinancialForce SCM.

Q. What type of pricing plans does FinancialForce SCM offer?

FinancialForce SCM offers the following pricing plans:

Pricing model: Subscription

Free Trial: Available

Contact us for pricing

Q. What are the main features of FinancialForce SCM?

FinancialForce SCM offers the following features:

  • AvaTax
  • Drop Shipment
  • Fixed Asset Management
  • Light Manufacturing
  • Lot management
  • Salesforce
  • Service Contracts
  • Spend Management
  • Supply Chain Management

Q. Who are the typical users of FinancialForce SCM?

FinancialForce SCM has the following typical customers:

Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

Q. What languages does FinancialForce SCM support?

FinancialForce SCM supports the following languages:


Q. What type of pricing plans does FinancialForce SCM offer?

FinancialForce SCM has the following pricing plans:


Q. Does FinancialForce SCM support mobile devices?

We do not have any information about what devices FinancialForce SCM supports

Q. What other apps does FinancialForce SCM integrate with?

FinancialForce SCM integrates with the following applications:

Bullhorn Jobscience, CallidusCloud CX, Clicktools for Salesforce, DocuSign, Expensify, FinancialForce Accounting, FinancialForce ERP, ServiceMax, Workato, Xactly Incent

Q. What level of support does FinancialForce SCM offer?

FinancialForce SCM offers the following support options:

FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials