Tools
BPM – Manage all your business processes
At Priority, we believe that users and admins should be able to handle their own systems, minimizing the dependency on third party vendors. This is best illustrated in an ERP with a strong Business Process Management (BPM), the robust tools that define and change the business layer, making an organization’s workflow more efficient. Based on robust workflow software, application integration and document management, Priority’s BPM effectively monitors, evaluates and maintains tasks and processes in real time.
Priority’s BPM tools are used for automating, measuring and optimizing business processes, using workflow and collaboration to provide meaningful metrics to business leaders. These tools include a graphical drag & drop User Interface (UI) to allow users to build or change workflows in minutes.
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Global Search – Find what you need when you need it most
Priority’s Global Search is conveniently built into Priority ERP, to help users find information quickly and easily. The Global Search function is always available and is accessible from any Priority screen. By simply entering just a few characters or a keyword in the Global Search field, Global Search looks for every occurrence of a particular word or other sequence of characters, instantly showing results from various record types, such as contact, customer, sales orders, project, or even a sentence in a document.
Priority Global Search helps users to easily navigate throughout the system, making finding and accessing information – easier than ever before. Users can also customize the fields based on which search will be shown, and results can be filtered according to item, such as contact person, task, document, price quote, and more, as well as according to date and time.
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Business Rules Generator – Real control at your fingertips
Priority’s Business Rules Generator controls the behavior of the business, including the ability for non-developers to define rules, alerts and push notifications. It is a convenient and useful tool that enables users to define warning messages, error messages and email messages that are activated automatically when certain conditions are met in a given form in Priority ERP.
Using the Business Rules Generator, users can quickly and easily generate a variety of messages, including an error message preventing the user from completing an operation they’re trying to perform, a warning message alerting the user of possible consequences that may result from the completed operation, an email message to which a printout of the current record can be attached and sent to a user, group, email address or contact person, and an SMS message that can be sent to a user, group, mobile device or specific contact.
EDI – Quick and easy data transfer
Priority EDI (Electronic Data Interchange) quickly and easily transfers data from one software application to another via a standardized message format, without the need for human intervention. Priority EDI speeds up the transfer of electronic business processes, enabling multiple users in multiple companies, even in different locations, to share and exchange documents electronically.
EDI is used for a multitude of business operations, such as logistics, to enable the electronic transfer of data between logistics companies and their business partners, for shipping and billing information to process freight bills, bills of lading, purchase orders and other freight documents. For manufacturing customers, Priority EDI is used to control various processes, such as purchase orders, shipment notices and invoices.
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Priority API – Real connectivity to get the job done
Priority APIs “open the door” to real connectivity. Priority supports system openness by offering a range of standard APIs to ensure that Priority ERP interfaces effectively with other applications and simplifies integration of external components into Priority. It’s the convenient API layer that enables developers to integrate Priority ERP on both the database and application level with any third party or self-developed app.
Priority’s REST API enables rapid integration to external applications. REST is the standard architectural style used to develop applications and programs that interface with Priority. With Priority’s REST API, any web developer can integrate with a user’s website and CRM module, so that leads are automatically updated. When integrated with an e-commerce website, any new orders via the site automatically create the order in the Priority ERP. Priority’s REST API also enables seamless connection to an infinite number of sensors and connected devices, allowing businesses to take full advantage of the IoT. Fleet management is one such example, where Priority ERP tracks each vehicle in the fleet, generating reports on mileage, gas consumption, location and even current velocity.
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Priority Talk – Your NEW Collaboration Tool
At Priority, we know that task management within and across departments can be challenging, so we’ve developed a new collaboration tool to help you work smarter and more efficiently. Introducing Priority Talk, Priority’s new internal collaboration tool released in V. 18.1.
Priority Talk is a convenient, chat-like tool that enables individual users and teams to talk about their work within the context of the work itself and helps organize and prioritize these online conversations – chats, to improve both the process and the final outcome.
With Priority Talk, you can quickly and easily communicate with colleagues across departments and share information on documents and projects that you’re tracking. What’s more, you can read and immediately reply to messages, get notified on new items in your message feed, when a document’s assigned user or status changes or when a new comment is added to the conversation. You can also add peers to the chat and conveniently unfollow a chat when you’re done.
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Help Tools – Enhancing the user experience
Priority’s extensive range of online Help tools support not only the user with quick access to questions and queries, but also enhance the user experience. Priority’s online learning and Help tools help create and maintain an intuitive user experience, with measurable effects on employee productivity.
Priority’s ultimate goal is to make the user interface (UI) so simple that employees can do their jobs without training. To boost a more intuitive UI and to make learning quick and easy, Priority’s responsive Help tools include step-by-step tutorials for main processes, advanced contextual search, personalized homepage and menus, and quick access to recently opened documents.
Personalization Tools – Customize your Priority ERP experience
At Priority, we know that every business is unique and that each organization is fundamentally different when it comes to its business operations. To meet individual user needs and enhance the user experience, Priority offers flexible user-level personalization tools to change, customize and make the user interface highly intuitive. Priority’s personalization tools help make the ERP implementation process fundamentally easier, as there’s no need to change the business flow according to the system.
Priority’s user-level personalization tools include homepage shortcuts, where users can add shortcuts to their most common tasks or screens. This tool not only gives users quick access to their tasks, a convenient homepage tab shows how many open tasks/to-do items are awaiting action. Priority comes with a built-in calendar and email support, both easily synchronized with MS-Office (desktop or Office 365) and Gmail tools. Users can also upload specific items, such as an Outlook email, directly to Priority, with just one click.
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