Genius ERP

Enterprise resource planning for SME custom manufacturers

About Genius ERP

Genius ERP by Genius Solutions is an all-in-one, enterprise resource planning (ERP) solution for small and medium custom manufacturers with features for managing inventory, projects, customers, employees, production processes, vendors, accounts, and more. The cloud-based tool is specifically designed for manufacturers handling make-to-order, engineer-to-order, custom-to-order and assemble-to-order projects within industries including machinery, transportation, food production, and more.

With the aim of helping businesses to manage and automate their manufacturing processes, Genius ERP facilitates project, customer, employee, and vendor management. The project management features within Genius ERP allow users to plan labor capacity, set and track goals, generate estimates, schedule tasks, track time, and more. Tools for quoting, estimating, invoicing, and shipping aid with managing vendors and customers, and real-time work orders and progress tracking allow businesses to keep their customers in the loop at all times. Automatic inventory tracking ensures that businesses can keep track of materials in real time, and alerts can be triggered for potential stock shortages, meaning users can carry out reorders and make price inquiries to vendors.

Genius ERP also offers tools for transforming CAD designs into bills of materials and requests for quotations in order to automate engineering processes and reduce data entry errors. The system also includes measures for quality control through automatic non-conformance reports and corrective action input and assignment. The Genius ERP production planning tools facilitate task scheduling based on capacity and other relevant metrics, prioritizing of workloads vs capacity, real-time monitoring of work-order completion, expense tracking for jobs, and more. Finances can be managed within Genius ERP with real-time, synchronous data entry for accounts receivable, accounts payable, general ledger, and banking management.

Pricing starting from:

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Genius ERP

  • Use the Genius ERP REST API to integrate with third party applications and websites, and carry out custom development in order to share real-time information with end users.

  • Transform CAD designs to bills of materials and requests for quotations with the CAD2BOM tool which integrates with SolidWorks and Inventor to produce a bill of materials using CAD properties.

  • Manage customers and vendors within Genius ERP with tools for pricing, quote creation, invoice processing, price inquiries, smart ordering, and more.

  • Control the quality of production with automatic creation of non-conformance reports and corrective action input. Businesses can build a quality history in order to guide team members and new hires on quality norms.

  • Track sales with the in-built CRM sales platform within Genius ERP. View a dashboard of sales reports and opportunities, manage communications with customers, track sales pipelines, setup user permissions, and more.
  • Typical Customers

    • Freelancers
    • Small Businesses (2-50)
    • Mid-size Companies (51-500)
    • Large enterprises (500 and more)

    Deployment

    • Cloud-based
    • On-premise

    Markets

    Canada, United States

    Supported Languages

    English, French

    Pricing starting from:

    Not provided by vendor

    • Free Version
    • Free Trial
    • Subscription

    Images

    Genius ERP Software - Save on engineering time with Genius CAD2BOM. With a push of a button, turn a Solidworks or Inventor model into a fully itemized, complex Bill of Materials—no matter the number of assembly levels—ready for procurement, planning, pricing, and production.
    Genius ERP Software - Get visibility of your entire business with a range of reports and analytics available at your fingertips—giving you oversight into every aspect of your operations. Harness the power of real-time data to make the best decisions for your company.
    Genius ERP Software - Accurately know your inventory levels every second of the day. Track all of your inventory needs—including on mobile devices—to control your costs and replenish stock based on actual on-the-job demand with one simplified and fully integrated system.
    Genius ERP Software - Genius ERP has two scheduling systems—traditional plus the only DBR scheduling system available within an ERP. Choose the right solution to schedule your shop with precision, and ensure jobs are always completed on time and within budget.
    Genius ERP Software - Genius ERP has two scheduling systems—traditional plus the only DBR scheduling system available within an ERP. Choose the right solution to schedule your shop with precision, and ensure jobs are always completed on time and within budget.
    Genius ERP Software - 6
    Genius ERP Software - 7
    Genius ERP Software - What If Scheduling
    View 10 more
    Genius ERP video
    Genius ERP video
    Genius ERP Software - Save on engineering time with Genius CAD2BOM. With a push of a button, turn a Solidworks or Inventor model into a fully itemized, complex Bill of Materials—no matter the number of assembly levels—ready for procurement, planning, pricing, and production.
    Genius ERP Software - Get visibility of your entire business with a range of reports and analytics available at your fingertips—giving you oversight into every aspect of your operations. Harness the power of real-time data to make the best decisions for your company.
    Genius ERP Software - Accurately know your inventory levels every second of the day. Track all of your inventory needs—including on mobile devices—to control your costs and replenish stock based on actual on-the-job demand with one simplified and fully integrated system.
    Genius ERP Software - Genius ERP has two scheduling systems—traditional plus the only DBR scheduling system available within an ERP. Choose the right solution to schedule your shop with precision, and ensure jobs are always completed on time and within budget.
    Genius ERP Software - Genius ERP has two scheduling systems—traditional plus the only DBR scheduling system available within an ERP. Choose the right solution to schedule your shop with precision, and ensure jobs are always completed on time and within budget.
    Genius ERP Software - 6
    Genius ERP Software - 7
    Genius ERP Software - What If Scheduling

    Features

    Total features of Genius ERP: 75

    • API
    • Accounting
    • Accounting Integration
    • Activity Dashboard
    • Activity Tracking
    • Audit Management
    • Automated Scheduling
    • Bank Reconciliation
    • Barcode / Ticket Scanning
    • Billing & Invoicing
    • Bills of Material
    • CRM
    • Capacity Planning
    • Corrective and Preventive Actions (CAPA)
    • Cost Tracking
    • Customer Database
    • Customisable Reports
    • Customizable Fields
    • Data Import/Export
    • Document Coding & Control
    • Document Management
    • ERP
    • Estimating
    • Expense Tracking
    • Financial Analysis
    • Financial Management
    • For Small Businesses
    • General Ledger
    • Integrated Business Operations
    • Inventory Management
    • Inventory Optimisation
    • Inventory Tracking
    • Invoice Management
    • Invoice Processing
    • Job Costing
    • MES
    • Manufacturing Planning
    • Material Requirements Planning
    • Monitoring
    • Multi-Currency
    • Multi-Location
    • Order Management
    • Order Processing
    • Performance Metrics
    • Planning Tools
    • Product Data Management
    • Production Management
    • Production Scheduling
    • Production Tracking
    • Progress Tracking
    • Project Management
    • Project Planning
    • Projections
    • Purchase Order Management
    • Quality Control
    • Quality Management
    • Quotes/Estimates
    • Real Time Analytics
    • Real Time Data
    • Real Time Reporting
    • Reporting & Statistics
    • Reporting/Analytics
    • Sales Orders
    • Shipping Management
    • Status Tracking
    • Stock Management
    • Supplier Management
    • Supply Chain Management
    • Task Scheduling
    • Third Party Integrations
    • Time & Expense Tracking
    • Traceability
    • Warehouse Management
    • Work Order Management
    • Workflow Management

    Alternatives

    Epicor HCM

    3.8
    #1 Alternative to Genius ERP
    Epicor's cloud HR software helps to foster talent within an organization, recruit new talent, track employee performance...

    Dynamics 365

    4.3
    #2 Alternative to Genius ERP
    Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is...

    JobBOSS²

    4.2
    #3 Alternative to Genius ERP
    ECI Shoptech brings together industry-leading solutions E2 SHOP and JobBOSS to create the next evolution in job shop...

    QuickBooks Desktop Enterprise

    4.5
    #4 Alternative to Genius ERP
    QuickBooks Desktop Enterprise is an accounting software for small businesses which provides users with real-time access...

    Reviews

    Overall rating

    4.1 /5
    (98)
    Value for Money
    4.2/5
    Features
    4.0/5
    Ease of Use
    3.9/5
    Customer Support
    4.1/5

    Already have Genius ERP?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 98
    Sebastien
    Overall rating
    • Industry: Food & Beverages
    • Company size: 51-200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Simple and efficient

    Reviewed on 23/8/2021

    Pros

    Easy to use. Transactions are fast. Great support at the implantation. intuitive ERP

    Cons

    I will appreciate more basic KPI to be delivered with the program. Also, more normalized terms between each transaction

    Alternatives Considered

    SAP Concur
    Samantha
    Overall rating
    • Industry: Machinery
    • Company size: 51-200 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Genius - Great Manufacturing ERP Software

    Reviewed on 13/10/2022

    The whole process from implementation to Go Live has been a great one overall. [SENSITIVE CONTENT]...

    The whole process from implementation to Go Live has been a great one overall. [SENSITIVE CONTENT] has been amazing with us!! I did feel that we were left alone a bit too much during this process, however this in turn has made us much better at understanding the software overall.

    Our team has adopted the new system well. We are still working through some issues and need to figure out all of the nuances of a new system.

    Pros

    Our whole manufacturing process is managed including inventory control. I really like that the team can look into a job and figure out at what stage certain items are at in the manufacturing process.

    The engineering side is great, and allows our team not to have to do duplicate entries. This also ensures that there is much less human error since the items are imported directly from Inventor to the Engineering Document. This in turn is transferred to the job.

    From the quoting side, we were doing our small quotes manually previously, and now we quote within the system and then when a PO is given we convert it. Therefor no extra entry is needed.

    Cons

    The accounting side is not the greatest. You can tell that this was added to the software after. It is really hard to follow the transactions. There is potential for it to be better.

    I think that one of the biggest downfalls of the software is how buy and sell parts are handled with regards to inventory. The system was not created for this purpose, and therefore is has a big weakness on how this is controlled/handled.

    The scheduling is a very hard concept to understand and it takes time to get it to work. There are items that don't make sense at times and you have to dig to figure out why. It is not always clear to know why certain dates are given.

    The standard reports are not great.

    Alternatives Considered

    Divalto, Global Shop Solutions and Epicor HCM

    Reasons for Choosing Genius ERP

    We outgrew the system.

    Reasons for Switching to Genius ERP

    We chose Genius over all the others because it had the best manufacturing control for how we handle our business. We had our whole team a part of this process. We had looked at Genius a few years prior to really looking at new ERP systems, and they weren't good enough. But at the final minute, they convinced us to take a look again at their newly updated system and they convinced us that they had improved their system. They may not have the best user interface, however the manufacturing side was better handled than other systems.
    Kathleen
    Overall rating
    • Industry: Machinery
    • Company size: 2-10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 1.0 /10

    Older versions NOT accounting friendly

    Reviewed on 20/10/2022

    I am looking to upgrade our system, because it is by far one of the worst (least intuitive)...

    I am looking to upgrade our system, because it is by far one of the worst (least intuitive) accounting software programs I've ever used (and I've been in the industry for 10+ years).

    Pros

    The accounting functions of our business can be tracked with the same software as our ERP

    Cons

    Finding reports, and basic accounting functions is not intuitive and their online "help" is vague and NOT helpful. There is no way to retrieve past bank reconciliations (that I have found) which is inconvenient when you don't have access to previously saved records. Hopefully they've improved on later versions.

    Josh
    Overall rating
    • Industry: Machinery
    • Company size: 51-200 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    A Genius Fit for Custom Manufacturers

    Reviewed on 12/10/2022

    The implementation process was shockingly smooth. We were expecting a lot of clean up and things to...

    The implementation process was shockingly smooth. We were expecting a lot of clean up and things to fix and found that to be very little. Compared to our previous ERP, getting to data and having it available without the need to drill down several levels to find it is a major improvement. The ability to filter data using drag and drop headers makes data processing much faster. Overall it has improved our business functions dramatically and we are only getting started. There are many features we are bringing on board that will further improve the value to the business. The technical team has also been easy to work with and responsive.

    Pros

    The integration by far was the most seamless and easy process that we've gone through with an ERP implementation. Being a custom manufacturer, we needed an ERP designed for our type of business. From CAD to BOM capability, preliminary purchasing of long lead time parts, scheduling using the drum-buffer-rope method and the ability to access data for metrics and data driven process control, Genius had it all!

    Cons

    There are some features that are not customizable. If you can't adapt your process to fit then you've got to figure out ways to use other features in a different manner to achieve the goal. Luckily we've been able to do that for most processes and still maintain a high level of efficiency. The software has a Gantt chart feature but its not printable in a format that can be shared. That for us is the biggest omission for software focused on custom manufacturing.

    Alternatives Considered

    Dynamics 365

    Reasons for Choosing Genius ERP

    ABAS is a great ERP system but is geared towards "widget" manufacturers when it comes to scheduling. With our company growth it was becoming obvious that we could no longer keep scheduling disconnected from our processes that utilize the ERP system.

    Switched From

    abas ERP

    Reasons for Switching to Genius ERP

    Genius is built on the Theory of Constraints and the Drum-Buffer-Rope method of scheduling. It has been proven to be the best method for custom manufacturers who deal with long lead parts, changing priorities and many changing factors that a lot of scheduling packages can't handle. The ability to handle scheduling, provide an accessible database (SQL), not require bolt on packages to be fully functional (finance, CAD2BOM, service, etc.) and cost competitive all gave Genius the edge over the others.
    Greg
    Overall rating
    • Industry: Warehousing
    • Company size: 11-50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Great Software and Functionality at a fraction of Big ERP Cost!

    Reviewed on 12/10/2022

    Very good. From signing the contract to go live with a small trailer manufacturer in NC was 2...

    Very good. From signing the contract to go live with a small trailer manufacturer in NC was 2 months! Good training and experience in ERP helped that, but even if we added more complexity, we could have accomplished it in 4 months, tops.

    Pros

    Having been in ERP space for 30+ years in Manufacturing Environments, I can attest that Genius ERP provides very robust functionality at a very competitive price. From BOM to Engineering Lifecycle to MRP and MPS, it really does it all. Their training is straightforward and their support is excellent! They also have scheduled "talk with an expert" sessions (~2x week) that enable you to get quick responses on issues of functionality.

    Being Cloud hosted means you don't have to invest in the infrastructure and sleep at night knowing your data is safe. Their security is as robust or simple as you'd like it to be. Lastly, if you're familiar with SQL databases, they have a very nice interface through their own Analytics Product and Power BI.

    Other nice features: Downloads of views of data to excel, Export/Import of major data sources; Robust custom fields; Report export to Excel, PDF, etc..; REST API to enable web based integrations.

    Cons

    Being cloud hosted, we have to RDP into Azure (as opposed to a full-fledged html version) to get to a desktop (I believe this is on their roadmap). They do, however, have a Web Shop Floor interface that eliminates the need of the Remote Desktop for shop floor reporting. Lastly, because of the RDP, we have to rely on local default printers for printing (but there are many option for preview->pdf/excel).

    No OBC data access, but they do have a nice Power BI connector.

    Their General Ledger is servicable, but they tell you that from the outset. And I would never make a manufacturing ERP decision with the quality of the G/L being a major factor. Besides, you can get the data out of Genius via Analytics and/or PowerBI and cut/paste into Excel.

    File exchange (through Azure connectors) is accomplished by creating a share on Azure and local company and syncing the two. It's not immediate, but it is relatively timely.

    No local admin rights on the desktop, requiring a help desk ticket for any software install or upgrade.

    These are all relatively minor inconveniences, when you look at the core functionality of Genius.

    Alternatives Considered

    NetSuite CRM and SYSPRO

    Reasons for Choosing Genius ERP

    Disparate systems didn't talk to each other. Needed integrated solution to eliminate redundant tasks.

    Reasons for Switching to Genius ERP

    Cost, better fit, better interface, sales relationship.
    Showing 5 reviews of 98 Read all reviews

    Genius ERP FAQs

    Below are some frequently asked questions for Genius ERP.

    Genius ERP offers the following pricing plans:

    • Starting from:
    • Pricing model: Subscription
    • Free Trial: Not Available

    Contact Genius ERP for pricing information.

    Genius ERP has the following typical customers:

    2-10, 11-50, 51-200, 201-500

    Genius ERP supports the following languages:

    English, French

    Genius ERP supports the following devices:

    Genius ERP integrates with the following applications:

    Avalara - inactive, Inventor, Microsoft Power BI, QuickBooks, SolidWorks Enterprise PDM, SolidWorks Premium, SolidWorks Simulation Premium

    Genius ERP offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

    Related categories

    See all software categories found for Genius ERP.