Hand fulfillment to a 3PL and still see every shipment. Let Avalara work out the tax across every jurisdiction you sell into. Push sales, payments and bills into QuickBooks or Xero continuously instead of exporting a file and hoping it reconciles. Give every role exactly the permissions and approval routing it needs, build your own workflow forms, and keep seven years of history for the auditor who eventually asks. The caps come off, the add-ons are included, and the price is quoted to the infrastructure you actually need.
What Elite adds to Power
Everything in Power carries over. These are the capabilities you only get here.
Get it out the door
When packing and shipping outgrows one person and a printer.
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Fulfillment 3PL Integration
Submit fulfillments to third-party logistics providers
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Fulfillment Analytics
Fulfillment performance dashboards and pick metrics
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Fulfillment Rate Shopping
Compare carrier rates and select optimal shipping option
Keep the books straight
When export-and-reconcile stops being good enough.
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Accounting API Sync
Live bidirectional sync with QuickBooks Online and Xero. Push sales, payments, and bills via API. OAuth connection, chart of accounts mapping, reconciliation dashboard.
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Avalara Tax Integration
Connect Avalara AvaTax for automated tax calculation.
Stop doing it by hand
When the same three steps happen after every single order.
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Extensible Form Pages
Define JSON-driven extensible data-collection pages that appear between workflow steps.
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Workflow Hooks
Server-side hook extension points that fire synchronously during workflow transitions.
Move data in and out
When your numbers have to live somewhere else too.
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Data Connectors
Advanced data export connectors: external S3 delivery, API data pull with incremental sync, and scheduled recurring exports.
Govern a bigger team
When approvals and permissions matter more than speed.
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Elite Governance
Custom roles, approval routing, and field-level permissions for elite tenants.
73 Features Included
Grouped by area. Open the ones that matter to you.
Orders & POS16
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AI Order-Line Parsing
AI parsing of a spoken/typed order line into quantity, price, and description for quick voice order entry
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Appraisals
Create and manage appraisal orders with intake, examination, and report workflows
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B2B Orders
Enable wholesale/B2B workflows including allocation and fulfillment stages
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Chain of Custody
Track who is physically holding a customer's item as it moves between staff, benches and safes. Every hand-off is recorded on the order's history and mirrored to the business audit log.
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Condition Capture
Record how a customer's item arrived — a structured part-and-mark checklist with photos at intake, shown back at pickup. Off by default; the vocabulary is editable under Settings > Reference Data.
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E-Commerce Orders
Enable e-commerce order ingestion and fulfillment
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Layaway
Enable layaway plans on POS orders with configurable deposits, terms, forfeiture rules, and automated reminders
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Orders Workspace
Access to the shared orders workspace, milestones, and reporting
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Payment Links
Email a customer a link to pay an order balance on your own payment provider, with a QR code for a printed ticket. For orders taken by phone where the customer is not at the counter.
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Point of Sale
Enable POS order processing, payments, and receipt printing
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POS Barcode Scan Auto-Add
Enable barcode scanner auto-add workflow in Order Workspace — scan + Enter to add items
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Quick Order Entry
Lightweight mobile-first order entry page — add lines by typing or voice, reusing the backend order pipeline for authoritative totals
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Quotes & Estimates
Create and manage quotes/estimates with customer approval workflows
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Shipping Management
Tenant-defined shipping methods with flat rate, weight-based, and order-total-based rate calculation
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Work Order Labor Timer
Optional per-technician labor time tracking on work orders (start/stop timer + productivity stats). Off by default; enable to expose the timer panel.
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Work Orders
Enable work/construction order workflows and scheduling
Inventory6
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Advanced Inventory Controls
Demand forecasting with ABC analysis and automated stock synchronization between locations
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Assembly & Bundle Items
Create bundles and kits with component items, automatic inventory deduction, and flexible pricing strategies.
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Backorder Management
Automated backorder aging alerts, reminders, and cancellation workflows.
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Inventory Management
Track items, adjustments, transfers, and replenishment
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Location Catalog Management
Control which items are available for sale at each location.
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Stock Count
Dedicated stock count worksheet for physical inventory verification
Fulfillment & Warehouse63 new
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Fulfillment 3PL IntegrationNew
Submit fulfillments to third-party logistics providers
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Fulfillment AnalyticsNew
Fulfillment performance dashboards and pick metrics
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Fulfillment Management
Fulfillment management flow with pick lists, status tracking, and print support
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Fulfillment Multi-Box Shipping
Ship orders in multiple boxes with per-box tracking
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Fulfillment Rate ShoppingNew
Compare carrier rates and select optimal shipping option
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Fulfillment Zone Picking
Zone-level pick task assignments for fulfillment staff
Purchasing1
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Purchasing & Vendor Imports
Vendor SKU catalog imports, purchase orders, receiving, and supplier intelligence
Pricing & Promotions3
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Contract Pricing
Per-customer pricing contracts with catalog restrictions and off-catalog discounts for B2B.
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Promotion Engine
Structured promotions with auto-apply pricing, stacking rules, and usage tracking
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Wholesale Pricing
Customer-tier pricing with price lists, quantity breaks, and per-customer overrides.
Customers & CRM2
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Customer Management
Lightweight customer management with auto-computed segments and milestone date tracking
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Customer Management Pipeline
Sales pipeline management with customizable stages, Kanban board, and pipeline analytics.
Billing & Accounting62 new
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Accounting API SyncNew
Live bidirectional sync with QuickBooks Online and Xero. Push sales, payments, and bills via API. OAuth connection, chart of accounts mapping, reconciliation dashboard.
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Accounting Integration
Live sync with QuickBooks Online and Xero. Push sales, payments, and bills via API.
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Accounting Reports
QuickBooks-compatible CSV exports for sales, payments, bills, customers, and vendors. Export and manually import into QuickBooks, Xero, or other accounting software.
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Accounts Payable
Record and track supplier bills against purchase orders.
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Accounts Receivable
AR dunning, payment automation, credit holds, aging workflows.
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Avalara Tax IntegrationNew
Connect Avalara AvaTax for automated tax calculation.
Reporting & Analytics12
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AI Actions
Let the assistant carry out single-entity changes on your behalf, each one confirmed by you before it happens
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AI Assistant
Natural-language reporting over your own business data (ask your data)
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AI Help Assistant
Conversational, AI-powered help grounded in the product knowledge base, with one-click escalation to a support ticket
Trend charts, timeline views, and growth visualizations
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Document Reading
Reads uploaded documents so their values can be compared.
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Document Reissue
Reissue every document in a batch with the reconciled values patched over the original.
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Document Tie-Out
Read a batch of documents against a template and reconcile the values across them.
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Omni's Take
Explains why a product's sales figures moved, grounded in the tenant's own daily aggregates — every figure computed by Omni, never by the model
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On-Demand Intelligence Refresh
Refresh intelligence dashboards on demand between scheduled nightly runs
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Reporting
Dashboards and scheduled reporting exports
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Scheduled Reports
Create recurring report schedules with automatic email delivery
Automation & Workflows32 new
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Automation Rules
Unified notification and automation rules engine with PLATFORM, SYSTEM, and CUSTOM rule types
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Extensible Form PagesNew
Define JSON-driven extensible data-collection pages that appear between workflow steps.
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Workflow HooksNew
Server-side hook extension points that fire synchronously during workflow transitions.
Data Management51 new
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Data ConnectorsNew
Advanced data export connectors: external S3 delivery, API data pull with incremental sync, and scheduled recurring exports.
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Data Export
Export Hub with unified export tracking and bulk entity data export (customers, items, orders, inventory, invoices, audit logs).
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Data Import
Import data from CSV/JSON files
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Extended Data
Tenant-defined extended data across orders, inventory, and customer records
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OmniGrid Export
Ad-hoc data export from grids
Integrations2
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Integration Fabric
Connect external channels — webhook ingestion, catalog sync, order import.
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Shopify Integration
Sync products, orders, and inventory with Shopify stores.
Communication & Support3
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Email Management
Email messaging and campaign management
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Internal Announcements
Broadcast announcements to staff via calendar events with dashboard banners and acknowledgement tracking
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Support Tickets
Knowledge base and ticketing modules
Dashboard1
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Dashboard Action Center
Role-aware intent widgets that surface actionable items: backorders, overdue POs, aging orders, churn risk, and more.
Security1
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Security Posture Dashboard
Tenant-admin posture dashboard with MFA-enforcement, stale-credential, and role-coverage findings.
Elite Governance11 new
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Elite GovernanceNew
Custom roles, approval routing, and field-level permissions for elite tenants.
Other5
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B2B Customer Portal
Self-service B2B buyer portal with account-aware pricing, order history, and invoice viewing.
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Custom Workflow Prompts
Customize system workflow step prompts: disable fields, add extended data, change field requirement
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Workflow Payment Gate Customization
Allows tenants to override system payment gates and add payment requirements to additional workflow steps.
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Workflow Step Regression
Move an order backward to a previously completed workflow step for correction. Requires elevated role and a reason.
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Workflow Step-Level Approval
Configurable approval gates on any workflow step. Tenants can require approval before advancing past specific steps.
More room than PowerThe numbers behind the plan, so you can check it fits before you start.
Limit
Power
Elite
Products
500
2,000
Sizes, colors and other options per product
300
500
Sellable items in total
50,000
100,000
Connected integrations
3
Unlimited
Pricing contracts
25
Unlimited
Contract lines
5,000
Unlimited
Price list entries
10,000
Unlimited
Price tiers
15
Unlimited
Rows per import file
25,000
Unlimited
Custom automation rules
50
100
File storage
500 GB
1000 GB
A product is one thing you sell, like a T-shirt. Each size and color of it is a sellable item with its own barcode and stock count. If your products come in one version only, one product is one sellable item.
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