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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

The revenue potential of subscription orders is evident for both retailers and consumers alike. With Smart Order Refill, our subscription cartridge designed for Salesforce Commerce Cloud, customers can easily establish and manage their subscription orders according to their preferences. This tool is compatible with SiteGenesis and Storefront Reference Architecture (SFRA), offering a variety of features that assist in attracting new clients while ensuring satisfaction for current ones through the option to subscribe. It serves as a perfect solution for regularly purchased items such as cosmetics, groceries, and household products, benefiting both merchants and their customers simultaneously. Additionally, Smart Order Refill aligns with SFRA, which serves as the customization model and design framework for Salesforce Commerce Cloud. Merchants can activate subscription orders directly on product pages, and the intervals for these subscriptions can be tailored in the business manager, allowing for greater flexibility and control. This not only enhances the shopping experience but also fosters customer loyalty over time.

Description

Experience a comprehensive platform designed to address all your back office requirements. Zoho Finance Plus encompasses a wide range of tools, from invoicing and order management to accounting, enabling you to enhance the efficiency of your back office tasks. You can generate professional invoices, automatically send payment reminders, and process online payments effortlessly with Zoho Invoice. Each application within the Zoho Finance ecosystem is meticulously crafted to work in tandem, ensuring that any information inputted in one app is instantly updated across all others, keeping your data consistently accurate. When sales representatives create quotes and orders in one module, these details are immediately accessible to other teams, facilitating prompt order fulfillment, customer invoicing, and payment collection. As businesses increasingly adopt subscription models, the Zoho Finance Suite provides a robust recurring billing solution, effectively merging it with conventional accounting practices. Additionally, Zoho Expense streamlines your reimbursement approval process, making it easier for teams to manage expenses efficiently. Overall, Zoho Finance Plus offers an integrated approach to managing your financial operations seamlessly.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Salesforce Agentforce Commerce Yes 
Salesforce Experience Cloud Yes 
Storefront UI Yes 
Zoho Billing No 
Zoho Books No 
Zoho Checkout No 
Zoho Expense No 
Zoho Inventory No 
Zoho Invoice No 

Integrations

Salesforce No 
Salesforce Agentforce Commerce No 
Salesforce Experience Cloud No 
Storefront UI No 
Zoho Billing Yes 
Zoho Books Yes 
Zoho Checkout Yes 
Zoho Expense Yes 
Zoho Inventory Yes 
Zoho Invoice Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$149 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

OSF Digital

Founded

2003

Country

Canada

Website

osf.digital/products/commerce-cloud/smart-order-refill

Vendor Details

Company Name

Zoho

Founded

1996

Country

India

Website

www.zoho.com/us/financeplus/

Product Features

Subscription Management

Cancellation Management Yes 
Discount / Coupon Management Yes 
Dunning Management No 
Enrollment Management No 
Product Catalog Yes 
Recurring Billing Yes 
Revenue Recognition No 
Revenue Recovery Tools No 
Self Service Portal Yes 
Subscription Plan Management Yes 
Tax Management Yes 
Trial Management No 
Usage Tracking/Analytics Yes 

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

Corporate Tax

Compliance Management No 
Data Import / Export No 
Data Verification No 
Electronic Filing No 
Exception Notification No 
For Nonprofits No 
For Partnerships No 
K-1 Reporting No 
Payroll & Employer Forms No 
Status Tracking No 
Tax Planning No 

Expense Report

Approval Process Control No 
Invoice Management No 
Multi-Currency No 
Receipt Management No 
Reimbursement Management No 
Spend Control No 
Time Tracking No 
Workflow Management No 

Inventory Management

Alerts/Notifications No 
Barcoding / RFID No 
Forecasting No 
Inventory Optimization No 
Kitting No 
Manufacturing Inventory Management No 
Mobile Access No 
Multi-Channel Management No 
Product Identification No 
Reorder Management No 
Reporting/Analytics No 
Retail Inventory Management No 
Supplier Management No 
Warehouse Management No 

Shopping Cart

Abandoned Cart Saver No 
Catalog Management No 
Credit Card Processing No 
Discount / Coupon Management No 
Inventory Control No 
Product Configurator No 
Product Ratings / Reviews No 
Refund Management No 
Returns Management No 
Shipping Management No 
Tax Management No 

Subscription Management

Cancellation Management No 
Discount / Coupon Management No 
Dunning Management No 
Enrollment Management No 
Product Catalog No 
Recurring Billing No 
Revenue Recognition No 
Revenue Recovery Tools No 
Self Service Portal No 
Subscription Plan Management No 
Tax Management No 
Trial Management No 
Usage Tracking/Analytics No 

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