Cobalt ERPWhat's new in Cobalt ERP.
The latest capabilities, and how they work in detail.
See what Cobalt ERP covers and how the most-asked-about features work. The plan comparison shows which subscription includes each one.
Explore the work Cobalt covers.
Follow the product areas relevant to your business and see what each one covers and which plan includes it.
- Delivery dates you can promise — the order form shows what is in stock now, what is short, and the date incoming stock will cover it. Purchase orders with no expected date are left out instead of guessed at.
- Locked stock for promised orders, and reallocation by priority — once you promise a delivery, the stock behind it is locked, so it can't be moved to a higher-priority order. Back orders can be reshuffled by priority in one go, with a before-and-after report.
- Volume rebate agreements — for a customer or a buying group, with backdated tiers. Every invoice, cancellation and credit note updates the rebate due and records only the change. Premier.
- Controlled price-list changes — a price list in use is locked. You make a new version, and publishing it replaces the old one for every customer, group and sales channel at once, with a record of how many were moved over.
- Returns and returns authorisation — raise a return against an invoice, approve it and receive the goods. Then send each line to restock, quarantine, scrap or repair, and settle it with a credit note and, if needed, a replacement order.
- Drivers can work offline — drivers keep working with no signal. Their actions are saved on the device and sent when they are back in range, with photos and proof reattached and any clashes flagged.
- Public REST API and webhooks — API keys with limited access, and twenty kinds of update you can subscribe to, sent securely, retried automatically and logged so you can resend them. Scale.
- Data migration with a dry run — a practice run that applies every real check to your import and then undoes it, so you see exactly what would happen before anything is saved.
The parts people ask about most.
Three features that are easy to claim and hard to get right, so here is exactly how each one works.
Partial-shipment policy
Whether an order can go out in part is a rule you set once for the whole business. You can change it for each customer and sales channel, and set a minimum amount below which nobody is sent to pick it.
Settlement discounts
Early-payment terms are stored for both customers and suppliers. The discount is applied when the payment arrives instead of sorted out later, so the books never show a balance nobody plans to collect.
Customer scoring
Revenue, margin, how recently they bought and how often they come back are kept up to date on the customer record, with a value tier and a payment-risk score beside them. You can make a credit decision without running a report first.
What growing businesses tend to need next.
Match the work you need to the plan that includes it. These examples follow the plan comparison; an industry pack does not remove a plan requirement.
- Identity and controls — roles, permissions and two-factor authentication are included on every plan. Separation-of-duties checks start at Growth. Single sign-on and automatic user setup through SCIM require Premier or above.
- Group finance — group consolidation and intercompany capabilities require Premier or above. Review the companies, currencies and accounting treatment you need before planning a group rollout.
- Electronic invoicing — Peppol and EDI are listed on Premier and above. Confirm the required format, country and trading-partner connection; this does not imply support for every national tax-clearance system.
- Warehouse operations — Growth adds wave picking and warehouse floor mode. Scale adds bin replenishment and inter-warehouse transfer orders. Check device and workflow requirements with your team.
- Returns — Scale and above include inspection, disposition, credit notes and optional replacement orders. A return can be routed to restock, scrap or repair as appropriate.
- Subscription billing — recurring and usage-based billing is available. Late usage and final usage on cancellation need manual invoicing. The current straight-line revenue schedules are not a full ASC 606 or IFRS 15 performance-obligation engine. See the documented scope.
- Sales management — Scale and above include commission and representative-performance reports, plus territory and quota target reports. These reports do not imply automatic commission posting or territory assignment.
- Reporting — scheduled report delivery starts at Scale; the report builder starts at Premier. Choose the reporting scope alongside your data and access requirements.
- Manufacturing — bills of materials and manufacturing orders start at Growth. Production scheduling and capacity planning require Premier or above.
There are two things we have decided not to build, so you are not waiting for them. Buyers will never see your stock cover in the portal. How low your stock is, and which other customer has it on hold, is your business and not theirs. And the assistant will never post to the books on its own. It prepares a draft, a person confirms it, and the normal posting rules apply. Both are deliberate choices.