FAQs

You Have Questions – We’re Here to Help.

Whether you’re considering replacing outdated software, augmenting your current systems, or getting into your first software solution, it can feel like a big undertaking.  At PrismHQ, we want to help provide the information you need in a convenient method as you’re considering your options.  Below we’ve collected some of the most common questions, as well as some helpful links if you want to dive deeper.  We also encourage you to check out our Features Page for an overview of the software.  If you still have questions you don’t find the answers to, please contact us and we’ll answer them personally!

Who is PrismHQ for?

PrismHQ is specifically designed for small to medium sized manufacturing businesses that are feeling the pains associated with outgrowing their current manual processes or disparate systems. If you’re ready for a simple, easy-to-use inventory management system that also provides you a wide breadth of functionality to manage your business from order to cash, without the hassle or sky-high cost of bloated features you don’t need, PrismHQ was designed for you!  Learn more about the industries we serve.

Why do I need an inventory management system?

An inventory management software can give you the ability to manage your stock levels and incoming supplies without any hassle. As a result, the quickest return on investment often comes from lower carrying costs. Additionally, when tightly integrated with sales, replenishment, and project management, inventory management software can improve sales fulfillment, production scheduling, and efficiency by removing redundant and error prone manual data entry. Replenishment planning can assist managers on when to expedite or delay orders while maintaining customer satisfaction and optimizing inventory costs. And last but definitely not least, enhanced inventory visibility for your sales team, empowers them to confidently promote products without the risk of stockouts, leading to higher sales potential.  Learn more.

What is PrismHQ used for?

PrismHQ helps manufacturers automate and streamline their inventory management, then augments it with production management, account management, sales and replenishment, and reporting.  It is designed to serve as an easy and efficient one-stop software for all the major needs of your business.  If you already have legacy software you need to maintain, PrismHQ can serve as a hub – uniting disparate softwares and data to provide you a single source of truth for visibility and control across your entire company.

Does PrismHQ support barcodes?

Absolutely. PrismHQ utilizes barcoding for inventory management, sales automation, replenishment, and other functionality where accuracy and speed is critical.  If your suppliers label their products, PrismHQ can incorporate their pre-existing barcodes.

Can I track inventory based on batches?

PrismHQ’s automatic and manual creation of batches allows for the perfect balance of automation and control, while built-in tracking data shows where each batch came from. Whether from purchase orders or in-house fabrication work orders, each batch source is clearly marked. Diving in deeper is a breeze as each record includes quick-links to any originating documents. All this comes together to provide fast and easy control of your production and purchasing batches in one simple and intuitive screen.  Learn more.

Does PrismHQ provide alerts for low inventory levels?

Every inventory item in PrismHQ allows the user to set both replenishment levels and quantities. These settings trigger visual alerts which help avoid costly delays due to stockouts by telling the user it’s time to reorder.

Does PrismHQ integrate with QuickBooks online?

PrismHQ seamlessly integrates with Intuit QuickBooks and Sage 50, enhancing your existing workflow rather than requiring a fresh start. No matter which accounting software you use, you can easily dive into operational details and monitor every transaction through financial reconciliation.

Can PrismHQ integrate with other software?

Certainly! PrismHQ was built on a foundation of experience in custom integration. In addition to the QuickBooks and Sage integrations, PrismHQ’s architecture allows for custom integrations with other software platforms through API technology. This gives PrismHQ the power to share data with multiple other systems and even serve as a main hub uniting them all and giving you one source of truth for data across your entire company.

Is PrismHQ customizable?

Definitely. PrismHQ is highly customizable to meet the unique needs of your business – nearly all of our customers have benefitted from some level of customization. From modifying screens and workflows to setting up custom reports and automating specific processes, PrismHQ provides a range of customization options. Additionally, its integration capabilities allow you to connect with other tools and systems, making it adaptable for your unique business requirements.

Is PrismHQ cloud-based?

Whether accessing through a desktop, laptop, tablet, or smartphone, your PrismHQ in the cloud gives you full control to manage your business anywhere, anytime.

Do you offer on-premise implementations of PrismHQ?

Certainly!  PrismHQ is designed to serve your hosting needs as you see fit.  It can be installed locally on your company’s own servers and hardware. You can then use your own dedicated IT team for ongoing monitoring, maintenance, and security, or we can take those responsibilities on with a custom maintenance package.  Contact us for more information.

What's the difference between cloud-based and on-premise software?

Cloud-Based Software is accessed via the internet, with all hardware, servers, and maintenance handled by the software vendor and its IT team. Typically, cloud solutions operate on a subscription model, billed monthly or annually. This eliminates the need for expensive in-house infrastructure, as the vendor manages IT maintenance, upgrades, data backups, and security.

On-Premises Software is installed locally on a company’s own servers and hardware. This requires a dedicated IT team for ongoing monitoring, maintenance, and security. On-premises solutions involve a substantial upfront investment in software licenses and implementation, along with ongoing costs for hardware upgrades. Due to these high costs and resource requirements, many small and medium-sized businesses opt for cloud-based solutions instead.

Can I attach files to items or orders?

PrismHQ makes file management easy with a central repository that is integrated with every section of the software. No more worrying about who has the most recent version of a spec sheet or documentation. Upload it once and it can be saved directly to individual accounts, projects, and inventory items as needed. Furthermore, files can be attached to your estimates, orders, invoices, purchase orders, and work orders directly from your device or from the central file repository.

Can I export and analyze my data?

PrismHQ puts critical data at your fingertips in multiple ways. Each section’s list screen comes complete with its own filters and export functions allowing you to both find what you need quickly within that section, and export spreadsheets of the data. Use the system search for a more comprehensive analysis that finds your input in any or all of the sections of the software. Finally, you can do more deep dive analysis from the Reports section which can be tailored to pull together exactly the data you need, narrow results using custom filters, and export a CSV spreadsheet for use anywhere.

Is PrismHQ a CRM?

PrismHQ provides many of the key features associated with a CRM which allow you to manage customer and vendor accounts, multiple contacts per account, account histories with a log of sales and production activities, and file storage and management unique to each account. With PrismHQ you also have the ability to document interactions through the robust Comments feature, complete with file attachments, search, and management functions.  See more here.

Is PrismHQ an ERP?

PrismHQ provides many of the key features associated with a ERP which allow you to manage account balances, terms, and stored payment methods. It also helps you manage inventory costs, purchasing, estimating, batch production, project management and more.  Check out the features for more info.

Is PrismHQ an MES?

PrismHQ provides many of the key features associated with a MES which allow you to manage production, customize and track workflows, and get increased visibility into current bottlenecks.  It provides management of inventory items including document control, bill of materials which includes production operations, automated project creation, project and job level control, and more.  Check out the features for more info.

How much does PrismHQ cost per month?

PrismHQ provides multiple packages to suit your team size and unique needs.  Current packages and pricing can be found here.

Do I need a subscription?

While many prefer the ease and affordability of a subscription, PrismHQ also offers the option for a lifetime license.  This typically falls within an Enterprise package.  Please contact us to discuss your specific needs and get a personalized quote.

Will PrismHQ work on my mobile device?

Yes, the cloud-based PrismHQ can be used anywhere a web browser can be accessed, though some screens may not be optimal for all sizes of devices. We advise using a tablet for the best possible mobile experience.

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