Categories:

#11

Cavallo is ranked #11 in the Order Entry Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

Cavallo Pricing

Based on our most recent analysis, Cavallo pricing starts at $65 (Monthly).

Price
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Starting From
$65
Pricing Model
Monthly
Free Trial
No

Training Resources

Cavallo is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Cavallo:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Cavallo Benefits and Insights

Why use Cavallo?

Key differentiators & advantages of Cavallo

  • Accessibility: It’s available for deployment both on-site and through the cloud, making it an accessible option for businesses with various workflow needs. 
  • Data Centralization: Store information in a single location so that data can be shared across departments. Data centralization increases operational productivity and visibility. 
  • Modularity: It’s a highly modular solution and offers modules such as sales document management, customer tracking, adjustments, inventory management, purchase orders, assemblies transaction, a vendor directory, transaction record and receipt management. 
  • Third-Party Integrations: Users can personalize the solution to meet their unique needs by utilizing third-party integrations. Integrations are available with programs such as Shopify, QuickBooks, ShipStation, SellBrite, Zapier, PayFabric, Google Drive and Slack. 
  • Security: This solution offers user-level restrictions, meaning that customer service, warehouse and sales employees don’t have access to sensitive financial and accounting information. These security measures enable users to decide what each user can edit, view and process within the system. Audit history is also available so that management can see the who, what and when of transactions. 
  • No Data Restrictions: There are no limitations to the number of customers, transactions, items, users and locations stored in the system. 

Industry Expertise

It’s a helpful ERP and inventory management solution for manufacturers and distributors, whether they are medium-sized or full-blown enterprises. It’s an effective option for companies with either B2C or B2B channels. Multiple add-ons are offered to adhere to the unique needs of different companies.

Cavallo Reviews

Average customer reviews & user sentiment summary for Cavallo:

User satisfaction level icon: great

286 reviews

86%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of Cavallo reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

  • User Interface: The solution has an intuitive user interface, according to 100% of users. The simplicity and functionality of the layout make it a viable solution.
  • Customization: According to 89% of users who reviewed this pro, it has advanced customization options. Users can write C# scripts to run before and after workflows, which provides flexibility. Users can write SQL queries for additional functionality.

Cons

  • Customer Support: The customer support team isn’t knowledgeable about resolving user queries, according to 50% of users.
  • Analytics and Reporting: According to 84% of users who reviewed this con, the solution lacks advanced analytics and reporting capabilities. Knowledge of SQL is required for creating reports, which is challenging for non-technical users.

Researcher's Summary:

The solution caters to various user needs such as viewing consolidated information in one place through dashboards, monitoring and processing batch information, workflow capabilities, user-defined fields, sales analysis, order and payment processing, inventory management and much more. It has an intuitive user interface that facilitates ease of navigation between different modules. It has advanced customization features that can tailor to specific business requirements. It integrates with Sales Tax and credit card solutions for payment processing. On the other hand, it lacks advanced analytics and reporting functionality.

Key Features

  • Inventory Management: It gives users visibility into inventory location and the number of items in a particular site. It provides full cost stacks of products through the FIFO and LIFO valuations methods. The program can manage workflows in multiple locations through its ability to receive and transfer orders among different warehouses and operation points. The system also offers real-time counts of inventory levels. Leverage reordering points to create purchase orders automatically when product inventory levels begin to get low. 
  • Barcoding: Items can be easily transferred to different locations or bins within a warehouse to simplify processes such as picking, order fulfillment and packing sales orders. It adjusts the inventory moving in and out of the warehouse using stock counts. The program also conducts incremental scanning and offers an intuitive interface for users so that merchandise can be received against purchase orders. 
  • Credit Card Processing: Leverages PayFabric to process credit card payments. These payments are all validated with PCI-DSS standards. The transaction data is stored in the cloud versus in local environments to avoid some issues that come with adhering to PCI compliance. The Customer Wallets feature can store multiple customer credit cards in a single location. This function also contains multiple payment gateways using a non-expiring universal token that eliminates the need to obtain different certifications. 
  • Reporting: Contains reporting tools that can analyze information related to inventory, customers, sales and costs. Graphical dashboards are available to present a visualization of product, salesperson and customer data. With the sales module, users can also develop dynamic and custom reports that display relevant metrics. Prebuilt and location-specific end-of-day reports are also available with this feature. Individually track sales channels so that ongoing results can be viewed and compared. The tool also includes a comprehensive account of inventory and sales history. 
  • Customer Card: The customer card functionality gives customer service representatives access to a variety of client information for positive customer interactions. Each card contains data ranging from order history to basic customer information to detailed notes. 
  • Advanced Accounts Receivable (A/R) Functionality: Mark customers as being in good standing so that users only accept orders from clients with a positive track record. They can enter credit limits on each customer card and information such as outstanding payments, aging buckets and detailed notes are available on the A/R tab. 
  • Customer Relationship Management (CRM): Tracks customer interactions and offers an Excel-style search grid containing pre-filled customer information such as payment terms and billing and shipping addresses. The system also enables users to set up rules to process orders automatically. The program allows users to add additional fields that aren’t already present in the solution. 
  • Order Processing: The system defines the rules, requirements and criteria for operations. For example, users might use rules to split documents into multiple orders or flag documents for review if a customer is marked as having poor payment terms. This solution offers control over every product in an inventory, no matter what channel is used to sell them. With this program, price levels can be set for all customers and different pricing rules per item or transaction. 
  • Dropshipping: It supports companies that utilize dropshipping. This enables businesses to buy products from third parties and then ship them to consumers to facilitate the distribution workflow easily. 
  • Item Matrix: This solution contains a variant item option, allowing users to create related items through attribution assignment methodology. Matrix order entry methodology is also available and makes it easier for users to discover the parent variant item and enter the quantities for every associated product. Unique SKUs are automatically generated for each inventory item that’s created during variant item setup as well. 

Suite Support

mail_outlineEmail: Users can receive assistance from a representative via email or through the chat feature on the website.
phonePhone: Phone support is available for all users. Client Account Managers are assigned by region, and their contact information is available on the website.
schoolTraining: Training and documentation are available online both through the vendor website and on its YouTube channel. More advanced training is offered through the vendor’s consulting team, who can work one-on-one with users to answer questions and explain processes within the system.
local_offerTickets: Users can submit tickets via email or through the chat feature on the website.

Customers

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Testimonials

On our old system, it would take 25-30 minutes just to quote a job. Now with SalesPad, I can do it in 5-10 minutes. We can easily search for line items and get that quote out the door fast ... SalesPad Cloud has made my life much easier.

Two years ago we had, at most 300 orders coming in during the day. Now we have up to 500 ... with the same number of staff members, we're more efficient and doing a better job processing those orders, and I know that's because of SalesPad.

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