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Smart IP&O

Overview

Smart IP&O 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Smart IP&O
Smart IP&O
4.7
(11)

Pricing

Starting at $695.00 per month

About Smart IP&O

Smart IP&O is a cloud-based and on-premise solution that lets businesses manage processes related to inventory planning, demand forecasting, supply chain management, and more. Hosted on the Amazon Web Services (AWS) platform, it lets users secure information transfers and manage documents in centralized storage.

Smart IP&O helps businesses identify over/understocked inventory levels, modify item planning parameters based on budgets or targets and decide policies through consensus among stakeholders. Professionals can measure operational performance, calculate expenditures and gain visibility into inventory classification and segmentation metrics. Additionally, it allows users to capture market trends, detect outliers and forecast product demand.

Smart IP&O integrates with various third-party systems such as Oracle ERP, Kinetic, P21, SAP, Infor, Great Plains and more. The solution is available on monthly subscriptions and support is extended via phone, email and other online measures.

Smart IP&O Screenshots

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Smart IP&O Pricing and Plans

Starting price: $695.00 per month
Free Trial
Free Version

Basic

$695.00

per month

No plan information available

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    Smart IP&O Features

    • Popular features found in MRP
      Billing & Invoicing
      Bills of Material
      Document Management
      Inventory Tracking
      Production Management
      Purchase Order Management
      Quality Management
      Quotes/Estimates
      Supplier Management
      Supply Chain Management
    • More features of Smart IP&O
      Activity Tracking
      Ad hoc Reporting
      Alerts/Notifications
      Audit Management
      Budgeting/Forecasting
      Business Process Control
      Collaboration Tools
      Correlation Analysis
      Cost Tracking
      Customizable Reports
      Customizable Templates
      Dashboard
      Dashboard Creation
      Data Import/Export
      Data Visualization
      Demand Forecasting
      Dynamic Modeling
      eCommerce Management
      EDI
      Estimating
      Exception Reporting
      Financial Analysis
      Forecasting
      Goal Setting/Tracking
      Graphical Data Presentation
      Internal Controls Management
      Inventory Auditing
      Inventory Control
      Inventory Management
      Inventory Optimization
      Inventory Replenishment
      Key Performance Indicators
      KPI Monitoring
      Maintenance Management
      Manufacturing Inventory Management
      Mobile Access
      Modeling & Simulation
      Multi-Channel Management
      Multi-Location
      Operational Risk Management
      Order Fulfillment
      Order Management
      Order Tracking
      Performance Management
      Performance Metrics
      Planning Tools
      Predictive Analytics
      Procurement Management
      Production Scheduling
      Reorder Management
      Reporting/Analytics
      Reporting & Statistics
      Response Management
      Retail Inventory Management
      Returns Management
      Risk Analysis
      Risk Assessment
      Risk Reporting
      Risk Scoring
      Sales Forecasting
      Sales & Operations Planning
      Sales Trend Analysis
      Scenario Planning
      Search/Filter
      Statistical Analysis
      Stock Management
      Strategic Planning
      Transportation Management
      Trend Analysis
      Visual Analytics
      "What If" Scenarios

    Smart IP&O Integrations

    NetSuite
    NetSuite
    Kinetic
    Kinetic
    Infor CloudSuite
    Infor CloudSuite
    Sage X3
    Sage X3
    Oracle PeopleSoft
    Oracle PeopleSoft
    JD Edwards EnterpriseOne
    JD Edwards EnterpriseOne

    See all 7 integrations

    Smart IP&O User Reviews

    Overall Rating

    4.7

    Ratings Breakdown

    5

    73%

    4

    27%

    3

    0%

    2

    0%

    1

    0%

    Secondary Ratings

    Ease of Use

    4.6

    Value for money

    4.5

    Customer support

    5.0

    Functionality

    4.5

    Have you used Smart IP&O and would like to share your experience with others?

    SP

    Stephanie P.

    Verified reviewer

    Furniture

    1001-5000 employees

    Used weekly for more than 2 years

    Review source

    Reviewed October 2022

    Exceptional

    5

    We have a much better inventory position largely due to using Smart IP&O. Our inventories are better aligned with the customer demand and timing of the demand. We are able to better identify trends and pick up on changes in a more effective manner by using Smart IP&O. We are also able to provide the leadership team and our factory partners with projections regarding our anticipated demand. In addition, our inventory turns have increased. Smart has been very valuable in our S&OP processes and has made a positive difference in our inventories.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    Smart IP&O is user friendly, easy to learn, and navigate. It's ability to leverage various mathematical forecasting techniques is one of my favorite attributes. It is a great help in our capability to respond to unplanned demand changes, without creating obsolescence.
    Cons:
    Smart IP&O does not have the functionality to perform an ABC stratification. This feature would be useful to our business segments and a time saver for us.

    Reasons for choosing Smart IP&O

    Smart IP&O introduced us to an extremely knowledgeable, customer centric team along with a terrific product that we could use to forecast our business with ease. The team listened to every concern and actively worked to get us what we wanted and where we needed to be.

    Reasons for switching to Smart IP&O

    We desired a tool that was less challenging to use while maintaining or increasing effectivity.

    Read More

    MH

    Mike H.

    Verified reviewer

    Automotive

    201-500 employees

    Used monthly for more than 2 years

    Review source

    Reviewed November 2022

    Automate Demand Planing and eliminate spreadsheets

    4

    Our experience has been very positive. The team at SMART is great to work with and provide quick support when needed.

    Ratings Breakdown

    4
    Ease of use
    3
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    The tight integration with our Epicor ERP\Kinetic software. Without a solution to generate demand for our high mix - low volume products we would be in the dark. This tool replaces a bunch of spreadsheets that where never populate with live data.
    Cons:
    The cost is a bit high for our size company. There are many features we do not use. This product is like any feature rich product it takes ownership and dedication to fully utilize.

    Reasons for choosing Smart IP&O

    A few reasons we chose SMART:- Cloud-Based- Integration with Epicor ERP\Kinetic- Feature and superior forecast modeling

    Read More

    GD

    Gurkaran D.

    Verified reviewer

    Wholesale

    11-50 employees

    Used weekly for less than 12 months

    Reviewed November 2022

    Steelfire Equipment Ltd.

    4

    Good so far!

    Ratings Breakdown

    5
    Ease of use
    4
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    The software UI is effortless and easy to navigate.
    Cons:
    Not necessarily a con, but initially it does take a while to customize the settings to your business operational goals. However, the learning curve is not that steep.

    Read More

    AF

    Alex F.

    Verified reviewer

    Medical Devices

    1001-5000 employees

    Used daily for less than 6 months

    Review source

    Reviewed November 2020

    SMART at Confluent Medical

    4

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Built in integration to Epicor. Responsiveness of company to add functionality that was needed. Easy export/import capabilities.
    Cons:
    Length of time needed to tweak functionality to match our requirements, but I appreciate the responsiveness and willingness to do that.

    Reasons for choosing Smart IP&O

    Functionality overall, willingness to update the software to support our requirements, built in integration to Epicor.

    Reasons for switching to Smart IP&O

    Previous solution was not scalable to support our growth.

    Read More

    SS

    Shankar S.

    Verified reviewer

    Machinery

    51-200 employees

    Used weekly for more than 2 years

    Review source

    Reviewed November 2023

    Smart Sales Forecasting at PROCON

    5

    SDP has bridged the gap between sales and supply chain team. Forecast is based on communication with customers which had also made relationship between account manager and customer stronger. SDP has also helped identifying new customer and/or product and made onboarding of either new product and/or customer seamless. This helps in preparing the supply chain and production with right components and helps fulfilling the customer commitment especially the new one.

    Ratings Breakdown

    5
    Ease of use
    4
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    We customized SDP to give us visibility on customer’s business by finished SKU. SDP Dashboard provides historical sales in a glance both by number and in graphical view. Depending on the scenario and preference data presentation either in text or visual provides key insights in past usage. SDP automatically picks up the most appropriate forecast method based on the trend. SDP provides us framework for the tiered customers identified for forecasting. SDP’s forecast is often the starting point of conversations with customers driving our 80% of business (revenue). Customer and account manager collaboration helps fine tuning the forecast in SDP platform. For rest of the customers driving 20% business, we let SDP drive the forecast, in other words we use system generated forecast. This process is working in great favor for us as forecast vs. actuals (revenue) is within 3-5%. Forecast accuracy is also a great tool and provides means to dig deep if forecast is off for specific customer and/or SKU The product took some time for team to get familiar with. There were several iterations where we took team’s feedback to Smart team and tweaked the tool and data presentation to our need. Smart team was very helpful and efficient throughout the process.
    Cons:
    We needed Smart’s help to apply some of the more advanced functions, such as the treatment of new or zero demand items, but the functionality was solid The application is powered by transactional data automatically delivered from our Epicor ERP. This can introduce some complexity at first, but the benefits are great – eliminating the need for database creations and management, and providing fine-grained data for sophisticated analysis

    Reasons for choosing Smart IP&O

    While there are third-party Sales Forecasting systems available, many of them rely on plug-ins for communication with ERP platforms. Our specific requirement was for a system that could seamlessly integrate with our ERP system. Smart Software stood out as a trusted partner with our ERP system, coming highly recommended. What truly impressed us was the extensive knowledge of the Smart Software team and the active involvement of their management from the outset. This level of support made us feel comfortable and confident in selecting their product.

    Read More

    MN

    Matt N.

    Verified reviewer

    Machinery

    1001-5000 employees

    Used daily for more than 2 years

    Review source

    Reviewed October 2023

    Smart People

    5

    Smart is the critical tool we use to manage our forecasts across a large and dynamic set of Products/Parts, multi-national sites, and complex supply chains. The ability of the software to provide a statistical forecast as baseline, allow adjustments (if/as necessary) by various subject matter experts, each recorded as ‘snapshots’ for consensus building and later use in accuracy/improvement efforts, then ultimately feed the forecast data directly into our Material Requirements Planning software is central to our S&OP process.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    The people at Smart are the key to their success. Over the years we have sent them a variety of challenges that required a range of skill sets within their organization. They have demonstrated the ability to understand the challenges, scope and document the solutions in detail, and then deliver the intended results on time and in budget.
    Cons:
    We are currently turning what we feel is today’s biggest weakness into tomorrow’s greatest strength. Reporting out of Smart has been of limited use for us up to date. We are working to implement the next generation of reporting, the ‘Smart Studio’, into our S&OP process.

    Reasons for choosing Smart IP&O

    The existing integration with Epicor was an enormous built in advantage for Smart vs competitors.

    Read More

    ML

    Marshall L.

    Verified reviewer

    Mining & Metals

    501-1000 employees

    Used daily for less than 2 years

    Reviewed November 2023

    SMART for Flexco

    5

    Our forecast was not our complete product offering and always depended too much on history. We struggled to forecast specifically and used general families that failed to affect our specific items. Our excel sheets were slow and cumbersome and we couldn’t drill down quickly through are data and had no ability to see projected outcomes with different inputs. SMART has given us the ability to solve all of the above and has always been quick to respond to service and questions we may have.

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    The ease of processing large amounts of data. Adjusting quickly at different levels that flow through was a huge improvement to our process. Being able to make changes at different levels of our product hierarchy achieved more buy in from marketing. SMART has allowed our general information from sales turn into specific product builds.
    Cons:
    Being able to consolidate all the different projects into a report and show how well we are doing would be very helpful. I'd love to be able to see my snapshot, SMART and how we did in my product hierarchy across all projects without having to run each project to pull the data. I have not reached out about the custom options SMART provides so this con may be on my end.

    Reasons for choosing Smart IP&O

    SMART was cost effective and had all the features we were looking to expand on. SMART required the lowest cost to upgrade and only required a 3-man team on our end to get up and running.

    Reasons for switching to Smart IP&O

    Our desktop version was outdated and only ran on an old version of windows.

    Read More

    JW

    Jeff W.

    Verified reviewer

    Arts and Crafts

    11-50 employees

    Used monthly for less than 2 years

    Review source

    Reviewed September 2022

    Cutting Edge Forecasting and Inventory Optimization Software

    5

    Moving from excel to Smart has taken our forecasting to another level. It has saved us loads of time from updating excel spreadsheets each month, which were getting out of control. We are much more confident in the forecasts we are using and the purchase orders we are placing. We have also been able to react much quicker to the major supply chain and demand planning challenges over the past few years.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Smart has really powerful features and functionality for both forecasting and inventory optimization that other software packages we considered didn't have. The software is reasonably priced for what it does, which made it affordable for us and a great value. Smart's ability to load and compare multiple forecasts has worked really well for us.
    Cons:
    Support is very good but would like more resources for self-help and to leverage more of the features and functionality.

    Reasons for choosing Smart IP&O

    Smart was the only software that had the features and functionality we needed to handle our forecasting needs.

    Read More

    TP

    Travis P.

    Verified reviewer

    Electrical/ Electronic Manufacturing

    201-500 employees

    Used daily for less than 2 years

    Reviewed August 2023

    Wire & Cable

    5

    We are optimizing our inventory and setting up our min/max levels for stock items. Smart makes this an easier process for us.

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    Smart does a nice job integrating with Epicor. It has good visual tools. We use the custom lists frequently.
    Cons:
    Improvement in reports or reporting features is needed.

    Read More

    AB

    Andy B.

    Verified reviewer

    Medical Devices

    501-1000 employees

    Used daily for less than 12 months

    Review source

    Reviewed September 2022

    SMART Demand Planning and Inventory Optimizatio

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Systemically using statistical modeling for our shipping patters that provided insights to our Sales pipeline. We have also integrated SMART IP&O with our ERP software to assist in the management of inventory policies.
    Cons:
    The software and support meets our needs

    Read More

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