Sales order management

• Several workflow models to fit various business types (e.g. Invoice before or after Shipping product)
• Set default credit terms and limits, shipping preferences (your account or customer’s)
• Create or Match Purchase Orders from Sales Orders

Sales Fulfillment with Warehouse assignment and Shipping automation

• Pick, Pack, and Ship hundreds of orders at a time, and thousands per day.
• If you manage multiple warehouses (Including 3PL) you can setup dynamic rules that automatically pick the right warehouse based on many variables such as ship-to distance, order source, availability, and more.
• Compare shipping rates (FedEx, UPS, USPS, Canada Post) or let BizAutomation automatically assign shipping services and rates based on dynamic rules that take many variables into account such as distance, price, and order source.
• Create shipping labels on regular or thermal printers

Price & Promotion management with approvals

• Price levels and price rules
• Promotions with coupon codes

Flexible-order flow

• Quote to order, order to purchase, get ship rates and process payments while building orders, start the order internally and let customer check out online, auto-create PO from SO, then drop-ship to your customer or your customer’s customer. Whatever the flow, chances are it’s possible.

Sales Returns / RMAs with Warrantee management by item classification

Purchasing management

• Requisitions & Purchase Orders with approvals.

Purchase fulfillment

• Receive, Put-away, and Bill
• Close what you bill, and match vendor invoice line items to bills to ensure you don’t pay for product that was never received.
• Update inventory from 3PL put-away

Demand Planning

• Forecast demand from multiple dimensions Such as orders, opportunities, historical demand and seasonality.
• Item configurator

3PL / 3rd party WMS & Fulfillment-center integration

• BizAutomation can integrate with 3rd party shipping & fulfillment WMS systems to provide your customers Amazon like shipping speed at lower costs typically associated with 3PL services. Includes work-flow required to keep order status updated, with an audit trail for fulfillment activities such as acknowledgements.

Vendor Returns

Sales Force Automation (SFA)

• Sales Opportunity pipelines & funnels
• Quote builder
• Selling process templates
• Relationship hierarchy customization (e.g. Customer-Tier-1-Dealer vs Tier-2s).
• Follow-up Management & Automation
• Sales Commissions (See Financials section)

Service & Support

• Create cases from web to lead forms.
• Collaborate with customers.
• Sell and implement support contracts.

Marketing

• Campaign ROI optimization
• Web to lead forms
• Email Marketing (broadcasting)
• Promotions Management (Buy X get X, and dozens of other promotion types, including coupon codes)

Activity Management

• Action items, Call and Task scheduling, etc..
• Track all your “To Do” activities from a single place
• Collaboration management (email alerts & comments similar to forum threads)

Messaging & Calendaring

• Integration with Google G-Suite & Office 365.
• Email templates for outbound messaging.
• Inbound inbox from external messaging platforms.
• Correspondence within records.

Complete Accounting

• Invoicing, Billing, A/R with collections automation, A/P, Journal entry, G/L, Charts of Account, Bank Reconciliation, essentially all the GAAP compliant accounting capabilities expected of a full system.
• Class accounting to separate transactions into companies, departments, territories, etc..
• Full compliment of financial reports including balance sheet, P&L, cashflow statement, trial balance, tax reports, etc…
• Build tax tables from CSVs, or connect to 3rd party tax services such as Tax Jar.

Sales Commissions Management

• Create simple or complex commission rules for internal and external sales staff.

Human Resources

• Timesheets (Salary or hourly based) with support for days off.
• Billable hours against time contracts which can be sold as line items form the quotation and ordering process.
• Enter expenses with ability to upload receipts.
• Access control and permission management.
• Skill grading.

Production Planning & Scheduling

• With capacity / availability and scheduling based on work-centers & skill levels.

Multi-Level Bills Of Materials (BOMs) & Assemblies

• Build to Stock with disassembly support.
• Build to Order with insight from Sales Order criteria.
• Disassembly of Assemblies

Work In Progress (WIP) Routing

• Route tasks within work orders based on work centers, including quality control steps.

Resource Planning & Analysis

• How are resources performing relative to cost
• How are resources performing relative to schedule
• Forecast BOM / WO demand based on formulas that include impact from sales orders, etc..

Time Management

• Clock in & out for both payroll and WIP activity

Work Order Management

• BOM picking prior to Work Order build
• Support for partial Work Order builds
• Build Forecasting & Planning based on CRM forecasting, Historical analysis, and Re-Order Points.

Activity alerts for shop floor workers & build managers

Focused squarely on growing retailers, wholesalers, and brands, Omnichannel ERP takes Omnichannel Commerce to its logical conclusion by combining the idea of Omnichannel Commerce together with BizAutomation’s cloud ERP suite. This gives organizations the ability to sell everywhere, including 3rd party carts, marketplaces, and BizAutomation’s own Biz-Commerce in-database web-store platform, while retaining the ability to orchestrate all the fulfillment logistics from within a single platform.

Multi-Channel First - Receive orders from over two dozen market channels right on BizAutomation including Amazon, Walmart, eBay, and Sears. Send back tracking numbers, inventory count, and values mapped to custom fields. If you ship from multiple warehouses in geo-strategic locations to make 2-day delivery, BizAutomation will perform a deep inspection of all orders after they’re created to pick the correct warehouse and if needed, parcel shipping service.

Biz-Commerce On-Database Web-Store platform - Leverages (doesn’t connect) to all the other data objects in BizAutomation such as CRM, Financials, Contracts, Pricing, Promotions, fields from items, and much more. Biz-Commerce is ideal for organizations with lower demands on page rendering, order velocity, and SKU count, where as Biz-Commerce Plus uses Big-Data indexing to enable high item count listing, with lots of fields, and greater order velocity.

3PL connect - If you outsource part or all of your fulfillment to 3rd party warehouses, BizAutomation can connect via XML to send out ship-requests, and receive back order confirmation. We call it “Edge” integration, and compare it to “Vertical” integration (see video demo below).

To see a video presentation that covers how Omnichannel Commerce flows through BizAutomation, click here

Get an instant monthly estimate

If your organization generates more than 1,000 Orders per month - click here

If your organization generates less than 1,000 Orders per month - click here

Project Management with P&L

• Create projects with internal and external team members, customers, and other associated contacts and consultants.
• Billable and Non-Billable task management.
• Track a Project’s Profit & Loss.

Capacity & Project Planning/Scheduling

• Assign the right resources to the right tasks

Email alerts and task collaboration

• Orchestrate all the members of a project, including customers around tasks, and track messages and comments as they come in.

Productivity Analytics

• Learn which team members are the most productive based on past project performances.

Contract Management

• Sell billable time which can be consumed within project tasks.

Warehouses Management

• Unlimited Warehouses “External locations” (can be any place you deem a location for storing product)
• Assign internal locations (Aisle, Rack, Shelf, Bin) for picking (sales fulfillment), and put-away (purchase fulfilling).
• Transfer inventory to owned warehouses that require shipping and receiving, or transfer directly to warehouses and internal locations instantly (meaning they don’t require a receiving process).

Inventory & Non-Inventory Management

Item Configuration Management

• Configure items in kits & assemblies during order build (supported on both the POS internal order process and/or via the Biz Commerce site), to generate custom sales orders and work orders.

3PL / 3rd party WMS & Fulfillment-center integration

• BizAutomation can integrate with 3rd party shipping & fulfillment WMS systems to provide your customers Amazon like shipping speed at lower costs typically associated with 3PL services. Includes work-flow required to keep order status updated, with an audit trail for fulfillment activities such as acknowledgements.

For Customers, Partners, and Vendors

• White label business portal compatible with your web site, extends BizAutomation to all your relationships and their business functions:
• Customers can pay their outstanding balances, and view their own records such as orders, invoices, cases, etc.., and request sales RMAs
• Partners can view their leads, and commissions.
• Vendors can manage procurement from re-order points, create requisitions, view items they vend, and if allowed, make changes to those items.
• Employees & Subcontractors can clock in & out, manually enter time, expense, and upload expense documents such as receipts.

Role based Dashboards

• Build portlet templates based on rolls, made up of predefined or custom reports, then assign your templates to users.

Custom Report Builder

• Build reports based on objects in the database such as Customers, Orders, Items, etc…

Simple & Advanced Search

• Lightning fast search finds anything matching your search criteria within a second or two.
• Create search templates based on preferences, then save those templates for future re-use.

Workflow Automation

• Set “IF / THEN” rules based on criteria that trigger actions such as email alerts, changing of a value within a form, etc..