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BizAutomation
  • Orders
    Order Flexibility - Custom Shipping Rules
  • Orders
    Quote to Order - Quote to Order
  • Orders
    Order Document Management - Document Customization
  • CRM
    Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management
  • CRM
    Service & Support Management - Customer Self Service
  • Procurement
    Order Workflow Automation - Custom yet easy to use automation
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The suite Includes:
  • Orders, Fulfillment, Shipping
  • Procurement with economy of scale-based Demand Planning
  • Inventory & Warehouse Mgt.
  • Financials Management & Multi-Location Accounting
  • Complete CRM
  • Manufacturing / MRP
  • Project Management
  • OmniCommerce: Market-Place connect, Business Portals, Commerce Platform, EDI
  • Analytics, Customization, Workflow-Automation, & Artificial Intelligence (AI)

Financials / Accounting

Complete Financials & Accounting

Accounting
Full-featured, Secure, GAAP compliant, Reliable
Complete Accounting
Key take-aways:
  • Single version of the truth - Incorporated naitively in every process across all departments and modules.
  • Vendor Bill-Payment Automation- Reconcile inbound vendor invoices accross PO of origin, automate approvals, & pay via ACH.
  • Customer Invoice Click to Pay Messaging - Email customer click to pay links by invoice and/or A/R statement.
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Invoicing (A/R) - Billing (A/P)

Invoicing & Accounts Receivables (A/R) Billing & Accounts Payables (A/P)
Core Receivables +
  • View A/R history based on selectable due date periods, with back-in time traceability that takes you back to previous A/R periods.
  • Drill-down into transaction sources (i.e. Sales Orders & Invoices).
  • Enable parent organizations to pay on behalf of their subsidiaries.
Core Payables +
  • View A/P history based on selectable due date periods that takes you back to previous A/P periods.
  • Drill down into transaction sources (i.e. Purchase Orders & Bills).
  • Enable parent organizations to pay on behalf of their subsidiaries.
Collections Management
  • Dunning Automation that automates A/P outreach based on thresholds, custom schedules, and custom business criteria.
  • Generate and email invoices or entire customer staments with embedded payment links, streamlining the payment collection process for businesses.
  • Credit-hold workflows.
  • See past amounts by days late.
  • See when the A/R department last sent a request for payment.
  • Filter by follow-up date, amounts due, customers, etc..
Vendor Invoice Bill-Pay

BizAutomation's bill-pay solution automates and digitizes the entire invoice processing workflow, from capture to payment, streamlining the accounts payable operations.

Step-1: From a messaging inbox in BizAutomation, you'll click to open the vendor invoice (usually a PDF).

Step-2: The invoice is parsed and compared to the original PO. Inconsistancies between the vendor invoice and PO are flagged (e.g. unit cost, quantity, items). 

Step-3: After approver reviews, and resolves inconsistancies if any, they approve payment, and an ACH payment is sent.



Multi-Template Invoicing - Data driven documents you share with your customers, vendors, and partners (including Quotes, POs, etc..) can be completely customized in just about any shape and form you can imagine, and that includes templatization, where for example, different versions of invoices can be used for different business strategies, including multi-company or brand designs that can map to different customers depending on geography, business segment, etc...

Fully or Partially invoice orders:

  • Based on release date, quantity, and other criteria.
  • Use percentage of invoice, units per line item, and/or line items per order.
  • See key order analytics from the main order list, obviating the need to open the order in many cases.

Auto-create Invoices - Based on your specific triggers and workflow rules, preventing human error, and wasted time that can be used for more productive purposes.

Fulfillment Invoicing - Automates invoice building so that when product is fulfilled and packing slips are generated, invoices mirror packing slips with matching values.

Invoice Broadcasting - Automatically invoice customers using custom email template and workflow rules. Broadcast invoices out when products ship using batch sales fulfillment. Messages are added to the order correspondence history creating an audit trail.

Core Financials & Analytics

Available within BizAutomation's accounting modules (includes full drill-down where appropriate):

Core Financials
General Ledger (G/L) Price / Cost threshold Approvals Landed Cost
Cash Management Hierarchical Chart of Accounts Multi-Currency
Deferred Revenues Fixed Assets Time Mgt
Payroll Bank Feeds & Reconciliations Tax Mgt
Payment Processing Check Writer Journal Entries

  • Reports include full drill-down (where appropriate).
  • Many reports are available on the main dashboard as summarized charts, graphs, and visulizations.
  • Additional reports can be generated from the custom report builder, and shared on the dashboard.
Built in Accounting Reports (Customizable)
Accounts Receivables (A/R)  Accounts Payables (A/P) with payments log
Profit & Loss (P&L) Cash Flow Statement
Trial Balance Balance Sheet
Invoice Register Disbursement Journals (by G/L Account)
Income & Expense Statement Tax Reporting
Check Register Credit Card Register
Financial Dashboard Financial Portal

Transactions & Auditing
G/L transaction n-tier filtering
Sales, Purchase, and Inventory transactions by item
Inventory warehouse auditing (Inbound & Outbound)
Auditing of average cost by item
Object change tracking
Customer(Sales-Order) / Vendor(Purchase-Order)

Multi-Currency Management: Set trading currency by customer / vendor, and BizAutomation will manage gain / loss per transaction, and if set to API by currency automatically update foreign to base currency exchanges.

Transaction Auditing: Track 16 separate transaction types by vendor and customer, including sales orders, purchase orders, invoices, bills, payments, RMAs, credit memos, etc...

G/L Transactions: Track filtered G/L transactions from within customer and vendor records.

Customer & Vendor Financial Terms: Set net-terms and credit limits that govern sales orders and purchase orders.

Cross-referenced Sales Orders (SOs) & Purchase Orders (POs) : When SOs and POs are linked, SOs, and their invoices (and in some cases packing slips) link to their related POs and Bills.


Customer / Sales Order Financials Vendor / Purchase Order Financials
Advanced Price Controls
  • Minimum Gross-Profit Enforcement: If a line item's unit price within an order violates a minimum gross profit threshold, quotes and invoices can be prevented from being sent to a customer without approval.
  • Price Tiers & Formulas: Build fine-tuned price formulas based on multiple dimensions (customer type, category, tiers. item-type, group affiation, etc.).
Order Gross Profit (GP) / Item Cost & GP
  • Order Gross Profit (GP): Income, expense, with resulting net-income and gross profit impacting orders, including non-line item expenses such as commissions to partners and employees linked to the order, shipping costs, etc...
  • Items: Item cost and vendor source is presented (permission enabled), which includes primary vendor cost, or actual cost from linked POs (if there are any). Set approval triggers for any item that doesn’t meet minimum GP thresholds.
Sales RMAs - Includes workflow based on rules that enable or block the ability to issue Credit Memos & Refunds, with or w/o re-stock fees.

Customer Invoicing
  • Workflow Automation: Invoice what the warehouse packs & ships.
  • Custom Design Invoice Templates: Map to separate entities, including subsidiaries, branches, or separate sub-brands.
  • Email invoices from sales order: 
    - Remembers the customer’s A/P email address
    - Ability to include a payment link for self-pay
Advanced Cost Controls
  • Vendor & PO: Set cost per unit across volume ranges, and keep fresh cost updates from from PO updates.
  • Mass Procurement Unit to Cost vs Demand Analysis : Leverage demand to yield optimal unit and cost.
  • Post PO creation cost optimization : Post PO creation, run optimization that analyzes costing history by vendor per item to determine cost saving opportunities, including PO merging to realize volume discounts before PO is cut and sent to vendor.
Vendor-invoice processing / Billing & Bill-Pay
  • Directship:Inventory purchased can be processed manually or using BizAutomation's bill-pay solution that automates and digitizes the entire invoice processing workflow, from capture to payment, streamlining the accounts payable operations. via bill-pay automation.
  • Dropship: Process one or multiple dropship orders linked to a single PO. Auto create customer invoices from PO bill creation, including shipping, tracking, and delivery dates reflected within the vendor invoice.
Purchase RMAs
    Create Purchase RMAs, for both stand-alone PO, as well as POs linked to one or more sales order.
Multi Entity Segmentation - HQ / Subsidiaries / Territories

Multi Entity Segmentation - HQ / Subsidiaries / Territories

Ideal for organizations with multiple subsidiaries, branches, etc.. dispersed across states, and countries (e.g. Locations in Canada, Mexico, U.S.).


  • Business Segmentation - Run separated financials across geographically dispersed subsidiaries, locations, and jurisdictions that can share walled off segments of a master Chart of Accounts, Item, Customer, Employee, Vendor, and Partner objects.
  • Consolidated and Segmented Financial Reporting - Ability to report individual financial reports and transactions per location and currency, which can be rolled up into a base currency.
  • Business Document Templating per Location - Supports completely independent business document design, field data, etc.. so each entity can have their own individual invoices, purchase orders, quotes, etc.. for customers and vendors.
Project Accounting

Time, Billing, & Tracking - Because both time and materials, as well as fixed bid projects revolve around time, we created time contracts, which at their core are score cards that can be assigned to each project. As time is allocated to tasks, the score card is updated, decreasing as project time is consumed, so it can be compared against the original budget on a leader board, to help manage the velocity of the project.

Project Labor Billing - Add time as a service line item within a sales opportunity in the CRM’s opportunity management (presented in a Quote or Estimate) then once approved, and converted to an order, it can be billed - automatically updating the project’s P&L.

Profit & Expense (aka P&L) - From the project, track expenses from costs, such as payroll, and other purchase expense line items in purchase orders, as compared to profit from income tied to billable services, and profit margins coming in from sales orders.

Commissions Management

Employee & Partner Commissions - Both internal and partner resources (a partner can be a reseller, subcontractor, dealer, etc..) can receive a percentage of the commission minus shipping amounts, credit liabilities, refunds, and taxes. Exclude taxes, shipping costs, as well as shipping markup as needed.

Commission Base - Sales commissions can be based on amounts paid to invoices, total order sub-total, or gross profits (gross profit can be based on a number of formulas).

Multi-Dimensional Commission Formulas - The commission wizard provides the ability to set formulas that incentivize different employees and independent selling partners and subcontractors (e.g. 1099) differently across the same range of items, quantities, and amounts sold. Different formulas can be configured to support any number of incentive strategies, so for example when defining a partner incentive, you might have a tier that starts at higher minimum selling ranges but pays a better commission in return.

Share commission reports with drill down - Everyone with a commission incentive has the ability to see their own incentive status, to find out how much they’ve made for a pay period, or how close they are to reaching a new milestone. Each commission amount can be drilled into, so that the source order, and invoice involved can be audited to confirm that everything is on the up and up.

Managers and senior staff will be able to configure permission to expose all amounts due across all employees and partners, while exposing payroll and commission information to each employee individually where required, without exposing sensitive financial information from other employees and partners.

BizAutomation

BizAutomation Cloud ERP Software provides the full suite of integrated business management software applications, including ERP, CRM, Financials, E-commerce, Distribution, Order Management, Manufacturing, Project Accounting, and Inventory Management software. There is only one true Cloud ERP platform designed for smaller SMB (Small to medium sized) customers - BizAutomation.

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