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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)

Advanced Manufacturing

Advanced Manufacturing

Advanced Manufacturing
Manufacturing MRP
Key take-aways:
    • Pre-Production Optimization - Assign WIP tasks to available (based on work-schedule analysis) and qualified (via skill grading) resources.
    • Production Planning & Execution - Know how much to build and when to build it, then mass-create work-orders from multiple demand sources and replenishment formulas.
    • BOM and Assembly Replenishment - Reduce production delays from back-orders using layered replenishment formulas that include BOM and assemblies substitutions, transfers, and build to stock insight to help avoid procurement (the option of last resort).
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Production & Materials Resource Planning (MRP) - Why, What, When, & How to Produce

Production Planning is a modeling process that reveals why you need to produce based on forecasting and replenishment formulas, as well as what to produce and when to produce it. MRP establishes the plan of action, including schedule formulas based on linked orders, resources, and timelines.

Production Planning

  • Analyze production plans using demand & replenishment formulas.
  • Minimum build qty based on firm orders vs Maximum buildable qty based on BOM inventory.
  • Increase or decrease work-order demand batch-size from order ship-date projections.
  • Forecast future demand based on extrapolations from past and present demand vs inventory levels.
  • Incorporate surplus stock above demand based on min/max/re-order point formulas.

Material Resource Planning (MRP)

  • Create production batches based on groups of finished goods, to drive work-orders.
  • Review resource capacity by skill-set to meet production schedules within each work-order.
  • Establish task-list templates that can later be tuned at the work-order level.
  • Each work order can have tiered build-by dates driven by linked sales order ship-by dates. If one of these is compromised due to insufficient availability in a BOM hierarchy, the item is flagged and available solutions are provided.
Comprehensive Work-Order Management

Work-Order Management

Work-Orders are the command and control center where everything is orchestrated for manufacturing Finished-Goods.

Core Work-Order Capabilities

  • Build to Stock & Build to (Sales) Order within the same Work-Order – With separate fulfillment and inventory workflow for each.
  • Designated Build-Manager - Assigned to manage WIP Tasks (aka “Routing List”), Resource allocation, etc..
  • Scheduling - Planned vs Start, Task schedule, etc...
  • Work-Order Insights - Build, Remaining, Picked, Partial Builds, Build-progress from linked orders, Total Progress, Pickable, Buildable, etc..
  • WIP Task Templates (aka “Routing List”) – Default list can be modified to fit specific needs of the work-order.
  • Link to multiple contributing Sales Orders.

Work In Progress (WIP) Task Management (aka “Routing”)

  • Uses CRM Activity Management to alert task assignees, with links back to their task.
  • Resource scheduling with labor-hours estimate. View skill-grade, and capacity load by resources / teams.
  • Attach documents for each task.
  • Pre-build task prep includes change of workstations, hours, minutes, etc...

Bill of Materials (BOM)

  • Partial and full pick to build (Partial builds can be shipped out or put-away on-demand).
  • Ability to unclog bottlenecks that stall production with BOM substitutions and child work-orders (See the BOM section for more detail).
Assemblies / Finished-Goods & Dynamic BOMs - Accelerates time-to-build

Finished Goods (Master-Assemblies) sit at the top of the hierarchical layers that make up the bill of materials (BOMs). Any item in the hierarchy can also be sold individually with its own unit of measure (UOM). That demand is managed within Production planning and MRP to strike the right balance between resource availability and demand.

Bill of Materials (BOM)

Finished-Good (Master-Assembly) Sub-Assemblies
Parts Raw-Materials
Labor & Services Quality Control Tasks

Master-Assembly Control

Price-formula roll-ups from BOM cost UOM per BOM with roll-up
Control of Sequence, & Units Required Build task-list template defaults
Inventory-visibility (e.g. Buildable qty) Assembly & Disassembly

Dynamic BOM substitutions reduce production delays

  • Comprehensive Parts & Materials substitution - Back-ordered items holding back a build can can quickly be substituted with equivalents from within the warehouse, transferred from nearest warehouse.
  • Insufficient Sub-Assembly Qty replenishment - Create child work-orders for buildable sub-assemblies to satisfy quantities needed to complete parent work-orders, each with it’s own compliment of BOM substitution controls.
  • Procure Materials from the BOM - If all substitution and build replenishment options have been exhausted, you’ll be able to create POs from the materials in question right from the work-order, with all items benefiting from hard-allocation to circumvent the possibility of being picked by open sales-orders.
  • Hard-allocated POs & Transfer-Orders for back-ordered BOMs - Assures that inbound vendor shipments make it directly to the workstation awaiting materials on the shop-floor so production can continue.
Product Configurator & Just-In-Time (JIT) Kitting

Product Configurator

  • Configure to Stock, Quote and/or Order (including configurable task-lists).
  • All items types are supported (Including parts, materials, services, and non-inventory).
  • Dynamic Price Roll-up - Base the final configured prices on a roll-up of items selected, which can include list, cost, and other price calculations.
  • Skip & inclusion logic and automated downstream selections make complex combinations easy for anyone to configure.
  • Extendable to BizCommerce so your customers can custom configure from your website to create sales-orders within BizAutomation.

Just-In-Time (JIT) Kitting

JIT Kitting can be setup to bypass more complex work-order processes, and can be run completely within sales orders, which can make sense when BOMs are limited to 3 levels and where “light” assembly workflow is desired.

  • JIT Kits leverage the product configurator.
  • Runs completely within the sales-order framework  (including configurable task-lists).
  • Hard allocation workflow ensures that kit items from both inbound back-order shipments and stock items, are protected from orders competing for the same items, to prevent stock-outs and shipment delays.

Optimized for manufacturers continuing to move supply-chains & production onshore


BizAutomation has a rich portfolio of specialized features and capabilities that are uniquely suited for companies looking to transition part or all of their operations onshore.

69%of manufacturers have started to reshore their supply chains
IEDC CEO Survey 2024
94%of transitioning manufacturers report successful outcomes
IEDC CEO Survey 2024

    • Clear production and distribution bottlenecks: Comprehensive substitution strategies that can only be implemented (or at a minimum are much easier to implement) with local supplier networks.
    • Ability to combine demand from multiple sources: Decreases costs, helping to bridge the gap with lower cost off-shore suppliers with unacceptably long turn-around times and inconsistent QC.
    • Streamlined JIT (Just In Time) replenishment capabilities: JIT logistics are difficult to execute without the precision of onshore supply chains.
    • In-depth inventory visibility: Across both BizAutomation warehouses as well as connected warehouses from contract 3PLs and key vendors.
    • Integrated transportation management TMS: Streamlines fulfillment workflows and shipment tracking within the suite.
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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