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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)

Orders

Order, Fulfillment, & Transportation (TMS) Mgt

Sales Orders
Sales Order Management
Key take-aways:
  • Hyper efficient orders - Omnichannel ready, multi-dimensional pricing to optimize gross-profits. Unparalleled visibility during order building, with smart item substitution to prioritize the stock you have, decreasing costs & delivery times.

  • Clairvoyant like Fulfillment - Dynamic warehouse routing and allocations reduce shipping costs and back-orders.

  • Smart TMS & RMA Routing - Auto-select the right carrier and shipping service based on customer shipping terms, then track real-time from pick-up to delivery. Auto-route RMA ship-to based on item desirability and warehouse availability.

Demo Schedule a discovery meeting
Sales-Orders - Comprehensive & Customizable
Comprehensive Order Management:
  • Customizable - Hide fields (and sections) not relevant to your business, while adding custom fields that are. Customize your workflow,
    how users handle organization and Item lookups (e.g. branch, customer part#, custom field value, etc..) and how everything is validated.
  • Approvals & Workflow Automation - Require approvals based on item business-process criteria such as minimum profit margins,
    credit-rating, etc... Build automated workflow rules with workflow automation...learn more
  • Options & Accessories during an order build - Items can be set to auto-add to the order, or display for review.
Advanced Dropship Management

Seamlessly orchestrate inventory and non-inventory
dropships with elegant workflows... learn more

Ship-Complete or Split-Ship / Flexible Shipping Terms

Require that all items ship together, or allow split-shipping
by order. Multiple shipping-terms supported...learn more

Inventory Visibility & Warehouse Automation
Ensures optimal decisions are made given warehouse and inventory resources available...learn more

Item Price-History / Item-Templates / Cloned Orders
See negotiated unit prices from past orders. Use templates
to add commonly ordered items. Clone past orders.


Generate Orders from Anywhere
  • Omnichannel / Multichannel - Bi-directionally connect with B2B / B2C / EDI sources...Learn more
  • Sales opportunities that have been successfully “won”... learn more
  • Connected 3rd party sources (API / XML)
  • Customer PDFs...
Multiple Item Types & UOMs

All Inventory, and Non-Inventory item types are supported...learn more

Multiple Billing & Shipping Addresses (with validation)

Store thousands of addresses per customer which can be looked up instantly while creating a new order...


Order Visibility
Get a 360° view of everything that impacts or is impacted by an order
Purchase-Orders...more Shipment Status...more Track & Audit Order changes
Cases...more Projects...more Associated Contacts
Work-Orders...more RMAs...more Correspondence...more
Transfer-Orders Order Financials...more Commission Status
Item-Substitutions - Maximize Fulfillment & Minimize Back-Orders

Building an order without comprehensive item substitution is like driving with blinders because it’s impossible to know what you can do with the inventory you have.  BizAutomation takes the blinders off, by giving you the insight you'll need to know what you can and can’t substitute based on the individual needs of each sales-order and work-order. This shortens fulfillment and production times, while reducing inventory carrying costs:

Substitutions can be used to relieve back-orders, optimize gross-profit, discover upgraded or downgraded alternatives across all warehouses:


Similar but equivalent Exact like-for-like SKU
Sellable RMA equivalent Private Label 'equivalent
Upgrade Downgrade
Requires Transfer Order Ship-from alternate warehouse

  • Hard-Allocated Transfer-Order Substitutions - Prevents inbound warehouse substitutions from being miss-allocated to another order.
  • BOM Substitutions - Clears production bottle-necks created from back-ordered BOM inventory. 
  • Sub-Assembly Substitutions - Replace back-ordered sub-assemblies with off-the shelf builds.
  • Kit Substitution - Kits can also be substituted based on the same process used to replace BOMs and Items.
  • Substitute to increase Gross-Profits (GP) - Part of order optimization planning. Allows review and substitute to increase GP.
  • Substitution policies - Define and enforce customer policies governing which SKUs or Manufacturers can or can't be used in a substitution.
Document-Management

Cloud-based file-cabinet to upload your Documents

  • Process tasks can upload documents - Including Work-Orders “WIP” tasks, Project tasks, and Sales, Opportunity / Procurement Pipelines.

  • All document types - Including PDFs, images, Word, Excel, etc...
Upload documents to any record
All Organization & Contact Records BizDocs Items...more
Opportunities...more Sales Orders Cases...more
Work-Orders...more Requisitions & POs..more Activities...more
KB Articles...more Communications..more Projects...more

“BizDocs” – BizAutomation’s internal Document platform

BizDocs are data-driven web-documents which can be customized in multiple ways, including style (CSS / HTML), and custom fields added to the suite. Their data is inherited from various records within BizAutomation, including custom fields, and they have many different use-cases, which will expand with the continued evolution of AI.

Common outward facing business documents that use BizDocs
Quotes Order-Acknowledgements Proposals
Invoices Purchase-Orders Packing-Slips
Work-Orders Requisitions Activities
EDI documents 3PL Shipping Notices Payment Confirmations

Selected Use-Cases:

  • Build custom BizDocs to be sent as PDFs to various end points, such as Power BI, email recipients via workflow event triggers, etc...
  • Multi-branding strategies
    • Organizations seeking to project multiple branded documents to different market segments while running a centralized operation.
    • Multi-Entity Organizations seeking design templates that match each entity's corporate branding.
    • 3PL and Dropshipping strategies where business-partner organizations are sent packing slips from sales and purchase orders in order to comply with OEM branding contracts.
  • Upload documents such as terms & conditions, to auto-attach every time you email out a BizDoc.

Workflow Orchestration

Versioning Control – As BizDocs are updated from source records (e.g. updating unit count on a order linked to a “Quotation” BizDoc) its version ID is updated, ensuring all parties are on the same page.

PO-SO Synchronization – Real-time, bi-directional updates between purchase orders, sales orders, and related documents such as Quotes, POs, Order Confirmations, etc.. ensuring data consistency and accuracy across the entire order management process. Includes all validation logic to ensure that documents such as Invoices are not impacted by changes.

Customer RMAs - Ship-to rules, Warranty, & Eligibility Management

Customer RMAs / Returns


  • Can be issued separately, or combined into split orders
  • Dynamic Ship-to - Enables the ability to RMA items to your warehouse or a 3rd party vendor, even on drop-ship orders, depending on an item's declared condition, availability, and sellability. Avoiding costly shipment layovers at your warehouse, bypasses delays, reduces labor costs, and helps to keep in-demand stock available.
  • Warranty - Governs an RMA's expiration by product group.
  • Eligibility - When product is shipped back to your warehouse, during the receiving process, your staff will be able to inspect product to issue eligibility conditions, which combined with warranty coverage, drive credit memos and refund eligibility.
  • Re-Stocking Fees for eligible returns - Implement re-stocking fees on returned items which you can include in the RMA PDF design. Fees will be automatically removed from the CM or Refund issued.
  • Refunds & Credit Memos - If approved, refunds & credit-memos can be issued from the RMA within the order (permission gated).
Pricing & Promotion Management

Price Rules - The price rule wizard provides a matrix of variations, such as quantity range, product or product groups, and relationships (e.g. My Gold customers get a better price than Silver tier customers). Conflict management resolves the potential for two pricing rules that seemingly contradict from getting in the way of a sale.

Price Levels & Tiers - Set quantity or amount ranges that are set within the item records themselves. These tables can be easily updated using the update wizard.

Cost + Margin driven Price Formulas - If your organization uses this method of pricing, it can be set to dynamically update based on dynamic cost updates, or calculate from period based static cost. This method fluctuates profit margins during the price period rather than cost which is needed when contractually committing to price lists for a period of time.

Promotions Management - Impact the opportunity / quote with promotion rules that can layer on top of the pricing foundation already laid. Use date ranges for temporary discounts. Set rules such as “IF X happens, THEN discount Y”, etc.. Multi-currency can also drive pricing depending on base and alternate currencies (contact us for details).

Cost Transparency - Every line item within every order has permission enabled cost source, which you can use to show transparency within the order’s gross profits and sales commission calculations. Cost sources can include vendor costs from tables dynamically generated from individual purchase orders, or from directly linked dropship or Directship purchase orders.

Flexible Order-Allocations

BizAutomation’s Allocation management helps you get as close as possible to achieving what are two seemingly contradictory goals: maximizing order ship-date accuracy while minimizing the risk of stockouts.

Hard Allocation

Prevents the age-old problem of losing your ability to ship an order on-time because what was available when the order was created goes on back-order by the time it’s fulfilled. Works equally well with partial or ship-complete order mandates.

Prioritize allocations for key accounts: 

  • Outbound pick to ship – Reserves partially or fully available stock from the time an order is generated. Enables warehouse staff to fulfill hard allocated orders before all others.
  • Inbound pick to ship – Because inbound back-order purchases take longer to fulfill, you’ll have the option of Dropshipping or hard allocating on inbound stock, for orders awaiting shipments based on distribution list priorities.

If you manufacture: It’ll keep production lines moving by immediately committing BOM picks to work-orders from stock, while also committing and routing inbound BOM stock from POs, immediately from the moment it’s received and put-away.
Because work-orders can link to sales-orders, and can be hierarchical, where a sub-assembly of a parent off-shoots to a work order to build it to meet the demands of the parent work-order – BizAutomation’s hard allocation capabilities are an absolute must-have.

If you configure or build kits: If your organization builds kits, you already know how quickly things can go south when and you have, say 15 out of the 20 kit members in stock, which can get even more dicey if those back-orders have to be purchased from multiple vendors.
Our hard-allocation capabilities address this issue by reserving kit components at the time of pick-to-kit on the outbound side. Simultaneously, we reserve incoming inventory from vendor shipments based on their expected receive dates, directing each shipment to the designated assembly location as it arrives.

If you regularly transfer inventory for order fulfillment: You’ll have the option to receive to order from the destination warehouse.


Multi-Dimensional Soft Allocation

Order allocation is typically a single-dimension affair based on FIFO ship-dates where oldest orders ship first. But what if your least profitable, smallest customer put in their order a day before your biggest more profitable customer for the same item and there’s only a single unit in stock ? It’s an extreme example but wouldn’t you rather know ? Taking the blinders off is exactly what BizAutomation’s multi-dimensional soft allocation modeling lets you do.

Allocate based on your priorities, with 15 possible combinations. For example:


  • Ship-Dates
  • Items or orders with the highest gross-margin or revenue come first
  • Prioritize customers with the greatest revenue spend
  • Combine multiple dimensions in a sliding scale such as “Big Customers first, THEN ship-date, THEN gross-profits", etc..
Flexible Sales Order Fulfillment

Order Fulfillment & Dropship Processing

Sales Fulfillment

Orchestrate simple to complex inventory fulfillment across multiple warehouses, including pick, pack, ship, and invoice. For a more comprehensive description, see Warehouse Fulfillment

Process multiple dropship sales orders linked to a purchase order (created from the demand planner), including auto-generated packing slips your vendor can use to ship product to customers. Auto-generate invoices from bills, including shipping rates and tracking #s with cross document linking.


Transportation Management (TMS) - Parcel & Freight Shipping

Over 100 parcel & freight carriers - Streamline shipping operations, reduce costs, improve efficiency, and enhance customer satisfaction with rate comparison, carrier selection, and real-time tracking - all within BizAutomation's Order Mgt, without the need to log into a 3rd party app.

UPS
YRC Freight
FedEx
XPO Logistics
USPS
Old Dominion
DHL
Estes
Canada Post
TForce Freight
And many, many more
And many, many more

Shipment Status, Tracking #s, & Shipping-labels - Track shipments after pickup, enabling employees to see where orders stand after leaving the warehouse (e.g. “In-Transit”, “Out for delivery”, etc..). Print shipping labels during and after fulfillment on a variety of printers.

Auto-select Parcel or Freight based on shipping formulas - BizAutomation’s TMS can decide if freight or parcel should be used, then cross reference against customer shipping terms to decide whose account to use, what terms to apply (e.g. cost only, cost + margin, etc..), carrier and service, etc...

Carrier / Ship Rate Comparison & Booking - Compare shipping rates across multiple parcel and *freight carriers via automatically formed shipping groups based on fulfillment packing. BizAutomation will automatically pick the right group of carriers based on a variety of conditions (e.g. Under 150 Lbs. compares parcel carriers such FedEx, UPS, and USPS, and Over 150 Lbs. quotes any number of your preferred LTL or FL carriers).

Shipment Packaging - BizAutomation enables you to add everything all shipment types require. For Parcel shipping, all the packaging types are provided by carrier (e.g. FedEx 10kg Box, etc..) and for freight you can add your own container types including pallets, boxes, containers, etc.. Freight accessorial options are also available during the booking of shipments.

Custom Shipping Rules - Create your own custom shipping rates from rules based on order amount, weight, and from / to locations.

Shipping Promotions - Include shipping promotions while building or modifying an order, including minimum spend, and spend incentivizes e.g. “Spend $100 and shipping is free”.

Shipping-Term Logistics - Shipping terms in BizAutomation can be seamlessly integrated into the order-building process, with the system managing complex rule orchestration and reconciliations behind the scenes. This flexibility accommodates diverse customer requirements, such as:

    • Mandating the use of specific carriers for LTL (Less Than Truckload) and parcel shipments (no markup)
    • Negotiating free shipping as part of large blanket contracts

The system's workflow reconciles potential discrepancies between PO/SO pairings, where vendor and customer shipping terms are incompatible. BizAutomation efficiently handles these intricate logistics while also managing:

    • Accurate accounting entries
    • Real-time order gross profit visibility
    • Sales commission calculations (if applicable)

Customer Shipping-Terms

    • Customer pays shipping (no markup)
    • Customer pays shipping + markup
    • We pay shipping (not the customer)
    • Pickup will-call
    • Use customer’s account (3rd party billing)
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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