Orders

• Apply business rules while building new orders. Here's just a partial listing of the capabilities:
  • Require Ship-complete (otherwise partial shipping is allowed)
  • Dropship, Directship from inventory, or both
  • Hard or Soft allocate
  • Enforce pre-pay before shipping if customer is out of credit or not setup on net-terms
  • Pickup-Will-Call (Impacts inventory and fulfillment processess)
• Custom Order Forms - Define custom and default fields within specific sections of new order forms (e.g. items, shipping, billing details), you'll not only cut down on form complexity but also expedite the time it takes to build new orders.
• Flexible Order Lookup - Configure order lookup using any combination of field values, such as customers by customer name, branch, ID, a custom field value. For an item it might be a SKU, UPC, Model, Customer Part#, custom field value, etc.

• Support for multiple items types and units of measure (UOMs)

  • Non-Inventory Items (Including anything from dropship to labor)
  • Serialized & Lot# Items
  • Kits
  • Off the shelf Finished Goods
  • Dynamic Kits, Assemblies & BOMs (including inventory and non-inventory)
  • Matrix Items with attributes

• Full inventory view while building the order - Includes vital sales metrics such as back-order, and on-order purchases with expected quantities and delivery dates. As an aside - If you have API access to vendor warehouses, we can use that to get inventory availability during the order building process, for both Directship and Dropship orders.

• Leverage OCR & AI to replace manual work when building new proposals & orders - Automatically scan and convert Customer POs and RFQs via OCR and AI to generate Sales Opportunities & Orders, replacing time consuming and error prone manual processes.
• Item substitutions - Item substitution capabilities that confirm to various customer and order needs such as customer branding preferences, back-order substitution options, and profit margin optimizations.

Ship Rate Comparison - Compare multiple parcel and freight carriers’ rates during order quotations, which can be updated during order fulfillment.

Point of Sale (POS) Orders & Payments - Orders can be paid from order entry using credit card processing or can be invoiced on credit terms. All pre-pay orders are invoiced before the order is shipped vs post-ship invoicing.

Sometimes however, a more specialized POS solution might be needed, and to this end BizAutomation is able to API connect to solutions such as Clover, Square, and others.

If your customers or vendors are large organizations with dozens or even hundreds of ship-to locations, branches, subsidiaries, etc.. you need efficient address management.

• Add hundreds of addresses and quickly look them up during order entry with tunable auto-complete fields that cater to your way of working with addresses.
• Associate hundreds of locations to an organization, with each having their own billing and shipping addresses.
• All addresses are validated via Google Address Look-up and can be further validated with add-on address verification services.

Split-Shipping - Including multiple ship from / ship-to locations, with multiple ship-dates. BizAutomation will automatically handle all logistics required behind the scenes for all downstream processes, including separating shipment booking, packaging, etc...

Customer blanket orders can also use split-order capabilities in order to segment quantity and split ship-dates as needed.

Ship Complete - If a customer requires a ship-complete, BizAutomation will enforce ship-date, and all the fulfillment logistics needed to ensure the order is allocated, and shipped completely with no partials.

Native Order aka “BizDocs” can inherit data from orders based on default and custom merge fields. Outbound documents such as Order Acknowledgements can be paired with PDFs such as Terms & Conditions.

Document Customization - BizAutomation provides many common documents by default, but organizations can also add their own custom BizDocs types, which can be customized using the BizDocs platform, which leverages skill-sets any website designer will have for adding style, default and custom merge fields from the order, customer, item, and other modules.

Document Messaging / Email - Documents can be converted into PDFs and emailed out directly from the order, with the event captured on the order’s correspondence history.

Customer and Vendor RMAs are supported, and can be issued separately, or combined into split order RMAs.

Split Order RMAs - Split orders include items links to POs which may be comingled with items that aren’t. Workflow rules enable the ability to RMA items both to your warehouse or a 3rd party vendor depending on each line item’s specific needs. Split order RMAs streamline costs by avoiding costly shipment layovers at your own warehouse, bypassing delays and labor costs.

Warranty - Add contracts to various product groups to generate coverage periods.

Eligibility Management - 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 terms, drive credit memos and refund eligibility.

Restocking Fees - Provide restocking fees for eligible returns.

Refunds & Credit Memos -Set elegibility conditions based on inbound inspection of returned items, without which credit memos or refunds can not be issued.

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.

Sales Order Approvals - Set price margin thresholds that trigger approval requests, to ensure that margin minimums are maintained.

Customer Blanket Orders - Enables your organization to create orders that track purchase contracts with your customers, including “Shipment Dates”, Quantities, “Ship From” and “Ship To” locations.

Vendor Blanket Orders - Enables your organization to create orders that track purchase contracts with your vendors, including “Shipment Dates”, Quantities, “Ship From” and “Ship To” locations. Works with demand planning to prevent double purchase recommendations.

Transfer Orders - While building an order, if your organization uses multiple warehouses (including 3PLs) you can transfer inventory across warehouses based on availability to prevent backorders, and keep warehouse inventory in balanced equilibrium. Transfer orders will leverage BizAutomation’s Warehouse Management System (WMS) to manage inbound and outbound movement of inventory.

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 based on each customer’s purchase policies. BizAutomation takes the blinders off, because it guides you through what you can and can’t substitute based on the needs of the order cross referenced with the individual needs of the customer, giving you pin-point insight so you can optimize the order:

• Back Order Substitution - Substitute back-order inventory with equivalent items, or upsell and / or downgrade if the situation calls for it.
• BOM Substitution - If you manufacture and have finished goods that depend on BOMs that can’t support the demand of the order, you can substitute BOMs based on available equivalents.
• Kit Substitution - Kits are composite items and can also be substituted based on the same process used to replace BOMs, and Items.
• Find better gross profit and if relevant to your business - substitute private label for vendor branded goods.
• Accelerate “Ship-Complete” Orders - Prevent a single back-order on a big “Ship-Complete” order from shipping out late.

Cross-Selling & Up-Selling - Add item options such as accessories, recommended or required add-ons, or upsell premium items related to the one being added.

A WYSIWYG automation wizard that makes it easy to set rules that automate almost every workflow step in the order process. For example, set a WHEN conditions such as “when order is created”, together with the resulting action, such as the emailing of an Order Acknowledgement PDF to the customer using custom email templates.

Most orders go through constant modifications until they’re closed. Order auditing lets you track every modification made, who made it, and when. It’s available at the click of a button from anywhere in every order.

This typically involves a single ship-from and ship-to address which is the most common fulfillment process used but can expand to include multiple ship-from warehouses and ship-to destinations (e.g. Customer, VAR, Contract Mfg, 3PLs, etc.) all contained within a single order.

Includes the ability to keep a customer packing slip template which can include their design, logo and customer part# (instead of your own SKU) on the packing slip to give the appearance that the order directshipped from their warehouse.

Adding this dimension triggers BizAutomation’s TMS business formulas that take customer and vendor shipping rules (i.e. who pays shipping, ship-vias, carrier account#s, etc..) together with dimensional weight into consideration in order to decide if freight or parcel should be used.

In this scenario you have one or more sales orders linked to a single PO with one or multi-ship destinations. Multi-ship is a setting you can configure by vendor which enables directhipping from your vendor to your warehouse as well as dropshipping to your customer or customer’s customer within the same PO. BizAutomation’s workflow automatically provides the PO with a set of packing slips making it easy for that vendor to ship product without having to generate their own packing slips (If they don’t support branded packing slips; something you may want to use in order to preserve brand integrity with your customers).

While this is one of the most complex set of logistics BizAutomation enables your organization to orchestrate, it also offers the greatest potential to leverage economies of scale and the volume discounts that that come with that.

Enables organizations to purchase for quantity from demand generated from multiple sales orders to leverage economy of scale discounts. These orders are then received and transferred from a single distribution hub to warehouses closest to the final destination where they can be fulfilled.

With build to fulfill, BizAutomation takes demand from finished goods / assemblies tied to orders to create multiple work orders which can be combined with replenishment formulas that adds additional stock. BOMs are picked, and after goods are built, they can be picked either from final work-station location, or put-away and picked like regular inventory together with other items in the sales order. This not only improves workflow but it has the added benefit of hard allocating finished goods as they're built to matching orders.

Once orders are linked, shared line items, and extended business documents such as quotes, order acknowledgements, and POs, are also linked, so that editing a line item creates a cascade of changes that reverberate throughout the network of linked records. For example, if qty is increased on the sales order, this prompts the PO to increase its purchase qty, both on the record and the document you send your vendor, along with the sales order side documents you send the customer, such as Quotes and Order Acknowledgements.

Linking Purchase Orders to Sales Orders - By enabling you to link (aka match / map) sales orders to open purchase orders with one or more equivelant matching line item, you'll foster a more efficient and streamlined order fulfillment process, optimize inventory levels, and enhance overall business operations.

Cross Record Billing & Invoicing - Use billing and shipping costs incurred from the purchase order to generate invoices and shipping costs impacting order gross profit on the sales order and visa versa.

Generate Invoices on linked Sales Orders from Vendor Invoices on linked Purchase Orders - After vendors ship and invoice, generate invoices on linked Sales Orders, including all the including the ship-via, ship-service, shipping cost, tracking #s, and relevant costs used to drive customer shipping prices according to customer shipping terms (Invoiceable and Non-Invoiceable shipping costs, margins, etc..).