Cloud ERP for the smaller SMB
Purchase Requisitions
Purchase Requisitions

Requisitions are optional and can be used within an approval process, so that upon approval they can be converted into full Purchase Orders. You can also use requisitions as a way to obtain multiple vendor bids. The winning bid eventually becomes a purchase order.

Discrete Purchase Orders

Creating POs individually caters to businesses that have a smaller number of SKUs or where customizing individual Purchase Orders is important. Some features include communicating transit times to sales departments (during the sales order build process), multiple ways to select items (if you sell lots of SKUs this can be useful), minimum order quantities, amounts, and much much more.

P.O.s from Sales Orders

Create multiple Purchase Orders from Sales Orders, including one to many linking between records.

P.O. Templating & Cloning

Clone any order, or build vendor specific templates that inherit common line items and settings for reuse later.

Mass Purchase Orders

Using demand planning to meet your specific item replenishment needs, BizAutomation provides the ability to mass create P.O.s. using intelligent quantity recommendation formals that prevent overstock. These tools will be of particular benefit to organizations that have complex environments, such as multiple vendors, lead times, higher SKU counts, and delayed order release and ship schedules.

Order Receiving & Put-Away

When receiving product to your staging area, you’ll be able to match Purchase Order lines items to orders, or if preferred, directly to vendor invoice and packing slips so that Bills reflect quantities received, not just quantity ordered which might not be the same.

Order Receiving & Put-Away

Put-Away routing by bin location enables the shortest path through the warehouse. Support for click or scanner based workflows are available.

In the end, you can be assured that when issuing Bills to Purchase Orders, all line items ordered, can be accounted for within the receive and put-away process.

Billing & Closing

The last step of the purchasing process, is billing and closing of orders. To this end, you’ll find BizAutomation.

Demand Planning

BizAutomation demand planning provides everything you’ll need to master the process of inventory replenishment. By analyzing supply and demand across multiple dimensions you’ll be able to forecast demand in order to help manufacturing and distribution improve order and line item fill rates. The end result is optimal inventory management performance.

The inventory replenishment process considers a variety of criteria and sources such as on-hand inventory, customer demand, and supplier lead times, order release and expected dates, and replenishment formulas that calculate ideal quantities for mass requisitions, and purchase orders.

  • Forecast demand against global supply chains.
  • Recommends inventory purchases.
  • Filter by location, item categories, and more.
  • Drill-down into contributing transactions.
  • Analyze historical demand.
  • Include impact of sales opportunity forecasts.

Material Resource Planning (MRP) related benefits

If you manufacture, BizAutomation demand planning will keep tabs on resources needed keep your build and bills of materials (BOMs) pipeline fed, by forecasting accurately in order to keep purchasing optimized.

  • Run analysis against back-ordered BOMs to maximize work order builds.
  • Re-order BOMs based on long term demand.
  • Set re-build points to automatically create work-orders.
  • Find alternate suppliers when ordering replenishments.
Demand Planning
Inventory & Warehouse Management

Multiple Allocation Plans

Ability to commit allocation when order is created, or delayed allocation based on multiple trigger points.

Single & Two-Step Stock Transfers

Adjust stock or transfer inventory from one item to another (allocation levels automatically adjust). You can also create a “Transfer Order” which is essentially an inter-company Purchase Order, that you can receive just like any other P.O.

Multiple Warehouses with Inventory Bin / Location control

Each item can belong to an aisle, rack, shelf and bin location. You can purchase to a global holding warehouse, then later receive to a preferred but changeable internal location (Warehouse / Bin).

3PL Inventory Synchronization

If you outsource shipping and receiving to 3PL, BizAutomation has the ability to synchronize inventory movements between your 3PL WMS and your BizAutomation inventory without needing to resort to expensive EDI document exchanges.

Multiple Units of Measure (UOMs)

Supports UOMs for both purchasing, and selling, including the ability to create custom UOMs in addition to default types such as Eaches, Units. You can create custom relationships between that auto-calculate base unit counts (e.g. 1 "six pack" is equal to 6 "eaches").

Rapid Inventory Entry

Filter inventory by location, then enter quantities counted on a grid that automatically updates and places the cursor on the next item next to it for a rapid inventory count entry.

Inventory & Warehouse Management
Multiple Items Types
  • Serial & Lot#s with expiration dates: Track Serial or Lot# with ability to separate stock vs assigned to orders so they can later be tracked for warrantee recall. Ability to assign numbers during work order builds is also available.
  • Inventory, Non-inventory
  • Drop-ship: Support for direct Customer, and Customer’s customer (Blind drop-ship where your business is the supplier drop-shipping on behalf of your customer)
  • Kitting:
    • Fixed kits that always include the same items and quantities when they’re added to the order.
    • Dynamic kits that can include a different variation of items and quantities set during order creation.
  • Assemblies: (Finished Goods) containing bills of materials (BOMs) with multiple sub-levels.
  • Matrix items: With attributes & variations
  • Service items
  • Multiple Item configuration options:
    (Can trigger work orders depending on the combination of items selected):
    • Create fixed option list when configuring a base item from a template (e.g. Say you need to configure a notebook, and need to offer one of three CPUs).
    • Create dynamic option lists based on previous item selection e.g. If I select chassis A, show Item-1 (which might be a kit), but if I select chassis B include show item 1, 2, and 3 (which might include a BOM that needs to be built).
  • Options, & Accessories

Transaction History

Every time an item touches a sales order, purchase order, work order, RMA, or any other transaction, the audit trail will be recorded within transactions history, which is a view within the item record, that’s very easy to read, and search against.

Audit Trails – If you want to see everything from inventory movement, and need to trace products from receipt back through their entire lifecycle, then you’ll use the audit trail. Think of it as a forensics log that contains every detail of everything that impacts your items.