Static & Dynamic Reorder Points - The quantity threshold point at which you want to trigger a purchase. With dynamic re-order points to set quantity variables based on elastic demand.
Reorder Quantity & Minimum Order Quantity by Vendor - Because some vendor’s minimum order quantities may exceed your own (e.g. off-shore vendors have different quantity minimums than local vendors).
Item Substitution - Bypass Back-Orders altogether with item substitutions, where suggested equivalent and up-sell alternatives are presented, right when you need them.
Discontinued Item Management - Automatically recommends replacement items for discontinued ones.
Inventory Archiving - Archive inactive inventory while still keeping transaction history. Archived items no longer appear in item searches in order to focus attention on active items
All item types support both sale and purchase units of measure (UOMs), with formulas that enable unit conversions to “Eaches”.
Standard Inventory - Regular stock, including parts and raw materials. Can also be converted to non-inventory stock on the fly while building a sales order if you want to drop-ship it from a vendor.
Serialized & Lot numbered items - Assign Serial or Lot numbers when items are received, and picked, which can be tracked to Orders after fulfillment.
Non-Inventory - Items drop-shipped from vendors to customers.
Service Based Items - With units measured in hourly time.
Matrix Items - Such as clothing which has size and color attributes. Our matrix builds can also be customized while building an order to generate precise inventory levels (rather than the typical X / Y grid approach which can be so confusing and cumbersome at times).
Kitting & Disassembly - Virtual items made up of real items (e.g. “Bag of screws”). Can include non-inventory and service based items too.
Assemblies / Finished Goods & Bills Of Material (BOM) - Finished goods made up of other items (can be multiple levels deep). BOMs can include non-inventory and service based items too.
Assets - Items you own, which typically require a depreciation schedule.
Full spectrum inventory visibility is available across all your warehouses, with partial spectrum API derived inventory can be partially visible (on-hand and/or available) across Vendor, & 3PL warehouses.
An unlimited number of warehouses are available, which can include warehouses that belong to your organization and keep stock, valuation, etc.. and virtual 3rd party warehouses used to API to vendor warehouses (where supported) to get inventory counts during order entry, and can be combined with dropship orders to help improve ship-throughs.
Available Inventory - Inventory not associated or committed to sales orders.
On-Hand Inventory - All the Inventory in the warehouse.
Ordered Inventory - Inventory associated with open sales orders (Committed and Un-Committed as well as Prioritized and Non-Prioritized).
Allocated Inventory - Inventory committed against open sales orders.
On-Order Inventory - Inventory associated with open purchase orders.
Requisitioned Inventory - Inventory associated with soft POs (Requisitions) tentatively but not fully confirmed for purchase.
Back Ordered Inventory - Total inventory demand in excess of inventory available on-hand. You may also be interested in learning about “Soft Back-Orders” and “Hard Back-Orders”.
Inbound & Outbound Virtual Inventory:
BizAutomation inventory transfers enable the movement of inventory within a warehouse, from one location to another (Aisle, Rack, Shelf, and/or Bin). Warehouse transfer management (See warehouse transfers) provides the ability to coordinate inventory levels across warehouses based on key logistical reasons such as demand across orders, inventory balancing, etc.. BizAutomation supports both.
Inventory Transfer Orders - Create transfer orders between locations or business entities, using the purchase order framework, including receive and put-away processes.
Instant Inventory Transfers - Move inventory from one location to another instantly simply by updating quantity.
Full Warehouse and Cycle Counting - Divide and conquer inventory counting seamlessly by enabling warehouse managers to assign batch counts to staff or warehouse teams based on the entire warehouse, or any portion thereof - section by section, including aisles, racks, shelves and bins (or any combination thereof depending on how you define warehouse locations).
Continuous Counting & Flagging - Enable pickers - the tip of the spear - who constantly visit locations daily, the ability to flag inaccurate on-hand quantities from their hand-held devices, as they come across them. Later, authorized warehouse staff can confirm and update counts, maximizing inventory integrity.
Support for barcode scanners and mobile wireless devices - Count inventory wirelessly using mobile devices and barcode scanners. Barcode scan items and bin locations, so your warehouse staff can quickly update inventory counts in real-time.
Whether you need to customize an existing item such as a chassis or base unit that requires selectable product or non-inventory variables, our item configurator will very likely fit your requirements. It provides you the ability to dynamically configure items up to hundreds of thousands, or even millions of possible configuration variables.
Multiple configuration dynamics -
Order Only based SKU #s - Setup a item / SKU that only exists in the order on which it’s configured. The assumption being that it’s a one-off custom configuration where creating a new item for future off the shelf use may not be desired.
New Inventory based SKUs - Newly configured items can automatically create new SKU entries from the configuration, so they can be reused over and over again with future orders. This includes Kits and Assemblies used in manufacturing work order builds.
Endorsement: FSB Germany uses SAP for their European operations but came to BizAutomation for their North American operations primarily because of our ability to handle complex item configurations.
Inventory Audit Trails - Track every inventory insert, update, and delete event, including when, where, and how, which include both automated and manual sources such as changes committed by employees.
Transaction Audit Trails - As items are added to sales and purchase orders, returned via vendor or customer RMAs, or modified via transfer orders, transactions will recorded so you can easily track them.
Customer and Vendor Item Trackability - Track Items bought and sold from within Customer and Vendor records.
Paperless Picking - Use of a wireless device such as a tablet and scanner to pick item barcodes assigned to bin locations, for completely paperless picking.
Picking Priorities Wizard - Picking order is the tip of the fulfillment spear, because it can determine which orders end up with back-order downstream. BizAutomation’s picking wizard takes a multi-dimensional approach to setting pick priorities, where ship date is only one of the dimensions. Other dimensions can include customer size, order profit margins, and more.
Batch & Wave Picking - Batch Picking increases picking throughput and reduces warehouse travel time significantly. Allows multiple warehouse staff to pick for multiple orders at the same time, by establishing picking lines into various batches, then assigning those batches to pickers.
With wave picking priorities you can set groups of picks based on common ship dates, item groups, shipping zones, and more.
Packing & Bills of Lading Lists - Packing lists and Bills of Lading are fully customizable, and can be paired with invoicing if desired (invoicing before shipping is also possible).
Packing, Bills of Lading, Mirrored Invoicing, & Shipping - Packing lists and Bills of Lading are fully customizable, and can be set to issue invoices that mirror packing slips to create mutually referencing links (invoicing before shipping is also possible).
From the shipping portion of fulfillment, BizAutomation enables the ability to add boxes, crates, custom containers, compare shipping rates, book shipments, and add and issue shipping labels. Over 100 parcel and freight carriers are supported.
Receive Inventory with Receive Receipts - Track when purchase orders are fully or partially received. Un-receive from the purchase order, with audit trails for both. While receiving inventory, warehouse staff can include the Bill of Lading or Packing Slip ID for future reference.
Put-Away - Put-Away can be conducted completely paperless with the use of a wireless device such as a tablet and scanner, which are used to scan item barcodes assigned to bin locations.
Freight-Forwarding Logistics: Consolidate | Ship | Transfer - Enables the ability to leverage inbound shipments from mass procurement consolidation, letting your warehouse act like a well oiled 3PL. Freight-forwarding logistics enable orders to flow into and out of the warehouse using BizAutomation to distribute orders based on put-away, ship-out, or transfer-to workflow.
Create business rules that:
RMA Returns & Receive Condition Eligibility - Once an RMA is issued, eligibility rules can be assigned to enable warehouse staff to conduct quality inspections in order to determine credit memo or refund eligibility. With RMA eligibility, your organization can not only save money, you’ll also be able to track back problematic vendors and items. For more details,
Warranty Policies - Assign warranty policies to shape the eligibility of RMAs.
Create multiple physical warehouses - Generate multiple warehouses, which can be anything you use to store stock, such as a traditional “Warehouse”, or alternate definitions such as “Store”, “Truck” “Vending Machine”, “Kiosk”, etc.
Internal Locations (Aisle, Rack, Shelf, Bin). Multiple bins per location are also supported, which can be barcoded for paperless picking and put-away functions.
Virtual Warehouses / 3rd Party (e.g., 3PL) WMS Connector - Create a Virtual Warehouse Location in BizAutomation, then API connect to any 3rd party warehouse management system (WMS) that supports outside API connectivity. This can be particularly useful when most of your inbound inventory comes from few large suppliers (These warehouses usually are labeled by suppliers).
Warehouse Archiving - Archive warehouses after they’re no longer needed.
Warehouses can be selected while building an order internally, or auto-set from the self-service Ecommerce platform, based on several criteria.
Map default warehouses:
By Employee - If employees need to order and/or fulfill by location such as a store or territory, this defaulting mechanism will come in handy, and can be used with multi-entity configurations.
By Customer - Customers that need to default order from a particular location.
Smart warehouse select - Automatically select warehouses based on criteria such as location proximity to ship-to addresses, and inventory availability.