Unified Inventory & Warehouse Management (WMS)

Selected Essentials

Item aliases with configurable look-ups Name, SKU, UPC, Customer Part#, Vendor Part#, Model, ID, etc.. Any and all can be configured to be looked up from any module, displayed, and reported on.	Multiple descriptions for the same item Short, Long, Customer, and Vendor, can all have their own descriptions which are applied as needed (e.g. the vendor description would be used in a PO).
Upload multiple Item Images & Documents Including full images, thumbnails, and documents (e.g. PDF schematics, drawings, etc..).	Archived Items Items marked as obsolete or no longer needed for day-to-day operations, while still maintaining transaction history.
Custom Fields Add as many custom fields as needed, with multiple field types available such as drop-downs and check-boxes.	Accounting, UOMs, Weights & Dimensions Set unit costs, link to COAs, set sale and purchase units of measure, weights, and dimensions.
Lot & Serial Number Tracking Assign lot numbers to batches of inventory or unique serial numbers to individual units. Track complete chain of custody from vendor receipt through customer shipment, enabling rapid recall response and full product traceability.	Inventory Costing Methods Support for FIFO and weighted average costing methods to align with your accounting requirements and reporting standards.

• Static & Dynamic Reorder Points - Set quantity thresholds to trigger replenishment automatically. Dynamic reorder points adjust based on demand variability, lead time fluctuations, and configurable safety stock levels—ensuring optimal inventory without manual recalculation.
• 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).
• Preferred & alternate Vendors - Set multiple vendors by item, with vendor specific details such as volume cost tables to track unit cost breakdown which can be used while building purchase orders.

Inventory Items

Standard Inventory Physical-items that are bought, stored, and sold	Serialized & Lot numbered Inventory Serialized items or Serialized groups ("Lots") of items
Assemblies & Finished-Goods Items assembled from one or more layers of components via Bill of Materials (BOM). Supports nested sub-assemblies, "can-build" calculations based on component availability, and assembly cost rollup.	Kitted-Items Bundles of individual items sold as a single unit. Supports both pre-assembled kits and pick-at-ship bundles. Kits can be disassembled to reclaim components for returns or reallocation.
Matrix-Items Items with attributes such as "Color", "Size", etc..	Asset-Items Items you can use & rent-out which can be depreciated

Non-Inventory Items

Non-Inventory Items that are bought and sold but not tracked in inventory	Services Items bought and sold using time as their unit of measure
Dropship-Items Items you buy, sell, and ship from a vendor to your customer	Virtual Items Items belonging to a supplier accessed via API connection

Points of Interest

• Item Relationships - Any item can have a relationship with another item for strategic purposes. For example, you might have a raw material or part that's a required accessory or a non-required option for another item and need that communicated while building an order.
• All items can be sold individually - Regardless of their affiliation to other items.
• Inventory can be converted into Dropship items on the fly while building an order - Either as a planned event or as a last minute solution to a back-order (BizAutomation has full inventory visibility during order creation).
• Kit Assembly & Disassembly - Assemble kits on demand or disassemble them to return components to available inventory. BOM members can include inventory items, non-inventory items, and service items (e.g. labor). Ideal for light manufacturing, bundling, and handling returns.
• Nested Sub-Assemblies - Assemblies can be nested within a BOM of another Assembly, enabling multi-level manufacturing workflows.

Units of Measure (UOMs)

• Select from many built-in definitions or create your own e.g. "Eaches", "Hours", "5 Pack", etc...
• Separate buy and sell UOMs - Assign buy and sell UOMs to items which link accordingly when creating SOs and POs.
• UOM to UOM conversion factors - Allowing automatic conversion between different UOMs (e.g. 1 "5-Pack" = 5 "Eaches").

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). Supports both full physical counts and perpetual cycle counting for ongoing accuracy.

ABC Classification Support - Prioritize count frequency by item value or sales velocity. Focus frequent cycle counts on high-value or high-turnover A-items, while counting slower-moving C-items less often for labor efficiency and accuracy where it matters most.

Continuous Counting & Flagging - Enable pickers—the tip of the spear—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.

Variance Tracking & Reconciliation - Track and report all inventory count variances. When discrepancies exceed defined tolerances, the system can trigger automatic recount requests and provide root cause documentation, supporting continuous improvement.

Support for barcode scanners and mobile wireless devices - Count inventory wirelessly using mobile devices and barcode scanners. Scan item and bin barcodes for real-time inventory updates, reducing human error and increasing speed.

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.

Lot & Serial Number Traceability - Full chain of custody tracking for lot-controlled and serialized items. Instantly identify which lots were received from which vendors and which customers received specific lots or serial numbers, supporting regulatory compliance and rapid response.

Recall Readiness - Execute product recalls in minutes, not hours. Trace affected products forward to identify which customers received them and backward to identify which vendor supplied them by lot or serial number.

Customer and Vendor Item Trackability - Track items bought and sold from within Customer and Vendor records, providing quick visibility into supplier relationships and customer purchase history by item.

Pick, Pack, & Ship: Sales Orders, Transfer-Orders, Purchase-RMAs, Kits, & Work-Order BOMs.

• Optimize Pick efficiency with the Pick-Priority wizard - Extends picking strategies beyond pick-views based on ship-dates, and letting you set multiple views that sort in multiple dimensions. For example, you might want to prioritize picking for your best customers first based on gross revenue over time, then ship-date, then order gross profit. There are many combinations you can choose from.
• Paperless Picking - Use tablets to pick item barcodes assigned to bin locations.
• Batch & Wave Picking - Increases picking throughput and reduces warehouse travel time by up to 50%. Allows multiple warehouse staff to pick multiple orders simultaneously by grouping pick lines into batches, then assigning those batches to individual pickers. Pick sequences are optimized to minimize travel distance. Wave picking priorities enable grouping by ship date, carrier cutoff, item category, shipping zone, 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).
• Mirrored Invoicing & Shipping - While invoicing isn't a warehouse function, it is linked, because after a packing slip is generated, you can choose to automatically create an invoice from the packing-slip which is emailed out to the customer.
• Shipping & TMS - BizAutomation's Shipping & WMS works hand in hand with EasyPost (Parcel shipping) and FreightPOP (Parcel & Freight). This is covered in detail within the shipping section of the web site. To learn more click here.

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. Capture lot numbers and serial numbers during receiving to establish traceability from the moment inventory enters your warehouse.

Receiving Inspection - Flag items for quality inspection during the receiving process. Record pass/fail status and route items to appropriate locations based on inspection results, supporting vendor scorecards and quality compliance.

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. Directed put-away logic routes items to optimal bin locations based on item velocity, warehouse zone, and product type.

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.

Inventory transfers that enable the movement of inventory within a warehouse, from one location to another (Aisle, Rack, Shelf, and/or Bin).

• Bin and Warehouse Inventory Transfers - Transfer 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.
• Backstock-to-Pick Replenishment - Automatically trigger replenishment transfers from backstock locations to primary picking bins when quantities fall below defined thresholds, ensuring pickers always have stock available without manual intervention.
• Item Substitution Transfer Orders - During back-order substitutions, look into available inventory across multiple warehouses to weigh the cost / benefit of transfers vs procurement.

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

• Add one or multiple bins per location, which can be barcoded for paperless picking and put-away functions.
• Add multiple production locations, reflecting work-centers for kitting and BOM assembly
• Add multiple receiving and staging locations
• Zone-based organization for receiving, picking, packing, shipping, returns/quarantine, and quality hold areas—enabling workflow routing by zone.

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, with the ability to un-archive or rename them if desired while retaining transaction history.

Map default warehouses

Warehouses can be selected while building an order internally, or auto-set from the self-service Ecommerce platform, based on several criteria.

• 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, enabling fulfillment from their preferred warehouse or nearest location.
• Smart warehouse select - Automatically select warehouses by criteria such as location proximity to ship-to address, inventory availability, and fulfillment cost, optimizing order routing for speed and margin.

Warehouse Archiving

Archive warehouses no longer in use with the ability to un-archive or rename them if desired, while retaining complete transaction history for auditing and historical analysis.