Order Management & Fulfillment

Customized Order & Process Flow - Customize your ordering process by business model:

Retailers - Generate orders in seconds, including payment processing, live ship-rates, and POS.

Wholesale Distributors - Split orders into multiple ship-from, ship-to, drop-ship, and ship schedules.

Manufacturers - Sell from stock and / or build to order. Seamlessly manage BOM back-orders.

Multi-Brand Organizations - Create brand specific customer facing documents such as quotations, order confirmations, receipts, and invoices.

Pricing & Promotions Management - Extensive pricing and promotion wizards enable any number of discount incentive formulas, including up-selling, cross-selling, substitution selling, and more.

Order Fulfillment - Fulfill by order or batch fulfill hundreds of orders per day quickly and efficiently:

Picking & Barcode Scanning - Pick by barcode. Build picking batch groups. Allocation logistics prevent product allocated to older orders don’t get unintentionally picked for newer orders.

Packing & Shipping - Print branded packing slips, tacking #s, and shipping labels. Automatically invoice orders with ability to automatically send attached PDF Invoices to customers.

3PL Fulfillment/ Amazon FBA - Send ship requests and receive order acknowledgements, to automatically update inventory levels.

Returns / RMAs & Warrantee Management - Base return policy from warrantee periods. Return items back to any warehouse. Report reasons for RMAs including profitability impact.

Connect to dozens of marketplaces - Including Amazon, eBay, Walmart, Sears, Overstock, Etsy, and many more. Receive orders and send back tracking information with inventory levels.

Ecommerce Integration - Setup BizCommerce built into the suite, or connect to over a dozen 3rd party carts, including Shopify, Big-Commerce, Volusion, Magento, 3D Cart, and many more.

EDI Integration - Receive 850 POs, and send out 855 Order Acknowledgements and 910 Invoice. Connect to EDI process hubs including SPS Commerce, TrueCommerce, and many more.

Rate Comparison - Browse and compare rates while creating or updating an order across multiple carriers such as FedEx, UPS, USPS, and Canada Post.

Custom Shipping Rates & Rules - Create your own custom shipping rates and 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 incentivize e.g. “Spend $100 and shipping is free”.

Shipping Labels & Tracking #s - Print shipping documents during sales fulfillment.

All your shipping setup work can be leveraged across all BizCommerce sites.

Drop-Shipping (Direct & Vendor based) - Create multiple drop-ship locations from a single order and BizAutomation will automatically take care of creating all the documentation accordingly, including purchase orders from sales orders for vendor drop-shipping.

BizCommerce - Is an Ecommerce platform built into the same database. Unlike 3rd party commerce, BizCommerce uses the same database and configurations you’re already using.

Retailers - Create a B2C commerce enabled website.

Wholesale Distributors - Create a B2B commerce enabled website, product catalogs, and portals.

Manufacturers- Leverage the same item configurator you’ve implemented to enable customers to self-define custom product assemblies and builds.

Multi-Brand Organizations - Create multiple branded websites with brand specific customer facing documents such as quotations, order confirmations, receipts, and invoices.

Content Management System (CMS) - Manage all your site’s content from within the suite. This means editing content on a BizCommerce web site is as simple as editing a customer record.

Inventory - As items are created, fulfilled, purchased, and received, BizAutomation automatically manages all your inventory levels.

Warehouse Management - Create multiple warehouses and bin locations which can include a traditional “Warehouse”, or a “Store”, “Truck” “Vending Machine”, “Kiosk”, etc..

Back Order Management - Manage back-ordered items by purchasing them from vendors or using transfer orders to transfer them from one of your 3PL or Warehouse locations.

Virtual Warehouses - Track vendor stock with virtual warehouses that enable connecting to 3rd party stock without impacting your own inventory valuation.

All Item types are supported:

Stock & Non-Inventory - Scan or add stock items including kits to orders quickly and efficiently. Automatically drop-ship inventory from stock, or non-inventory from vendor warehouses.

Drop-Ship - Stock and Vendor Stock to customers or customer’s customers.

Item Matrix Attributes & Variations - Supports products such as apparel items.

Serial & Lot #s - Add unique ID to batches or individual items.

Item Configurator - Configure items on the fly. Save configurations to stock or order.

Services - Include hourly services in any order, kit, or build.

Data driven item replenishment - BizAutomation’s demand planning gives you insight into which items need to be re-ordered and when. Taking into account data sources such as orders, back-order, on-order, re-order points, vendor minimums, and even sales opportunity data, you’re order pipeline will always be fed, without too much or too little investment.

Back-Order Automation - Anytime your sales orders demand more from inventory than it can deliver, automated rules are in place to quickly and efficiently generate purchase orders to replenish product as soon as possible. When the shipment comes in, sales order allocation is automatically tied to related purchase orders to prevent misallocating inventory to other orders.

Purchase Order Streamlining - Purchase order streamlining automatically merges purchase orders, and line items going to the same vendor. Data mining tools enable insight required to help you compare and contrast costing metrics over time, ensuring that you always negotiate the best price with vendors.

Vendor & Cost Management - Manage all vendor relationships in one place. Update cost automatically from purchase order activity. Configure lead times by ship-via, and and from / to locations, so that arrival estimates can be shared with sales associates while building new orders.

Customer Management

New Customers - Create new customers during new sales order builds, or automatically from marketplaces and 3rd party sources as they flow in.

360 Degree view of customer- Including transactions, correspondence, customer part numbers, etc... Everything in one place so nothing falls through the cracks, and everything is optimized.

Financials Management

Inventory and sales data instantly feeds into accounting - Gives you an overview of your business performance in real time.

Financial preferences - Set credit card accounts, credit limits, terms, and amounts, and credit hold rules that automatically put a customer on credit hold if triggered.

Sales Order Financials - Charge credit cards while building orders. Set financial rules that keep minimum profit margins, set minimum order amounts. Build comprehensive sales commissions.

Match Invoices to Packing Slips - When packing slips are generated, BizAutomation can create matching invoices, which will be available from the order (without affecting pre-invoiced orders).

Split Inventory / Non-Inventory Invoicing - Orders containing non-inventory (i.e. drop-ship items) and services can be marked as fulfilled if they’re part of an order with inventory. Invoice splitting is provided, so orders with both inventory and non-inventory on the same order can be invoiced separately which allows the inventory invoice to match outgoing packing slips.

Invoice Broadcasting - Leverages BizAutomation’s workflow engine to automatically send invoices to customers regardless of whether invoices are manually or automatically added to an an order. Invoice broadcasts can include custom email templates. Messages are added to the order correspondence history so anyone with permission can lookup these order specific messages.

Pick & Pack by Order or Item - Group items by order or pick items individually.

Picking Formulas - Pick partially shippable quantities or filter out any item or order that can’t be completely picked by quantity ordered.

Pick to Order - If you map or create a transfer or purchase order from an existing sales order, you can allocate (i.e. reserve) inventory from the qty on-hand pool. That way, newer orders don’t take quantity already reserved which can produce a back-order situation where older orders can’t ship because newer orders took their allocation.

Filter by Location - Make the most efficient picking run through the warehouse and by internal location (Aisle, Rack, Shelf, Bin).

Column Filtering - Configure any number of columns to filter the rows that make up your orders and items, then column filter to get precisely the records you need.

Combine Pick & Pack - Pick & Pack can be combined into a single function if needed.

Print Pick Lists (PDFs).

Shipping Box Allocation - Automatically allocate items into shipping boxes/containers which include available boxes and packaging formats provided by parcel shipping companies (FedEx, UPS, USPS, etc…), and can also include your own custom defined boxes.

Packing Slips - Once items are ready to ship, generate and print packing slips, & release allocation.

Shipping Labels & Tracking #s - If you ship via parcel shipping (FedEx, UPS, USPS, with other add-on possibilities), you can generate shipping labels and tracking #s for all the boxes in which items have been allocated using thermal label or standard laser / inject printers.