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  • Orders
    Order Flexibility - Custom Shipping Rules
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    Quote to Order - Quote to Order
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    Order Workflow Automation - Custom yet easy to use automation
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The suite Includes:
  • Order Management
  • Supply Chain Management
  • Inventory & WMS
  • Complete Accounting       (Multi-Entitity ready)
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Procurement - Inbound Logistics

Procurement
Key take-away:
Enterprise-Class Supply-Chain Capabilities for All

Capabilities typically only accessable to larger enterprises are now available to businesses of all sizes. BizAutomation supply chain & procurement typically achieve 15-25% greater operational efficiency compared to conventional ERP systems.


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Supply Chain & Procurement Management


Advanced Demand Planning
Taking the guesswork out of inventory decisions

Significantly enhances forecasting capabilities by providing a single, unified source of truth for all relevant data, including orders, inventory, warehouses, and manufacturing.


  • Re-Order qty & Order-point replenishments
  • Vendor Minimum order Qty, Lead-Time
  • Minimum qty required to meet back-order
  • Forecast future demand- Based on current and seasonal consumption
  • Vendor Selection - Select the right vendor for the right demand profile based on variables such as turn-around, cost-tier, and incentives.
  • Forecast based on Current & Projected demand- Including Firm Orders vs Sales Opportunities where percentage of close in pipeline helps predict replenishment quantities.
  • Seasonality Forecasting
  • Substitution Planning - Crucial for Supply Chain Agility and Customer Satisfaction - Intelligently identify available substitution opportunities, including non-exact equivalents and exact "like-for-like" SKU replacements, either of which is used within inventory replenishment or in a work-order BOM with back-order. This strategic approach minimizes stockouts, prevents lost sales, optimizes inventory utilization and existing investments, and ultimately enhances supply chain resilience in the face of disruptions, including unforeseen demand shifts.
Cost Planning & Optimization
Optimizing Inventory and Spending

Bizautomation intelligently analyzes available resources, including the ability to leverage the proximity of warehouses with availability to those with back-order in order to identify opportunities to fulfill demand through cost-efficient internal transfers. Spending is further optimized by analyzing vendor cost tables to pinpoint optimal cost-to-volume discounts. This proactive approach allows customers to capitalize on economies of scale, reduce carrying costs, minimize waste, and ultimately improve their bottom line by ensuring replenishment of product occurs in the most financially advantageous way.

Production & Material Resource Planning (MRP)
Eliminate bottlenecks & Streamline your production

If you manufacture product you already know how a single back-order within a BOM can derail production and order fulfillment schedules. BizAutomation keeps these delays at bay by leveraging the comprehensive tools in our demand planning tool-set which are designed to proactively manage material availability and flow - Particularly our exceptional item substitution logistics which maximally expedites time to build. 

Advanced Dropshipping
Advanced Dropshipping, Intelligently Woven into Your Supply Chain's Fabric

  • Mass Dropshipping Supported within Demand Planning - Create multiple Droship POs from Demand Planning.
  • OEM / White-labeling – Supports custom branding on all customer facing documents, including packing slips that vendors can use on your behalf when shipping product to your customers to keep sourcing private.
  • Dropship business process automation (BPA) - Generates customer invoices directly from vendor invoices linked to purchase orders—including support for partial and customized PO fulfillment. Solves a myriad of logistical complexities that come when you try to reconcile customer and vendor shipping terms. Example - 3rd party shipping, customer pays shipping with or without surcharges and other fees, or where you pay shipping but the customer doesn’t.
  • Referential integrity between vendor bills and customer invoices.
  • Dropship RMAs - Create RMAs from Sales Orders, including linked Dropship Orders with dynamic rules that enable ship-to warehouse or ship-to vendor depending on reason for return, and item availability.
Hybrid Procurement & Fulfillment
Turns vendors into distribution partners

Transforms your supply chain into a strategic advantage that intelligently consolidates all item demand, whether for direct warehouse stocking or customer dropshipping, into single purchase orders. By maximizing unit volumes, you unlock unparalleled access to vendor discounts, turning every purchase into a powerful cost-saving and logistical optimization tactic. This intermediate step streamlines operations and reduces expenses.

Distribution-Center Logistics - Strategic Hub-and-Spoke Logistics Solutions
Master Warehouse Distribution & Replenishment

Maximize economies of scale through centralized bulk purchasing, then deploy our advanced routing automation to seamlessly distribute products across your satellite network, enabling dropshipping fulfillment and proactive inventory replenishment.

Purchase Order Management - with approval-workflow
Purchase-Orders can be created Manually & Automatically from:
Approved Requisitions Mass-POs from the Demand-Planner... learn more
Sales-Orders & Work-Orders Reorder-Points & Replenishment formulas
External Connection (e.g. EDI, API, etc..) Multi-PO Consolidation from the Cost Optimizer
Business Process Automation rules Purchase Opportunity “Deal-Won” conversions

PO & Vendor Bill Approvals
Enables systematic review and authorization of Purchase-Orders and Bills, ensuring proper oversight and spending control.


Traceability & Accountability
  • Audit Trails - 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.
  • Receive Receipts & BOLs - 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.
  • Hard-Allocation - Assures that inbound vendor shipments linked to sales-orders are protected from being picked by other orders.
  • Landed Cost - Including shipping, insurance, and customs duties, in order to realize the total cost of your purchase items. Costs can be
    allocated across items using multiple allocation methods including weighted amount, cubic size, and weight.
  • PO-SO Synchronization - Real-time, bi-directional updates between purchase orders, sales orders, and related documents such as
    Quotes, POs, Order Confirmations, etc.. ensuring data consistency and accuracy across the entire order management process.
    Includes all validation logic to ensure that documents such as Invoices are not impacted by changes.
Purchase Order Consolidation & Volume Discounts

Purchase Orders can undergo an intermediate step that consolidates and optimizes POs prior to vendor dispatch.
This intermediate step streamlines operations and reduces expenses.


  • Purchase-Order Consolidation - Merge multiple POs into one to increase economies of scale / cost reductions.
  • Discount threshold insights  -  Brings awareness to discount thresholds during the buying process.
  • Data-mine purchase history - Leverage historical prices paid to recommend discounts on open Purchase Orders.
Blanket Orders - from Purchase Contracts

If your organization has volume discount contracts with vendors for frequently purchased items that are purchased over an
extended period of time, BizAutomation’s Blanket Orders will help you manage them.

Capabilities
  • Consolidated Master Blanket Purchase Orders - Including all requisite details memorialized in the contract such as items,
    quantities, and release date schedules.
  • Demand Plan Aware - Demand planning purchase formulas will be Blanket Order aware. By incorporating items and quantities
    committed to blanket order contracts, double purchasing of items already scheduled against Blanket Orders is prevented.

Vendor Management

Purchase Incentives & Cost Optimizations

Vendor Purchase Incentives with Cost Analysis

  • Leverage purchase incentives within consolidated or individual purchase orders, based on discount thresholds via purchase amount or quantity within procurement plans.
  • Use Incentive-Forecasting to help guide procurement decisions based on amounts and quantities needed to reach discount thresholds.
  • Use Vendor Analysis within demand planning to choose ideal vendor per item purchase based on analytics such as profit margin, branding, and private label availability.

Vendor Cost Management - When Purchase Orders are generated, vendor cost is automatically updated by line-item for the specific quantity level the purchase belongs to, providing the latest vendor cost table updates without needing to manually update them via CSV upload (which is also supported). Audit trails will report automated and manual edits (e.g. who / when cost changes).

Late turn-around Follow-up - Follow-up with vendors that have missed their “Expected” ship dates. You can use this together with see linked sales orders (SOs) to review SO ship-dates that may be delayed as a result.

Vendor RMAs - Returns Management

Create business rules that:

  • Determine return conditions eligible for credit memos and refunds.
  • Define what warehouse receives returns based on RMA conditions, item performance, and order type such as directship or dropships (Including internal, 3PL, and Vendor Warehouses).
  • Drive vendor scoring

Vendor RMAs / Returns with 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.

Vendor Selection Management

Selecting the right vendor during a procurement event can make the difference between a successful strategy and a failed one. While unit cost gets all the attention, quality, terms, and turn-around time all play a roll, which is why BizAutomation's vendor selection capabilities will help your procurement staff pick the right vendor every time.

  • Units Of Measure (UOM) Flexibility - Every item vended can have its own UOM condition by vendor because some will only accept purchase UOMs, while others will accept both purchase UOMs and eaches. This will streamline the process of creating purchase orders from sales orders
  • On-Time Delivery - Actual vs expected/requested ship dates.
  • Actual Lead-Time - Actual vs estimated lead times.
  • Estimated Lead Time - Expected based on ship from / to geographies.
  • Defect Rate - QC rating will tell you an Item’s defect rate.
  • Vendor Segmentation & Tiering - All organizations can be segmented into custom-defined profiles. With vendors, perhaps you want to create a set of business rules that favor high scoring vendors with high quality ratings differently than those with poor quality scores.
Multi-Ship Procurement

The fulfill by Amazon DC model is being emulated by more and more vendors because it increases customer loyalty while maximizing bulk discounts for their customers, a win for all.

Here's how BizAutomation can help:

  • Multi-Ship Vendor Configuration - This way vendors that don't conform to DC conditions are filtered out from Multi-Ship demand plans
  • Multi-Ship Purchase Orders (PO) - These are special POs you can send as PDFs that include a break-down of line-items, sub-divided by quantity to ship to each location, ship-to locations, and if vendor shipping terms enable them, carrier and ship-service details
  • Dropship & Directship consolidation - Supporting demand from dropship customers alone within a single DC PO can be challenging, but adding a multi-warehouse ship-to from a directship demand can add another layer of challenges. BizAutomation can manage both.
Demand Planning

Demand Funnel

Leverage your economies of scale to reduce costs, and optimize inventory with predictive demand intelligence.

Precision Demand Forecasting from:
  • Backorders
  • Seasonality & Volume Trends
  • Confirmed orders & ship-dates
  • Demand from future ship-dates
  • Re-order-point triggers based on dynamic rolling averages
Segment or Consolidate qty by:
  • Warehouse and/or Dropship Demand
  • Item Group
  • Sales-Opportunities nearing completion
  • Demand Ship-Date Range
Flexible Purchase-Order Mass Generate to:
  • Multi-Ship from Vendor to all Ship-to destinations
  • Single-Ship from Vendor to Distribution-Center (DC)
    with Receive & Transfer or Receive & Ship workflow capabilities
Demand to Procure Guidance along the way
  • Replenishment formulas
  • Purchase quantity recommendation
BizAutomation

BizAutomation Cloud ERP Software provides the full suite of integrated business management software applications, including ERP, CRM, Financials, E-commerce, Distribution, Order Management, Manufacturing, Project Accounting, and Inventory Management software. There is only one true Cloud ERP platform designed for smaller SMB (Small to medium sized) customers - BizAutomation.

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