Cloud ERP for the smaller SMB

BizAutomation - Privately owned and operated.

Click not code customization. What does that mean ?

Software companies typically design with a customer in mind. In the ERP space, the rule of thumb is that you design to the needs of of the larger customer (which have the greatest budgets), then find a way to market down to smaller business. But here's the problem. Both segments have completely diametrically opposed needs. Where a large business needs extreme flexibility which can only be satisfied with access to code, and complex software development kits (SDKs) the smaller business wants things simple, easy, and affordable. This is one reason some systems have such high implementation costs (yep, in part you can blame big business). This is also why some systems based on "Open Source" can be so complex in addition to non-uniform in design, which makes sense as it was designed and coded by many authors, each with their own agenda.

At BizAutomation we know that the path to ease of use comes with the power of focus. Focus on the needs of small business. Every module was designed by us, based on the needs of small business, and on established best practices that promote uniformity, from module to module.

Here is an overview of the kinds of customizations you can perform in BizAutomation by simply cliking through the user interface:

  • Customize grid columns for all the major modules (aka "lists")
  • Customize all your busines facing documents such as invoices, quotes, POs, etc...
  • Customize new record entry forms, such as customers, sales orders, items, etc..
  • Create custom fields, and customize record detail field layouts, and field labels
  • Customize view rights by permission group, to main tabs and sub-tabs within records
  • Customize permission groups. When users are assigned to a group, they inherit those rights (e.g. access)
  • Customize dashboard templates which can be assigned to users with a single click
  • Custom workflow automation rules such as "IF lead comes in, THEN send out an email message"
  • Custom email templates you can reuse for simple email messages or email broadcasting
  • Custom global search by user permission (who can search what) including column display and search term.
  • Custom fulfillment processes.
  • Turn on all sorts of rules that automate corporate preferences.