BizAutomation Review

BizAutomation is a complete and robust ERP platform created to speed up and simplify all operations and back-office processes. It offers users a wide range of powerful features that simplify and speed up processes, manage and fulfill orders, ship and deliver quickly. The software guarantees users total control of the warehouse and inventory, automates workflows, manages prices and promotions with ease and simplifies work orders. With BizAutomation, you have software that easily replaces the traditional systems that many small B2B and B2C companies in the United States use to manage their businesses such as QuickBooks, Xero, Zoho, inventory management systems such as FishBowl and e-commerce platforms such as BigCommerce.

BIZAUTOMATION – TUTORIAL

Let’s look at the tutorial to make the most of this ERP software:

BIZAUTOMATION – FEATURES

• Inventory and warehouse management: this tool puts control of multiple external and internal positions in the hands of users and offers many features to keep track of materials. For example picking / packing / shipping and discreet fulfillment, deposit upon receipt, adjustment based on cycle count, audit trail, warehouse movements, matrix, work order assemblies, item configuration and more
• Demand planning and procurement: users can predict and maintain adequate stocks to meet demand by managing requests and approvals, setting general and fixed release dates, taking into account the times of suppliers in transit and maintaining the sales history
• Workflow automation: users can abandon coding and create sophisticated rules through a wizard to activate activities and alerts
• Requests, Purchase Orders, Receipts and Invoices: users oversee the generation of invoices through an approval workflow that begins with a dedicated inventory fulfillment queue and includes billing confirmations of line items and alerts.
• Quotes, customer orders and invoices: users can adapt to short or long sales cycles, create quotes for line items and convert them with a single click and manage the processing of credit cards in real time. The sales order process can be managed via field or object
• Management of prices and promotions: users can set optimal prices by adjusting margins based on supplier cost lists, discounts on list prices by customer level, past price history and more. Customers can be encouraged to purchase via automatic coupon codes, date-based promotions, post-purchase upsell or real-time discounts on the product or shipping
• Shipment automation: the software integrates with the main UPS, FedEx and USPS couriers, allowing the recovery of the shipping rates negotiated during the creation of sales orders, the issue of labels and the monitoring of numbers by shippers.