◈ Homepage — http://www.bizautomation.com/PRICING CUSTOMER OUTCOMES Q&A COMPANY CONTACT US The suite Includes: Order Management Supply Chain Management Inventory & WMS Complete Accounting       (Multi-Entitity ready) Complete CRM Manufacturing Project Management ERP Ecommerce Artificial Intelligence (AI) Analytics & Workflow FAST AI-Enabled Cloud-ERP for Distributors & Manufacturers Data-Mirror - The only ERP that can run on a real-time streaming replication data warehouse—instant analytics, AI insights, & 10-100x faster performance. ONE Suite / NO Editions - Puts an end to the possibility of hidden add-ons and leveraged upselling. INTRODUCTION Learn More Learn More Learn More Learn More Learn More Learn More Learn More Learn More Learn More Deloitte reports ERP projects succeed ~30% of the time. Ours are close to 100%. Why ? Because we’re not trying to be all things to all businesses and get directly involved in each implementation project to ensure success. Maybe that’s why we get so many 5 star reviews. BizAutomation vs Other ERPs Why Most ERPs Fail Monetization Hairball Multiple Versions & Editions Leads to: (1) Forced upgrade cycles. (2) Feature gating on lower tiers result in needless complexity & increased learning curves. Slower Performance from Architectural Bloat (1) Jack-of-all databases, but master of none, due to pressure to serve partners—customers pay the speed penalty. E.G. Edition Check → Add-On Check → Partner Access Check Database Version Check, etc.. (each layer adds overhead). (2). Inability to leverage stored procedures reduces potential performance by 2 to 100X. Complex Implementation Support & Implementation driven by excessive dependencies on scripting vs configuration wizards is the #1 reason ERP projects fail per Gartner Research. They not only slow down performance, but also increases costs and are prone to breaking with ERP versioning. Why BizAutomation Succeeds No Forced Upgrades or Hidden Add-Ons Single All-Inclusive Version / Edition 2 to100 X faster performance leveraging a SINGLE optimized Unified Data Platform. Data architecture based entirely on Stored Procedures. No ORM overhead abstraction bloat to slow ERP down. Industry’s only operational Data-Mirror. 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. ADDITIONAL LINKS About Us Pricing Q&A Blog Privacy Policy CONTACT INFO PMB415, 600 W Santa Ana Blvd Suite 114A, Santa Ana, CA 92701, United States © 2026 BizAutomation, Inc. All rights reserved ◈ Interior Pages — 29 pages crawledProject Management Pricing Customer Outcomes Q&A Company Contact Us Orders Order Flexibility - Custom Shipping Rules Orders Quote to Order - Quote to Order Orders Order Document Management - Document Customization CRM Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management CRM Service & Support Management - Customer Self Service Procurement Order Workflow Automation - Custom yet easy to use automation Schedule Demo The suite Includes: Order Management Supply Chain Management Inventory & WMS Complete Accounting        (Multi-Entitity ready) Complete CRM Manufacturing Project Management ERP Ecommerce Artificial Intelligence (AI) Analytics & Workflow Project Management & Professional Services Automation (PSA) Project Management & Professional Services Automation (PSA) Not all projects are the same- Simple projects trade power for speed (e.g. an assessment before or duringan opportunity) , whereas complex projects require staffing, scheduling, P&L tracking, billing, contact management, and all the messaging and collaboration between project constituents and clients. Schedule a discovery meeting Project & Resource Management Project Templates - Project templates consist of predefined base configurations intended to speed up the process of creating new projects. They’re reusable, editable, and consist of milestones, stages, and the other elements that relate to tasks, which form the structured to-do lists all projects require. Set time estimates by task, preferred resources, approximate percentage weight each task contributes to the progress of a project, and much more. Task Activities - With a project task being a type of action item within the CRM’s activity manager, they’ll be listed together with other to-do activities across the suite, linking directly to each project. Each task allows users to log time manually, or use a timer. Task Messaging & Collaboration (aka “Chatter”) - Communicating updates is a vital aspect of successful project evolution. BizAutomation streamlines this by providing a collaboration mechanism to keep all project constituents in the loop (internal employees, consultants, and client contacts) not unlike forum style message boards we all use for various topics, which keeps an audit trail of topics and messages within every task. Resource Planning & Scheduling - Assign tasks to internal and external resources based on individual or team availability and skill rating. Color coded drop-down menus visually communicate more (green) vs less (red) availability according to the time demands allocated to each task. Project Administration - Each Project has a tab view dedicated to the project manager, who can make changes such as assigning and changing employees to tasks, adding and removing tasks from a project template, etc.. Analytics Performance Evaluation - Compare resource productivity by task Production, Resource, and Capacity Planning Custom Reporting Gannt Charting P&L Project Time & Financials Time, Billing, & Tracking - Because both time and materials, as well as fixed bid projects revolve around time, we created time contracts, which at their core are score cards that can be assigned to each project. As time is allocated to tasks, the score card is updated, decreasing as project time is consumed, so it can be compared against the original budget on a leader board, to help manage the velocity of the project. Time can be added as a service line item within a sales opportunity in the CRM’s opportunity management (presented in a Quote or Estimate) then once approved, converted to a sales order where it can be billed - automatically updating the project’s P&L. Profit & Expense (aka P&L) - From the project, track expenses from costs, such as payroll, and other purchase expense line items in purchase orders, as compared to profit from income tied to billable services, and profit margins coming in from sales orders. ERP Integrations Project management is but one cog in the engine that is your business, which is why stand alone project management is such a challenge. Here’s just a partial list showing how project management leverages other portions of the suite: CRM (Project Quotes, including budgeting and billing line items) . Order Management (Line item ordering linked to projects) . Procurement (Line item purchasing linked to projects) . Inventory & Warehouse Management (Service Items, UOMs, and Inventory) . Accounting (Pricing, Invoicing, P&L, Costing, Vendor Billing) . Workflow Automation (Triger events such as email alerts, field updates, etc.. Based on conditions such as when a task is completed, etc.. to automate manual processes) . 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. Additional Links About Us Pricing Q&A Blog Privacy Policy Contact Info PMB415, 600 W Santa Ana Blvd Suite 114A, Santa Ana, CA 92701, United States © BizAutomation, Inc. All rights reserved Manufacturing Pricing Customer Outcomes Q&A Company Contact Us Orders Order Flexibility - Custom Shipping Rules Orders Quote to Order - Quote to Order Orders Order Document Management - Document Customization CRM Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management CRM Service & Support Management - Customer Self Service Procurement Order Workflow Automation - Custom yet easy to use automation Schedule Demo The suite Includes: Order Management Supply Chain Management Inventory & WMS Complete Accounting        (Multi-Entitity ready) Complete CRM Manufacturing Project Management ERP Ecommerce Artificial Intelligence (AI) Analytics & Workflow Advanced Manufacturing Advanced Manufacturing Key take-aways: Pre-Production Optimization - Assign WIP tasks to available (based on work-schedule analysis) and qualified (via skill grading) resources. Production Planning & Execution - Know how much to build and when to build it, then mass-create work-orders from multiple demand sources and replenishment formulas. BOM and Assembly Replenishment - Reduce production delays from back-orders using layered replenishment formulas that include BOM and assemblies substitutions, transfers, and build to stock insight to help avoid procurement (the option of last resort) . Demo Schedule a discovery meeting Advanced Manufacturing Production & Materials Resource Planning (MRP) - Why , What , When , & How to Produce Combines the best of demand planning and material resource planning (MRP) into a unified solution that empowers organizations to intelligently fulfill demand by combining build, buy, and transfer capabilities in a single workflow. The system automatically analyzes sales orders, current inventory, and other replenishment formulas to determine the most efficient way to meet requirements—whether by generating purchase orders for raw materials (or even vendor supplied finished goods) , launching work orders for in-house builds (with full insight into max buildable quantities) , transferring finished goods from other warehouses (Giving priority to closest supply locations) , or a combination of all of these. This dynamic approach ensures optimal resource utilization, shorter lead times, reduced cost, and streamlined multi-warehouse operations, all within BizAutomation’s unified cloud ERP platform. Demand & Material Resource Planning (MRP) & Production Planning Analyze demand and material resource plans using replenishment formulas. Minimum vs Maximum buildable qty analysis. Increase or decrease work-order demand batch-size from order ship-date projections. Forecast future demand based on extrapolations from past and present demand vs inventory levels. Incorporate surplus stock above demand based on min/max/re-order point formulas. Dynamic Supply Plan Execution Satisfy demand and time-scheules based on dynamic combination of work orders (Build) purchase orders (Buy), and transfer orders based on product substitution analysis (warehouse transfers with distance aware prioritization). Create production batches based on groups of finished goods, to drive work-orders. Review resource capacity by skill-set to meet production schedules within each work-order. Establish task-list templates that can later be tuned at the work-order level. Each work order can have tiered build-by dates driven by linked sales order ship-by dates. If one of these is compromised due to insufficient availability in a BOM hierarchy, the item is flagged and available solutions are provided. Comprehensive Work-Order Management Work-Order Management Work-Orders are the command and control center where everything is orchestrated for manufacturing Finished-Goods. Core Work-Order Capabilities Build to Stock & Build to (Sales) Order within the same Work-Order – With separate fulfillment and inventory workflow for each. Designated Build-Manager - Assigned to manage WIP Tasks (aka “Routing List”), Resource allocation, etc.. Scheduling - Planned vs Start, Task schedule, etc... Work-Order Insights - Build, Remaining, Picked, Partial Builds, Build-progress from linked orders, Total Progress, Pickable, Buildable, etc.. WIP Task Templates (aka “Routing List”) – Default list can be modified to fit specific needs of the work-order. Link to multiple contributing Sales Orders . Work In Progress (WIP) Task Management (aka “Routing”) Uses CRM Activity Management to alert task assignees, with links back to their task. Resource scheduling with labor-hours estimate. View skill-grade, and capacity load by resources / teams. Attach documents for each task. Pre-build task prep includes change of workstations, hours, minutes, etc... Bill of Materials (BOM) Partial and full pick to build (Partial builds can be shipped out or put-away on-demand) . Ability to unclog bottlenecks that stall production with BOM substitutions and child work-orders (See the BOM section for more detail) . Assemblies / Finished-Goods & Dynamic BOMs - Accelerates time-to-build Finished Goods (Master-Assemblies) sit at the top of the hierarchical layers that make up the bill of materials (BOMs) . Any item in the hierarchy can also be sold individually with its own unit of measure (UOM). That demand is managed within Production planning and MRP to strike the right balance between resource availability and demand. Bill of Materials (BOM) Finished-Good (Master-Assembly) Sub-Assemblies Parts Raw-Materials Labor & Services Quality Control Tasks Master-Assembly Control Price-formula roll-ups from BOM cost UOM per BOM with roll-up Control of Sequence, & Units Required Build task-list template defaults Inventory-visibility (e.g. Buildable qty) Assembly & Disassembly Dynamic BOM substitutions reduce production delays Comprehensive Parts & Materials substitution - Back-ordered items holding back a build can can quickly be substituted with equivalents from within the warehouse, transferred from nearest warehouse. Insufficient Sub-Assembly Qty replenishment - Create child work-orders for buildable sub-assemblies to satisfy quantities needed to complete parent work-orders, each with it’s own compliment of BOM substitution controls. Procure Materials from the BOM - If all substitution and build replenishment options have been exhausted, you’ll be able to create POs from the materials in question right from the work-order, with all items benefiting from hard-allocation to circumvent the possibility of being picked by open sales-orders. Hard-allocated POs & Transfer-Orders for back-ordered BOMs - Assures that inbound vendor shipments make it directly to the workstation awaiting materials on the shop-floor so production can continue. Product Configurator & Just-In-Time (JIT) Kitting Product Configurator Configure to Stock, Quote and/or Order (including configurable task-lists) . All items types are supported (Including parts, materials, services, and non-inventory) . Dynamic Price Roll-up - Base the final configured prices on a roll-up of items selected, which can include list, cost, and other price calculations. Skip & inclusion logic and automated downstream selections make complex combinations easy for anyone to configure. Extendable to BizCommerce so your customers can custom configure from your website to create sales-orders within BizAutomation. Just-In-Time (JIT) Kitting JIT Kitting can be setup to bypass more complex work-order processes, and can be run completely within sales orders, which can make sense when BOMs are limited to 3 levels and where “light” assembly workflow is desired. JIT Kits leverage the product configurator. Runs completely within the sales-order framework (including configurable task-lists) . Hard allocation workflow ensures that kit items from both inbound back-order shipments and stock items, are protected from orders competing for the same items, to prevent stock-outs and shipment delays. Optimized for manufacturers continuing to move supply Pricing Customer Outcomes Q&A Company Contact Us Orders Order Flexibility - Custom Shipping Rules Orders Quote to Order - Quote to Order Orders Order Document Management - Document Customization CRM Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management CRM Service & Support Management - Customer Self Service Procurement Order Workflow Automation - Custom yet easy to use automation Schedule Demo The suite Includes: Order Management Supply Chain Management Inventory & WMS Complete Accounting        (Multi-Entitity ready) Complete CRM Manufacturing Project Management ERP Ecommerce Artificial Intelligence (AI) Analytics & Workflow Advantages of a symbiotic alliance with BizAutomation No Market saturation : The last thing you need is a dozen competitors in your area (Geo or Vertical) chasing the same customer with the same product. That’s why we seek partnerships where the sum-total of both working together is greater than working apart . This will naturally result in a small select network that puts quality above quantity based on symbiosis, which is what “Partnerships” used to mean before big-software hijacked the term. We don’t compete with our partners : On the contrary, we’ll work together to improve pre-sale customer technical and demo support, to optimize close percentage by helping prospects make informed decisions, rather then leaps of faith. Territorial and/or Vertical Industry Exclusivity : BizAutomation is open to exclusive and/or semi-exclusive non-compete agreements if the conditions make sense. Why our unique business model is ideal for today’s market conditions : BizAutomation’s value proposition resonates with SMBs looking for ERP companies that walk their talk. Stability in a storm of M&As : ERP Mergers & Acquisitions are at an all time high while ERP seed investors are at an all time low. The hot investment du-jure has long moved from ERP to Crypto, and now AI which will benefit the ERPs left standing as it evolves. So competition for true ERPs like BizAutomation are going down not up. Also we’ve stated publicly on several occasions that we have no interest in merging or being acquired, because we enjoy the independence that comes with 100% self-ownership. Knowing this should contribute to the stability that strategic alliances need in order to build long-term profitable partnerships. Types of Partnerships & Alliances VARs : Value Added Resellers (VARs) are partners with experience selling and supporting business systems. VAR partners will be able to generate top-of the funnel leads, and produce bottom of the funnel opportunities both the VAR and BizAutomation can co-demo and ultimately close. VARs with Implementation services : These partners are like VARs but with ERP specific expertise, and the resources and training to implement BizAutomation. Value Added ISVs : These partners will have a solution not currently available through one of BizAutomation’s existing strategic ISV partners. Eligibility Reputation : Birds of a feather flock together – For us that means partners willing to go the extra mile to reduce customer churn reflected in customer reviews . Having an aligned “Customer First” policy also impacts the quality of customer we both take on. Chasing quantity for revenue's sake trades short-term gain for long-term expense as it costs 10x more to win new business than it does to maintain it, not to mention collateral damage from unhappy clients leaving poor-reviews as parting gifts, which continually increase customer acquisition costs. Financial Stability : Because of how we’re structuring our partner network, we’ll want to align our resources with well funded companies with a positive cash-flow, a proven track-record, and domain expertise in the areas in which we symbiotically align. Resources : Dedicated personnel with requisite skills. 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. Additional Links About Us Pricing Q&A Blog Privacy Policy Contact Info PMB415, 600 W Santa Ana Blvd Suite 114A, Santa Ana, CA 92701, United States © BizAutomation, Inc. All rights reserved Cloud ERP Software Pricing Customer Outcomes Q&A Company Contact Us Orders Order Flexibility - Custom Shipping Rules Orders Quote to Order - Quote to Order Orders Order Document Management - Document Customization CRM Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management CRM Service & Support Management - Customer Self Service Procurement Order Workflow Automation - Custom yet easy to use automation Schedule Demo The suite Includes: Order Management Supply Chain Management Inventory & WMS Complete Accounting        (Multi-Entitity ready) Complete CRM Manufacturing Project Management ERP Ecommerce Artificial Intelligence (AI) Analytics & Workflow FAST  AI-Enabled Cloud-ERP for Distributors & Manufacturers Data-Mirror  - The only ERP that can run on a real-time streaming replication data warehouse—instant analytics, AI insights, & 10-100x faster performance. ONE Suite / NO Editions - Puts an end to the possibility of hidden add-ons and leveraged upselling. Introduction --> Learn More Learn More Learn More Learn More Learn More Deloitte reports ERP projects succeed ~30% of the time. Ours are close to 100%. Why ? Because we’re not trying to be all things to all businesses and get directly involved in each implementation project to ensure success. Maybe that’s why we get so many 5 star reviews. BizAutomation vs Other ERPs Why Most ERPs Fail Monetization Hairball Multiple Versions & Editions Leads to: (1) Forced upgrade cycles. (2) Feature gating on lower tiers result in needless complexity & increased learning curves. Slower Performance from Architectural Bloat (1) Jack-of-all databases, but master of none, due to pressure to serve partners—customers pay the speed penalty. E.G. Edition Check → Add-On Check → Partner Access Check Database Version Check, etc.. (each layer adds overhead). (2). Inability to leverage stored procedures reduces potential performance by 2 to 100X . Complex Implementation Support & Implementation driven by excessive dependencies on scripting vs configuration wizards is the #1 reason ERP projects fail per Gartner Research. They not only slow down performance, but also increases costs and are prone to breaking with ERP versioning. --> Why BizAutomation Succeeds No Forced Upgrades or Hidden Add-Ons Single All-Inclusive Version / Edition 2 to100 X faster performance leveraging a SINGLE optimized Unified Data Platform. Data architecture based entirely on Stored Procedures. No ORM overhead abstraction bloat to slow ERP down. Industry’s only operational Data-Mirror. Distribution ERP Comparison Manufacturing ERP Comparison BizAutomation vs Siloed Apps Siloed apps depend on stringing together other apps in an attempt to provide some semblance of complete business management which duplicates the records due to siloed databases, eventually devolving into what is commonly referred to as a software hairball. BizAutomation provides all core apps on a single multi-tenant Cloud SaaS, with no duplication, or multiple logins. When comparing costs, the sum-total of siloed apps can get quite expensive, a lot more than what you’d pay to run your entire business on BizAutomation. Video Future-Outlook Where we’re headed and why you should join us We've used BizAutomation for years and consider their technology a vital ingredient in our competitiveness. Moreover, we trust them, something they’ve earned taking an individual interest in what we do over and over, always looking to improve. Toby Smart Boneta (Customer - Wholesale Industry) Very impressed with their e-commerce platform, which so seamlessly works with the rest of the suite. They’re wonderful to work with, and took a very personal approach to helping us out, well after implementation. Chary Chaisawasdi Twohubs (Customer – Retail Industry) As supply-chains continue to deglobalize, further accelerated by affordable robotics and AI, BizAutomation will continue to evolve its suite to integrate with these technologies and better position itself for the wave of near-shoring, on-shoring, and in-house supply-chain migrations. Because it takes years to pivot from an existing paradigm we invite you to pivot with us and help us evolve the suite in a direction that makes what we have today, fit what you’ll need tomorrow. BizAutomation One of the last truely independent family owned Saas ERP companies in the world BizAutomation is a great fit for small organizations who need a process-oriented business management (What business doesn’t). Bob Chrysler Audiogenex (Customer – B2B Retail Chain Software) Artisan Medical has been selling its equipment to hospital’s across the country through BizAutomation for years now, and we’re very pleased with how customizable that system has been. JJ Lees Artisan Medical (Customer – Medical Equipment Distribution) We used to run our business on NetSuite, but switched to BizAutomation. After many years, we’re very happy with our decision, and particularly like how we’re no longer s small cog in a big machine. Rick Reynolds TurfHound Tee Surfaces (Customer – B2B Manufacturing) Questions & Answers Who are BizAutomation’s target customers? Target Business Models & Industries that will find BizAutomation worth considering: Primarily B2B which can include B2C too, but generally any organization that has a supply chains that require logistics to buy, sell, ship, possibly dropship, and warehouse goods - with or without a vertically integrated or value added manufacturing process. Organizations that sell through retail or distribution channels, and/or manufacture, configure, and/or kit finished goods. Geographies There are a couple of factors that influence target geographies, including the fact that BizAutomation is only available in English, and our offices are located in California. Most of our customers are currently located within North America, but we are able and interested in working with businesses in Oceana, and the U.K. too. (We are also interested in finding qualified partners that share our values. Interested parties should read through our Partner Inquiries page ) . Size BizAutomation can scale from 10 to thousands of users without concurrent user limitations. Our T-SQL stored procedure architecture eliminates API overhead that constrains competitors, delivering superior performance from the ground up. Add our Data Mirror—which provides 10 to 100 times better performance on complex queries through real-time streaming replication—and you get compound architectural advantages that strengthen as you scale. Unlike traditional ERPs that degrade under load and often require reactive optimization consulting or expensive hardware cycles, BizAutomation's path to fast performance is fundamentally engineered into the product. For the largest and most performance-sensitive workloads, we also offer single-tenant dedicated server infrastructure deployments to maximize performance at enterprise scale. What can we do to ensure our implementation is successful? After years observing projects that wildly succeed, those that were successful but ran over budget, and the few that failed, here’s what our most successful customers have in common: Requirements Planning - A well thought through requirements list will go a long way. We’ve seen “consultants” throw huge lists of requirements out to bid (probably boiler plate templates) then wonder why nobody responds. Instead, compile a targeted and detailed list that not only shares the pain spots, but the areas you know will help you grow, and you’ll get back intelligent well thought through questions and answers that will help you make truly informed decisions. Expectations Planning (The single most important thing you can do) - This re Pricing Customer Outcomes Q&A Company Contact Us Orders Order Flexibility - Custom Shipping Rules Orders Quote to Order - Quote to Order Orders Order Document Management - Document Customization CRM Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management CRM Service & Support Management - Customer Self Service Procurement Order Workflow Automation - Custom yet easy to use automation Schedule Demo The suite Includes: Order Management Supply Chain Management Inventory & WMS Complete Accounting        (Multi-Entitity ready) Complete CRM Manufacturing Project Management ERP Ecommerce Artificial Intelligence (AI) Analytics & Workflow Schedule a Discovery Call Schedule a Product Demo Partner Inquiries General Inquiries General Inquiries Email * Comments * Submit 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. Additional Links About Us Pricing Q&A Blog Privacy Policy Contact Info PMB415, 600 W Santa Ana Blvd Suite 114A, Santa Ana, CA 92701, United States © BizAutomation, Inc. All rights reserved Cloud ERP Software Pricing Customer Outcomes Q&A Company Contact Us Orders Order Flexibility - Custom Shipping Rules Orders Quote to Order - Quote to Order Orders Order Document Management - Document Customization CRM Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management CRM Service & Support Management - Customer Self Service Procurement Order Workflow Automation - Custom yet easy to use automation Schedule Demo The suite Includes: Order Management Supply Chain Management Inventory & WMS Complete Accounting        (Multi-Entitity ready) Complete CRM Manufacturing Project Management ERP Ecommerce Artificial Intelligence (AI) Analytics & Workflow FAST  AI-Enabled Cloud-ERP for Distributors & Manufacturers Data-Mirror  - The only ERP that can run on a real-time streaming replication data warehouse—instant analytics, AI insights, & 10-100x faster performance. ONE Suite / NO Editions - Puts an end to the possibility of hidden add-ons and leveraged upselling. Introduction --> Learn More Learn More Learn More Learn More Learn More Deloitte reports ERP projects succeed ~30% of the time. Ours are close to 100%. Why ? Because we’re not trying to be all things to all businesses and get directly involved in each implementation project to ensure success. Maybe that’s why we get so many 5 star reviews. BizAutomation vs Other ERPs Why Most ERPs Fail Monetization Hairball Multiple Versions & Editions Leads to: (1) Forced upgrade cycles. (2) Feature gating on lower tiers result in needless complexity & increased learning curves. Slower Performance from Architectural Bloat (1) Jack-of-all databases, but master of none, due to pressure to serve partners—customers pay the speed penalty. E.G. Edition Check → Add-On Check → Partner Access Check Database Version Check, etc.. (each layer adds overhead). (2). Inability to leverage stored procedures reduces potential performance by 2 to 100X . Complex Implementation Support & Implementation driven by excessive dependencies on scripting vs configuration wizards is the #1 reason ERP projects fail per Gartner Research. They not only slow down performance, but also increases costs and are prone to breaking with ERP versioning. --> Why BizAutomation Succeeds No Forced Upgrades or Hidden Add-Ons Single All-Inclusive Version / Edition 2 to100 X faster performance leveraging a SINGLE optimized Unified Data Platform. Data architecture based entirely on Stored Procedures. No ORM overhead abstraction bloat to slow ERP down. Industry’s only operational Data-Mirror. Distribution ERP Comparison Manufacturing ERP Comparison BizAutomation vs Siloed Apps Siloed apps depend on stringing together other apps in an attempt to provide some semblance of complete business management which duplicates the records due to siloed databases, eventually devolving into what is commonly referred to as a software hairball. BizAutomation provides all core apps on a single multi-tenant Cloud SaaS, with no duplication, or multiple logins. When comparing costs, the sum-total of siloed apps can get quite expensive, a lot more than what you’d pay to run your entire business on BizAutomation. Video Future-Outlook Where we’re headed and why you should join us We've used BizAutomation for years and consider their technology a vital ingredient in our competitiveness. Moreover, we trust them, something they’ve earned taking an individual interest in what we do over and over, always looking to improve. Toby Smart Boneta (Customer - Wholesale Industry) Very impressed with their e-commerce platform, which so seamlessly works with the rest of the suite. They’re wonderful to work with, and took a very personal approach to helping us out, well after implementation. Chary Chaisawasdi Twohubs (Customer – Retail Industry) As supply-chains continue to deglobalize, further accelerated by affordable robotics and AI, BizAutomation will continue to evolve its suite to integrate with these technologies and better position itself for the wave of near-shoring, on-shoring, and in-house supply-chain migrations. Because it takes years to pivot from an existing paradigm we invite you to pivot with us and help us evolve the suite in a direction that makes what we have today, fit what you’ll need tomorrow. BizAutomation One of the last truely independent family owned Saas ERP companies in the world BizAutomation is a great fit for small organizations who need a process-oriented business management (What business doesn’t). Bob Chrysler Audiogenex (Customer – B2B Retail Chain Software) Artisan Medical has been selling its equipment to hospital’s across the country through BizAutomation for years now, and we’re very pleased with how customizable that system has been. JJ Lees Artisan Medical (Customer – Medical Equipment Distribution) We used to run our business on NetSuite, but switched to BizAutomation. After many years, we’re very happy with our decision, and particularly like how we’re no longer s small cog in a big machine. Rick Reynolds TurfHound Tee Surfaces (Customer – B2B Manufacturing) Questions & Answers Who are BizAutomation’s target customers? Target Business Models & Industries that will find BizAutomation worth considering: Primarily B2B which can include B2C too, but generally any organization that has a supply chains that require logistics to buy, sell, ship, possibly dropship, and warehouse goods - with or without a vertically integrated or value added manufacturing process. Organizations that sell through retail or distribution channels, and/or manufacture, configure, and/or kit finished goods. Geographies There are a couple of factors that influence target geographies, including the fact that BizAutomation is only available in English, and our offices are located in California. Most of our customers are currently located within North America, but we are able and interested in working with businesses in Oceana, and the U.K. too. (We are also interested in finding qualified partners that share our values. Interested parties should read through our Partner Inquiries page ) . Size BizAutomation can scale from 10 to thousands of users without concurrent user limitations. Our T-SQL stored procedure architecture eliminates API overhead that constrains competitors, delivering superior performance from the ground up. Add our Data Mirror—which provides 10 to 100 times better performance on complex queries through real-time streaming replication—and you get compound architectural advantages that strengthen as you scale. Unlike traditional ERPs that degrade under load and often require reactive optimization consulting or expensive hardware cycles, BizAutomation's path to fast performance is fundamentally engineered into the product. For the largest and most performance-sensitive workloads, we also offer single-tenant dedicated server infrastructure deployments to maximize performance at enterprise scale. What can we do to ensure our implementation is successful? After years observing projects that wildly succeed, those that were successful but ran over budget, and the few that failed, here’s what our most successful customers have in common: Requirements Planning - A well thought through requirements list will go a long way. We’ve seen “consultants” throw huge lists of requirements out to bid (probably boiler plate templates) then wonder why nobody responds. Instead, compile a targeted and detailed list that not only shares the pain spots, but the areas you know will help you grow, and you’ll get back intelligent well thought through questions and answers that will help you make truly informed decisions. Expectations Planning (The single most important thing you can do) - This re CRM Pricing Customer Outcomes Q&A Company Contact Us Orders Order Flexibility - Custom Shipping Rules Orders Quote to Order - Quote to Order Orders Order Document Management - Document Customization CRM Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management CRM Service & Support Management - Customer Self Service Procurement Order Workflow Automation - Custom yet easy to use automation Schedule Demo The suite Includes: Order Management Supply Chain Management Inventory & WMS Complete Accounting        (Multi-Entitity ready) Complete CRM Manufacturing Project Management ERP Ecommerce Artificial Intelligence (AI) Analytics & Workflow CRM Customer Relationship Management (CRM) Can your CRM pass this scenario ? Scenario: Customer calls about a rush order and you need credit approval status, item availability, shipping options, pricing tiers. Standalone CRM: "Let me transfer you" or "I'll call you back" BizAutomation CRM: Complete answer in seconds. Conclusion: BizAutomation's Real integration = Real results. Demo Schedule a discovery meeting Sales Management / Salesforce Automation (SFA) Orchestrates the entire sales process with a truly integrated, full featured sales suite that enables organizations to sell more with far less effort. 30% Deal closure increase when using SFA (According to multiple studies) . Salesforce Automation - (Leads, Opportunities, & Quotations) Lead Management Web to Lead Capture, Routing, & Qualification - Use our web-to-lead form generator to generate the HTML forms you can use on your website to create leads. Use our routing wizard to set rules that auto-route them to the appropriate sales associate. As leads are qualified, they're converted to "Prospects", enabling each relationship type to be managed separately. Lead Responder - A lead is 5X more likely to convert if they receive a response within 5 minutes, and that's exactly what you'll be able to do using BizAutomation's workflow automation wizard which supports email templates to immediately send leads a qualified response, including information about how you'll help them get to the next stage within the discovery phase of the opportunity Import / Update Lead Wizard - Import thousands of leads from Excel / CSV Opportunity Management Pipeline Management with Closing % - Quickly see a list of opportunities in the pipeline by customer, including total progress towards completion by percentage, and other valuable information such as opportunity potential amount Follow-up Management - Not all opportunities require extensive opportunity pipeline processes. Sometimes you just need to know when you last contacted a lead, account, etc.. and what status they fell into. This and more is available with BizAutomation’s follow-up management capabilities. Support for long selling cycles (Not just short & medium) - Leverage selling templates to maximize the chances of closing a deal, making every sales person a hero by encapsulating your best-selling practices within longer selling cycles. Products & Services Mirroring Sales Order Records - Integration with Inventory enables sales-opportunities to include the products & services that make up the object of a potential sale. This makes it even easier to convert to sales orders when they successfully close. Use your sales department to help optimize procurement - Close % can contribute to demand planning, to further improve procurement accuracy. Opportunity follow-up automation - Automatically send out sales templates based on a schedule, to automate what you’re probably already doing after a new lead and opportunity is realized. Opportunity to Order Conversion - Because an opportunity is the flip side of an order, replete with quote history, products & services, etc... converting it to an order (won or lost) is as easy as clicking a button and selecting a reason why it closed successfully which turns it into a sales order, or not-successfully, which relegates it to lost opportunities which you'll have access to from the customer record. In either case, reporting and analytics will tell you what works and what doesn't. Quote Management Quote Designer - BizAutomation provides a custom quote designer with complete control over the look and feel including all field and header labels (i.e. you can label them Estimates, Proposals, etc..) . Includes design tools your designers are already familiar with, such as CSS and HTML. Quote to PDF - Use data from the order, customer, contact, etc.. to produce the quote document you ultimately end up sending your customers as a PDF. Quote Templates - Design and use any number of templates so that each business unit has it’s own unique design and data fields. Create and Send Quotes with Workflow Automation - Automatically produce a quote when predesigned thresholds have been met, which can be emailed out as PDF attachments to customers. Sales Incentive Management - (Employees, Contractors, & Partners) Custom define incentive programs around the way you do business. Commission Management - Configure commissions based on transactions such as amounts paid to invoices, order sub-totals, gross profit margins, etc.. Commissions are assignable by employee and partners. Also, you can set different commissions by item groups, with different percentages or flat amounts according to recipient. (gross profit definitions are custom defined too) . Sales Employees & Partner Commissions - Split Sales Opportunities and Sales Orders into both internal and partner resources (a partner can be a reseller, dealer, etc..) so that each can receive a percentage of the commission. Multi-Dimensional Tiers - Meaning that you can set a range of items, quantities, amounts, etc.. and each can interact with the other in a multi-dimensional way, which really opens up what you can do. This way, sales person A can make more commission for selling the same tier of products as a more junior sales person with a different incentive package. This is but a single example, but in all cases the process is wizard driven. Share commission reports with drill down - Everyone with a commission incentive has the ability to see their own incentive status, to find out how much they’ve made for a pay period, or how close they are to reaching a new milestone. Each commission amount can be drilled into, so that the source order, and invoice involved can be audited to confirm that everything is on the up and up. Partner Relationship Management - Receive new leads from partners, and include them in sales opportunities and orders. Partners can also be included in sales commissions. Accounts / Customers & Territory Management Account & Customer Management Account / Customer Segmentation & Tiering - All organizations can be segmented into custom-defined profiles. For example, let's say you have Big Distributors and Small Distributors and want to assign pricing, fields, custom search, and business rules according to segment or sub-segment. Account / Customer Scoring & Rating Automation - Using our rating wizard, you can setup formulas based on revenue spend that automatically and dynamically changes custom scores such as "Gold tier" for based sales by organization. You can also use customer performance to influence picking priority, so your better customers get more favorable lead-times if inventory allocation is tight. Company associations for subsidiaries & other relationships - If some of your customers are large organizations with a number of subsidiaries, sister companies, branches, etc.. BizAutomation link to all their related organizations, including head quarters, subsidiaries, etc.. with the ability to build parent / child constellations across all relationships (e.g. you can have a parent organization pay a subsidiary's invoice, and much more). Territory Management Territory management is a great way to cut down on record clutter, improve security, and co Cloud ERP Software Pricing Customer Outcomes Q&A Company Contact Us Orders Order Flexibility - Custom Shipping Rules Orders Quote to Order - Quote to Order Orders Order Document Management - Document Customization CRM Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management CRM Service & Support Management - Customer Self Service Procurement Order Workflow Automation - Custom yet easy to use automation Schedule Demo The suite Includes: Order Management Supply Chain Management Inventory & WMS Complete Accounting        (Multi-Entitity ready) Complete CRM Manufacturing Project Management ERP Ecommerce Artificial Intelligence (AI) Analytics & Workflow FAST  AI-Enabled Cloud-ERP for Distributors & Manufacturers Data-Mirror  - The only ERP that can run on a real-time streaming replication data warehouse—instant analytics, AI insights, & 10-100x faster performance. ONE Suite / NO Editions - Puts an end to the possibility of hidden add-ons and leveraged upselling. Introduction --> Learn More Learn More Learn More Learn More Learn More Deloitte reports ERP projects succeed ~30% of the time. Ours are close to 100%. Why ? Because we’re not trying to be all things to all businesses and get directly involved in each implementation project to ensure success. Maybe that’s why we get so many 5 star reviews. BizAutomation vs Other ERPs Why Most ERPs Fail Monetization Hairball Multiple Versions & Editions Leads to: (1) Forced upgrade cycles. (2) Feature gating on lower tiers result in needless complexity & increased learning curves. Slower Performance from Architectural Bloat (1) Jack-of-all databases, but master of none, due to pressure to serve partners—customers pay the speed penalty. E.G. Edition Check → Add-On Check → Partner Access Check Database Version Check, etc.. (each layer adds overhead). (2). Inability to leverage stored procedures reduces potential performance by 2 to 100X . Complex Implementation Support & Implementation driven by excessive dependencies on scripting vs configuration wizards is the #1 reason ERP projects fail per Gartner Research. They not only slow down performance, but also increases costs and are prone to breaking with ERP versioning. --> Why BizAutomation Succeeds No Forced Upgrades or Hidden Add-Ons Single All-Inclusive Version / Edition 2 to100 X faster performance leveraging a SINGLE optimized Unified Data Platform. Data architecture based entirely on Stored Procedures. No ORM overhead abstraction bloat to slow ERP down. Industry’s only operational Data-Mirror. Distribution ERP Comparison Manufacturing ERP Comparison BizAutomation vs Siloed Apps Siloed apps depend on stringing together other apps in an attempt to provide some semblance of complete business management which duplicates the records due to siloed databases, eventually devolving into what is commonly referred to as a software hairball. BizAutomation provides all core apps on a single multi-tenant Cloud SaaS, with no duplication, or multiple logins. When comparing costs, the sum-total of siloed apps can get quite expensive, a lot more than what you’d pay to run your entire business on BizAutomation. Video Future-Outlook Where we’re headed and why you should join us We've used BizAutomation for years and consider their technology a vital ingredient in our competitiveness. Moreover, we trust them, something they’ve earned taking an individual interest in what we do over and over, always looking to improve. Toby Smart Boneta (Customer - Wholesale Industry) Very impressed with their e-commerce platform, which so seamlessly works with the rest of the suite. They’re wonderful to work with, and took a very personal approach to helping us out, well after implementation. Chary Chaisawasdi Twohubs (Customer – Retail Industry) As supply-chains continue to deglobalize, further accelerated by affordable robotics and AI, BizAutomation will continue to evolve its suite to integrate with these technologies and better position itself for the wave of near-shoring, on-shoring, and in-house supply-chain migrations. Because it takes years to pivot from an existing paradigm we invite you to pivot with us and help us evolve the suite in a direction that makes what we have today, fit what you’ll need tomorrow. BizAutomation One of the last truely independent family owned Saas ERP companies in the world BizAutomation is a great fit for small organizations who need a process-oriented business management (What business doesn’t). Bob Chrysler Audiogenex (Customer – B2B Retail Chain Software) Artisan Medical has been selling its equipment to hospital’s across the country through BizAutomation for years now, and we’re very pleased with how customizable that system has been. JJ Lees Artisan Medical (Customer – Medical Equipment Distribution) We used to run our business on NetSuite, but switched to BizAutomation. After many years, we’re very happy with our decision, and particularly like how we’re no longer s small cog in a big machine. Rick Reynolds TurfHound Tee Surfaces (Customer – B2B Manufacturing) Questions & Answers Who are BizAutomation’s target customers? Target Business Models & Industries that will find BizAutomation worth considering: Primarily B2B which can include B2C too, but generally any organization that has a supply chains that require logistics to buy, sell, ship, possibly dropship, and warehouse goods - with or without a vertically integrated or value added manufacturing process. Organizations that sell through retail or distribution channels, and/or manufacture, configure, and/or kit finished goods. Geographies There are a couple of factors that influence target geographies, including the fact that BizAutomation is only available in English, and our offices are located in California. Most of our customers are currently located within North America, but we are able and interested in working with businesses in Oceana, and the U.K. too. (We are also interested in finding qualified partners that share our values. Interested parties should read through our Partner Inquiries page ) . Size BizAutomation can scale from 10 to thousands of users without concurrent user limitations. Our T-SQL stored procedure architecture eliminates API overhead that constrains competitors, delivering superior performance from the ground up. Add our Data Mirror—which provides 10 to 100 times better performance on complex queries through real-time streaming replication—and you get compound architectural advantages that strengthen as you scale. Unlike traditional ERPs that degrade under load and often require reactive optimization consulting or expensive hardware cycles, BizAutomation's path to fast performance is fundamentally engineered into the product. For the largest and most performance-sensitive workloads, we also offer single-tenant dedicated server infrastructure deployments to maximize performance at enterprise scale. What can we do to ensure our implementation is successful? After years observing projects that wildly succeed, those that were successful but ran over budget, and the few that failed, here’s what our most successful customers have in common: Requirements Planning - A well thought through requirements list will go a long way. We’ve seen “consultants” throw huge lists of requirements out to bid (probably boiler plate templates) then wonder why nobody responds. Instead, compile a targeted and detailed list that not only shares the pain spots, but the areas you know will help you grow, and you’ll get back intelligent well thought through questions and answers that will help you make truly informed decisions. Expectations Planning (The single most important thing you can do) - This re Schedule Demo Pricing Customer Outcomes Q&A Company Contact Us Orders Order Flexibility - Custom Shipping Rules Orders Quote to Order - Quote to Order Orders Order Document Management - Document Customization CRM Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management CRM Service & Support Management - Customer Self Service Procurement Order Workflow Automation - Custom yet easy to use automation Schedule Demo The suite Includes: Order Management Supply Chain Management Inventory & WMS Complete Accounting        (Multi-Entitity ready) Complete CRM Manufacturing Project Management ERP Ecommerce Artificial Intelligence (AI) Analytics & Workflow Note - We only use your email to collaborate on this point of interest, not endless marketing drips later. Demo Access & Discovery Consultation Next Steps Discovery consultation with a certified ERP expert capable of understanding your business neeeds in order to prescribe options. Access to a test version of 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. Additional Links About Us Pricing Q&A Blog Privacy Policy Contact Info PMB415, 600 W Santa Ana Blvd Suite 114A, Santa Ana, CA 92701, United States © BizAutomation, Inc. All rights reserved Pricing Customer Outcomes Q&A Company Contact Us Orders Order Flexibility - Custom Shipping Rules Orders Quote to Order - Quote to Order Orders Order Document Management - Document Customization CRM Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management CRM Service & Support Management - Customer Self Service Procurement Order Workflow Automation - Custom yet easy to use automation Schedule Demo The suite Includes: Order Management Supply Chain Management Inventory & WMS Complete Accounting        (Multi-Entitity ready) Complete CRM Manufacturing Project Management ERP Ecommerce Artificial Intelligence (AI) Analytics & Workflow Analytics, Workflow-Automation, & Customization Reporting, Analytics, & Customizations BPA Dashboards Analytics, Workflow-Automation, & Customizations: Real-Time Dashboards & Click-to-Drill Analytics - See Your KPIs Live, Not Hours Behind. Click-to-Drill Analytics - Find Root Causes Without Reporting Tickets. Automate the Routine, Escalate the Exception - Intelligent Approvals. Wizard driven for business experts, eliminating communication friction. No need to build brittle script based rules that break with version updates. Schedule a discovery meeting Dashboards, Reporting, & Analytics Operational and financial insight across all business functions. Role-based Dashboards Dashboards boost productivity by displaying actionable insights in the form of KPIs, reminders, tasks and visual report snapshots. You can drag-and-drop each portlet to customize vertical and horizontal size and location to fit your page. Each dashboard profile can be configured by role, so each employee can see dashboards that are relevant to what they do within the organization. Use your own custom reports or pre-defined reports as feed-stock for your dashboard portlets (aka “summary reports”) . Custom Reports - Including KPIs, Scorecards, etc... You'll find it easy to perform common tasks such as selecting custom and default fields from database objects like organizations, orders, contacts, etc.. together with the conditions needed to fine tune the report such as date range, sort order, etc.. Various report types supported: Tabular Reports Summarized Reports Matrix Reports KPIs Score Cards Report Scheduler Schedule reports to go out via email daily which you can share with key customers and business partners too. Includes CSV copy which can be automatically consumed by 3rd party analytics tools such as Power BI. BizDataLake AI Analysis, Report Acceleration, and ODBC / API access (add-on) BizDataLake is BizAutomation's multi-use AI Platform. Among its capabilities include using AI technology to turbo-charge custom reports (e.g. a large report that takes 10 seconds now open in under 1) . It also enables ODBC / JDBC and API access from PowerBI and other analytics platforms. BizDataLake also provides lightning-fast AI / NLP driven insights from your business data such as reports, G/L transactions, even email data. It's 10x faster than NetSuite's "SuiteAnalytics Connect" and comperable to competitor add-ons such as NetSuite Analytics Data Warehouse, Microsoft Fabric, etc.. but at a fraction of the price... continued Workflow Automation Workflow Automation BizAutomation's workflow automation streamlines operations, reduces errors, and enhances productivity by automating repetitive tasks, ensuring data consistency, and providing real-time insights, which allow employees to focus on strategic initiatives and improve decision-making. For example, say you want to send an email alert when a customer field changes, and you have QuickBooks for accounting and SalesForce for CRM, each of which has customer records. Multiply that by many systems, and the streamlining concept starts to crystalize. Whether you can call it WFA, BPA, or RPA, in the end goal is the same - manual task automation . McKinsey estimates that 60% of employees could save 30% of their time with workflow automation. Managers say, on average, that they spend at least eight hours per week (or an entire work day) on manual data tasks. Further, 25% of managers devote 20 or more weekly hours to these tasks. WYSIWYG Visual Click not Code Process Automation for Business People What You See Is What You Get (WYSIWYG) workflow automation means you don’t need to be a software engineer to get things done, because building rules using the wizard is trivially easy. So easy, that we can describe them in 3 simple steps: Step #1 - Select an IF or WHEN object event, e.g. “WHEN CUSTOMER”. Step #2 - Select an event CONDITION, e.g. “IS CREATED”. Step #3 - And finally, select an ACTION, e.g. “Send email template” (at which point you’ll be given a list of default or custom templates, with ”TO” options such as record of the customer, employee, or you can add in your own custom email address, etc..) Workflow-Automation - Flexible Triggers include Email Alerts - Using default and user defined Email Templates. New-record Creation - Examples include objects like quotations, purchase orders, activities such as scheduled tasks and communications, etc.. Field-Value Updates - Selection of field values, including fields such as dropdown menus, check-Boxes, etc. Alerts & Email Notifications - Show an alert within specific screens, e.g. Make sure to do X, Y, and Z, after filling out this field. An example of an email notification might be "When date field X (maybe renewal date?) is > "TODAY", send these email addresses the following email template". Automated Business Document Routing - Including internal and customer facing documents and templates. For example, let's say you want to invoice a customer after a fulfillment task (packing / shipping) . New Record Alert Panel - How many times have you been assigned or transferred a record, and never realized it ? The alert panel will to keep these records on your radar. Automated-Form-Processing Data Capture, Extraction, & Parsing - Once data is extracted, BizAutomation will automatically use it for generating new sales opportunities / quotes, sales orders, or purchase orders, eliminating manual data entry to reduce errors, not to mention the time involved (This is the same OCR conversion engine used in our vendor invoice payment automation solution add-on) . Upload or Associate Documents with Transactions & Records - Attach documents to Organizations, Contacts, Orders, etc... in fact nearly every record type in the system supports related document attachments. Key Benefits Documents are automatically related to records Hyperlinks are created by BizAutomation from whatever record they’re uploaded to Supports many unstructured file types including image files, office files, pdf and more Find What You Need, Control Who Sees What - Flexible Search, Custom Fields & Role-Based Access Custom Tabs & Sub-Tabs - Add custom tabs with your labeling, which can link to any external site or gated information within the tab. Custom labeled sub-tabs within many records (e.g. Customer records) can be added. These sub-tabs can contain their own forms and custom fields. Custom Fields - Add custom fields and labels to records throughout the suite including Customers, Suppliers, Sales Orders, Purchase Orders, Items, and many more. Various field types are available including Text, Check-Box, Radio-Button, Combo-Box, Hyperlink, and more. Custom Labels - Re-Label fields to match your organization's own terminology. User Permissions & Access Control - BizAutomation’s permission framework lets administrators create custom permission groups, which can be given view, add, edit/delete rights, which are automatically inherited by users assigned to these groups. Here are just some of the things you can do with permissions: Restrict Tab & Sub-Tab access - Tabs contain things like modules (e.g. there’s an accounting tab, an orders, etc..) , so if you want for example to prevent a sales department’s access to the accountin Cloud ERP Software Pricing Customer Outcomes Q&A Company Contact Us Orders Order Flexibility - Custom Shipping Rules Orders Quote to Order - Quote to Order Orders Order Document Management - Document Customization CRM Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management CRM Service & Support Management - Customer Self Service Procurement Order Workflow Automation - Custom yet easy to use automation Schedule Demo The suite Includes: Order Management Supply Chain Management Inventory & WMS Complete Accounting        (Multi-Entitity ready) Complete CRM Manufacturing Project Management ERP Ecommerce Artificial Intelligence (AI) Analytics & Workflow FAST  AI-Enabled Cloud-ERP for Distributors & Manufacturers Data-Mirror  - The only ERP that can run on a real-time streaming replication data warehouse—instant analytics, AI insights, & 10-100x faster performance. ONE Suite / NO Editions - Puts an end to the possibility of hidden add-ons and leveraged upselling. Introduction --> Learn More Learn More Learn More Learn More Learn More Deloitte reports ERP projects succeed ~30% of the time. Ours are close to 100%. Why ? Because we’re not trying to be all things to all businesses and get directly involved in each implementation project to ensure success. Maybe that’s why we get so many 5 star reviews. BizAutomation vs Other ERPs Why Most ERPs Fail Monetization Hairball Multiple Versions & Editions Leads to: (1) Forced upgrade cycles. (2) Feature gating on lower tiers result in needless complexity & increased learning curves. Slower Performance from Architectural Bloat (1) Jack-of-all databases, but master of none, due to pressure to serve partners—customers pay the speed penalty. E.G. Edition Check → Add-On Check → Partner Access Check Database Version Check, etc.. (each layer adds overhead). (2). Inability to leverage stored procedures reduces potential performance by 2 to 100X . Complex Implementation Support & Implementation driven by excessive dependencies on scripting vs configuration wizards is the #1 reason ERP projects fail per Gartner Research. They not only slow down performance, but also increases costs and are prone to breaking with ERP versioning. --> Why BizAutomation Succeeds No Forced Upgrades or Hidden Add-Ons Single All-Inclusive Version / Edition 2 to100 X faster performance leveraging a SINGLE optimized Unified Data Platform. Data architecture based entirely on Stored Procedures. No ORM overhead abstraction bloat to slow ERP down. Industry’s only operational Data-Mirror. Distribution ERP Comparison Manufacturing ERP Comparison BizAutomation vs Siloed Apps Siloed apps depend on stringing together other apps in an attempt to provide some semblance of complete business management which duplicates the records due to siloed databases, eventually devolving into what is commonly referred to as a software hairball. BizAutomation provides all core apps on a single multi-tenant Cloud SaaS, with no duplication, or multiple logins. When comparing costs, the sum-total of siloed apps can get quite expensive, a lot more than what you’d pay to run your entire business on BizAutomation. Video Future-Outlook Where we’re headed and why you should join us We've used BizAutomation for years and consider their technology a vital ingredient in our competitiveness. Moreover, we trust them, something they’ve earned taking an individual interest in what we do over and over, always looking to improve. Toby Smart Boneta (Customer - Wholesale Industry) Very impressed with their e-commerce platform, which so seamlessly works with the rest of the suite. They’re wonderful to work with, and took a very personal approach to helping us out, well after implementation. Chary Chaisawasdi Twohubs (Customer – Retail Industry) As supply-chains continue to deglobalize, further accelerated by affordable robotics and AI, BizAutomation will continue to evolve its suite to integrate with these technologies and better position itself for the wave of near-shoring, on-shoring, and in-house supply-chain migrations. Because it takes years to pivot from an existing paradigm we invite you to pivot with us and help us evolve the suite in a direction that makes what we have today, fit what you’ll need tomorrow. BizAutomation One of the last truely independent family owned Saas ERP companies in the world BizAutomation is a great fit for small organizations who need a process-oriented business management (What business doesn’t). Bob Chrysler Audiogenex (Customer – B2B Retail Chain Software) Artisan Medical has been selling its equipment to hospital’s across the country through BizAutomation for years now, and we’re very pleased with how customizable that system has been. JJ Lees Artisan Medical (Customer – Medical Equipment Distribution) We used to run our business on NetSuite, but switched to BizAutomation. After many years, we’re very happy with our decision, and particularly like how we’re no longer s small cog in a big machine. Rick Reynolds TurfHound Tee Surfaces (Customer – B2B Manufacturing) Questions & Answers Who are BizAutomation’s target customers? Target Business Models & Industries that will find BizAutomation worth considering: Primarily B2B which can include B2C too, but generally any organization that has a supply chains that require logistics to buy, sell, ship, possibly dropship, and warehouse goods - with or without a vertically integrated or value added manufacturing process. Organizations that sell through retail or distribution channels, and/or manufacture, configure, and/or kit finished goods. Geographies There are a couple of factors that influence target geographies, including the fact that BizAutomation is only available in English, and our offices are located in California. Most of our customers are currently located within North America, but we are able and interested in working with businesses in Oceana, and the U.K. too. (We are also interested in finding qualified partners that share our values. Interested parties should read through our Partner Inquiries page ) . Size BizAutomation can scale from 10 to thousands of users without concurrent user limitations. Our T-SQL stored procedure architecture eliminates API overhead that constrains competitors, delivering superior performance from the ground up. Add our Data Mirror—which provides 10 to 100 times better performance on complex queries through real-time streaming replication—and you get compound architectural advantages that strengthen as you scale. Unlike traditional ERPs that degrade under load and often require reactive optimization consulting or expensive hardware cycles, BizAutomation's path to fast performance is fundamentally engineered into the product. For the largest and most performance-sensitive workloads, we also offer single-tenant dedicated server infrastructure deployments to maximize performance at enterprise scale. What can we do to ensure our implementation is successful? After years observing projects that wildly succeed, those that were successful but ran over budget, and the few that failed, here’s what our most successful customers have in common: Requirements Planning - A well thought through requirements list will go a long way. We’ve seen “consultants” throw huge lists of requirements out to bid (probably boiler plate templates) then wonder why nobody responds. Instead, compile a targeted and detailed list that not only shares the pain spots, but the areas you know will help you grow, and you’ll get back intelligent well thought through questions and answers that will help you make truly informed decisions. Expectations Planning (The single most important thing you can do) - This re Privacy Policy Pricing Customer Outcomes Q&A Company Contact Us Orders Order Flexibility - Custom Shipping Rules Orders Quote to Order - Quote to Order Orders Order Document Management - Document Customization CRM Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management CRM Service & Support Management - Customer Self Service Procurement Order Workflow Automation - Custom yet easy to use automation Schedule Demo The suite Includes: Order Management Supply Chain Management Inventory & WMS Complete Accounting        (Multi-Entitity ready) Complete CRM Manufacturing Project Management ERP Ecommerce Artificial Intelligence (AI) Analytics & Workflow BizAutomation Privacy Statement Your privacy is important to us. Please read this privacy statement closely. You accept the terms of this private statement by continuing to use BizAutomation’s products and services. Policy BizAutomation will never sell, rent, barter, trade, distribute or lease personal information to outside parties unless BizAutomation obtains customer permission or disclosure is required by law. Purpose BizAutomation uses the information customers provide only to the extent necessary to offer our services to our customers. BizAutomation believes in both minimizing the data that is collected and limiting its use and purpose to only that: 1) for which we have been given permission by customers, 2) as necessary to deliver our services, and 3) as we might be required or permitted for legal, compliance or other lawful purposes. The only individually identifiable information that BizAutomation collects about you is that which you choose to share with us in registration, such as your name, billing address, email address, phone, usernames and passwords. This information will be closely protected and used for internal purposes only. BizAutomation uses return email addresses to answer the email BizAutomation receives. Such addresses are not used for any other purpose and are not shared with outside parties. BizAutomation will never willfully release your personal information to any third party unless you direct us to do so or disclosure is required by law. BizAutomation also may collect personal information when you request assistance from our customer support team (e.g., phone number, email address,) and may collect additional information that you choose to share with our customer support team. BizAutomation also collects information to evaluate aggregate site usage. BizAutomation may automatically collect certain usage information from customers, such as Internet Protocol (“IP”) addresses, log files, unique device identifiers, pages viewed, browser type, any links you click on to leave or interact with our services and other usage information collected from cookies and other tracking technologies as noted below. For example, we collect IP addresses to track and aggregate non-personal information, such as using IP addresses to monitor the regions from which users navigate to our Services. We also collect IP addresses from users when they log into their BizAutomation databases as part of our log-in process and for enhanced identity authentication and authorization security. BizAutomation’s services may change over time and we may introduce new features that may collect new or different types of information. Cookies There is a technology called “cookies” which can be used to provide tailored information from a web site. A cookie is an element of data that a web site can send to your browser, which may then be stored on your system. A “cookie” marks and identifies visitors on an Internet site to allow customers to enter customized information and have it available on subsequent visits. BizAutomation pages may use cookies so that BizAutomation can provide a customer with access to information when a customer returns to BizAutomation’ web site. Although there has been debate over the privacy implications of cookies, it is important for BizAutomation customers to know that cookies do not read your hard drive, nor can cookies be used to reveal new information about you that you have not elected to reveal. BizAutomation may use cookies to log your activity on the site. Everything BizAutomation learns from these logs will be used to enrich our users’ experiences on our site. It will help BizAutomation understand what you like and don’t like, so BizAutomation can focus its energies more effectively and provide you with better service. Please note that your web browser settings may be adjusted to limit or prohibit this and other websites from placing cookies. Security BizAutomation is committed to protecting the security of your personal information. We use a variety of security technologies and procedures to help protect your personal information from unauthorized access, use, or disclosure. For example, we store the personal information you provide on computer systems with limited access, which are located in controlled facilities. We also use OATH for access to and from email from Google and Microsoft email systems, and HTTPS for connecting you to BizAutomation forms and pages. If a password is used to help protect your accounts and personal information, it is your responsibility to keep your password confidential. Do not share this information with anyone. If you are sharing a computer with anyone you should always choose to log out before leaving a site or service to protect access to your information from subsequent users. Connecting or Linking Your BizAutomation Database with Third Party Services We work with other companies or developers who provide products and services that you may choose to sync, link or otherwise connect with your BizAutomation database. If you choose to make use of such related products or services, we may exchange that information, including your personal information, information from your database, and information about how you interact with each company’s service or product with one or more third parties. This routine exchange of information is necessary to maintain business operations and to provide the requested services. Data Retention In accordance with and as permitted by applicable law and regulations, we will retain your information as long as necessary to serve you, to maintain your account for as long as your account is active, or as otherwise needed to operate our business. When your account expires or becomes disabled, BizAutomation will never use your data for commercial gain and will permanently remove it from our production servers after a minimum of 60 days after your account is no longer active unless both companies agree to a different period of time, for example when an account is suspended but not removed, which prevents the needs for data conversion in the future. We will retain information about our customers as required by applicable regulations and to comply with our legal and reporting obligations, resolve disputes, enforce our agreements, complete any outstanding transactions and for the detection and prevention of fraud. 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. Additional Links About Us Pricing Q&A Blog Privacy Policy Contact Info PMB415, 600 W Santa Ana Blvd Suite 114A, Santa Ana, CA 92701, United States © BizAutomation, Inc. All rights reserved Cloud ERP Software Pricing Customer Outcomes Q&A Company Contact Us Orders Order Flexibility - Custom Shipping Rules Orders Quote to Order - Quote to Order Orders Order Document Management - Document Customization CRM Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management CRM Service & Support Management - Customer Self Service Procurement Order Workflow Automation - Custom yet easy to use automation Schedule Demo The suite Includes: Order Management Supply Chain Management Inventory & WMS Complete Accounting        (Multi-Entitity ready) Complete CRM Manufacturing Project Management ERP Ecommerce Artificial Intelligence (AI) Analytics & Workflow FAST  AI-Enabled Cloud-ERP for Distributors & Manufacturers Data-Mirror  - The only ERP that can run on a real-time streaming replication data warehouse—instant analytics, AI insights, & 10-100x faster performance. ONE Suite / NO Editions - Puts an end to the possibility of hidden add-ons and leveraged upselling. Introduction --> Learn More Learn More Learn More Learn More Learn More Deloitte reports ERP projects succeed ~30% of the time. Ours are close to 100%. Why ? Because we’re not trying to be all things to all businesses and get directly involved in each implementation project to ensure success. Maybe that’s why we get so many 5 star reviews. BizAutomation vs Other ERPs Why Most ERPs Fail Monetization Hairball Multiple Versions & Editions Leads to: (1) Forced upgrade cycles. (2) Feature gating on lower tiers result in needless complexity & increased learning curves. Slower Performance from Architectural Bloat (1) Jack-of-all databases, but master of none, due to pressure to serve partners—customers pay the speed penalty. E.G. Edition Check → Add-On Check → Partner Access Check Database Version Check, etc.. (each layer adds overhead). (2). Inability to leverage stored procedures reduces potential performance by 2 to 100X . Complex Implementation Support & Implementation driven by excessive dependencies on scripting vs configuration wizards is the #1 reason ERP projects fail per Gartner Research. They not only slow down performance, but also increases costs and are prone to breaking with ERP versioning. --> Why BizAutomation Succeeds No Forced Upgrades or Hidden Add-Ons Single All-Inclusive Version / Edition 2 to100 X faster performance leveraging a SINGLE optimized Unified Data Platform. Data architecture based entirely on Stored Procedures. No ORM overhead abstraction bloat to slow ERP down. Industry’s only operational Data-Mirror. Distribution ERP Comparison Manufacturing ERP Comparison BizAutomation vs Siloed Apps Siloed apps depend on stringing together other apps in an attempt to provide some semblance of complete business management which duplicates the records due to siloed databases, eventually devolving into what is commonly referred to as a software hairball. BizAutomation provides all core apps on a single multi-tenant Cloud SaaS, with no duplication, or multiple logins. When comparing costs, the sum-total of siloed apps can get quite expensive, a lot more than what you’d pay to run your entire business on BizAutomation. Video Future-Outlook Where we’re headed and why you should join us We've used BizAutomation for years and consider their technology a vital ingredient in our competitiveness. Moreover, we trust them, something they’ve earned taking an individual interest in what we do over and over, always looking to improve. Toby Smart Boneta (Customer - Wholesale Industry) Very impressed with their e-commerce platform, which so seamlessly works with the rest of the suite. They’re wonderful to work with, and took a very personal approach to helping us out, well after implementation. Chary Chaisawasdi Twohubs (Customer – Retail Industry) As supply-chains continue to deglobalize, further accelerated by affordable robotics and AI, BizAutomation will continue to evolve its suite to integrate with these technologies and better position itself for the wave of near-shoring, on-shoring, and in-house supply-chain migrations. Because it takes years to pivot from an existing paradigm we invite you to pivot with us and help us evolve the suite in a direction that makes what we have today, fit what you’ll need tomorrow. BizAutomation One of the last truely independent family owned Saas ERP companies in the world BizAutomation is a great fit for small organizations who need a process-oriented business management (What business doesn’t). Bob Chrysler Audiogenex (Customer – B2B Retail Chain Software) Artisan Medical has been selling its equipment to hospital’s across the country through BizAutomation for years now, and we’re very pleased with how customizable that system has been. JJ Lees Artisan Medical (Customer – Medical Equipment Distribution) We used to run our business on NetSuite, but switched to BizAutomation. After many years, we’re very happy with our decision, and particularly like how we’re no longer s small cog in a big machine. Rick Reynolds TurfHound Tee Surfaces (Customer – B2B Manufacturing) Questions & Answers Who are BizAutomation’s target customers? Target Business Models & Industries that will find BizAutomation worth considering: Primarily B2B which can include B2C too, but generally any organization that has a supply chains that require logistics to buy, sell, ship, possibly dropship, and warehouse goods - with or without a vertically integrated or value added manufacturing process. Organizations that sell through retail or distribution channels, and/or manufacture, configure, and/or kit finished goods. Geographies There are a couple of factors that influence target geographies, including the fact that BizAutomation is only available in English, and our offices are located in California. Most of our customers are currently located within North America, but we are able and interested in working with businesses in Oceana, and the U.K. too. (We are also interested in finding qualified partners that share our values. Interested parties should read through our Partner Inquiries page ) . Size BizAutomation can scale from 10 to thousands of users without concurrent user limitations. Our T-SQL stored procedure architecture eliminates API overhead that constrains competitors, delivering superior performance from the ground up. Add our Data Mirror—which provides 10 to 100 times better performance on complex queries through real-time streaming replication—and you get compound architectural advantages that strengthen as you scale. Unlike traditional ERPs that degrade under load and often require reactive optimization consulting or expensive hardware cycles, BizAutomation's path to fast performance is fundamentally engineered into the product. For the largest and most performance-sensitive workloads, we also offer single-tenant dedicated server infrastructure deployments to maximize performance at enterprise scale. What can we do to ensure our implementation is successful? After years observing projects that wildly succeed, those that were successful but ran over budget, and the few that failed, here’s what our most successful customers have in common: Requirements Planning - A well thought through requirements list will go a long way. We’ve seen “consultants” throw huge lists of requirements out to bid (probably boiler plate templates) then wonder why nobody responds. Instead, compile a targeted and detailed list that not only shares the pain spots, but the areas you know will help you grow, and you’ll get back intelligent well thought through questions and answers that will help you make truly informed decisions. Expectations Planning (The single most important thing you can do) - This re Pricing Customer Outcomes Q&A Company Contact Us Orders Order Flexibility - Custom Shipping Rules Orders Quote to Order - Quote to Order Orders Order Document Management - Document Customization CRM Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management CRM Service & Support Management - Customer Self Service Procurement Order Workflow Automation - Custom yet easy to use automation Schedule Demo The suite Includes: Order Management Supply Chain Management Inventory & WMS Complete Accounting        (Multi-Entitity ready) Complete CRM Manufacturing Project Management ERP Ecommerce Artificial Intelligence (AI) Analytics & Workflow Analytics, Workflow-Automation, & Customization Reporting, Analytics, & Customizations BPA Dashboards Analytics, Workflow-Automation, & Customizations: Real-Time Dashboards & Click-to-Drill Analytics - See Your KPIs Live, Not Hours Behind. Click-to-Drill Analytics - Find Root Causes Without Reporting Tickets. Automate the Routine, Escalate the Exception - Intelligent Approvals. Wizard driven for business experts, eliminating communication friction. No need to build brittle script based rules that break with version updates. Schedule a discovery meeting Dashboards, Reporting, & Analytics Operational and financial insight across all business functions. Role-based Dashboards Dashboards boost productivity by displaying actionable insights in the form of KPIs, reminders, tasks and visual report snapshots. You can drag-and-drop each portlet to customize vertical and horizontal size and location to fit your page. Each dashboard profile can be configured by role, so each employee can see dashboards that are relevant to what they do within the organization. Use your own custom reports or pre-defined reports as feed-stock for your dashboard portlets (aka “summary reports”) . Custom Reports - Including KPIs, Scorecards, etc... You'll find it easy to perform common tasks such as selecting custom and default fields from database objects like organizations, orders, contacts, etc.. together with the conditions needed to fine tune the report such as date range, sort order, etc.. Various report types supported: Tabular Reports Summarized Reports Matrix Reports KPIs Score Cards Report Scheduler Schedule reports to go out via email daily which you can share with key customers and business partners too. Includes CSV copy which can be automatically consumed by 3rd party analytics tools such as Power BI. BizDataLake AI Analysis, Report Acceleration, and ODBC / API access (add-on) BizDataLake is BizAutomation's multi-use AI Platform. Among its capabilities include using AI technology to turbo-charge custom reports (e.g. a large report that takes 10 seconds now open in under 1) . It also enables ODBC / JDBC and API access from PowerBI and other analytics platforms. BizDataLake also provides lightning-fast AI / NLP driven insights from your business data such as reports, G/L transactions, even email data. It's 10x faster than NetSuite's "SuiteAnalytics Connect" and comperable to competitor add-ons such as NetSuite Analytics Data Warehouse, Microsoft Fabric, etc.. but at a fraction of the price... continued Workflow Automation Workflow Automation BizAutomation's workflow automation streamlines operations, reduces errors, and enhances productivity by automating repetitive tasks, ensuring data consistency, and providing real-time insights, which allow employees to focus on strategic initiatives and improve decision-making. For example, say you want to send an email alert when a customer field changes, and you have QuickBooks for accounting and SalesForce for CRM, each of which has customer records. Multiply that by many systems, and the streamlining concept starts to crystalize. Whether you can call it WFA, BPA, or RPA, in the end goal is the same - manual task automation . McKinsey estimates that 60% of employees could save 30% of their time with workflow automation. Managers say, on average, that they spend at least eight hours per week (or an entire work day) on manual data tasks. Further, 25% of managers devote 20 or more weekly hours to these tasks. WYSIWYG Visual Click not Code Process Automation for Business People What You See Is What You Get (WYSIWYG) workflow automation means you don’t need to be a software engineer to get things done, because building rules using the wizard is trivially easy. So easy, that we can describe them in 3 simple steps: Step #1 - Select an IF or WHEN object event, e.g. “WHEN CUSTOMER”. Step #2 - Select an event CONDITION, e.g. “IS CREATED”. Step #3 - And finally, select an ACTION, e.g. “Send email template” (at which point you’ll be given a list of default or custom templates, with ”TO” options such as record of the customer, employee, or you can add in your own custom email address, etc..) Workflow-Automation - Flexible Triggers include Email Alerts - Using default and user defined Email Templates. New-record Creation - Examples include objects like quotations, purchase orders, activities such as scheduled tasks and communications, etc.. Field-Value Updates - Selection of field values, including fields such as dropdown menus, check-Boxes, etc. Alerts & Email Notifications - Show an alert within specific screens, e.g. Make sure to do X, Y, and Z, after filling out this field. An example of an email notification might be "When date field X (maybe renewal date?) is > "TODAY", send these email addresses the following email template". Automated Business Document Routing - Including internal and customer facing documents and templates. For example, let's say you want to invoice a customer after a fulfillment task (packing / shipping) . New Record Alert Panel - How many times have you been assigned or transferred a record, and never realized it ? The alert panel will to keep these records on your radar. Automated-Form-Processing Data Capture, Extraction, & Parsing - Once data is extracted, BizAutomation will automatically use it for generating new sales opportunities / quotes, sales orders, or purchase orders, eliminating manual data entry to reduce errors, not to mention the time involved (This is the same OCR conversion engine used in our vendor invoice payment automation solution add-on) . Upload or Associate Documents with Transactions & Records - Attach documents to Organizations, Contacts, Orders, etc... in fact nearly every record type in the system supports related document attachments. Key Benefits Documents are automatically related to records Hyperlinks are created by BizAutomation from whatever record they’re uploaded to Supports many unstructured file types including image files, office files, pdf and more Find What You Need, Control Who Sees What - Flexible Search, Custom Fields & Role-Based Access Custom Tabs & Sub-Tabs - Add custom tabs with your labeling, which can link to any external site or gated information within the tab. Custom labeled sub-tabs within many records (e.g. Customer records) can be added. These sub-tabs can contain their own forms and custom fields. Custom Fields - Add custom fields and labels to records throughout the suite including Customers, Suppliers, Sales Orders, Purchase Orders, Items, and many more. Various field types are available including Text, Check-Box, Radio-Button, Combo-Box, Hyperlink, and more. Custom Labels - Re-Label fields to match your organization's own terminology. User Permissions & Access Control - BizAutomation’s permission framework lets administrators create custom permission groups, which can be given view, add, edit/delete rights, which are automatically inherited by users assigned to these groups. Here are just some of the things you can do with permissions: Restrict Tab & Sub-Tab access - Tabs contain things like modules (e.g. there’s an accounting tab, an orders, etc..) , so if you want for example to prevent a sales department’s access to the accountin Procurement Pricing Customer Outcomes Q&A Company Contact Us Orders Order Flexibility - Custom Shipping Rules Orders Quote to Order - Quote to Order Orders Order Document Management - Document Customization CRM Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management CRM Service & Support Management - Customer Self Service Procurement Order Workflow Automation - Custom yet easy to use automation Schedule Demo The suite Includes: Order Management Supply Chain Management Inventory & WMS Complete Accounting        (Multi-Entitity ready) Complete CRM Manufacturing Project Management ERP Ecommerce Artificial Intelligence (AI) Analytics & Workflow Procurement - Inbound Logistics Key take-away: Enterprise‑grade supply chain intelligence without the typical enterprise‑level complexity Reliable supply chain planning in the age of AI hype. While procurement teams at enterprise ERPs wrestle with unpredictable AI recommendations and hallucinations, BizAutomation delivers transparent, deterministic forecasting that achieves proven 25% reductions in inventory costs—without the black-box guesswork. Demo Schedule a discovery meeting Supply Chain & Procurement Management Demand & Supply Planning Precision forecasting and procurement optimization Effective demand planning translates demand signals into optimized procurement decisions before opportunities become stockouts or excess inventory erodes margins. BizAutomation's demand and supply planning engine combines precision forecasting, flexible segmentation, and streamlined supply plan execution into a unified workflow. Demand Signal Intelligence The system analyzes multiple demand sources to build an accurate procurement picture: Backorders and committed allocations Seasonality patterns and historical volume trends Confirmed orders with scheduled ship dates Future demand from forward-dated orders Reorder-point triggers calculated from dynamic rolling averages Sales opportunities nearing close (pipeline demand) Segmentation & Consolidation Demand can be segmented or consolidated to match your procurement strategy: By warehouse, distribution center, or dropship demand By item group, product category, or vendor By demand date range for time-phased planning Procurement Guidance The system provides decision support throughout the planning process: Vendor cost analysis with margin visibility Purchase quantity recommendations based on replenishment formulas Discount threshold awareness for volume-based pricing Vendor performance metrics (lead time, on-time delivery, quality scores) Flexible Supply Plan Execution The supply plan generates a unified workflow that combines both procurement and internal inventory optimization: Purchase Orders: Direct vendor procurement for items that must be bought externally Transfer Orders: Internal inventory reallocation, including product substitution options that move existing stock to locations where it's needed Consolidated Workflow: Both PO and transfer recommendations are presented together, allowing your team to optimize which items to buy vs. which to reallocate before execution Once approved, the system supports mass generation across multiple fulfillment paths: Multi-Ship: Single PO to vendor with quantities allocated across multiple ship-to destinations (warehouses, DCs, or direct-to-customer) Single-Ship to DC: Consolidate demand into central distribution center receiving, with downstream transfer or ship workflows Receive & Transfer: Automated inventory movement from receiving location to final destination warehouses Receive & Ship: Direct fulfillment workflows for time-sensitive orders MRP Integration For manufacturers, the demand planning engine integrates with Material Requirements Planning to synchronize raw material procurement with production schedules. The same procurement guidance that optimizes finished goods purchasing extends to component-level planning—ensuring production isn't waiting on materials while excess inventory isn't tying up working capital. Vendor Performance Intelligence - Vendor Scorecards, RMAs, Purchase Incentives & Cost Analysis Data-driven vendor selection and cost optimization 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 role. BizAutomation's vendor performance intelligence gives your procurement team the analytics they need to pick the right vendor every time—and continuously improve vendor relationships based on actual performance. Vendor Scorecards & Performance Tracking The system automatically tracks key performance metrics for every vendor: On-Time Delivery: Actual vs. expected/requested ship dates Lead Time Accuracy: Actual vs. estimated lead times Estimated Lead Time: Expected delivery based on ship-from/ship-to geographies Defect Rate: QC ratings that track item-level quality by vendor Late Turn-Around Follow-Up: Flag vendors that miss expected ship dates, with linked visibility to downstream sales orders that may be delayed as a result Vendor Segmentation & Tiering All vendor organizations can be segmented into custom-defined profiles. Create business rules that favor high-scoring vendors with strong quality ratings differently than those with poor scores. Segmentation drives: Preferred vendor selection during procurement events Approval workflow requirements (e.g., require manager approval for low-tier vendors) Risk management for single-source dependencies Purchase Incentives & Cost Optimization Leverage purchase incentives within consolidated or individual purchase orders based on discount thresholds via purchase amount or quantity: Incentive Forecasting: Guides procurement decisions by showing amounts and quantities needed to reach discount thresholds Vendor Cost Analysis: Choose the ideal vendor per item based on analytics including profit margin, branding, and private label availability Automatic Cost Updates: When purchase orders are generated, vendor cost is automatically updated by line item for the specific quantity level—providing the latest vendor cost table updates without manual CSV uploads (which are also supported) Audit Trails: All automated and manual cost changes are tracked with who/when reporting Vendor Selection Criteria When generating purchase orders from demand plans or sales orders, the system evaluates vendors against multiple criteria: Units of Measure (UOM) Flexibility: Every item can have its own UOM condition by vendor—some accept only purchase UOMs while others accept both purchase UOMs and eaches—streamlining PO creation from sales orders Margin Analysis: Real-time visibility into landed cost and profit margin by vendor Quality History: Defect rates and return history factor into selection recommendations Capacity & Availability: Lead time estimates based on current vendor responsiveness Closed-Loop Feedback Vendor performance intelligence isn't static. Returns data from RMAs, quality inspection results, and delivery performance continuously feed back into vendor scores—creating a closed loop where today's vendor issues inform tomorrow's procurement decisions. Intelligent Procurement & Purchase Contracts - Blanket Orders, Purchase Order Management, Approval Workflows Eliminate bottlenecks & Streamline your production Strategic procurement means more than just creating purchase orders—it means managing vendor relationships through contracts, securing committed pricing, controlling spend, and maintaining audit trails. BizAutomation's intelligent procurement engine combines purchase contract management with flexible order generation and approval workflows that enforce compliance without slowing operations. Purchase Contracts & Blanket Orders Establish long-term vendor relationships with structured purchasing agreements: Blanket Purchase Orders Cloud ERP Software Pricing Customer Outcomes Q&A Company Contact Us Orders Order Flexibility - Custom Shipping Rules Orders Quote to Order - Quote to Order Orders Order Document Management - Document Customization CRM Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management CRM Service & Support Management - Customer Self Service Procurement Order Workflow Automation - Custom yet easy to use automation Schedule Demo The suite Includes: Order Management Supply Chain Management Inventory & WMS Complete Accounting        (Multi-Entitity ready) Complete CRM Manufacturing Project Management ERP Ecommerce Artificial Intelligence (AI) Analytics & Workflow FAST  AI-Enabled Cloud-ERP for Distributors & Manufacturers Data-Mirror  - The only ERP that can run on a real-time streaming replication data warehouse—instant analytics, AI insights, & 10-100x faster performance. ONE Suite / NO Editions - Puts an end to the possibility of hidden add-ons and leveraged upselling. Introduction --> Learn More Learn More Learn More Learn More Learn More Deloitte reports ERP projects succeed ~30% of the time. Ours are close to 100%. Why ? Because we’re not trying to be all things to all businesses and get directly involved in each implementation project to ensure success. Maybe that’s why we get so many 5 star reviews. BizAutomation vs Other ERPs Why Most ERPs Fail Monetization Hairball Multiple Versions & Editions Leads to: (1) Forced upgrade cycles. (2) Feature gating on lower tiers result in needless complexity & increased learning curves. Slower Performance from Architectural Bloat (1) Jack-of-all databases, but master of none, due to pressure to serve partners—customers pay the speed penalty. E.G. Edition Check → Add-On Check → Partner Access Check Database Version Check, etc.. (each layer adds overhead). (2). Inability to leverage stored procedures reduces potential performance by 2 to 100X . Complex Implementation Support & Implementation driven by excessive dependencies on scripting vs configuration wizards is the #1 reason ERP projects fail per Gartner Research. They not only slow down performance, but also increases costs and are prone to breaking with ERP versioning. --> Why BizAutomation Succeeds No Forced Upgrades or Hidden Add-Ons Single All-Inclusive Version / Edition 2 to100 X faster performance leveraging a SINGLE optimized Unified Data Platform. Data architecture based entirely on Stored Procedures. No ORM overhead abstraction bloat to slow ERP down. Industry’s only operational Data-Mirror. Distribution ERP Comparison Manufacturing ERP Comparison BizAutomation vs Siloed Apps Siloed apps depend on stringing together other apps in an attempt to provide some semblance of complete business management which duplicates the records due to siloed databases, eventually devolving into what is commonly referred to as a software hairball. BizAutomation provides all core apps on a single multi-tenant Cloud SaaS, with no duplication, or multiple logins. When comparing costs, the sum-total of siloed apps can get quite expensive, a lot more than what you’d pay to run your entire business on BizAutomation. Video Future-Outlook Where we’re headed and why you should join us We've used BizAutomation for years and consider their technology a vital ingredient in our competitiveness. Moreover, we trust them, something they’ve earned taking an individual interest in what we do over and over, always looking to improve. Toby Smart Boneta (Customer - Wholesale Industry) Very impressed with their e-commerce platform, which so seamlessly works with the rest of the suite. They’re wonderful to work with, and took a very personal approach to helping us out, well after implementation. Chary Chaisawasdi Twohubs (Customer – Retail Industry) As supply-chains continue to deglobalize, further accelerated by affordable robotics and AI, BizAutomation will continue to evolve its suite to integrate with these technologies and better position itself for the wave of near-shoring, on-shoring, and in-house supply-chain migrations. Because it takes years to pivot from an existing paradigm we invite you to pivot with us and help us evolve the suite in a direction that makes what we have today, fit what you’ll need tomorrow. BizAutomation One of the last truely independent family owned Saas ERP companies in the world BizAutomation is a great fit for small organizations who need a process-oriented business management (What business doesn’t). Bob Chrysler Audiogenex (Customer – B2B Retail Chain Software) Artisan Medical has been selling its equipment to hospital’s across the country through BizAutomation for years now, and we’re very pleased with how customizable that system has been. JJ Lees Artisan Medical (Customer – Medical Equipment Distribution) We used to run our business on NetSuite, but switched to BizAutomation. After many years, we’re very happy with our decision, and particularly like how we’re no longer s small cog in a big machine. Rick Reynolds TurfHound Tee Surfaces (Customer – B2B Manufacturing) Questions & Answers Who are BizAutomation’s target customers? Target Business Models & Industries that will find BizAutomation worth considering: Primarily B2B which can include B2C too, but generally any organization that has a supply chains that require logistics to buy, sell, ship, possibly dropship, and warehouse goods - with or without a vertically integrated or value added manufacturing process. Organizations that sell through retail or distribution channels, and/or manufacture, configure, and/or kit finished goods. Geographies There are a couple of factors that influence target geographies, including the fact that BizAutomation is only available in English, and our offices are located in California. Most of our customers are currently located within North America, but we are able and interested in working with businesses in Oceana, and the U.K. too. (We are also interested in finding qualified partners that share our values. Interested parties should read through our Partner Inquiries page ) . Size BizAutomation can scale from 10 to thousands of users without concurrent user limitations. Our T-SQL stored procedure architecture eliminates API overhead that constrains competitors, delivering superior performance from the ground up. Add our Data Mirror—which provides 10 to 100 times better performance on complex queries through real-time streaming replication—and you get compound architectural advantages that strengthen as you scale. Unlike traditional ERPs that degrade under load and often require reactive optimization consulting or expensive hardware cycles, BizAutomation's path to fast performance is fundamentally engineered into the product. For the largest and most performance-sensitive workloads, we also offer single-tenant dedicated server infrastructure deployments to maximize performance at enterprise scale. What can we do to ensure our implementation is successful? After years observing projects that wildly succeed, those that were successful but ran over budget, and the few that failed, here’s what our most successful customers have in common: Requirements Planning - A well thought through requirements list will go a long way. We’ve seen “consultants” throw huge lists of requirements out to bid (probably boiler plate templates) then wonder why nobody responds. Instead, compile a targeted and detailed list that not only shares the pain spots, but the areas you know will help you grow, and you’ll get back intelligent well thought through questions and answers that will help you make truly informed decisions. Expectations Planning (The single most important thing you can do) - This re Inventory Management Pricing Customer Outcomes Q&A Company Contact Us Orders Order Flexibility - Custom Shipping Rules Orders Quote to Order - Quote to Order Orders Order Document Management - Document Customization CRM Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management CRM Service & Support Management - Customer Self Service Procurement Order Workflow Automation - Custom yet easy to use automation Schedule Demo The suite Includes: Order Management Supply Chain Management Inventory & WMS Complete Accounting        (Multi-Entitity ready) Complete CRM Manufacturing Project Management ERP Ecommerce Artificial Intelligence (AI) Analytics & Workflow Unified Inventory & Warehouse Management (WMS) Inventory Management Key take-aways: Inventory accuracy across all locations Intelligent allocation to maximize fulfillment Real-time location tracking Unified Commerce Fulfillment Demo Schedule a discovery meeting Inventory Management Real-Time Inventory Visibility - Multi-Location / Soft & Hard (aka Reserved) Allocations Inventory Visibility - Automatically or Manually select the right warehouse: Set default warehouse by customer location with ability to change based on inventory levels while building an order. Dynamic warehouse rules can automatically select an order's warehouses based on situational criteria. When presented with a Back-Order BizAutomation will scan for alternate solutions across all warehouses. Hard Allocation - Link inbound purchase orders directly to back-ordered sales orders or work orders, ensuring incoming inventory is automatically routed to fulfill specific commitments. When a PO is received, the system knows exactly which customer order or production run it's destined for—eliminating manual matching, preventing overselling, and honoring delivery promises without intervention. Available Inventory not associated with sales orders. On-Hand All the Inventory in the warehouse. Back-Order Inventory in excess of available stock. Ordered Inventory associated with open sales-orders. Allocated Inventory committed to open sales-orders. On-Order Inventory associated with open purchase-orders. Requisition Count Inventory associated with open purchase-requisitions. Virtual Stock Real-time API access to vendor or 3PL inventory levels, enabling accurate availability promises for dropship and vendor-managed inventory (VMI) scenarios. Lot & Serial Visibility View on-hand quantities by lot number or serial number, with full transaction history showing movement from receipt through sale or consumption. Multi-Warehouse Consolidated View See total available inventory across all locations while maintaining visibility into each warehouse's individual stock levels, allocations, and pending receipts. Soft & Hard (Reserved) Allocation BizAutomation’s Allocation management helps you get as close as possible to achieving what are two seemingly contradictory goals: maximizing order ship-date accuracy while minimizing the risk of stockouts. Hard Allocation Prevents the age-old problem of losing your ability to ship an order on-time because what was available when the order was created goes on back-order by the time it’s fulfilled. Works equally well with partial or ship-complete order mandates. Prioritize allocations for key accounts : Outbound pick to ship – Reserves partially or fully available stock from the time an order is generated. Enables warehouse staff to fulfill hard allocated orders before all others. Inbound pick to ship – Because inbound back-order purchases take longer to fulfill, you’ll have the option of Dropshipping or hard allocating on inbound stock, for orders awaiting shipments based on distribution list priorities. If you manufacture : It’ll keep production lines moving by immediately committing BOM picks to work-orders from stock, while also committing and routing inbound BOM stock from POs, immediately from the moment it’s received and put-away. Because work-orders can link to sales-orders, and can be hierarchical, where a sub-assembly of a parent off-shoots to a work order to build it to meet the demands of the parent work-order – BizAutomation’s hard allocation capabilities are an absolute must-have. If you configure or build kits : If your organization builds kits, you already know how quickly things can go south when and you have, say 15 out of the 20 kit members in stock, which can get even more dicey if those back-orders have to be purchased from multiple vendors. Our hard-allocation capabilities address this issue by reserving kit components at the time of pick-to-kit on the outbound side. Simultaneously, we reserve incoming inventory from vendor shipments based on their expected receive dates, directing each shipment to the designated assembly location as it arrives. If you regularly transfer inventory for order fulfillment : You’ll have the option to receive to order from the destination warehouse. Multi-Dimensional Soft Allocation Order allocation is typically a single-dimension affair based on FIFO ship-dates where oldest orders ship first. But what if your least profitable, smallest customer put in their order a day before your biggest more profitable customer for the same item and there’s only a single unit in stock ? It’s an extreme example but wouldn’t you rather know ? Taking the blinders off is exactly what BizAutomation’s multi-dimensional soft allocation modeling lets you do. Allocate based on your priorities, with 15 possible combinations. For example: Ship-Dates Items or orders with the highest gross-margin or revenue come first Prioritize customers with the greatest revenue spend Combine multiple dimensions in a sliding scale such as “ Big Customers first, THEN ship-date, THEN gross-profits" , etc.. Comprehensive Item Models - Kitting, BOMs, Configurations, Matrixes, etc.. Inventory Items Standard Inventory P hysical items such as finished goods, parts, and components you can purchase, store, and sells as part of its normal operations either as a standalone product or as building blocks for more complex item types. Serialized & Lot # Inventory with Tracking S erialized and Lot-numbered inventory tracks items individually by unique serial numbers or in traceable groups by lot numbers, enabling precise identification, history, and control for each unit or batch s. Kitted Items & BOMs with Disassembly Simple kitted items sold as bundles, as well as multi-level Bills of Material (BOMs) that handle light manufacturing, component consumption, and assembly cost rollups across every level . Product Configurations Define rules-based options and components so each order can generate a precise, buildable variant, with dynamic pricing that adjusts automatically based on included or excluded member components. Matrix-Items Create and maintain items with structured attributes (such as size, color, style) , enabling fast entry, pricing, and inventory tracking across all variant combinations in a single, unified view .. Asset-Items Support for i tem resources such as equipment, tools, or vehicles that are purchased for internal use rather than resale, tracked over their lifecycle for location, maintenance, and depreciation. 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 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 E-Commerce Pricing Customer Outcomes Q&A Company Contact Us Orders Order Flexibility - Custom Shipping Rules Orders Quote to Order - Quote to Order Orders Order Document Management - Document Customization CRM Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management CRM Service & Support Management - Customer Self Service Procurement Order Workflow Automation - Custom yet easy to use automation Schedule Demo The suite Includes: Order Management Supply Chain Management Inventory & WMS Complete Accounting        (Multi-Entitity ready) Complete CRM Manufacturing Project Management ERP Ecommerce Artificial Intelligence (AI) Analytics & Workflow ERP ECommerce / Business Portal Introducing BizCommerce The FASTEST ERP Ecommerce in the industry. Key take-aways: --> BizCommerce is the only Ecommerce ERP platform that can scale with high demands and large data-sets while still providing sub-second page load. Headless architecture with MCP tool calling. Enables AI “Vibe Coding” using Cursor and other AI coding tools, to custom build portals, & Ecommerce front ends that can be developed in half time time and budget vs traditional implementations. Seamless real-time integration, eliminating the complexities and limitations of third-party B2B platforms like Shopify Plus, BigCommerce, or Adobe Commerce, because it's built into the core ERP—not bolted on through fragile and limited connectors. Schedule a discovery meeting When Performance Matters - ERP based Ecommerce with performance that doesn’t suck (Finally !) While ERP Ecommerce platforms provide a significant advantage through direct integration with core ERP data—they're extremely rare. So rare that only about three ERP systems offer them (including BizAutomation) , despite the numerous third-party commerce options available such as Shopify Plus, BigCommrerce, and Adobe Commerce. The reason they're so rare ? Performance. Until the introduction of BizCommerce, all Ecommerce transactions were forced to use the ERP's central relational database, which is vital for maintaining a single source of truth. The problem however is that they're relatively slow for Ecommerce use cases. BizAutomation circumvented this by implementing its Data Mirror which is a high-speed data lake architecture that continuously streams rather than batch uploads data. This means that unlike other data lakes which aren't suitable for Ecommerce because they take hours to update data from the ERP, BizAutomation’s Data Mirror can update fresh data in mere seconds, allowing it to power even the most demanding Ecommerce sites. This translates into data lookups, filtering, and page loads occurring in under one second, which is important because statistics show that load times of one second correlate to a conversion rate three times higher than those loading in five seconds, so speed is paramount. Headless ERP Ecommerce for AI-Empowered Innovation BizCommerce’s ERP Ecommerce platform can empower enterprises and ISVs to build next-generation ecommerce and business apps, fast. By exposing our Data Mirror through powerful, fully documented APIs and providing a flexible Managed Control Panel (MCP), developers and AI coding tools—including platforms like Cursor—can craft custom front ends and digital experiences optimized for any device or channel. This headless architecture means your teams are never locked into generic, monolithic storefronts. Instead, you gain direct, read-optimized API access to your ERP’s real-time product, inventory, customer, and order data—delivering instant performance ideal for complex catalogs and high-scale enterprise workloads. Leverage best-of-breed CMS, native mobile, PWA, or bespoke B2B experiences, with the full integration and single source of truth only a unified ERP ecommerce platform can provide. Unified Content (CMS) & Commerce – Edit Your Website as Fast as Your Orders Traditional ERPs force you to switch between multiple systems—bouncing between your order screens, your CRM, and a completely separate website CMS or third-party page builder. BizAutomation eliminates that friction. With BizAutomation's embedded content management, your website pages live alongside all your other business objects in the same unified interface. You can open a sales order, then seamlessly click into a website page—both tracked in your "Recently Viewed" panel just like any other record. Editing your website content becomes as fast and intuitive as managing a customer account or updating an order. What This Means for Your Team: One Login, One Interface – No switching between apps or remembering multiple credentials. Everything from orders to website pages is accessible from the same dashboard. Faster Content Updates – Rich editing capabilities (HTML, CSS, images, plugin support) built directly into BizAutomation's UI, without needing IT intervention or external tools. Recent History Tracking – Pages you've recently edited appear in the same "Last Viewed" panel as your frequently accessed orders, customers, and records—reducing clicks and speeding up your workflow. Unified Data Context – Product images, pricing, inventory levels, and promotional rules from your ERP automatically populate website content, eliminating data duplication and keeping everything in sync. This unified approach is particularly valuable for lean operations teams that wear multiple hats—you can manage commerce and content without context-switching, making your team more productive while reducing the administrative overhead of managing separate systems. How BizAutomation Compares Feature BizAutomation MS Dynamics 365 NetSuite Epicor SAP Business ONE Integrated CMS in Same UI ✅ Yes —Pages & records share unified interface ❌ Power Pages (separate login) ❌ External CMS integrations ❌ External CMS integrations ❌ Separate systems (requires external CMS) Recently Viewed Panel ✅ Tracks pages + records together ✅ Records only; pages separate ❌ N/A ❌ N/A ❌ N/A Website Editing Without External Tool ✅ Yes —Built-in editor ❌ Requires separate platform ❌ Third-party required ❌ Third-party required ❌ Requires third-party tools No Context-Switching ✅ Single sign-on across all content & commerce ❌ Multiple logins required ❌ Multiple systems ❌ Multiple systems ❌ Multiple systems Unified Product & Pricing Data ✅ Content pulls directly from ERP records ✅ Requires APIs/integrations ✅ Requires integrations ✅ Requires integrations ✅ Integrates via APIs Single Database (No Data Duplication) ✅ Yes ❌ Separate databases ❌ Separate databases ❌ Separate databases ❌ Separate systems/databases Why BizCommerce Outperforms 3rd Party Integrations BizCommerce is built natively into the BizAutomation ERP suite, offering a crucial advantage: true end-to-end integration that eliminates the “software hairball” created by connecting third-party Ecommerce systems. Because it lives inside the ERP, every order, customer record, inventory count, and financial transaction is managed from a single system. This removes the costly need to synchronize data between separate programs—a process that is not only complex and time-consuming, but inherently fragile. With third-party ecommerce solutions, companies often battle with duplicate data silos, delayed updates, and frequent sync failures. These issues can result in incorrect inventory, missed orders, inconsistent customer information, and significant manual intervention. Each integration point is another opportunity for breakdowns, adding risk, IT complexity, and maintenance overhead. BizCommerce on the other hand, ensures there is only “one version of the truth.” Updates made anywhere in the system—be it pricing, inventory, or customer accounts—are instantly visible everywhere, with no need for error-prone data transfers. This streamlines workflows and removes reconciliation headaches, so staff are empowered to focus on customers and growth rather than technica Pricing Pricing Customer Outcomes Q&A Company Contact Us Orders Order Flexibility - Custom Shipping Rules Orders Quote to Order - Quote to Order Orders Order Document Management - Document Customization CRM Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management CRM Service & Support Management - Customer Self Service Procurement Order Workflow Automation - Custom yet easy to use automation Schedule Demo The suite Includes: Order Management Supply Chain Management Inventory & WMS Complete Accounting        (Multi-Entitity ready) Complete CRM Manufacturing Project Management ERP Ecommerce Artificial Intelligence (AI) Analytics & Workflow Multi-Tenent Pricing $999/month for 10 users + $99.95 per additional user. No hidden fees (See building trust with price transparency ). Flattening the suite to a single edition = No hidden add-ons. $99 .95 user / mo. × 1 yr *Single-Tenant Pricing Fully managed dedicated servers running BizAutomation at our data-center (For larger clients with the most demanding workloads) . Compute and storage limited only by hardware. * Requires BizAutomation’s Data-Mirror (Add-On). Contact us for details Add-Ons BizAutomation Data Mirror - A continuously replicated data lake that streams changes in real-time from your transactional (OLTP) ERP database in seconds. Unlike competitors' ETL based data lakes that take hours, our Data Mirror is a versatile data platform that supports: (1) High-performance operational access from the UI – Offloads selective read-intensive queries from your production database to the Data Mirror, enabling fast access while simultaneously improving write performance. (2) AI-powered business insights – BizAutomation's NLP / RAG driven AI uses the Data Mirror to analyze your business data significantly faster than OLTP alternatives—including reports, G/L transactions, and unstructured content like emails—to surface actionable insights. (3) Modern AI agent integration – Provides a standardized data access layer for AI agents and agentic workflows, enabling rapid integration with emerging AI technologies. (4) Enterprise BI connectivity Connects to 3rd party BI tools like Power BI, Tableau, for comprehensive analytics. AI OCR Automated data entry - Replaces manual data entry and includes (but not limited to) : (1). Bill Capture (Accounts Payables Automation) (2). Sales & Opportunity Capture (Sales Order / RFQ / RFI Automation) (3). Other document processing tasks (e.g. 3PL ASN Processing replacing EDI 856) , etc... continued Outbound Email / Document Tracking & Verification - Know when (or if) a trading partner receives and opens a message, proposal, invoice, PO, or any other doucment. Conduct advanced searches based on open metrics for systematic outreach analysis and targeting. Freight & Logistics (TMS) - Full TMS, with Freight shipping API to FreightPOP, comparison, bidding, tracking, and analytics (Parcel only TMS without Freight is included for free without the need for this add-on) ... continued Market-Place Connect - Connect to dozens of marketplaces via eChannelHub (Amazon, eBay, Walmart, etc..) ... continued Commerce Connect - Connect to over a dozen Ecommerce platforms (Shopify, BigCommerce, Magento, etc..) ... continued Tax Compliance Management - Rate calculation, Insurance, etc... (Tax table based calculations are included for free without this add-on) . Vendor Warehouse API Connect - Connect a virtual BizAutomation warehouse to a 3 rd party WMS via API to get inventory levels from your vendor while building a quote or order. BizCommerce - The industry's fastest ERP Ecommerce used to build online catalogs, B2B or B2C selling platforms, Business Portals, using MCP tool calling with AI code generators such as "Cursor", etc.. including back end access to the Data Mirror (sold as a seperate add-on) .... continued Supplemental Implementation Implementation is one of those services that you can’t just price out on a bill-board. Costs and timelines will depend on your requirements, personnel from your side (aptitude, availability, etc..) , how much of the suite is implemented, agreed upon code enhancements, and data conversion. This is why we recommend a phased approach with milestone based progression. Implementation costs are more than competitive with our BigTech competitors, but likely significantly better value in part because we’re able to cater to your business in a way their network of consultants likely can’t. Implementation Timeline - One of the first things we like to discuss after learning about your requirements, because misaligned expectations are the #1 reason ERP projects fail. To learn more, we suggest reading through “The 3 best practices our most successful customers share” . Paid enhancements to source-code Customization / Custom Paid Enhancements The best ideas don’t come from committees or focus groups, they’re made from two ingredients. (1) Your expertise forged on the field of competition, and (2) Our expertise in design, development, and the internal workings of BizAutomation. Combine the two and magic happens. Unlike with code forking, which is typical of open-source software (why “free” or “near-free” open source ERP is one of the most expensive ways to run ERP) , our enhancements get folded into the main suite, thereby maintaining a unified code base, which means we’ll be responsible to maintain it. This also means that any enhancement we accept will have to improve on the mouse trap and be a genuine benefit to a sizeable percentage of our subscribers, without violating our business ethos to do more with less. This way only the best concepts get through making for the proverbial “win/win” because it makes everyone more competitive. If during a gap review (i.e. “the tire kicking phase”) we both determine there are mission critical modifications that would close the gap and make our solution worth considering, we’ll take this under consideration to help us both determine if the juice is worth the squeeze. For us, it’s all about leverageable IP, impact on our resources, and ROI (size of the opportunity will of course factor into the decision) . Building Trust with Price Transparency Because ERP and SCM are essentially an attempt to mirror your business in software, understanding pricing models can be tricky, even when dealing with a single edition suite. Here’s an overview of costs you might face when comparing ERP systems. Fees we’d never charge (but others might) : Base fees - These are layered on top of subscription fees and charged on a yearly basis. We don’t see the point of base fees other than as a tool their sales people can use to quote subscription prices that are more attractive than they actually are which does a disservice to transparent pricing models. Transaction fees - These are not “overage fees” which are a legitimate way of managing the impact of inordinate amounts of data and transactions vs the income generated by a customer. Transaction fees are typically percentages calculated against transactions such as orders, which may or may not be layered on top of subscription fees. When you see “free” or “no cost per user” ads, it’s very likely they’re compensating with some form of transaction fee (question is, are they being transparent about it?) . Add-on transparency We make a big deal out of the so called “Hidden add-on” because we’ve heard many stories from companies over the years that claim the hairball of opaque or hidden add-ons they faced were detrimental to their business. Hidden add-ons typically only apply to modular suites (aka multi “Edition”, “Version”, etc..) . Our litmus test is to look at a vendor’s website, and if all the add-ons are not listed - they’re hidden, with negative points if the module or edition they’re based on are hidden too (Suggestion - ask Gemini or ChatGPT) . Costs to consider when you’re on the M side of the SMB range: Overage F Cloud ERP Software Pricing Customer Outcomes Q&A Company Contact Us Orders Order Flexibility - Custom Shipping Rules Orders Quote to Order - Quote to Order Orders Order Document Management - Document Customization CRM Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management CRM Service & Support Management - Customer Self Service Procurement Order Workflow Automation - Custom yet easy to use automation Schedule Demo The suite Includes: Order Management Supply Chain Management Inventory & WMS Complete Accounting        (Multi-Entitity ready) Complete CRM Manufacturing Project Management ERP Ecommerce Artificial Intelligence (AI) Analytics & Workflow FAST  AI-Enabled Cloud-ERP for Distributors & Manufacturers Data-Mirror  - The only ERP that can run on a real-time streaming replication data warehouse—instant analytics, AI insights, & 10-100x faster performance. ONE Suite / NO Editions - Puts an end to the possibility of hidden add-ons and leveraged upselling. Introduction --> Learn More Learn More Learn More Learn More Learn More Deloitte reports ERP projects succeed ~30% of the time. Ours are close to 100%. Why ? Because we’re not trying to be all things to all businesses and get directly involved in each implementation project to ensure success. Maybe that’s why we get so many 5 star reviews. BizAutomation vs Other ERPs Why Most ERPs Fail Monetization Hairball Multiple Versions & Editions Leads to: (1) Forced upgrade cycles. (2) Feature gating on lower tiers result in needless complexity & increased learning curves. Slower Performance from Architectural Bloat (1) Jack-of-all databases, but master of none, due to pressure to serve partners—customers pay the speed penalty. E.G. Edition Check → Add-On Check → Partner Access Check Database Version Check, etc.. (each layer adds overhead). (2). Inability to leverage stored procedures reduces potential performance by 2 to 100X . Complex Implementation Support & Implementation driven by excessive dependencies on scripting vs configuration wizards is the #1 reason ERP projects fail per Gartner Research. They not only slow down performance, but also increases costs and are prone to breaking with ERP versioning. --> Why BizAutomation Succeeds No Forced Upgrades or Hidden Add-Ons Single All-Inclusive Version / Edition 2 to100 X faster performance leveraging a SINGLE optimized Unified Data Platform. Data architecture based entirely on Stored Procedures. No ORM overhead abstraction bloat to slow ERP down. Industry’s only operational Data-Mirror. Distribution ERP Comparison Manufacturing ERP Comparison BizAutomation vs Siloed Apps Siloed apps depend on stringing together other apps in an attempt to provide some semblance of complete business management which duplicates the records due to siloed databases, eventually devolving into what is commonly referred to as a software hairball. BizAutomation provides all core apps on a single multi-tenant Cloud SaaS, with no duplication, or multiple logins. When comparing costs, the sum-total of siloed apps can get quite expensive, a lot more than what you’d pay to run your entire business on BizAutomation. Video Future-Outlook Where we’re headed and why you should join us We've used BizAutomation for years and consider their technology a vital ingredient in our competitiveness. Moreover, we trust them, something they’ve earned taking an individual interest in what we do over and over, always looking to improve. Toby Smart Boneta (Customer - Wholesale Industry) Very impressed with their e-commerce platform, which so seamlessly works with the rest of the suite. They’re wonderful to work with, and took a very personal approach to helping us out, well after implementation. Chary Chaisawasdi Twohubs (Customer – Retail Industry) As supply-chains continue to deglobalize, further accelerated by affordable robotics and AI, BizAutomation will continue to evolve its suite to integrate with these technologies and better position itself for the wave of near-shoring, on-shoring, and in-house supply-chain migrations. Because it takes years to pivot from an existing paradigm we invite you to pivot with us and help us evolve the suite in a direction that makes what we have today, fit what you’ll need tomorrow. BizAutomation One of the last truely independent family owned Saas ERP companies in the world BizAutomation is a great fit for small organizations who need a process-oriented business management (What business doesn’t). Bob Chrysler Audiogenex (Customer – B2B Retail Chain Software) Artisan Medical has been selling its equipment to hospital’s across the country through BizAutomation for years now, and we’re very pleased with how customizable that system has been. JJ Lees Artisan Medical (Customer – Medical Equipment Distribution) We used to run our business on NetSuite, but switched to BizAutomation. After many years, we’re very happy with our decision, and particularly like how we’re no longer s small cog in a big machine. Rick Reynolds TurfHound Tee Surfaces (Customer – B2B Manufacturing) Questions & Answers Who are BizAutomation’s target customers? Target Business Models & Industries that will find BizAutomation worth considering: Primarily B2B which can include B2C too, but generally any organization that has a supply chains that require logistics to buy, sell, ship, possibly dropship, and warehouse goods - with or without a vertically integrated or value added manufacturing process. Organizations that sell through retail or distribution channels, and/or manufacture, configure, and/or kit finished goods. Geographies There are a couple of factors that influence target geographies, including the fact that BizAutomation is only available in English, and our offices are located in California. Most of our customers are currently located within North America, but we are able and interested in working with businesses in Oceana, and the U.K. too. (We are also interested in finding qualified partners that share our values. Interested parties should read through our Partner Inquiries page ) . Size BizAutomation can scale from 10 to thousands of users without concurrent user limitations. Our T-SQL stored procedure architecture eliminates API overhead that constrains competitors, delivering superior performance from the ground up. Add our Data Mirror—which provides 10 to 100 times better performance on complex queries through real-time streaming replication—and you get compound architectural advantages that strengthen as you scale. Unlike traditional ERPs that degrade under load and often require reactive optimization consulting or expensive hardware cycles, BizAutomation's path to fast performance is fundamentally engineered into the product. For the largest and most performance-sensitive workloads, we also offer single-tenant dedicated server infrastructure deployments to maximize performance at enterprise scale. What can we do to ensure our implementation is successful? After years observing projects that wildly succeed, those that were successful but ran over budget, and the few that failed, here’s what our most successful customers have in common: Requirements Planning - A well thought through requirements list will go a long way. We’ve seen “consultants” throw huge lists of requirements out to bid (probably boiler plate templates) then wonder why nobody responds. Instead, compile a targeted and detailed list that not only shares the pain spots, but the areas you know will help you grow, and you’ll get back intelligent well thought through questions and answers that will help you make truly informed decisions. Expectations Planning (The single most important thing you can do) - This re Pricing Customer Outcomes Q&A Company Contact Us Orders Order Flexibility - Custom Shipping Rules Orders Quote to Order - Quote to Order Orders Order Document Management - Document Customization CRM Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management CRM Service & Support Management - Customer Self Service Procurement Order Workflow Automation - Custom yet easy to use automation Schedule Demo The suite Includes: Order Management Supply Chain Management Inventory & WMS Complete Accounting        (Multi-Entitity ready) Complete CRM Manufacturing Project Management ERP Ecommerce Artificial Intelligence (AI) Analytics & Workflow Key take-aways: AI-Enhanced ERP - Join other organizations reporting 27% higher ROI and 9% stronger operating margins compared to those using traditional ERP, with AI-powered insights enabling 30% faster decision-making processes. Enteprise classs AI data architecture - The foundation of AI's training comes from your business data. Unlike other ERPs which use slow OLTP data-sources, BizAutomation uses a data-lake intelligence-layer, just like the Fortune 500s but without the expensive price-tag. Schedule a discovery meeting Revolutionizing how Data drives Decisions, Documents & Workflows BizAutomation’s AI runs on the industry’s first affordable denormalized data-lake, combining speed and real-time freshness—two qualities that traditional data warehouses like NetSuite’s and SAP’s often trade off. Updated every 10–30 seconds (far faster than ETL-based systems), it’s the first warehouse-style data structure that functions like a true database, bringing enterprise-grade power to smaller businesses . Vendor Invoice / Bill Capture Bill Capture that streamlines your accounting process by automatically scanning invoices into BizAutomation using advanced AI-powered object detection and optical character recognition (OCR), significantly reducing the time your team spends on manual data entry. BizAutomation includes the email inbox right within the suite’s menu system, leveraging your Office 365 or Google email services. Customer RFQ / PO Capture Capture your customer RFPs, RFQs, and POs to generate sales opportunities and sales orders in BizAutomation Order Management & CRM modules using AI-powered object detection and optical character recognition (OCR), significantly reducing the time your team spends on manual data entry. BizAutomation includes the email inbox right within the suite’s menu system, leveraging your Office 365 or Google email services. AI Driven Report Analytics BizAutomation leverages advanced NLP technology to democratize data access, allowing non-technical users to generate reports, analyze trends, and extract actionable insights without requiring SQL knowledge or complex dashboard navigation. BizAutomation retrieves information from reports and other business data generated against its data-lake which is much faster than obtaining AI insights from OLTP data-sources. Users can query their business data using natural language, including sales, and purchasing. AI Driven Financial Review Provides general ledger transaction analysis and generative AI capabilities which both accounting professionals and non-financial business users will find invaluable. BizAutomation uses its natural language processing (NLP) engine combined with LLM and RAG, using machine learning to analyze G/L transactions to identify patterns, detect anomalies, and answer financial queries in natural language. Supply Chain Analytics Leverages AI technologies, including optical character recognition (OCR) and Retrieval Augmented Generation (RAG), to transform knowledge base articles from its Service & Support module into large language model (LLM)-powered customer support agents. These agents are capable of answering user questions about how to use your products and services. Knowledge Base AI Analyzes vast amounts of data from multiple sources to spot patterns that traditional systems miss, transforming them into actionable insights. 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. Additional Links About Us Pricing Q&A Blog Privacy Policy Contact Info PMB415, 600 W Santa Ana Blvd Suite 114A, Santa Ana, CA 92701, United States © BizAutomation, Inc. All rights reserved Complete Accounting Pricing Customer Outcomes Q&A Company Contact Us Orders Order Flexibility - Custom Shipping Rules Orders Quote to Order - Quote to Order Orders Order Document Management - Document Customization CRM Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management CRM Service & Support Management - Customer Self Service Procurement Order Workflow Automation - Custom yet easy to use automation Schedule Demo The suite Includes: Order Management Supply Chain Management Inventory & WMS Complete Accounting        (Multi-Entitity ready) Complete CRM Manufacturing Project Management ERP Ecommerce Artificial Intelligence (AI) Analytics & Workflow Financials / Accounting Accounting Key take-aways: Operational efficiency / Single version of the truth - Eliminates manual data entry; data entered in one module automatically populates across all relevant areas of the system. Superior Compliance & Risk Mitigation - Maintains comprehensive audit trails automatically, which are essential for both internal audits and regulatory compliance checks. AI enhanced financial visibility - Use AI insights to help you make in-depth data-driven decisions. Demo Schedule a discovery meeting Complete Accounting & Financials Invoicing (A/R) - Billing (A/P) Invoicing & Accounts Receivables (A/R) Billing & Accounts Payables (A/P) Core Receivables + View A/R history based on selectable due date periods, with back-in time traceability that takes you back to previous A/R periods. Drill-down into transaction sources (i.e. Sales Orders & Invoices) . Enable parent organizations to pay on behalf of their subsidiaries. Core Payables + View A/P history based on selectable due date periods that takes you back to previous A/P periods. Drill down into transaction sources (i.e. Purchase Orders & Bills) . Enable parent organizations to pay on behalf of their subsidiaries. Collections Management Dunning Automation that automates A/P outreach based on thresholds, custom schedules, and custom business criteria. Generate and email invoices or entire customer staments with embedded payment links, streamlining the payment collection process for businesses. Credit-hold workflows. See past amounts by days late. See when the A/R department last sent a request for payment. Filter by follow-up date, amounts due, customers, etc.. Vendor Invoice Bill-Pay BizAutomation's bill-pay solution automates and digitizes the entire invoice processing workflow, from capture to payment, streamlining the accounts payable operations. Step-1 : From a messaging inbox in BizAutomation, you'll click to open the vendor invoice (usually a PDF) . Step-2 : The invoice is parsed and compared to the original PO. Inconsistancies between the vendor invoice and PO are flagged (e.g. unit cost, quantity, items). Step-3 : After approver reviews, and resolves inconsistancies if any, they approve payment, and an ACH payment is sent. Multi-Template Invoicing - Data driven documents you share with your customers, vendors, and partners (including Quotes, POs, etc..) can be completely customized in just about any shape and form you can imagine, and that includes templatization, where for example, different versions of invoices can be used for different business strategies, including multi-company or brand designs that can map to different customers depending on geography, business segment, etc... Fully or Partially invoice orders: Based on release date, quantity, and other criteria. Use percentage of invoice, units per line item, and/or line items per order. See key order analytics from the main order list, obviating the need to open the order in many cases. Auto-create Invoices - Based on your specific triggers and workflow rules, preventing human error, and wasted time that can be used for more productive purposes. Fulfillment Invoicing - Automates invoice building so that when product is fulfilled and packing slips are generated, invoices mirror packing slips with matching values. Invoice Broadcasting - Automatically invoice customers using custom email template and workflow rules. Broadcast invoices out when products ship using batch sales fulfillment. Messages are added to the order correspondence history creating an audit trail. Core Financials & Analytics Available within BizAutomation's accounting modules (includes full drill-down where appropriate) : Core Financials General Ledger (G/L) Price / Cost threshold Approvals Landed Cost Cash Management Hierarchical Chart of Accounts Multi-Currency Deferred Revenues Fixed Assets Time Mgt Payroll Bank Feeds & Reconciliations Tax Mgt Payment Processing Check Writer Journal Entries Reports include full drill-down (where appropriate) . Many reports are available on the main dashboard as summarized charts, graphs, and visulizations . Additional reports can be generated from the custom report builder, and shared on the dashboard. Built in Accounting Reports (Customizable) Accounts Receivables (A/R) Accounts Payables (A/P) with payments log Profit & Loss (P&L) Cash Flow Statement Trial Balance Balance Sheet Invoice Register Disbursement Journals (by G/L Account) Income & Expense Statement Tax Reporting Check Register Credit Card Register Financial Dashboard Financial Portal Transactions & Auditing G/L transaction n-tier filtering Sales, Purchase, and Inventory transactions by item Inventory warehouse auditing (Inbound & Outbound) Auditing of average cost by item Object change tracking Customer (Sales-Order) / Vendor (Purchase-Order) Multi-Currency Management : Set trading currency by customer / vendor, and BizAutomation will manage gain / loss per transaction, and if set to API by currency automatically update foreign to base currency exchanges. Transaction Auditing : Track 16 separate transaction types by vendor and customer, including sales orders, purchase orders, invoices, bills, payments, RMAs, credit memos, etc... G/L Transactions : Track filtered G/L transactions from within customer and vendor records. Customer & Vendor Financial Terms : Set net-terms and credit limits that govern sales orders and purchase orders. Cross-referenced Sales Orders (SOs) & Purchase Orders (POs) : When SOs and POs are linked, SOs, and their invoices (and in some cases packing slips) link to their related POs and Bills. Customer / Sales Order Financials Vendor / Purchase Order Financials Advanced Price Controls Minimum Gross-Profit Enforcement : If a line item's unit price within an order violates a minimum gross profit threshold, quotes and invoices can be prevented from being sent to a customer without approval. Price Tiers & Formulas : Build fine-tuned price formulas based on multiple dimensions (customer type, category, tiers. item-type, group affiation, etc.). Order Gross Profit (GP) / Item Cost & GP Order Gross Profit (GP) : Income, expense, with resulting net-income and gross profit impacting orders, including non-line item expenses such as commissions to partners and employees linked to the order, shipping costs, etc... Items : Item cost and vendor source is presented (permission enabled), which includes primary vendor cost, or actual cost from linked POs (if there are any). Set approval triggers for any item that doesn’t meet minimum GP thresholds. Sales RMAs - Includes workflow based on rules that enable or block the ability to issue Credit Memos & Refunds, with or w/o re-stock fees. Customer Invoicing Workflow Automation : Invoice what the warehouse packs & ships. Custom Design Invoice Templates : Map to separate entities, including subsidiaries, branches, or separate sub-brands. Email invoices from sales order : - Remembers the customer’s A/P email address - Ability to include a payment link for self-pay Advanced Cost Controls Vendor & PO : Set cost per unit across volume ranges, and keep fresh cost updates from from PO updates. Mass Procurement Unit to Cost vs Demand Analysis : Leverage demand Pricing Customer Outcomes Q&A Company Contact Us Orders Order Flexibility - Custom Shipping Rules Orders Quote to Order - Quote to Order Orders Order Document Management - Document Customization CRM Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management CRM Service & Support Management - Customer Self Service Procurement Order Workflow Automation - Custom yet easy to use automation Schedule Demo The suite Includes: Order Management Supply Chain Management Inventory & WMS Complete Accounting        (Multi-Entitity ready) Complete CRM Manufacturing Project Management ERP Ecommerce Artificial Intelligence (AI) Analytics & Workflow Orders Sales Orders Key take-aways: Logic-Based Fulfillment - Transform picking from a basic task into a strategic advantage by intelligently sequencing orders based on profit, customer importance, and delivery urgency. Predictive Logistics - Intelligent carrier selection that automatically adapts to customer terms and delivery requirements in real-time . Circular Returns Management - Route returned items to the most efficient location based on inventory needs and item condition. Demo Schedule a discovery meeting Order Management ✓ Quote-to-Order: One-click conversion from CRM. ✓ Credit Management: Internal limits & hold workflows. ✓ Payment Integration: Native Fiserv (CC/ACH) support. ✓ Contract Pricing: Manage time-bound customer agreements. Order Entry, CPQ & Workflow Automation Sales-Order Workflow that adapts to your business: Custom Order Management Interface - Tailor the interface to your exact business process (and sections) Configure your view by role. Define exactly how users handle organization and item lookups (e.g., branch, customer part #) with a fully custom order management environment. Automated Order Management Workflows - Trigger approvals automatically based on margin thresholds, credit ratings, or inventory status. Build 'if-this-then-that' rules to automate the entire order lifecycle... learn more Integrated CPQ (Configure, Price, Quote) (Customize Product Quote) -Dynamically configure complex products and pricing. Generate accurate sales quotes that convert instantly to orders. Native Dropship Order Management Seamlessly orchestrate inventory and non-inventory dropships with elegant workflows... learn more Ship-Complete or Split-Ship / Flexible Shipping Terms Require that all items ship together, or allow split-shipping by order. Multiple shipping-terms supported... learn more Inventory Visibility & Warehouse Automation Ensures optimal decisions are made given warehouse and inventory resources available... learn more Item Price-History / Item-Templates / Cloned Orders See negotiated unit prices from past orders. Use templates to add commonly ordered items. Clone past orders. Unified Commerce & High-Performance B2B Portals Real-Time "Data Mirror" Architecture - Power your B2B interfaces with our unique Data Mirror technology, which streams ERP data in real-time for sub-second page loads. Unlike legacy portals that batch-sync and lag, your front-ends interact with live inventory and pricing instantly... Learn more AI-Accelerated Portal Design - Stop settling for rigid, generic templates. We enable rapid, bespoke portal creation during implementation using AI 'Vibe Coding' support. Design the exact 'Glass Box' experience your customers need—tracking, ordering, invoices—deployed in fraction of the time comperable front end designs normally take... Learn more Headless API & Composable Commerce - Built for the AI agent era. Our headless architecture decouples the front-end from the back-end, allowing you to connect any digital touchpoint—from custom mobile apps to AI procurement bots—directly via our high-performance MCP (Model Context Protocol) -ready API layer... Learn more Multiple Item Types & UOMs All Inventory, and Non-Inventory item types are supported... learn more Multiple Billing & Shipping Addresses (with validation) Store thousands of addresses per customer which can be looked up instantly while creating a new order... Order Visibility Get a 360° view of everything that impacts or is impacted by an order Purchase-Orders... more Shipment Status... more Track & Audit Order changes Cases... more Projects... more Associated Contacts Work-Orders... more RMAs... more Correspondence... more Transfer-Orders Order Financials... more Commission Status Pricing & Promotions Management Price Rules - The price rule wizard provides a matrix of variations, such as quantity range, product or product groups, and relationships (e.g. My Gold customers get a better price than Silver tier customers) . Conflict management resolves the potential for two pricing rules that seemingly contradict from getting in the way of a sale. Price Levels & Tiers - Set quantity or amount ranges that are set within the item records themselves. These tables can be easily updated using the update wizard. Cost + Margin driven Price Formulas - If your organization uses this method of pricing, it can be set to dynamically update based on dynamic cost updates, or calculate from period based static cost. This method fluctuates profit margins during the price period rather than cost which is needed when contractually committing to price lists for a period of time. Promotions Management - Impact the opportunity / quote with promotion rules that can layer on top of the pricing foundation already laid. Use date ranges for temporary discounts. Set rules such as “IF X happens, THEN discount Y”, etc.. Multi-currency can also drive pricing depending on base and alternate currencies (contact us for details) . Cost Transparency - Every line item within every order has permission enabled cost source, which you can use to show transparency within the order’s gross profits and sales commission calculations. Cost sources can include vendor costs from tables dynamically generated from individual purchase orders, or from directly linked dropship or Directship purchase orders. Product Substitutions & Configuration - Maximize Fulfillment & Minimize Back-Orders Building an order without comprehensive item substitution is like driving with blinders because it’s impossible to know what you can do with the inventory you have. BizAutomation takes the blinders off, by giving you the insight you'll need to know what you can and can’t substitute based on the individual needs of each sales-order and work-order. This shortens fulfillment and production times, while reducing inventory carrying costs: Substitutions can be used to relieve back-orders, optimize gross-profit, discover upgraded or downgraded alternatives across all warehouses: Similar but equivalent Exact like-for-like SKU Sellable RMA equivalent Private Label 'equivalent Upgrade Downgrade Requires Transfer Order Ship-from alternate warehouse Hard-Allocated Transfer-Order Substitutions - Prevents inbound warehouse substitutions from being miss-allocated to another order. BOM Substitutions - Clears production bottle-necks created from back-ordered BOM inventory. Sub-Assembly Substitutions - Replace back-ordered sub-assemblies with off-the shelf builds. Kit Substitution - Kits can also be substituted based on the same process used to replace BOMs and Items. Substitute to increase Gross-Profits (GP) - Part of order optimization planning. Allows review and substitute to increase GP. Substitution policies - Define and enforce customer policies governing which SKUs or Manufacturers can or can't be used in a substitution. Document Automation & BizDocs Stop treating document management like a static file cabinet BizAutomation transforms your quotes, invoices, and packing slips into dynamic, data-driven assets. With our proprietary BizDocs platform, your documents automatically adapt their layout, branding, and content based on real-time order data. Process tasks can upload documents - Including Work-Orders “WIP” tasks, Cloud ERP Software Pricing Customer Outcomes Q&A Company Contact Us Orders Order Flexibility - Custom Shipping Rules Orders Quote to Order - Quote to Order Orders Order Document Management - Document Customization CRM Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management CRM Service & Support Management - Customer Self Service Procurement Order Workflow Automation - Custom yet easy to use automation Schedule Demo The suite Includes: Order Management Supply Chain Management Inventory & WMS Complete Accounting        (Multi-Entitity ready) Complete CRM Manufacturing Project Management ERP Ecommerce Artificial Intelligence (AI) Analytics & Workflow FAST  AI-Enabled Cloud-ERP for Distributors & Manufacturers Data-Mirror  - The only ERP that can run on a real-time streaming replication data warehouse—instant analytics, AI insights, & 10-100x faster performance. ONE Suite / NO Editions - Puts an end to the possibility of hidden add-ons and leveraged upselling. Introduction --> Learn More Learn More Learn More Learn More Learn More Deloitte reports ERP projects succeed ~30% of the time. Ours are close to 100%. Why ? Because we’re not trying to be all things to all businesses and get directly involved in each implementation project to ensure success. Maybe that’s why we get so many 5 star reviews. BizAutomation vs Other ERPs Why Most ERPs Fail Monetization Hairball Multiple Versions & Editions Leads to: (1) Forced upgrade cycles. (2) Feature gating on lower tiers result in needless complexity & increased learning curves. Slower Performance from Architectural Bloat (1) Jack-of-all databases, but master of none, due to pressure to serve partners—customers pay the speed penalty. E.G. Edition Check → Add-On Check → Partner Access Check Database Version Check, etc.. (each layer adds overhead). (2). Inability to leverage stored procedures reduces potential performance by 2 to 100X . Complex Implementation Support & Implementation driven by excessive dependencies on scripting vs configuration wizards is the #1 reason ERP projects fail per Gartner Research. They not only slow down performance, but also increases costs and are prone to breaking with ERP versioning. --> Why BizAutomation Succeeds No Forced Upgrades or Hidden Add-Ons Single All-Inclusive Version / Edition 2 to100 X faster performance leveraging a SINGLE optimized Unified Data Platform. Data architecture based entirely on Stored Procedures. No ORM overhead abstraction bloat to slow ERP down. Industry’s only operational Data-Mirror. Distribution ERP Comparison Manufacturing ERP Comparison BizAutomation vs Siloed Apps Siloed apps depend on stringing together other apps in an attempt to provide some semblance of complete business management which duplicates the records due to siloed databases, eventually devolving into what is commonly referred to as a software hairball. BizAutomation provides all core apps on a single multi-tenant Cloud SaaS, with no duplication, or multiple logins. When comparing costs, the sum-total of siloed apps can get quite expensive, a lot more than what you’d pay to run your entire business on BizAutomation. Video Future-Outlook Where we’re headed and why you should join us We've used BizAutomation for years and consider their technology a vital ingredient in our competitiveness. Moreover, we trust them, something they’ve earned taking an individual interest in what we do over and over, always looking to improve. Toby Smart Boneta (Customer - Wholesale Industry) Very impressed with their e-commerce platform, which so seamlessly works with the rest of the suite. They’re wonderful to work with, and took a very personal approach to helping us out, well after implementation. Chary Chaisawasdi Twohubs (Customer – Retail Industry) As supply-chains continue to deglobalize, further accelerated by affordable robotics and AI, BizAutomation will continue to evolve its suite to integrate with these technologies and better position itself for the wave of near-shoring, on-shoring, and in-house supply-chain migrations. Because it takes years to pivot from an existing paradigm we invite you to pivot with us and help us evolve the suite in a direction that makes what we have today, fit what you’ll need tomorrow. BizAutomation One of the last truely independent family owned Saas ERP companies in the world BizAutomation is a great fit for small organizations who need a process-oriented business management (What business doesn’t). Bob Chrysler Audiogenex (Customer – B2B Retail Chain Software) Artisan Medical has been selling its equipment to hospital’s across the country through BizAutomation for years now, and we’re very pleased with how customizable that system has been. JJ Lees Artisan Medical (Customer – Medical Equipment Distribution) We used to run our business on NetSuite, but switched to BizAutomation. After many years, we’re very happy with our decision, and particularly like how we’re no longer s small cog in a big machine. Rick Reynolds TurfHound Tee Surfaces (Customer – B2B Manufacturing) Questions & Answers Who are BizAutomation’s target customers? Target Business Models & Industries that will find BizAutomation worth considering: Primarily B2B which can include B2C too, but generally any organization that has a supply chains that require logistics to buy, sell, ship, possibly dropship, and warehouse goods - with or without a vertically integrated or value added manufacturing process. Organizations that sell through retail or distribution channels, and/or manufacture, configure, and/or kit finished goods. Geographies There are a couple of factors that influence target geographies, including the fact that BizAutomation is only available in English, and our offices are located in California. Most of our customers are currently located within North America, but we are able and interested in working with businesses in Oceana, and the U.K. too. (We are also interested in finding qualified partners that share our values. Interested parties should read through our Partner Inquiries page ) . Size BizAutomation can scale from 10 to thousands of users without concurrent user limitations. Our T-SQL stored procedure architecture eliminates API overhead that constrains competitors, delivering superior performance from the ground up. Add our Data Mirror—which provides 10 to 100 times better performance on complex queries through real-time streaming replication—and you get compound architectural advantages that strengthen as you scale. Unlike traditional ERPs that degrade under load and often require reactive optimization consulting or expensive hardware cycles, BizAutomation's path to fast performance is fundamentally engineered into the product. For the largest and most performance-sensitive workloads, we also offer single-tenant dedicated server infrastructure deployments to maximize performance at enterprise scale. What can we do to ensure our implementation is successful? After years observing projects that wildly succeed, those that were successful but ran over budget, and the few that failed, here’s what our most successful customers have in common: Requirements Planning - A well thought through requirements list will go a long way. We’ve seen “consultants” throw huge lists of requirements out to bid (probably boiler plate templates) then wonder why nobody responds. Instead, compile a targeted and detailed list that not only shares the pain spots, but the areas you know will help you grow, and you’ll get back intelligent well thought through questions and answers that will help you make truly informed decisions. Expectations Planning (The single most important thing you can do) - This re Cloud ERP Software Pricing Customer Outcomes Q&A Company Contact Us Orders Order Flexibility - Custom Shipping Rules Orders Quote to Order - Quote to Order Orders Order Document Management - Document Customization CRM Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management CRM Service & Support Management - Customer Self Service Procurement Order Workflow Automation - Custom yet easy to use automation Schedule Demo The suite Includes: Order Management Supply Chain Management Inventory & WMS Complete Accounting        (Multi-Entitity ready) Complete CRM Manufacturing Project Management ERP Ecommerce Artificial Intelligence (AI) Analytics & Workflow FAST  AI-Enabled Cloud-ERP for Distributors & Manufacturers Data-Mirror  - The only ERP that can run on a real-time streaming replication data warehouse—instant analytics, AI insights, & 10-100x faster performance. ONE Suite / NO Editions - Puts an end to the possibility of hidden add-ons and leveraged upselling. Introduction --> Learn More Learn More Learn More Learn More Learn More Deloitte reports ERP projects succeed ~30% of the time. Ours are close to 100%. Why ? Because we’re not trying to be all things to all businesses and get directly involved in each implementation project to ensure success. Maybe that’s why we get so many 5 star reviews. BizAutomation vs Other ERPs Why Most ERPs Fail Monetization Hairball Multiple Versions & Editions Leads to: (1) Forced upgrade cycles. (2) Feature gating on lower tiers result in needless complexity & increased learning curves. Slower Performance from Architectural Bloat (1) Jack-of-all databases, but master of none, due to pressure to serve partners—customers pay the speed penalty. E.G. Edition Check → Add-On Check → Partner Access Check Database Version Check, etc.. (each layer adds overhead). (2). Inability to leverage stored procedures reduces potential performance by 2 to 100X . Complex Implementation Support & Implementation driven by excessive dependencies on scripting vs configuration wizards is the #1 reason ERP projects fail per Gartner Research. They not only slow down performance, but also increases costs and are prone to breaking with ERP versioning. --> Why BizAutomation Succeeds No Forced Upgrades or Hidden Add-Ons Single All-Inclusive Version / Edition 2 to100 X faster performance leveraging a SINGLE optimized Unified Data Platform. Data architecture based entirely on Stored Procedures. No ORM overhead abstraction bloat to slow ERP down. Industry’s only operational Data-Mirror. Distribution ERP Comparison Manufacturing ERP Comparison BizAutomation vs Siloed Apps Siloed apps depend on stringing together other apps in an attempt to provide some semblance of complete business management which duplicates the records due to siloed databases, eventually devolving into what is commonly referred to as a software hairball. BizAutomation provides all core apps on a single multi-tenant Cloud SaaS, with no duplication, or multiple logins. When comparing costs, the sum-total of siloed apps can get quite expensive, a lot more than what you’d pay to run your entire business on BizAutomation. Video Future-Outlook Where we’re headed and why you should join us We've used BizAutomation for years and consider their technology a vital ingredient in our competitiveness. Moreover, we trust them, something they’ve earned taking an individual interest in what we do over and over, always looking to improve. Toby Smart Boneta (Customer - Wholesale Industry) Very impressed with their e-commerce platform, which so seamlessly works with the rest of the suite. They’re wonderful to work with, and took a very personal approach to helping us out, well after implementation. Chary Chaisawasdi Twohubs (Customer – Retail Industry) As supply-chains continue to deglobalize, further accelerated by affordable robotics and AI, BizAutomation will continue to evolve its suite to integrate with these technologies and better position itself for the wave of near-shoring, on-shoring, and in-house supply-chain migrations. Because it takes years to pivot from an existing paradigm we invite you to pivot with us and help us evolve the suite in a direction that makes what we have today, fit what you’ll need tomorrow. BizAutomation One of the last truely independent family owned Saas ERP companies in the world BizAutomation is a great fit for small organizations who need a process-oriented business management (What business doesn’t). Bob Chrysler Audiogenex (Customer – B2B Retail Chain Software) Artisan Medical has been selling its equipment to hospital’s across the country through BizAutomation for years now, and we’re very pleased with how customizable that system has been. JJ Lees Artisan Medical (Customer – Medical Equipment Distribution) We used to run our business on NetSuite, but switched to BizAutomation. After many years, we’re very happy with our decision, and particularly like how we’re no longer s small cog in a big machine. Rick Reynolds TurfHound Tee Surfaces (Customer – B2B Manufacturing) Questions & Answers Who are BizAutomation’s target customers? Target Business Models & Industries that will find BizAutomation worth considering: Primarily B2B which can include B2C too, but generally any organization that has a supply chains that require logistics to buy, sell, ship, possibly dropship, and warehouse goods - with or without a vertically integrated or value added manufacturing process. Organizations that sell through retail or distribution channels, and/or manufacture, configure, and/or kit finished goods. Geographies There are a couple of factors that influence target geographies, including the fact that BizAutomation is only available in English, and our offices are located in California. Most of our customers are currently located within North America, but we are able and interested in working with businesses in Oceana, and the U.K. too. (We are also interested in finding qualified partners that share our values. Interested parties should read through our Partner Inquiries page ) . Size BizAutomation can scale from 10 to thousands of users without concurrent user limitations. Our T-SQL stored procedure architecture eliminates API overhead that constrains competitors, delivering superior performance from the ground up. Add our Data Mirror—which provides 10 to 100 times better performance on complex queries through real-time streaming replication—and you get compound architectural advantages that strengthen as you scale. Unlike traditional ERPs that degrade under load and often require reactive optimization consulting or expensive hardware cycles, BizAutomation's path to fast performance is fundamentally engineered into the product. For the largest and most performance-sensitive workloads, we also offer single-tenant dedicated server infrastructure deployments to maximize performance at enterprise scale. What can we do to ensure our implementation is successful? After years observing projects that wildly succeed, those that were successful but ran over budget, and the few that failed, here’s what our most successful customers have in common: Requirements Planning - A well thought through requirements list will go a long way. We’ve seen “consultants” throw huge lists of requirements out to bid (probably boiler plate templates) then wonder why nobody responds. Instead, compile a targeted and detailed list that not only shares the pain spots, but the areas you know will help you grow, and you’ll get back intelligent well thought through questions and answers that will help you make truly informed decisions. Expectations Planning (The single most important thing you can do) - This re Cloud ERP Software Pricing Customer Outcomes Q&A Company Contact Us Orders Order Flexibility - Custom Shipping Rules Orders Quote to Order - Quote to Order Orders Order Document Management - Document Customization CRM Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management CRM Service & Support Management - Customer Self Service Procurement Order Workflow Automation - Custom yet easy to use automation Schedule Demo The suite Includes: Order Management Supply Chain Management Inventory & WMS Complete Accounting        (Multi-Entitity ready) Complete CRM Manufacturing Project Management ERP Ecommerce Artificial Intelligence (AI) Analytics & Workflow FAST  AI-Enabled Cloud-ERP for Distributors & Manufacturers Data-Mirror  - The only ERP that can run on a real-time streaming replication data warehouse—instant analytics, AI insights, & 10-100x faster performance. ONE Suite / NO Editions - Puts an end to the possibility of hidden add-ons and leveraged upselling. Introduction --> Learn More Learn More Learn More Learn More Learn More Deloitte reports ERP projects succeed ~30% of the time. Ours are close to 100%. Why ? Because we’re not trying to be all things to all businesses and get directly involved in each implementation project to ensure success. Maybe that’s why we get so many 5 star reviews. BizAutomation vs Other ERPs Why Most ERPs Fail Monetization Hairball Multiple Versions & Editions Leads to: (1) Forced upgrade cycles. (2) Feature gating on lower tiers result in needless complexity & increased learning curves. Slower Performance from Architectural Bloat (1) Jack-of-all databases, but master of none, due to pressure to serve partners—customers pay the speed penalty. E.G. Edition Check → Add-On Check → Partner Access Check Database Version Check, etc.. (each layer adds overhead). (2). Inability to leverage stored procedures reduces potential performance by 2 to 100X . Complex Implementation Support & Implementation driven by excessive dependencies on scripting vs configuration wizards is the #1 reason ERP projects fail per Gartner Research. They not only slow down performance, but also increases costs and are prone to breaking with ERP versioning. --> Why BizAutomation Succeeds No Forced Upgrades or Hidden Add-Ons Single All-Inclusive Version / Edition 2 to100 X faster performance leveraging a SINGLE optimized Unified Data Platform. Data architecture based entirely on Stored Procedures. No ORM overhead abstraction bloat to slow ERP down. Industry’s only operational Data-Mirror. Distribution ERP Comparison Manufacturing ERP Comparison BizAutomation vs Siloed Apps Siloed apps depend on stringing together other apps in an attempt to provide some semblance of complete business management which duplicates the records due to siloed databases, eventually devolving into what is commonly referred to as a software hairball. BizAutomation provides all core apps on a single multi-tenant Cloud SaaS, with no duplication, or multiple logins. When comparing costs, the sum-total of siloed apps can get quite expensive, a lot more than what you’d pay to run your entire business on BizAutomation. Video Future-Outlook Where we’re headed and why you should join us We've used BizAutomation for years and consider their technology a vital ingredient in our competitiveness. Moreover, we trust them, something they’ve earned taking an individual interest in what we do over and over, always looking to improve. Toby Smart Boneta (Customer - Wholesale Industry) Very impressed with their e-commerce platform, which so seamlessly works with the rest of the suite. They’re wonderful to work with, and took a very personal approach to helping us out, well after implementation. Chary Chaisawasdi Twohubs (Customer – Retail Industry) As supply-chains continue to deglobalize, further accelerated by affordable robotics and AI, BizAutomation will continue to evolve its suite to integrate with these technologies and better position itself for the wave of near-shoring, on-shoring, and in-house supply-chain migrations. Because it takes years to pivot from an existing paradigm we invite you to pivot with us and help us evolve the suite in a direction that makes what we have today, fit what you’ll need tomorrow. BizAutomation One of the last truely independent family owned Saas ERP companies in the world BizAutomation is a great fit for small organizations who need a process-oriented business management (What business doesn’t). Bob Chrysler Audiogenex (Customer – B2B Retail Chain Software) Artisan Medical has been selling its equipment to hospital’s across the country through BizAutomation for years now, and we’re very pleased with how customizable that system has been. JJ Lees Artisan Medical (Customer – Medical Equipment Distribution) We used to run our business on NetSuite, but switched to BizAutomation. After many years, we’re very happy with our decision, and particularly like how we’re no longer s small cog in a big machine. Rick Reynolds TurfHound Tee Surfaces (Customer – B2B Manufacturing) Questions & Answers Who are BizAutomation’s target customers? Target Business Models & Industries that will find BizAutomation worth considering: Primarily B2B which can include B2C too, but generally any organization that has a supply chains that require logistics to buy, sell, ship, possibly dropship, and warehouse goods - with or without a vertically integrated or value added manufacturing process. Organizations that sell through retail or distribution channels, and/or manufacture, configure, and/or kit finished goods. Geographies There are a couple of factors that influence target geographies, including the fact that BizAutomation is only available in English, and our offices are located in California. Most of our customers are currently located within North America, but we are able and interested in working with businesses in Oceana, and the U.K. too. (We are also interested in finding qualified partners that share our values. Interested parties should read through our Partner Inquiries page ) . Size BizAutomation can scale from 10 to thousands of users without concurrent user limitations. Our T-SQL stored procedure architecture eliminates API overhead that constrains competitors, delivering superior performance from the ground up. Add our Data Mirror—which provides 10 to 100 times better performance on complex queries through real-time streaming replication—and you get compound architectural advantages that strengthen as you scale. Unlike traditional ERPs that degrade under load and often require reactive optimization consulting or expensive hardware cycles, BizAutomation's path to fast performance is fundamentally engineered into the product. For the largest and most performance-sensitive workloads, we also offer single-tenant dedicated server infrastructure deployments to maximize performance at enterprise scale. What can we do to ensure our implementation is successful? After years observing projects that wildly succeed, those that were successful but ran over budget, and the few that failed, here’s what our most successful customers have in common: Requirements Planning - A well thought through requirements list will go a long way. We’ve seen “consultants” throw huge lists of requirements out to bid (probably boiler plate templates) then wonder why nobody responds. Instead, compile a targeted and detailed list that not only shares the pain spots, but the areas you know will help you grow, and you’ll get back intelligent well thought through questions and answers that will help you make truly informed decisions. Expectations Planning (The single most important thing you can do) - This re About Us Pricing Customer Outcomes Q&A Company Contact Us Orders Order Flexibility - Custom Shipping Rules Orders Quote to Order - Quote to Order Orders Order Document Management - Document Customization CRM Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management CRM Service & Support Management - Customer Self Service Procurement Order Workflow Automation - Custom yet easy to use automation Schedule Demo The suite Includes: Order Management Supply Chain Management Inventory & WMS Complete Accounting        (Multi-Entitity ready) Complete CRM Manufacturing Project Management ERP Ecommerce Artificial Intelligence (AI) Analytics & Workflow About BizAutomation.com U.S. owned and operated. Independently owned with a 100% equity. Learn why that’s important . Soft-launched in the 2010. We operate BizAutomation on dedicated colocation infrastructure rather than public cloud platforms. This strategic choice ensures predictable performance, transparent pricing, and complete control over your ERP environment—delivering the speed and reliability that enterprise customers demand without vendor lock-in or surprise scaling costs. 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. Additional Links About Us Pricing Q&A Blog Privacy Policy Contact Info PMB415, 600 W Santa Ana Blvd Suite 114A, Santa Ana, CA 92701, United States © BizAutomation, Inc. All rights reserved Pricing Customer Outcomes Q&A Company Contact Us Orders Order Flexibility - Custom Shipping Rules Orders Quote to Order - Quote to Order Orders Order Document Management - Document Customization CRM Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management CRM Service & Support Management - Customer Self Service Procurement Order Workflow Automation - Custom yet easy to use automation Schedule Demo The suite Includes: Order Management Supply Chain Management Inventory & WMS Complete Accounting        (Multi-Entitity ready) Complete CRM Manufacturing Project Management ERP Ecommerce Artificial Intelligence (AI) Analytics & Workflow Analytics, Workflow-Automation, & Customization Reporting, Analytics, & Customizations BPA Dashboards Analytics, Workflow-Automation, & Customizations: Real-Time Dashboards & Click-to-Drill Analytics - See Your KPIs Live, Not Hours Behind. Click-to-Drill Analytics - Find Root Causes Without Reporting Tickets. Automate the Routine, Escalate the Exception - Intelligent Approvals. Wizard driven for business experts, eliminating communication friction. No need to build brittle script based rules that break with version updates. Schedule a discovery meeting Dashboards, Reporting, & Analytics Operational and financial insight across all business functions. Role-based Dashboards Dashboards boost productivity by displaying actionable insights in the form of KPIs, reminders, tasks and visual report snapshots. You can drag-and-drop each portlet to customize vertical and horizontal size and location to fit your page. Each dashboard profile can be configured by role, so each employee can see dashboards that are relevant to what they do within the organization. Use your own custom reports or pre-defined reports as feed-stock for your dashboard portlets (aka “summary reports”) . Custom Reports - Including KPIs, Scorecards, etc... You'll find it easy to perform common tasks such as selecting custom and default fields from database objects like organizations, orders, contacts, etc.. together with the conditions needed to fine tune the report such as date range, sort order, etc.. Various report types supported: Tabular Reports Summarized Reports Matrix Reports KPIs Score Cards Report Scheduler Schedule reports to go out via email daily which you can share with key customers and business partners too. Includes CSV copy which can be automatically consumed by 3rd party analytics tools such as Power BI. BizDataLake AI Analysis, Report Acceleration, and ODBC / API access (add-on) BizDataLake is BizAutomation's multi-use AI Platform. Among its capabilities include using AI technology to turbo-charge custom reports (e.g. a large report that takes 10 seconds now open in under 1) . It also enables ODBC / JDBC and API access from PowerBI and other analytics platforms. BizDataLake also provides lightning-fast AI / NLP driven insights from your business data such as reports, G/L transactions, even email data. It's 10x faster than NetSuite's "SuiteAnalytics Connect" and comperable to competitor add-ons such as NetSuite Analytics Data Warehouse, Microsoft Fabric, etc.. but at a fraction of the price... continued Workflow Automation Workflow Automation BizAutomation's workflow automation streamlines operations, reduces errors, and enhances productivity by automating repetitive tasks, ensuring data consistency, and providing real-time insights, which allow employees to focus on strategic initiatives and improve decision-making. For example, say you want to send an email alert when a customer field changes, and you have QuickBooks for accounting and SalesForce for CRM, each of which has customer records. Multiply that by many systems, and the streamlining concept starts to crystalize. Whether you can call it WFA, BPA, or RPA, in the end goal is the same - manual task automation . McKinsey estimates that 60% of employees could save 30% of their time with workflow automation. Managers say, on average, that they spend at least eight hours per week (or an entire work day) on manual data tasks. Further, 25% of managers devote 20 or more weekly hours to these tasks. WYSIWYG Visual Click not Code Process Automation for Business People What You See Is What You Get (WYSIWYG) workflow automation means you don’t need to be a software engineer to get things done, because building rules using the wizard is trivially easy. So easy, that we can describe them in 3 simple steps: Step #1 - Select an IF or WHEN object event, e.g. “WHEN CUSTOMER”. Step #2 - Select an event CONDITION, e.g. “IS CREATED”. Step #3 - And finally, select an ACTION, e.g. “Send email template” (at which point you’ll be given a list of default or custom templates, with ”TO” options such as record of the customer, employee, or you can add in your own custom email address, etc..) Workflow-Automation - Flexible Triggers include Email Alerts - Using default and user defined Email Templates. New-record Creation - Examples include objects like quotations, purchase orders, activities such as scheduled tasks and communications, etc.. Field-Value Updates - Selection of field values, including fields such as dropdown menus, check-Boxes, etc. Alerts & Email Notifications - Show an alert within specific screens, e.g. Make sure to do X, Y, and Z, after filling out this field. An example of an email notification might be "When date field X (maybe renewal date?) is > "TODAY", send these email addresses the following email template". Automated Business Document Routing - Including internal and customer facing documents and templates. For example, let's say you want to invoice a customer after a fulfillment task (packing / shipping) . New Record Alert Panel - How many times have you been assigned or transferred a record, and never realized it ? The alert panel will to keep these records on your radar. Automated-Form-Processing Data Capture, Extraction,