BizAutomation Cloud ERP

(15)
4.8 out of 5 stars

Cloud ERP

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BizAutomation Cloud ERP Features

General Ledger
Journal Entries

Increases user efficiency by auto-populating based on previously entered information. Schedule future entries. Allow Journal Entries to be uploaded from an external source.

94%
(Based on 5 reviews)
Tags / Dimensions

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.

Not enough data available

Audit Trail

Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record

91%
(Based on 5 reviews)
Accounts Receivable
Invoice Customization

The layout of the invoice template is fully customizable and you can add or remove fields.

91%
(Based on 5 reviews)
AR Automation

Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.

Not enough data available

Collections Automation

The system automates the dunning process to help drive collections

Not enough data available

Sales
Contact Management

Captures contact information of customers and prospects.

91%
(Based on 5 reviews)
Interaction Tracking

Captures interactions and communications between sales teams and customers.

Not enough data available

Lead Management

Compiles leads and related data while ranking them based on potential conversion rate.

Not enough data available

Opportunity Management

Tracks prospects based on their location in the sales pipeline.

Not enough data available

Gamification

Enables competition between a sales team by providing things like challenges and scoreboards.

n/a
Accounts Payable
AP Automation

Steam lines data entry by auto populating recurring or predefined vendor values

Not enough data available

Payment Processing

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

94%
(Based on 5 reviews)
Purchase Orders

Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process

91%
(Based on 5 reviews)
Marketing
Newsletters

Enables the creation and distribution of marketing newsletters.

Not enough data available

Email Campaigns

Provides tools such as budgeting and calendaring to orchestrate and execute an email campaign.

Not enough data available

Email Tracking

Tracks outgoing emails and enables users see if targets viewed an email.

Not enough data available

Marketing Analytics

Measures the effectiveness of marketing campaigns.

Not enough data available

Social Marketing

Provides functionality to execute marketing campaigns via social channels.

Not enough data available

Inventory Management
Inventory Tracking / Ordering

Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.

94%
(Based on 5 reviews)
Inventory Pricing and Costing

Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.

94%
(Based on 5 reviews)
Inventory Reporting

Customizable reporting allows insight into usage of inventory and services.

91%
(Based on 5 reviews)
Service
Ticketing

Enables customers to communicate issues via a ticketing system.

Not enough data available

Live Support Chat

Enables users to assist customers via live chat.

Not enough data available

Other Functionality
Multi-Entity / Consolidation

Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations

Not enough data available

Recognition Rules

Automate recognition of revenue and expenses by defining recognition templates.

Not enough data available

Reconciliations

Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations.

Not enough data available

Payroll

Payroll module or integration to an external payroll provider which automates the recording of payroll

Not enough data available

Time and Expense

Automated time and expense capture, tracking, approval, reimbursement and reporting

Not enough data available

Reporting & Analytics
Financial Statements

General reporting offered covers all of the standard financial statements and meets the basic needs of the business

88%
(Based on 5 reviews)
Custom Reporting

Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer

79%
(Based on 5 reviews)
Budgeting / Forecasting

Create and revise an unlimited number of budget, plan and forecast scenarios.

Not enough data available

Dashboards

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

82%
(Based on 5 reviews)
Platform
Customization

Allows administrators to customize to accomodate their unique process. Includes ability to create custom objetcs, fields, rules, calculations, and views.

88%
(Based on 5 reviews)
Workflow Capability

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

85%
(Based on 5 reviews)
User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

91%
(Based on 5 reviews)
Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

n/a
Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

94%
(Based on 5 reviews)
Output Document Generation

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

85%
(Based on 5 reviews)
Integration
Data Import and Export Tools

Ability to input, modify and extract data from the application in bulk through a structured file.

73%
(Based on 5 reviews)
Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

n/a
Breadth of Partner Applications

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

n/a
Merchandising/Marketing
Promotions and Discounts

Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.

Not enough data available

Recommendations / Personalization

Personalize the buyers experience by displaying the most relevant products to the consumer and increase conversions using past buyer behavior and merchant-driven rules. Tools may include such as cross-sell/up sell, promotions, recommendations, guided selling, etc

Not enough data available

Product Visualization

Ability to display and manage photos, 3D views, videos etc for each product

Not enough data available

Storefront Design Tools

Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience

Not enough data available

SEO

Provides tools to drive traffic to pages via organic search

Not enough data available

Product Reviews

Ability to display reviews and enable users to write reviews for each product. Integrations to review syndication software to include most recent reviews for products

Not enough data available

Abandoned Cart Tools

Provide tools to help convert abandoned carts into sales. Saves items in shopping cart if a users does not complete the purchase. Allows users to continue order process in a future session. Emails users to remind them they have items in their cart.

Not enough data available

Product Catalog
Intangible Products

Provides functionality specific to selling intangible products such as: Subscriptions, Trials, Perpetual Licencing, Downloads, Free Trials, etc.

Not enough data available

Product Search and Filtering

Provides rich user experience to find products on site through site wide search, faceted navigation, product filtering and sorting

Not enough data available

Configured Products

Ability to all users select options to configure the product or select product options. For example, color, size, etc.

Not enough data available

Content Management

Ability to add/update products, product pricing, product information and other content included on eCommerce site.

Not enough data available

Order Process
Cross-Channel Fulfillment

Contains distributed order management functionality so that an order can be fulfilled from a warehouse, a store, a vendor drop ship or an in store pick up.

Not enough data available

Inventory Management

Displays inventory levels of products in real time. Displays inventory by location if required.

Not enough data available

Returns / Refunds

Functionality to allow users to process returns/refunds either via self service or contacting customer service.

Not enough data available

Order Management

Contains tools that enable administrators to manage placed orders to ensure all customer orders are processed correctly and on time.

Not enough data available

Payment Processing

Supports required payment methods including credit card processing, purchase orders, paypal, etc. Contains appropriate fraud management functionality.

Not enough data available

Tax Display and Processing

Displays appropriate tax to user based on local laws. Contains functionality to process tax in back end systems. May integrate to 3rd Party tax solutions.

Not enough data available

Shipping Options

Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.

Not enough data available

Checkout Process

Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts.

Not enough data available

Multi-Channel Support
B2B Features

Includes features that that are valuable to B2B transactions. For example partner management, contract pricing, invoicing, product entitlement, contract management etc.

Not enough data available

3rd-Party Store Integration

Integrates/Syncs your product catalog to major on line retailers such as Amazon, Ebay, etc. to make it easy to administer selling products via 3rd party channels

n/a
Store Locator

Enable customers to locate and navigate to physical locations by zip code, city or GPS

Not enough data available

Customer Service

Provides features that enable customer services teams to interact with customers. Features may include chat and and phone support.

Not enough data available

Mobile

Features that enable customers to easily to shop for products using a mobile device.

Not enough data available

Unified Customer Experience

Provides seamless approach to the consumer experience through all available shopping channels (Mobile, Social, Web, Point of Sale, catalog). Some times referred to Omni-Channel.

Not enough data available

Social Commerce

Features that enable customers to easily shop for products on popular social platforms. May provide standard integrations or tools that build the social store on the platform.

Not enough data available

Platform
Test-to-Product Migration

Functionality that enables administrators to test changes to products, store design, work flows etc in a test environment and schedule the changes to be migrated to the production version of the site

Not enough data available

Admin Access Rights

Provides ability to control editing rights by product category, geography etc.

Not enough data available

Multi-Site Management

Features that enable creation and maintenance of micro sites, sub-sites using the same instance of the software.

Not enough data available

Security

Software provides appropriate tools and certifications to protect against fraud and malicious attacks

Not enough data available

Reporting / Analytics

Provides standard and ad-hoc reporting ability to meet business requirements

Not enough data available

User Management

Enables customers to update their own user information, settings and preferences.

Not enough data available

Integrations to Add-on Tools

Is easy to integrate to or has pre-packaged integrations to a wide variety of leading add on tools/software.

Not enough data available

Customization

Product provides tools to customize web store front, business process, etc. to meet unique business needs.

Not enough data available

APIs

System provides well documented API's that can be used to integrate to any 3rd Party or internal system.

n/a
Performance and Reliability

Software performs well and runs with minimal unscheduled downtime

Not enough data available

Cross Browser Support

Enables store or site to provide the same user experience in all browsers and browser versions.

Not enough data available

Internationalization

Provides features that enable business transactions throughout the world. Typical features are multi-language, multi-currency and taxation

n/a