Features — Bizio Business Operations Platform

Built for repeat buyers

Customers

Everyone you sell to, on one page.

Contacts, delivery addresses and what they have ordered before. The price you agreed, the terms you agreed and the credit limit you set sit on the customer, so whoever writes the next order is not guessing.

Contacts, delivery addresses and who to invoice
Every quote, order, shipment and invoice for that customer
Agreed prices, so the same customer gets the same rate twice
Payment terms and a credit limit you set
Notes and tags, so you can filter by market or channel

Customer approves online

Quotes and orders

The quote becomes the order. Nothing gets retyped.

Itemise the goods, price them in the customer's currency, and send it as a link. The customer opens it and approves it without a login. An approved quote turns into a sales order, and the sales order is what the warehouse ships against.

Itemised quotes, priced in the customer's currency
The customer approves on a link, no account needed
An approved quote becomes a sales order
Sales contracts for the orders that need one
The order becomes a delivery order, then an invoice

Per warehouse, not one lump sum

Stock and warehouses

What you hold, where it is, and what it really cost.

On hand and reserved, warehouse by warehouse. Freight, duty and handling land on the goods as landed cost, so the per-unit number you price against is the one you actually paid rather than the figure on the supplier's invoice.

Quantities per warehouse, and transfers between them
Stock reserved against an order instead of promised twice
Lot, batch and serial numbers where you need to trace them
Landed cost, so freight and duty sit inside the unit cost
Stocktake, with the difference written down

Three-way match

Buying and suppliers

What you ordered, what turned up, what you were billed.

A purchase request becomes an RFQ, suppliers quote back, and the quote you pick becomes a purchase order. Goods receipt records what actually arrived, and the supplier bill has to agree with both before anyone approves it.

Purchase requests, and RFQs to more than one supplier
Supplier quotes compared side by side
Purchase orders, and goods receipt against them
Supplier bills matched to the order and the receipt
A supplier portal, where a supplier you invite sees their own orders

Bizio prepares, you lodge

Shipping and export documents

Get it out the door with the paperwork it needs.

Pick, pack and dispatch from the warehouse the stock is actually in. Packing lists and delivery orders come off the sales order rather than being retyped, and export documents are prepared and validated here and exported as files. Bizio does not lodge anything with a customs authority, and carrier connections cover only what you have set up with a provider.

Delivery orders and packing lists straight from the sales order
Dispatch per warehouse, part shipments included
Export documents prepared and checked before you use them
Download as PDF or ZIP and lodge them yourself
Carrier connections limited to what you set up with a provider

Multi-currency

Invoices and getting paid

Invoice in the currency you sold in.

The invoice comes off the order and carries the rate used on the day, so a receipt weeks later still reconciles against it. Stripe and Square details can be saved now; the card checkout integration is in progress, so today Bizio tracks the payment rather than takes it.

Invoices in the currency you sold in, with the rate on the document
Invoice numbers run in order on their own
Sent, part paid, paid and overdue, at a glance
Receipts allocated across invoices, part payments included
Credit notes and RMA returns when goods come back

Your accountant still lodges

Books and month end

The numbers reconcile, in one set of books.

Import the bank statement and match it against what you invoiced and what you paid. Everything posts to the general ledger, exchange differences included, and tax totals are worked out here. Bizio does not file anything with the ATO; your accountant still lodges.

Bank statement import, matched against invoices and bills
General ledger, trial balance, AR and AP aging
Exchange differences worked out when the rate moves
Tax totals your accountant can check; the rules built in today are Australian GST
The month-end paperwork your accountant asks for, exported as a pack
Close a month and nothing new posts into it behind your back

Every total opens up

Reports

Which customers, which items, which margin.

Revenue by customer and by item, what you are owed and what you owe, and what the stock on your shelves is worth. Click a total and the documents behind it open, so a number nobody can explain does not go out the door.

Revenue by customer, by item and by month
AR and AP aging, so you know who is late
Stock valuation per warehouse
Drill down from a total to the documents behind it
Export to CSV, PDF or ZIP

One app for your whole business