1. refill timing
2. Procurement - Buying Cycle
2.1. Forecasting Ordering Needs
2.1.1. refill timing
2.1.2. order needs based on kit demand
2.2. Ordering (POs)
2.2.1. Create POs
2.2.2. PO Setup
2.2.2.1. Add custom field support to PO
2.2.2.1.1. Include option for wysiwyg text fields
2.2.2.2. Customize HTML template for PO
2.3. Inbound Shipments
2.3.1. Automatch Inbound Shipments (FBA, Transfers)
2.4. Transfer Orders
2.5. Recieving
2.5.1. Triggers Cost Layer "activation"
2.6. Cost Layers
2.6.1. Create Cost Layers
2.6.2. Edit Cost Layers
2.6.3. Fix Cost Layer Issues
2.7. Bill pay
2.8. Reconciliation
3. Inventory Mgmt
3.1. Accurate Qty Tracking
3.1.1. audit, accountability
3.1.2. 3rd Party Warehouse Integrations
3.1.3. Easy to follow Logs
3.2. Accurate Value Tracking
3.2.1. Cost Layer Tracking
3.2.1.1. Receipts
3.2.1.2. Transfers
3.2.1.3. Sales
3.2.1.4. Lossed/Dropped
3.2.2. Create Cost Layers
3.3. Product information
3.3.1. P
3.4. Inventory Admin
3.4.1. Bill of Materials
3.4.1.1. Show cost breakdown and add up each BoM, incl add'tl costs
3.4.1.2. Export/print a BoM with or w/o prices
3.4.2. Cost Layers
3.4.3. Product Categories
4. Sales
4.1. DTC
4.1.1. Amazon
4.1.2. Shopify
4.2. B2B
4.2.1. Lum Portal
4.2.1.1. UI
4.2.1.1.1. Product Templates
4.2.1.1.2. Show/Hide Category Filters
4.2.1.2. Customer PO# Handling
4.2.1.2.1. Store Customer PO on sales
4.2.1.2.2. Include PO on Invoices
4.2.1.2.3. Push PO# to QBO (accounting)
4.2.1.3. Settings
4.2.1.3.1. Sku & Kit setting
4.2.1.3.2. Portal to PO settings
4.2.1.3.3. B2B Portal Cart & Checkout
4.2.1.3.4. Toggle Inventory Numbers to show in portal for Warehouse groups
4.3. Channel Integrations
4.3.1. EDI (various)
4.3.1.1. 940/945
4.3.2. Integrations
4.4. CRM
4.5. Invoicing
4.5.1. Show product description on invoice
4.6. Pricing
4.6.1. Discount Schedules (volume-based)
4.6.1.1. Set discount to consider volume of family of skus (variants) or individual skus. Set at parent product level?
4.6.2. Levels (assigned discounts)
5. Warehousing
5.1. Assembly
5.2. Transfer Receipts
5.3. Receipts
6. Manage
6.1. Suppliers
6.1.1. Add New
6.1.2. List of Suppliers
6.1.3. View/Edit Supplier
6.1.3.1. Show linked products/skus (with details)
6.2. Staff
7. Bill Pay
8. Accounting
8.1. profitability
8.2. COGS
8.3. Invoicing
9. Forecasting
10. Order fulfillment
10.1. pick &pack
10.2. Shipments
10.2.1. Shipping quotes
10.2.2. Create manual shipments
10.3. Returns
10.4. 3rd Party
10.4.1. Auto-pick/pack
10.4.2. Push/Pull shipping
10.5. Order Distribution
10.5.1. Rules & automations
10.5.2. Split shipping
10.6. BOM
10.7. Assembly
10.7.1. BOMs