1. Bill Pay
1.1. Add/Edit Bills
1.2. Link Bill line items to...
1.2.1. PO Shipment line items
1.2.2. PO line items
2. Accurate Inventory Counts & Values
2.1. Accurate Landed Costs & COGS
2.1.1. Purchasing (procurement)
2.1.1.1. Forecasting Ordering Needs
2.1.1.1.1. refill timing
2.1.1.1.2. order needs based on kit demand
2.1.1.2. Ordering (POs)
2.1.1.2.1. Create POs
2.1.1.2.2. Manage PO Status
2.1.1.2.3. Sync POs (Integration, QBO)
2.1.1.2.4. PO Setup
2.1.1.3. Inbound Shipments
2.1.1.3.1. PO Shipments
2.1.1.3.2. Automatch Inbound Shipments (FBA, Transfers)
2.1.1.3.3. Import & Reconcile Inbounds/ASNs
2.1.1.4. Transfer Orders
2.1.1.5. Recieving
2.1.1.6. Bill pay
2.1.1.7. Reconciliation
2.1.2. Inventory Mgmt
2.1.2.1. Products
2.1.2.1.1. Landed Cost Tracking
2.1.2.1.2. SKU details
2.1.2.1.3. Stock/Qty Tracking
2.1.2.1.4. Substitutions
2.1.2.2. Stock Mgmt - Grid
2.1.2.3. Inventory Admin
2.1.2.3.1. Bill of Materials
2.1.2.3.2. Cost Layers
2.1.2.3.3. Product Categories
2.1.3. Warehousing
2.1.3.1. Inbound Receipts
2.1.3.1.1. Triggers Cost Layer "activation"
2.1.3.1.2. Import POs & PO Shipments
2.1.3.1.3. Scan to Recieve
2.1.3.2. Return Receipts
2.1.3.3. Transfer Receipts
2.1.3.4. Assembly
2.1.3.4.1. Bulk Assembly
2.1.3.4.2. Assembly Dates
2.1.3.4.3. BoMs
2.1.4. Accounting
2.1.4.1. profitability
2.1.4.2. COGS
2.1.4.3. Invoicing
2.2. Reporting
2.2.1. Dashboard
2.2.2. Library
2.2.2.1. Reports
3. Forecasting
3.1. refill timing
4. Sourcing
5. Manage
5.1. Suppliers
5.1.1. Add New
5.1.2. List of Suppliers
5.1.3. View/Edit Supplier
5.1.3.1. Show linked products/skus (with details)
5.2. Staff
6. Order Routing/Management
6.1. Sales
6.1.1. B2B
6.1.1.1. Lum Portal
6.1.1.1.1. UI
6.1.1.1.2. Customer PO# Handling
6.1.1.1.3. Settings
6.1.2. Channel Integrations
6.1.2.1. EDI (various)
6.1.2.1.1. 940/945
6.1.2.2. Integrations
6.1.3. CRM
6.1.3.1. Customer History - Activity
6.1.3.2. Fulfillment Preferences
6.1.4. Invoicing
6.1.4.1. Show product description on invoice
6.1.5. Sales Orders
6.1.5.1. Integrated
6.1.5.1.1. API
6.1.5.1.2. EDI
6.1.5.2. Manual
6.1.6. Pricing
6.1.6.1. Discount Schedules (volume-based)
6.1.6.1.1. Set discount to consider volume of family of skus (variants) or individual skus. Set at parent product level?
6.1.6.2. Levels (assigned discounts)
6.2. Order fulfillment
6.2.1. pick &pack
6.2.2. Shipments
6.2.2.1. Shipping quotes
6.2.2.2. Create manual shipments
6.2.3. Returns
6.2.4. 3rd Party
6.2.4.1. Auto-pick/pack
6.2.4.2. Push/Pull shipping
6.2.5. Fulfillment Orders (distribution, splits, etc.)
6.2.5.1. Rules & automations
6.2.5.2. Split shipping
6.2.6. Fulfillment Settings
6.2.6.1. Hierarchy of presendence (overrides, etc.)
6.2.6.1.1. 1. SKU
6.2.6.1.2. 2. CRM/Customer Account Preferences
6.2.6.1.3. 3. Sales Channel
6.2.6.1.4. 4. Fulfillment Channel
6.2.6.1.5. 5. Global Default Settings
6.2.6.2. Settings available that may have overrides
6.2.6.2.1. Consolidation
6.2.6.2.2. Order Splitting + Threshold
6.2.6.2.3. Line Splitting + Threshold
6.2.6.2.4. Fulfillment Channel Priority List
6.2.6.2.5. Auto-create FO
6.2.6.2.6. Auto-push FO
6.2.6.2.7. Fulfill Independently