
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
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
4.2.1.2. 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)
4.3. Channel Integrations
4.3.1. EDI (various)
4.3.1.1. 940/945
4.3.2. Integrations
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. Accounting
7.1. profitability
7.2. COGS
7.3. Invoicing
8. Forecasting
9. Order fulfillment
9.1. pick &pack
9.2. Shipments
9.2.1. Shipping quotes
9.2.2. Create manual shipments
9.3. Returns
9.4. 3rd Party
9.4.1. Auto-pick/pack
9.4.2. Push/Pull shipping
9.5. Order Distribution
9.5.1. Rules & automations
9.5.2. Split shipping
9.6. BOM
9.7. Assembly
9.7.1. BOMs
10. Sourcing
11. Reporting
11.1. Dashboard
11.2. Reports
11.2.1. Sales
11.2.1.1. Sales Report
11.2.1.2. Sales order margin report
11.2.1.3. SKU margin report
11.2.2. COGS
11.2.2.1. COGS Insights Report