Less chasing. More control.

Business Automation

Automate your business processes — inventory management, order processing, accounting integration, and more with BSimple.

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The automation rhythm

Repeat workTriggerRuleControlled outcome

The system carries the repeatable work. Your team checks the decisions that matter.

BSIMPLE / OPERATING VIEW
BSimple dashboard showing the operating view behind business automation
One operating view behind customer prompts, purchasing decisions and connected records.

Practical automation, not black-box operations

Put repeatable work on a dependable rhythm

Building automation into your business is the core concept for rapid growth and quick success, all while promoting sustainability in your business. The BSimple platform brings automation to your fingertips by taking the tedious admin work such as inputting orders, calling and SMS’ing customers for orders, chasing people for payment, putting together purchase orders and inventory stocktake.

  • Customer prompts that arrive on schedule
  • Less re-keying between orders, inventory and accounting
  • A clear human check before critical decisions

Three operating problems

Automate the repeatable parts. Keep the judgement visible.

01

Trigger / customer signal

Inputting Orders

BSimple will train your customers to create their own orders accurately and on time. The automation will regularly reach out to your customers, invite them to order and provide them with their unique order link (1 link per customer).

Inside that link, they will have their custom pricing, order history and payment information. This automation is a hack, in that the system isn’t automating the ordering process, but it is still delivering a massive time saver for you by allowing your customers to order products — no double handling of orders directly.

Customer needInvite on scheduleOne submitted order
Inputting orders in BSimple
Customer ordering
Explore order management
02

Trigger / payment state

Bad Debt

How much time do you spend chasing people for payment? Imagine having the ability to charge your customers when they place an order automatically. BSimple has integrated with EWay to allow the BSimple platform to capture the credit card details from your customer and store it securely inside eWAY’s PCI DSS facility via secure API. Once you have a token for a customer and their permission, you can charge that card as required.

Approved customer tokenCharge with permissionFewer payment chases
BSimple bad debt management
Payment collection
Learn about payment workflows
03

Trigger / demand signal

Inventory Management

Finally, managing your inventory is always going to be tough. By building some smarts into the BSimple Platform about what products you need to hold in stock and order times/minimum orders (ReOrder levels), BSimple can make this process easier. This will also de-risk your business as it pulls the critical purchasing decisions and operations out of one person’s head (usually the bosses) and into the system. Once you have set it up, and it has been running for a while, the BSimple platform will be able to make highly intelligent purchasing decisions for you to check, adjust and submit (yes, it’s never perfect).

Orders and stock levelsCheck reorder constraintsPurchase decision
BSimple inventory automation
Demand-led purchasing
Explore inventory management

The control boundary

Automation should make the next check clearer, not hide it.

BSimple carries repeatable prompts, records and calculations forward. When a quantity, payment or supplier response needs judgement, the workflow leaves a visible decision for a person to check, adjust and submit.

InputRuleHuman check
Customer orderScheduled invitationConfirm the submitted items
Payment permissionStored secure tokenCharge only with consent
Demand and reorder levelRecommended quantityAdjust before purchase

Related workflows

Business automation starts with choosing software that actually connects your systems. BSimple's inventory management software integrates natively with Xero, automating your stock tracking, COGS calculations, and financial reporting without manual data entry. Moving to cloud-based inventory systems means your team can access real-time stock levels from anywhere, eliminating the delays and errors that come with desktop-only solutions.

For businesses selling online, automation becomes critical at scale. Our ecommerce inventory systems sync stock levels across multiple sales channels automatically, while inventory software with native Shopify integration ensures your online store never oversells. We've also detailed strategies to minimize Shopify order fees through better automation, helping you retain more revenue per transaction.

Beyond inventory, connected systems amplify your automation capabilities. Implementing a proper order management system automates customer ordering, approval workflows, and fulfillment tracking. Many businesses outgrow basic tools like Zoho—our guide to Zoho order management alternatives explores more powerful automation options. For larger operations, warehouse management software automates pick lists, packing slips, and shipping labels, dramatically reducing fulfillment time.

Still running operations from spreadsheets? Our Excel inventory system guide is a good starting point, but it also explains when to graduate to automated software. For strategic planning, explore our inventory system design examples showing how businesses structure automation workflows, or dive into analytical tools for operations management that drive data-backed automation decisions.

Comprehensive automation requires integrated platforms. Learn what a business management system (BMS) is and how it connects inventory, ordering, accounting, and operations. We've also covered all-in-one business management solutions that automate across departments, what makes great management system UI for user adoption, and how to build automated customer portals that let clients place orders 24/7 without staff involvement.

Ready to automate but need a roadmap? Download our free management system templates to map your current processes, or explore how automated order books work to streamline purchasing. Whether you're starting with fundamental inventory automation or implementing enterprise-wide systems, every automation step reduces manual work and increases accuracy.

A steadier operating rhythm

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