OpenTaps

Connect OpenTaps to Shopify via the API adapter.

Link Amazon Seller Central credentials.

Configure OpenTaps as the 'Master Inventory Source'.

Automate 15-minute polling intervals for stock levels.

Generate daily consolidated sales reports in OpenTaps Financials.

Define Bill of Materials (BOM) for finished goods.

Input sales forecasts into the MRP module.

Review auto-generated Purchase Orders for raw materials.

Track production runs through the 'Work Effort' module.

Calculate final cost of goods sold based on actual resource consumption.

Sales reps input leads into the OpenTaps CRM.

Convert opportunities into formal Quotes directly in-platform.

Automate conversion from Quote to Sales Order upon customer approval.

Warehouse team receives instant notification for picking/packing.

Finance team auto-generates invoice upon shipment confirmation.

Set up multiple Organization Units in OpenTaps.

Configure base currencies and daily exchange rate updates.

Apply jurisdiction-specific tax rules to sales orders.

Run consolidated financial statements in the parent company's currency.

Perform inter-company transfers to balance ledgers.

Generate unique barcodes for every SKU and storage bin.

Equip staff with mobile devices running the OpenTaps Warehouse UI.

Perform 'Directed Picking' where the system calculates the most efficient route.

Verify items via scan during the packing phase.

Update inventory status in real-time across the enterprise.

Export 24 months of historical transaction data from OpenTaps to a data lake.

Apply a machine learning model to identify purchase patterns.

Import predicted demand back into OpenTaps as a 'Forecast' entity.

Allow the MRP engine to suggest stock levels based on AI predictions.

Monitor variance between AI forecast and actual sales in real-time.

Customer initiates return via the integrated CRM portal.

OpenTaps generates a Return Material Authorization (RMA) number.

Warehouse tracks the arrival of the returned item via the RMA.

System evaluates the item condition and suggests 'Restock' or 'Repair'.

Automated credit memo issued to the customer's account.