One order in. Made, matched, shipped.
A customer's order becomes a sales order, a delivery and an invoice, with a person on any shortfall.
What goes in, what comes out.
A customer's order email with its purchase order attached, or a change to the shared inventory spreadsheet.
A sales order in the CRM, a delivery in the ERP, the goods receipt, the invoice and the packing list.
- 01
Read the order
The email and every line of the purchase order.
- 02
Check stock and forecast
And flag a shortfall before it becomes a promise.
- 03
Ask the account manager
A split shipment or a substitute, proposed for a person to approve.
- 04
Create the sales order
In the CRM, with the lines as approved.
- 05
Push the delivery
To the ERP, then the goods receipt, the invoice and the packing list.
Where a person decides.
The account manager approves a split shipment or a substitute product before anything ships short.
- CRM
- ERP
- Shared inventory spreadsheet
Mocked in the demonstration. In a delivery, they are yours.
The numbers on this screen are invented. What we have measured in production is on Proof.
If your process needs people to run, it's broken.
Pick one process. We design it in a week and prove it in 14 days.