We're so fortunate to have Rick Backus (Cybercon Services) as a Print4Pay Hotel Sponsor/member. Rick is the guru of Business Process Optimization and we as Dealers should look no further than our own business process for sales orders. It's the old "Eat what you Cook" and if more of us had SOPA in place, well.....we can sell the heck out of it. This month please welcome back Ricoh Backus with:
Sales Order Process Automation
While most ERP systems have some level of order staging which will produce reports related to order status they are limited to the information they have access to. How do you notify all the relevant users when the order delivery date changes? How many times has the “sticky note” that someone attached to a document with the new buyout figure on it mysteriously vanished? And why was that demo machine at the prospects location for over two months? The list goes on and it is not limited to office technology resellers but that is our focus today.
There are many factors impacting the overall process are but some of the more important ones are:
After many days of identifying, questioning and documenting processes, developing an understanding of the nuances of the sales order process as well as the needs of both users and management I came up with a answer to the problem.
Here are some screenshots of a typical sales order record in SharePoint.