This custom-built Order Fulfillment management solution is built on Salesforce Community Cloud. The comprehensive lightning bolt solution helps deliver seamless ordering & distribution with ease, clarity and accuracy.
This global manufacturer is a pioneer in sustainable and innovative products with a wide range of solutions for some of the world’s most famous brands. Handling purchase orders manually was a periodic challenge and with a lot of paperwork, locating a particular purchase order was a nightmare.
Challenges
- Dependency on manual and outdated purchase order processing with critical information on emails and spreadsheets.
- Delays in order processing. Missing or unverified information leading to fulfillment gaps.
- Too many touch points and moving parts to fulfilling a customer purchase order and piling backorders.
- Uncertain order-to-shipping turnaround time and human errors.
- Paper forms, emails, and locally saved files are not secure. Saving critical information using manual methods can be risky.
Solution
Designing a bespoke purchase order management solution (100% native to Salesforce) to provide distributors with a community portal to create Purchase Orders (POs) in bulk using excel or csv or manually, using a product catalog and add-to-cart interface. Automating the purchase order process and leaving manual practice in the past.
The tool leverages the power of Salesforce platform that provides the foundation for a productive, and agile solution. And the power of Lightning Experience helps create a user experience that improves workflow and productivity, makes opportunity qualification easier and more intuitive. Key solution highlights include.
Customer Community Portal to create / revise purchase order requisition for product categories. Customize the business logic behind these processes with simple drag-and-drop tools. Ability to map purchase order formats from customers to a unified data model in Salesforce, using a UI console.
- Order Processing – Automated purchase order approval workflow, bulk order processing workflow and change order processing workflow. Ability to split fulfillments across locations to enable partial shipments or multiple addresses.
- Personalization – Ability to add complex orders with personalization before the delivery can be defined using the portal by the customer.
- ERP Integration – Generate sales order details and shipment processing for the distribution network.
- Built-in analytics to help make the right decision based on real-time insights.
Benefits
- Simplified Order Processing: Flexibility in raising purchase orders in bulk with real-time validation using an e-commerce style catalogue-to-cart interface.
- Better customer expertise: No waiting for purchase orders for approvals – they can be authorized remotely and instantly by computer or mobile phone with a simple click.
- Reduced Order fulfillment time: Reduction of order fulfillment time and human errors by removal of the manual process. Improved the time consumed from customer order to the receipt of the product or service by the customers.
- Reduced Costs: Real-time insights on order management and change order approval process in Salesforce with real-time integration to ERP, and thus reduces operating costs.
- Shipping Schedules: Real-time purchase order insight: Ability for distributors to track their PO status through the portal with access to relevant Dashboards to get a 360-degree view across all orders.
