Sales automation and customer management in a furniture manufacturing company
The client owns a furniture manufacturing company.
The main task is to automate the management of projects from the receipt of an application up to the shipment of furniture.
Processes.
The application is received either from the Tilda website, which is now sent to the mail, or on the recommendation of partners.
Drops off his project drawn by hand or finished project with technical data. Makes a preliminary miscalculation on request.
If satisfied, then there is a choice of materials.
Drawing up a contract with product details (as an addition + visualization).
Moves to the production department.
There, materials are purchased, something is produced at home.
Submitted for assembly.
It is important to understand at what stage the project.
1. Warehouse accounting.
2. Document flow.
3. Sale of services.
4. Maintaining a customer base.
5. Integration with Tilda.
6. Managerial and financial accounting.
7. Purchase of materials.
How can these tasks be implemented in the system, do you need hel
Original question is available on version: ru
The main task is to automate the management of projects from the receipt of an application up to the shipment of furniture.
Processes.
The application is received either from the Tilda website, which is now sent to the mail, or on the recommendation of partners.
Drops off his project drawn by hand or finished project with technical data. Makes a preliminary miscalculation on request.
If satisfied, then there is a choice of materials.
Drawing up a contract with product details (as an addition + visualization).
Moves to the production department.
There, materials are purchased, something is produced at home.
Submitted for assembly.
It is important to understand at what stage the project.
1. Warehouse accounting.
2. Document flow.
3. Sale of services.
4. Maintaining a customer base.
5. Integration with Tilda.
6. Managerial and financial accounting.
7. Purchase of materials.
How can these tasks be implemented in the system, do you need hel
Answers:
Tilda - ok
1. You need to make a list of products that are used
2. Enter suppliers, since most likely the goods are ordered from different suppliers
3. Setting up mutual settlements with suppliers
If all the data are met, then when creating an order with a tilde, the system will determine the product based on the article and instantly create an order in the system itself, the delay is really 1-2 seconds.
Drops off his project drawn by hand or finished project with technical data. Makes a preliminary miscalculation on request.
If satisfied, then there is a choice of materials.
Drawing up a contract with product details (as an addition + visualization).
This is a normal business process, as an example, this is lead processing.
- New lead
- we communicate
- didn't get a call
- call back later
- sent a commercial
- Coordination
- Sent invoice etc.
These are just steps that would allow you to see the current status of orders.
as an example of visualization http://joxi.ru/v29pxpMizVvXWm
"Goes to the production department. Materials are purchased there, something is produced at home. It is transferred to the assembly."
Here I would make separate under. processes with additional mapping
That is, there is a structure
Main order
- Purchase
- Production
- Assembly
etc. That is, the client’s starting order as a lead, but if the conversation comes to a deal, then form this one as a project with its own Additional tasks and stages
Purchasing (example)
1. We form an order
- sketched goods
- set the purchase price
- amount
2.Sent a request
3. We are waiting for delivery
4. Credited
Carry out the arrival to the warehouse, etc.
Naturally, on the basis of these data, mutual settlements are obtained.
We bought the goods (we were delivered) -> we owe the supplier
We paid - > The supplier must calculate the final obligations for us on the difference
It is even possible to implement deferral, payment splitting and other features that different companies sometimes use, there is experience in this.
Accordingly, in this way, each of the blocks can be broken down and its logic of work can be discussed.
1. Warehouse accounting.
2. Document flow.
3. Sale of services.
4. Maintaining a customer base.
5. Integration with Tilda.
6. Managerial and financial accounting.
7. Purchase of materials.
But for the most part, these are standard settings with which there are no difficulties and it works cool.
On the points that need to be discussed EXACTLY
1. Purchase of materials (there are many questions about how this happens, how mutual settlements are considered, are there any delays, etc.)
2. Production
Initially, these are product passports (what they consist of, etc.) But if it is individual
Then I assume that there should be such a format http://joxi.ru/V2VONOyCKpQejA
+ each component has its own purchase price (from the purchase)
and based on this, the purchase of the main product is considered and the margin is considered)
Approximate estimate 3 months, for a more accurate estimate or additional advice on implementation, we recommend contacting us at the contacts -
+380663508850
+380937846074
u.bolotian@shebo.com.ua
a.sheyko@shebo.com.ua
Thanks
1. You need to make a list of products that are used
2. Enter suppliers, since most likely the goods are ordered from different suppliers
3. Setting up mutual settlements with suppliers
If all the data are met, then when creating an order with a tilde, the system will determine the product based on the article and instantly create an order in the system itself, the delay is really 1-2 seconds.
Drops off his project drawn by hand or finished project with technical data. Makes a preliminary miscalculation on request.
If satisfied, then there is a choice of materials.
Drawing up a contract with product details (as an addition + visualization).
This is a normal business process, as an example, this is lead processing.
- New lead
- we communicate
- didn't get a call
- call back later
- sent a commercial
- Coordination
- Sent invoice etc.
These are just steps that would allow you to see the current status of orders.
as an example of visualization http://joxi.ru/v29pxpMizVvXWm
"Goes to the production department. Materials are purchased there, something is produced at home. It is transferred to the assembly."
Here I would make separate under. processes with additional mapping
That is, there is a structure
Main order
- Purchase
- Production
- Assembly
etc. That is, the client’s starting order as a lead, but if the conversation comes to a deal, then form this one as a project with its own Additional tasks and stages
Purchasing (example)
1. We form an order
- sketched goods
- set the purchase price
- amount
2.Sent a request
3. We are waiting for delivery
4. Credited
Carry out the arrival to the warehouse, etc.
Naturally, on the basis of these data, mutual settlements are obtained.
We bought the goods (we were delivered) -> we owe the supplier
We paid - > The supplier must calculate the final obligations for us on the difference
It is even possible to implement deferral, payment splitting and other features that different companies sometimes use, there is experience in this.
Accordingly, in this way, each of the blocks can be broken down and its logic of work can be discussed.
1. Warehouse accounting.
2. Document flow.
3. Sale of services.
4. Maintaining a customer base.
5. Integration with Tilda.
6. Managerial and financial accounting.
7. Purchase of materials.
But for the most part, these are standard settings with which there are no difficulties and it works cool.
On the points that need to be discussed EXACTLY
1. Purchase of materials (there are many questions about how this happens, how mutual settlements are considered, are there any delays, etc.)
2. Production
Initially, these are product passports (what they consist of, etc.) But if it is individual
Then I assume that there should be such a format http://joxi.ru/V2VONOyCKpQejA
+ each component has its own purchase price (from the purchase)
and based on this, the purchase of the main product is considered and the margin is considered)
Approximate estimate 3 months, for a more accurate estimate or additional advice on implementation, we recommend contacting us at the contacts -
+380663508850
+380937846074
u.bolotian@shebo.com.ua
a.sheyko@shebo.com.ua
Thanks
07.10.2020, 16:54
Original comment available on version: ru
Yurchuk Volodymyr
Employee wrote:
The main task is to automate the management of projects from the receipt of an application up to the shipment of furniture.
Set up a project management process.
There is a ready-made solution, I can offer to test it.
Yurchuk Volodymyr
Employee wrote:
Processes.
The application is received either from the Tilda website, which is now sent to the mail, or on the recommendation of partners.
setting up integration with Tilda
we receive tasks in the business process Client's request
there is also a ready-made solution that allows you to take
appeals from various sources that we may receive
Yurchuk Volodymyr
Employee wrote:
Drops off his project drawn by hand or finished project with technical data. Makes a preliminary miscalculation on request.
If satisfied, then there is a choice of materials.
we can attach accompanying files to the request task
from under it we launch the task so that the responsible person calculates the commercial offer
We send it to the client who applied by email, or in another agreed way.
Yurchuk Volodymyr
Employee wrote:
Drawing up a contract with product details (as an addition + visualization).
if according to the CP everything is ok and suitable, we go to the stage,
where we form and sign the contract.
It is advisable to do this as a separate task.
with a specific person in charge.
ATTENTION
all tasks are performed as part of a single project
Yurchuk Volodymyr
Employee wrote:
Moves to the production department.
There, materials are purchased, something is produced at home.
Submitted for assembly.
It is important to understand at what stage the project.
when everything is OK and agreed,
we start the part of the project related
with the purchase of raw materials and materials for production,
as well as setting in production plans, with distribution by sections / responsible.
Yurchuk Volodymyr
Employee wrote:
1. Warehouse accounting.
2. Document flow.
3. Sale of services.
4. Maintaining a customer base.
5. Integration with Tilda.
6. Managerial and financial accounting.
7. Purchase of materials.
How can these tasks be implemented in the system, do you need help from integrators?
All stages are carried out as part of the launch project.
There is a ready plan for launching the project, which
includes all the mentioned steps.
See the cost here:
1. Business process Project:
https://icolor.in.ua/11-oznakomitelnaya-gotovimsya-k-zapusku-01ibp_simple-task01...
2. A package of mandatory complex works:
https://icolor.in.ua/crm-onebox-iexpert/
Estimated launch time is 6 calendar weeks.
On the part of the client, active participation in the work is required.
It is highly desirable to have an employee,
who will be ready to deal with our help in the system settings.
28.10.2020, 12:43
Вячеслав Легеза
Original comment available on version: ru
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