Custom Order Management Solution for Furniture Company - Solunus.com - PowerPoint PPT Presentation

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Custom Order Management Solution for Furniture Company - Solunus.com

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Solunus helped a furniture manufacture implement Salesforce with additional custom functionalities to create a Make-to-Order/Just-in-Time order management. – PowerPoint PPT presentation

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Title: Custom Order Management Solution for Furniture Company - Solunus.com


1
Custom Order Management Solution for Furniture
Company
Case Studies
2
About This Project
Our client is a family owned and operated
furniture business that has maintained their
reputation as an industry leader supplying
premier furniture to the hospitality industry for
over 33 years. The client takes pride in
creating and producing high quality products from
world-class craftsmen.
3
The Challenge
The client was operating their business based on
manual order processing. They did not have an
order management system that simplifies and
automates their order processing such as sales
and purchase orders, material management,
Quote-to-Order, and activities such as tracking
the manufacturing process of finished samples,
drawings as well as pre and post production
stages. In order to keep up with the growing
business, the client required a software solution
that automates the above-mentioned business
challenges. In addition, the client also
required the proposed software solution to have
reports and dashboards with KPI based meaningful
metrics for tracking performance.
4
Solunus Solution
Solunus suggested standard Salesfoce
implementation along with custom development to
the client. Our solution was customized to fit
the clients unique supply chain requirements and
to help the client maintain minimum inventory by
capturing material details into the database
which in turn allowed the client to efficiently
manufacture custom furniture as per
Make-to-Order/Just-in-Time inventory management
strategy. We helped the client to capture data
pertaining to drawings, samples, materials and
provided options to generate quote from accounts,
send quote to customer, and eventually convert a
quote to an order.
5
  • Generate quotes from accounts
  • Quote table with line items
  • Products grid for adding additional products
    into quote as line items
  • Search product filter
  • Inline editor to convert quote line items to
    order items
  • Generate a quote into pdf file format
  • Email a quote to customer
  • Convert a quote to an order after approval

6
  • How Does the Whole Process Work?
  • The client depends on three channels for
    getting leads and accounts sales reps, direct
  • customers and design firms.
  • After an order has been created, all order
    items will be notified for pre-production stage,
  • and the material availability will be
    checked from the Inventory. If stock is not
    available, the
  • client will initiate a procurement
    process.

7
  • 3. The material will be supplied by third-party
    vendors. Once the material is available,
  • the process for making samples and
    drawings will be initiated.
  • After an approval of samples and drawings, the
    8-stage production will be Initiated.
  • After production, each part will be assembled
    followed by shipment process.
  • 6. Blue Card vs Green Card To check the
    status, pre-production process is green card
  • whereas actual production process is blue
    card.

8
Business Impact
  • The benefits that the client has witnessed from
    using the new system are a significant
    improvement in terms of employee productivity and
    the overall reduction of production time as a
    result of the automated manufacturing processes
    of core activities such as quote generation, pre
    and post manufacturing processes and order
    creation.
  • In summary, by using our customized order
    management solution, the client has observed some
    positive impacts and outcomes in the following
    areas
  • Search, display, export, update, and
    reference all customer data within one user
    interface
  • Sales reps and other users have access to
    customer data such as orders, status etc. at
    their
  • finger tips
  • Order statuses can be viewed online 247 from
    anywhere on any device
  • Maintain customer order history for
    up-selling and future campaigning

9
  • Maintain customer order history for
    up-selling and future campaigning
  • Track the material movements and details on
    demand
  • Minimize stock on-hand and eliminate excess
    storage
  • Track production stages efficiently and
    accurately
  • Reduction in Make-to-Order cycle time
  • Reduction in Quote-to-Order cycle time
  • Customer management staff gets empowered by
    quick and accurate
  • information and handle customers with
    efficiency

10
THANK YOU
Follow Us _at_
www.solunus.com
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