Receiving a new customer order is just the beginning of the accounting and operations process for a new customer sale. After the order comes in, the primary concern for operations is that it gets completed and shipped as successfully as possible. The accounting concern is that all business records and processes related to the order, shipment and payment get completed accurately and in a timely manner.
At Armanino, we believe a good ERP system can improve customer order processing by providing the following benefits:
- Order items can be allocated from current inventory levels to determine availability and assure fulfillment, and inventory shortages can be anticipated and corrected quickly.
- Orders can be accurately priced based on company policy, and applicable sales promotions can be properly identified and applied, to ensure customer satisfaction.
- Promised ship dates can be monitored on a continual basis to ensure that customers’ expectations for prompt delivery are satisfied.
- Operations personnel can view the status of all orders at any time, to help plan for optimal staffing, coordinate with outside shippers and contract processors, and anticipate possible problems.
- Automatic alerts can be generated to focus attention on areas that need it.
- You have assurance that governmental tax and operations compliance is being properly executed.
- Drop shipments can be accurately accounted for to eliminate losses due to uninvoiced shipments.
- Customer downpayments and outstanding invoices are accurately tracked in a timely manner to ensure payment.
- All transactions are accurately updated in a timely manner to ensure accurate inventory and financial records.
- Tools allow for easy communication with customers (e.g. order/invoice emailing, instant messaging), and easy access to customer contact information.
By properly controlling customers’ orders, your life will be less hectic, and you’ll have more time to grow your business. To discuss your business challenges and evaluate which ERP system can help you achieve similar benefits, give Armanino a call or drop me an email.
About Armanino, LLP
Armanino is a Gold Certified Microsoft Dynamics AX, GP and CRM Partner with five California locations (San Ramon, San Jose, San Diego, Santa Cruz, and San Francisco) as well as offices in Portland, OR, Bellevue, WA, and Naperville, IL.
Our team understands the unique business processes, common pain points and compliance issues many high-tech manufacturing and life science companies’ face and can assist you with integration to front or back office systems, deployment, data migration, and training.
We encourage you to call us with questions and let us know about your company and business goals. Visit us online at: http://www.armaninollp.com
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