PaperSave facilitates improved Sales Order Processing
Having a fast, customer oriented Sales Order Process is a goal for any growing organization. It is a process that should evolve and be monitored constantly for its effectiveness. It’s about reducing the bottlenecks in your flow and giving necessary information to each employee who deals with customers at any step of the process. I recently did a demonstration for an organization which has a 'Red Folder' for every single order received. This folder is moved around their office and factory and documentation is added during each step of the process.
In most cases, the flow begins by creating a quote or receiving the Customer Purchase Order. Once an order is created, the document trail begins. Often there are trailing documents to the order such as artwork, Purchase Order to drop ship goods or to order raw materials, Design Specifications, Correspondences, etc. These documents can be received a variety of ways: eFax, paper fax, email, traditional mail, etc. So if you need to access to information, do you know where to go? When decisions need to be made, is all the information available to you in one place? Most often with a paper based process, the collection of these documents is slow. Correspondences are received and there is no easy way from the desktop to insert the document into a folder floating around a process.
As an order proceeds through the process, additional documents are created such as an invoice, delivery ticket, pick ticket, and bill of lading. These documents are often used to verify receipt of goods and used during collections process. Definitely not the documents you want to lose!
So what happens if that 'Red Folder' is in the factory and purchasing needs it? Or worse, what happens if the Red Folder cannot be located? Let’s not think of that but focus on a solution. Through a powerful integration with your ERP solution, PaperSave streamlines the capture, filing, and retrieval of all your Sales Order documents regardless of how it is received or what format (electronic or paper).
Easily insert documents from Microsoft Office, Outlook, Scanning, eFax, Paper Fax and even documents that you generate from your ERP solution. Now, you’re Sales, Marketing, Credit, Finance, Procurement, Tax and Customer Service/Collections teams can access information from any location, at any step of the process, at any time. As the age old saying goes, “knowledge is power”!
1.) Faster Order Management: PaperSave helps accelerate your sales order cycle through flexible capture methods of supporting documents and seamless integration with Purchase Order and Sales Order related information. With content search features and a powerful integration with SmartList, retrieving customers purchase orders is faster and easier than ever
2.) Increased Customer Satisfaction: All supporting documents are available at any time throughout the Sales Order Process enabling customer service to address customers call immediately and effectively.
3.) Increased Collections: Having accurate customer related information at your fingertips is a must for any collections process. Quickly proving that orders where delivered, received and to specification decreases collection timelines.
Don’t let a sluggish SOP process inhibit the service you offer your customers. Instead, allow PaperSave to expedite your entire flow, from order entry all the way to fulfillment and Collections by increasing the speed and precision of retrieving your valuable source documents.
Ready to kick your paper habit? Register for an upcoming webcast!