A Salesforce, Sales Cloud Add-On. Order Fulfillment and Inventory Management FLOWCHART

Transcription

1 A Salesforce, Sales Cloud Add-On Order Fulfillment and Inventory Management FLOWCHART

2 Accounting & Finance CORPORATE INVOICE RECEIVE PAYMENT Accounting > Close orders & create invoices > Receive payments-check,cash,credit card > Issue credits against invoice line items > Apply credits to outstanding balances > Charge sales tax > Charge freight Manage products > Set minimum quantity on-hand > Add Photo's of products > Set cost of goods and date > Set retail price > Add products to price books > Transfer expired products VENDOR Accounting & Finance Management Finance COG AND SALES > Run forecast reports > Transfer data to financial system > Run P & L on sales > Run sales tax report > Report profitablity on agreements > Receive invoices from vendors against purchase orders > Make payments to vendors > Track payment balances

3 SERVICE AND REPAIR Case to Service Work Order Management SERVICE WORK ORDERS RETURN MERCHANDISE AUTHORIZATION (RMA) Case to SWO > Create case's > Add case items from assets > One case, multiple items > Create Work order > Track labor > Track parts > Track profitability Parts Inventory > Multiple warehouses & location > Fulfill from inventory > Serial number tracking > Minimum quantity on-hand > Photo's of parts MAINTENANCE AGREEMENTS TIME & MATERIAL SWO Management > Invoice work orders > Track maintenance agreements > Track warranty periods > Report profitablity on agreements Receiving of Returns > Create return merchandise (RMA) > Receive item into service location > Scan serial numbers via barcode

4 CORPORATE ASSET Inventory Management and Order Fulfillment LOT EXPPIRATION INVENTORY LEVEL Sales Order > Installed assets > Product kitting > Product Configurator > Item photo's > Inventory reserving > Pre-payment > Project orders > Subscription Billing Inventory > Multiple warehouses & location > Fulfill from inventory > Pre configuration and ship > Serial number tracking > Lot number tracking > Lot expiration tracking > Minimum quantity on-hand > Inventory transfers LOCAL & VENDOR FULFILLMENT INVENTORY BALANCING ITEM KITTING Purchase Order > Stock orders > Drop ship orders > Pre-config to ship > One order-multiple Po's Reveive vendor invoice Accounts payable Finished Good Manufacturing > Receive Item into inventory > Barcode scan serial numbers > Add Lot ID's & date code

5 NATIVELY EMBEDDED SHOPPING CART ORDER FULFILLMENT SALES ORDER SALESFORCE.COM SALES CLOUD GOTO CHECK INVENTORY ON-HAND DROP SHIP ORDERS INVOICE & SUBSCRIPTION BILLING OPPORTUNITY TO QUOTE PURCHASE ORDERS ACCOUNTING & FINANCE RECEIVE INVENTORY SUPPLIERS SERIAL NUMBER LOT ID CAPTURE VENDORS FED-EX within Matrix PICK/PACK & SHIP ORDER ENTER BILLS AGAINST PURCHASE ORDERS INVENTORY MFG FINISHED GOODS RECEIVING DROP SHIP ORDER ACCOUNTS PAYABLE Jan u ary CREDIT CARD ACCOUNTS RECEIVABLE STATEMENTS REPORTS RECEIVE PAYMENT ACCOUNTING & FINANCE INVOICE & SUBSCRIPTION BILLING CHECK OR CASH CASE CASE & SERVICE WORK ORDERS Copyright Dataflo 2016 RETURN MERCHANDISE RMA SERVICE WORK ORDERS RETURN MERCHANDISE RMA FED-EX CALL TAGS CREDIT MEMO S SERVICE & REPAIR API TO ACCOUNTING SYSTEMS PARTS INVENTORY GOTO WARRANTY TRACKING MAINTENANCE AGREEMENTS ENTITLEMENTS SUBSCRIPTION BILLNG INVOICE ACCOUNTING & FINANCE