Automating Front & Back Office Workflows with an ERP
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The document outlines a streamlined process for managing customer orders through an ERP system, from quote requests to invoicing. It includes real-time visibility on material costs, inventory levels, and production status, ensuring efficient workflow management. Automation features alert personnel of inventory shortages, generate procurement requests, and facilitate communication with customers about shipping and order status.
Automating Front & Back Office Workflows with an ERP
- 1. CUSTOMER REQUESTS FOR A QUOTE FOR A CERTAIN NUMBER OF PRODUCTS TO BE MANUFACTURED QUOTATION REAL TIME VISIBILITY MULTIPLE LEVEL BILL OF MATERIALS (BOM) MATERIAL COSTS & AVAILABILITY FROM DIFFERENT VENDORS CURRENT INVENTORY LEVELS PREVIOUSLY RECORDED SIMILAR ORDERS COST PER PRODUCT $ AUTO CALCULATED POST GO AHEAD BY CUSTOMER A CUSTOMER ORDER IS CREATED BASED ON ESTIMATED TIME TO MANUFACTURE THE PRODUCT, MAN-POWER AND MACHINE CAPACITY ARE SCHEDULED IN ADVANCE A WORK ORDER IS GENERATED AND ASSIGNED TO THE SHOP FLOOR BASED ON ERP’S CALCULATION OF ESTIMATED NUMBER/AMOUNT OF RAW MATERIALS TO BE USED & CURRENT INVENTORY LEVELS, RAW MATERIALS ARE ASSIGNED TO THE WORK ORDER WORK ORDER CUSTOMER ORDER IN CRM IN CASE OF AN INVENTORY SHORTAGE ERP ALERTS THE PERSONNEL AND AUTOMATICALLY SENDS A PROCUREMENT REQUEST TO DESIGNATED SUPPLIERS BASED ON PENDING ORDERS & SALES FORECAST SHIPPING DETAILS ARE GENERATED IN ADVANCE AND SENT TO CUSTOMER ERP SENDS CONSTANT STATUS UPDATES REGARDING PRODUCTION PROGRESS PRODUCTION COMPLETE CUSTOMER CAN CHECK THE SHIPPING STATUS ON CUSTOMER PORTAL & KEEP TRACK OF DELIVERY POST RECEIPT OF GOODS BY CUSTOMER, PERSONNEL GENERATES AN INVOICE AND ELECTRONICALLY DISPATCHES IT TO THE CUSTOMER $ ACCOUNTS RECEIVABLE IS UPDATED AGAINST CUSTOMER-ORDER IN CASE OF CREDIT PERIOD EXTENDED TO THE CUSTOMER ADVANCE PAYMENTS BY CUSTOMER ARE RECORDED AGAINST CUSTOMER ORDER ACCOUNTS PAYABLE TO VENDORS ARE RECORDED AGAINST PURCHASE ORDER OVER-TIME DETAILS OF PERSONNEL ARE RECORDED IN PAYROLL MODULE POST RECEIPT OF GOODS AND FINAL PAYMENT BY CUSTOMER, THE ORDER IS CLOSED IN CRM BACK OFFICE SENDS THE QUOTATION VIA ERP’S EDI CAPABILITY ORDER CLOSED AUTOMATING FRONT & BACK OFFICE WORKFLOWS WITH AN ERP HOW DOES IT LOOK LIKE? © 2017 OmegaCubeTechnologies. All rights reserved.www.omegacube.com | (630) 250-0002 | info@omegacube.com