- Industry: Retail
- Area of Expertise: Custom Apps Development
Background
For this project, our client was a manufacturer and retailer with a combination of B2B and B2C sales. This client operated entirely in house, doing all the needed sales, manufacturing, and preparation for shipment themselves. They faced challenges with the process of reporting issues with purchase orders that were unusable in their manufacturing processes. As a result, they sought our help in streamlining this process using Zoho One.
Solution
Creator
We developed a Creator app to streamline the process of filing reports on non-usable parts. This Creator app had a dropdown of purchase orders drawn from Inventory. When a purchase order is selected, the form is populated with that purchase order’s details.
From this point, the user can select which product they have issue with, and mark their chosen path forward (i.e. request refund, request credit, keep defective parts and mark error). The manufacturer’s specific report format is then automatically pulled and populated with information from the form. Following form submission, they have the option to download the form or email directly to the manufacturer.
Inventory
We used the Creator app to manage the flow of purchase orders into the app. Items that were designated as defective were not added to Inventory, and accepted items were. This created an effective staging ground for parts prior to inclusion in Inventory.
Outcomes
- This process was previously entirely done on paper, taking upwards of 10-15 hours a week. This automation resulted in major time savings for a small team.
By leveraging the Zoho One suite, we enabled a much easier error management process. These automations greatly improved inventory management and efficiency.