Category: Customer Success

Warehouse

Automation

• Creation of warehouse receipt and shipment
• Creation of barcode on PO and put-away
• Registration of warehouse pick
• Suggest of next available bin for warehouse

Barcodes

• Thermal print and reprint of Barcodes
• Scan a barcode on warehouse pick and physical count

Customers

• Ability to upload Tax liable certificates and expiry dates against each customer
• Assigning a company as a Parent or child
• Capture industry and customer creation sources for reporting
• Assigning special prices to customers
• 3^rd party Shipping account can be captured
• Multiple contacts can be created against a company
• Duplicate contacts can be merged

Purchasing

• Auto create Purchase orders from the sales orders
• Select vendors and decorators on the sales order
• Create 2 Purchase orders against a sales order- 1 against a vendor and the other to the decorator

Sales Quotes

• Create digital quotes for approvals
• Adjust margins and prices on the quotes
• Set automatic quote expiry rules
• Include a proofing workflow for quotes
• Save all quote revisions
• Convert quotes into an order at the click of a button. Proof and Art files also move to the sales order.

Digital Proofs

• All art related information captured with up to 6 art files provided by the customer
• Upload proof files and instructions for the customer
• Digital approval and rejection auto captured in the system through an automated workflow.
• Proof status at every milestone maintained with a time stamp
• Ability to pull all previously approved artwork

Production Planning

• Store screen number for record and repeats – specific artwork that was created and the physical screen
• Perform QC check before the order is sent for production
• Creation of a production/Pick worksheet with a barcode for shipping station. Include bins, addresses and proof files
• Assigning production to a particular machine based on imprint types to manage loads and ship dates.
• Ability to add underruns and overruns and assign them to specific Bins.

Item management

• Setup multi variant SKU’s with one item e.g. size and colour for apparel or capacity and colour for USBs
• Setup a charge matrix for items based on imprint method, no’s of locations and no’s of imprint colours. The system will ‘auto calculate’ based on this set up.
• Item cartons-L x W x H and Weight for Shipping charges calculation
• Special price set up for customers at item level
• Assign Suppliers and decorators to items for auto creation of PO’s
• Real time visibility of inventory across multiple warehouses- quantities on hand, on purchase orders, and on sales orders through the “On-hand list” or by checking individual item cards.
• Copy items to create new ones.

Order Management

• Different type of orders with the business rules for workflows and queues
• Detailed Orders status with a time stamp
• Capture all art related information against each order including customer art files
• Auto calculation of Charges and shipping based on item set up
• Customer notes can be captured and added with a time stamp and user name
• Document management against every order via folder on cloud
• Payment Terms and Credit threshold rules apply for processing orders