David Nye Bespoke Sales Order Processing Example
Scope
| Client: | Hearing aid manufacturer, also distribution and service, based in Horley, Surrey, UK. |
| Size: | 1500 sales and service orders per month. |
| Objective: | To replace the existing part computer, part manual systems with fully integrated order processing and service database. |
Sales Order Entry/Review
- Select model
- Select left, right or both
- Select options
- Select customer account
- Select delivery location (from list for selected customer)
- Select dispenser name (from list at selected location)
- Enter patient name, customer order number/reference, date delivery required, additional notes
- Automatically assign order date, sequential job number and serial number(s)
- Enter hearing loss charts
- Print dispatch note
- Print statement of compliance
- Options to search for and display/amend previous orders
Service Request Entry/Service History Review
- Enter serial number
- Display original order details and previous service history
- Enter service required, per ear (left/right/both)
- Enter charge code (left/right/both)
- Automatically assign service request date and sequential service job number
Maintenance functions
- Product/price/model list
- Option list
- Customer list
- Delivery location list including sub-form for dispenser name list
- Set next job and serial number
Dispatch
- Display outstanding job list in due date order
- Select jobs despatched e.g. using check box against each job on list
- Press button to apply specified despatch date (default “today”) to selected jobs
- Automatically add despatch date to job details thus removing from “in-house” list
Reporting
- “In-house” register i.e. outstanding jobs
- Daily dispatch list
- Orders by date
- Order analysis facilities