Case Studies

SALES ORDER CONFIGURATOR

• Develop Sales Order Configurator Application to Reduce Prep Time and Errors

Issue
Sales Order preparation for this manufacturer is time intensive and prone to errors. It can routinely take two or more hours to prepare a quote, only to discover at a later date that an error exists in the sales order, such as a product configuration error or a missing part error.
Solution 
> Design and develop user friendly GUI menu driven front end application and rules based configurator back end database.
> The GUI is driven by keyboard shortcuts for product configuration and selections, and typing is limited to customer contact information.
> Built-in logic for parent child relationship enforcement for product configuration.
> Autonomous front end with Multi-user, network database back end.
> Built-in rules for issuing quote numbers, and configuring the product with auto-price build, and product illustration.
> Includes features such as contact management, auto-backup, search, filter, quote versioning, and product coding for the production on the shop floor.

Benefits 
> A sales quote can now be prepared in 2 minutes, including a configuration illustration, versus a minimum of 2 hours.
> Sales Quote prices are auto-built with the product configurator, eliminating pricing errors.
> Sales Quote product configuration errors were eliminated.
> An image with dimensions of the configured part is automatically included in the sales order, eliminating the need for a time consuming AutoCAD illustration.

Return To Case Studies