Sales Order Automation

Challenges

The DHS team had to manually process Sales Orders and create Cash Sales and Item Fulfillments, which added up to a lot of problems and an increased likelihood of errors per order.

Solution

TechlyCodes Implemented an intuitive UI enhancement that injects an ‘Approve & Process’ facility right alongside each Sales Order. All it takes is triggering this button to activate the automated process:<< Approval of Sales Order, checking item availability, creation of Cash Sale and Item Fulfillment records, and notifiying the customers with confimation email is all automatic and does not touch operator hands at any stage.

Results

The introduction of this automation reduced ordering processing time from 10-15 minutes to less than 2 minutes without loss of consistency, accuracy, and audit transparency. The DHS operators are no more forced to make more accurate orders handling with minimum physical strain.

Conclusion

With TechlyCodes partnership, DHS Equipment had significant improvements in efficiency, accuracy and scalability. Through optimization of the activities, these automations allowed DHS Equipment to contemplate and adopt future innovations in departments. Based on NetSuite and BigCommerce, organizations can adopt similar approaches to optimize their process and improve.

Ongoing Support

Throughout all the automation process, TechlyCodes ensured there were clear communication lines with DHS Equipment. All the features and their respective limitations were properly conveyed. Small adjustments and updates were conducted in real time with DHS Equipment, and every adjustment steadily documented and co-approved to ensure transparency. Once the post-deployment monitoring was in the place, operational stability continued to be maintained so as to enable of immediate action on the edge conditions or new feature requests.