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Orders in, goods out, fewer hands on the keyboard

Buying, stocking and shipping goods to other businesses. 12 use cases for this industry, 11 more that also apply.

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Where to start

Three to start with

High value for the effort. The risk tier is on each one.

Reorder points & safety stock

Reorder points set from real demand and lead times, reviewed monthly.

  1. Analyse history
  2. Recommend & optimise
Low riskValue highGuide

Freight invoice audit

Carrier invoices checked against rates, accessorials and the shipment; overcharges disputed.

  1. Intake & extract
  2. Validate
  3. Consolidate
Low riskValue highGuide

Order entry from email & PDF

Orders that arrive as emails, PDFs or photos keyed into the system, with anything unclear queried.

  1. Intake & extract
  2. Validate
  3. Execute
Medium riskValue highGuide
Use cases

Use cases for Wholesale & distribution, by department

Finance & accounting 2

Sales-tax filing prep

Taxable sales by jurisdiction pulled together and checked before filing.

  1. Consolidate
  2. Validate
Low riskValue mediumGuide

Freight invoice audit

Carrier invoices checked against rates, accessorials and the shipment; overcharges disputed.

  1. Intake & extract
  2. Validate
  3. Consolidate
Low riskValue highGuide

Purchasing & suppliers 1

Supplier quote comparison

Quotes from several suppliers read and compared like for like, with a recommendation.

  1. Intake & extract
  2. Consolidate
  3. Recommend & optimise
Low riskValue mediumGuide

Sales 2

PO acknowledgement

Customer purchase orders checked against the quote (price, quantity, date) and acknowledged.

  1. Intake & extract
  2. Validate
  3. Draft
Low riskValue mediumTemplate

Order entry from email & PDF

Orders that arrive as emails, PDFs or photos keyed into the system, with anything unclear queried.

  1. Intake & extract
  2. Validate
  3. Execute
Medium riskValue highGuide

Customer service 2

“Where is my order?”

Order and delivery status answered from the order and carrier systems, on email or chat.

  1. Answer
  2. Converse
Medium riskValue mediumGuide

Returns & RMAs

Return requests checked against the policy and warranty, approved or routed, and the RMA issued.

  1. Intake & extract
  2. Validate
  3. Route
  4. Execute
Medium riskValue mediumGuide

Marketing 1

Product descriptions & listings

Product listings written and translated from supplier data sheets, in your house style.

  1. Intake & extract
  2. Draft
  3. Translate
Low riskValue mediumGuide

Inventory & logistics 4

Reorder points & safety stock

Reorder points set from real demand and lead times, reviewed monthly.

  1. Analyse history
  2. Recommend & optimise
Low riskValue highGuide

Shipment exceptions

Late, damaged or stuck shipments spotted early; customers and carriers contacted.

  1. Monitor & alert
  2. Follow up
Medium riskValue mediumGuide

Shipping & customs documents

Commercial invoices, packing lists and certificates checked before the shipment leaves.

  1. Intake & extract
  2. Validate
Low riskValue mediumGuide

Freight quotes & shipping

Freight quotes for long or heavy items gathered from carriers, the best option picked, pickup booked, and the customer sent tracking.

  1. Consolidate
  2. Recommend & optimise
  3. Follow up
Medium riskValue mediumGuide

Also applies

Use cases from other industries that fit this one too.

Purchasing & suppliers 2

Supplier invoice vs order

Each delivery invoice checked against what was ordered and delivered: short, wrong price, not ordered.

  1. Intake & extract
  2. Validate
  3. Follow up
Medium riskValue mediumTemplate

Steel price & surcharge watch

Mill and service-centre prices watched; quotes and price lists flagged when steel moves enough to need a surcharge.

  1. Monitor & alert
  2. Analyse history
Low riskValue mediumGuide

Sales 4

RFQ response

Customer RFQs read, matched to past jobs and prices, and a quote drafted for review.

  1. Intake & extract
  2. Consolidate
  3. Draft
Medium riskValue highTemplate

Lead-time quotes

Realistic delivery dates quoted from current load and material availability.

  1. Consolidate
  2. Recommend & optimise
  3. Draft
Low riskValue mediumTemplate

Custom quote intake (specs & drawings)

Quote requests from the web form, email or a drawing read into one spec (diameter, pitch, thickness, material, length, ends); anything missing is asked for before it reaches the estimator.

  1. Intake & extract
  2. Validate
  3. Follow up
Medium riskValue highGuide

Wear-part reorder reminders

Customers whose parts wear out on a cycle reminded before the season or the next rebuild, with last order's spec ready to re-quote.

  1. Analyse history
  2. Follow up
Medium riskValue mediumGuide

Customer service 2

Warranty claims

Warranty claims checked against serial, dates and terms; approved, rejected with reason, or routed.

  1. Intake & extract
  2. Validate
  3. Route
Low riskValue mediumGuide

Which product for my application?

Customers' questions answered from your catalog and past jobs: which flighting, material and wear option for grain, concrete, ethanol or food plants, with a person for anything new.

  1. Answer
  2. Converse
Medium riskValue mediumGuide

Inventory & logistics 2

Reorder suggestions

What to reorder, how much and from whom, from sales and stock.

  1. Analyse history
  2. Recommend & optimise
Low riskValue mediumTemplate

Proof-of-delivery matching

PODs read and matched to loads and invoices so billing isn't held up.

  1. Intake & extract
  2. Consolidate
Low riskValue mediumGuide

Quality 1

Supplier certificate validation

Certificates of conformance and PPAP documents checked against the part spec before goods are released.

  1. Intake & extract
  2. Validate
Medium riskValue highTemplate