Online store of plumbing and heating equipment

Tasks solved within the project:   

• Customer order management organized, warehouse and inventory accounting configured:

• Order classification by status organized: "in progress", "ready for assembly", "assembled", "ready for shipment", "shipped", "paid", and others. Some statuses are filled automatically where possible — "provided", "shipped", "paid", etc.;   

• Added "Shipping List" document to organize the process of physical assembly of goods in the warehouse for customer orders;   

• Organized the process for rapid generation of purchase orders to suppliers based on customer orders, in both management and financial accounting;   

• Configured automatic ABC-classification of goods. 

• Implemented fully automated loading of price lists from suppliers and stock balances at supplier locations.

• Transport logistics automated:

Automated delivery of goods to customers. (transport requests, route sheets, transport load planning);   

• Performed integration of BAS with "SkyRiver".
 

• Integration of BAS with "Bitrix24" website: importing orders from the website to BAS, exporting prices and stock balances to the website; 

• Website support services performed: connected "Google Tag Manager" for "E-Commerce" analytics.    

• Implemented CRM 1.4 configuration by Rarus:

• The following business processes have been automated, with work organized "by tasks" (rather than "by documents") within these processes:
• "Commercial Offer" business process;
• "Outbound calls to potential and lost counterparties" business process.

 

• Performed integration with "Binotel" virtual PBX.  
• Lead management process automated.

• Sales funnel for leads implemented with data on offers (commercial proposal), shipment, payment, and gross profit; Breakdown by: information sources (website, prom.ua, etc.), managers, leads; 

 

• SMS-mailing setup for counterparties upon document status changes.

• Organization of automatic SMS notification delivery upon document status changes (Example of SMS by document status: "Order accepted", "Order is being assembled", "Order ready for shipment", etc.). 

• Email-mailing setup.
• Management payroll calculation automated.   

Configuration: "Management of Trading Enterprise (UTP)" + "CRM 1.4 by Rarus". 

Number of users: 10-15.