Retail Product Collection Management Transactions

One of the important issues for retail merchandising and internet sales is to respond quickly to customer demands, while managing the operation effectively and efficiently.

Below are our ideas and suggestions that will add value to the operation on Workcube, based on the projects we have done so far and our experience..

1. Company sales requests come from different channels. Internet, Mail, Project based, Store sales and Wholesale sales.

2. Step-by-step status checks should be made at every step of the process, from Call Center applications to e-ledger and reporting. To give an example, the company receives a request for proposals from the Alarko construction site by e-mail on 300 lines of excel.

3. Incoming request will be recorded in Call Center Applications first. A sales manager (responsible) will direct it with a task. The person in charge of the job will first create the Opportunity. Later, it will assign different product managers the task to create proposals. The Offer required to reach the Customer will be the only one.

4. Product managers will prepare the products that they need to prepare from a list of 300 lines. Afterwards, all of them will be combined and the products requested by the customer will be delivered in the same order in the Offer Format.

5. The information required for the basket should be as follows.

6. Baskets should be reflected in the line field on the Offer, Order, Delivery Note and Invoice screens.

7. The Purchase Offer associated with the Sales Offer must be able to be collected. While preparing the Sales Offer, purchase offers will be taken for the products that are out of stock on each basket and the sales offer will be prepared according to the supply situation.

8. A Purchase Offer must be able to be collected over the Sales Order. Likewise, a Purchase Order can be placed.

9. When the same order is collected on the Store side, the Order must be closed with a Retail invoice.

10. Example case is as follows.

• The order number is given to the customer. 
• Directed to the cashier for payment.  
• Meanwhile, orders are prepared.. 

a) If there is no product in the store and if it is not in the central warehouse, the product is supplied from the environment while the customer is waiting in the store. The person who registers the order in the system quickly enters the purchase order. In this case, the associations in items 7 and 8 are important.

• Cashier finds order and receives Cash or Credit Card Payment from the customer.

a) Incoming cash function should be added to the retail sales invoice. 

b) Order function should be added to the retail invoice.

• Cashier issues the invoice and gives it to the customer.

a) The process must be attached to the retail invoice. Required for invoice workflow.

• The customer receives products from the order preparation area with the invoice.