Purchasing
Sales Operations
Product Article Master
Logistics
Finance
- Accounts Payable
- Invoice verification & posting invoices
- Making payments to vendors & queries
- Goods receipt and invoice receipt clearance
- Analyze vendor open line items
- Overhead cost invoices
- MIRO Posting
- Accounts Recievables
- Scheduling a dunning run
- Settling customer payments & queries
- Self-billing of customer’s invoice
- Bank reconciliation
- Customer Invoice Clearance
- Sales Order Booking
- Daily Credit Run
- Releasing Green Orders
Market Research
Sales Order Booking
Würth Business Services handles the non-core financial operations to support the Finance Teams of companies within the Würth Group. Our Team ensures that companies maintain error-free and detailed accounting records, settle payments on a timely basis, carry out effective vendor management, and speed up the accounting processes. We handle different processes under the Accounts Payable and Accounts Receivable portfolio.
Among different processes we handle under the Accounts Receivable portfolio, Sales Order Booking is one of them. In this process, we book of the customer sales order in the Enterprise Resource Planning (ERP) system. We enter order details such as Sales Order reference, customer number, article number, quantity and others in the ERP system. Once we book the order, the customer will receive automatic confirmation of the booking.
Work Flow
WORK FLOW OF THE PROCESS
01. Receive
Receive sales order PDF from customer through email
02. Add Details
Add details such as shipping address, customer number, article number and quantity
03. Verify
Verify the sales order details before submitting
04. Submit
Submit the sales order and copy the document number for reference
Benefits
Value-added
BENEFITS OF OUR CUSTOMERS
☞ Avail support from skilled and knowledgeable employees
☞ Execution of booking tasks with efficiency and accuracy
☞ Gain Support as per customers’ operational time zone
☞ Effective communication to execute the daily tasks
Transition
TIME TAKEN FOR TRANSITION
Step 1
Analysis of requirements – 1 Week
Step 2
Documentation – 1-2 Weeks
Step 3
Create framework – 1 Week
Step 4
Step-by-step implementation – 2 Weeks
Step 5
Transfer – 1 Week
Case study:
Enhancing Sales Order Booking Process for Streamlined Order Processing
Introduction:
Efficient and accurate sales order booking is pivotal for seamless order processing and maintaining customer satisfaction. Our customer, Arvid Nilsson Sverige AB, recognized the need to book sales orders efficiently to accelerate financial operations. This case study explores the manual Sales Order Booking process, in which our dedicated team receives sales order PDFs from customers through email, adds necessary details such as shipping address, customer number, article number, and quantity, verifies the sales order details and submits the order by copying the document number for reference. This meticulous process aims to streamline order processing.
Problem:
Our customer faced challenges in effectively booking sales orders manually. The customer needed to invest a considerable number of man-hours to book sales orders. Also, this process may lead to potential errors in data entry, delays in order verification and difficulties in maintaining accurate order records. These inefficiencies hindered the company's ability to process orders swiftly, verify order details accurately and provide customers with real-time updates on their orders. This impacted order fulfillment timelines and customer satisfaction.
Solution:
Recognizing the need to enhance their Sales Order Booking process, we adopted a systematic approach to improve accuracy and order processing efficiency. Our key solutions included:
1. Efficient Data Entry: We initiated a manual process to receive sales order PDFs from customers and efficiently add details such as shipping address, customer number, article number, and quantity.
2. Order Verification: Despite manual processing, our dedicated team verified sales order details meticulously before submission, ensuring accuracy in order processing.
3. Document Number Reference: The company actively copied the document number generated upon sales order submission for reference, facilitating order tracking and customer communication.
Results:
The changes implemented in the Sales Order Booking process led to significant improvements in order processing efficiency, accuracy, and customer relations for Arvid Nilsson Sverige AB. The key results included:
1. Order Processing Efficiency: By implementing efficient data entry and order verification, we reduced order processing time considerably ensuring swift and accurate order fulfillment.
2. Data Accuracy Improvement: Despite manual processes, data accuracy improved, reducing errors in order details and enhancing customer satisfaction.
3. Enhanced Customer Communication: Active reference to document numbers allowed for improved customer communication, resulting in an increase in customer satisfaction and strengthened customer relationships.
4. Time Saving: Our approach led to significant time savings per month. We saved nearly 112 hours for our customer in a month. This saved time can be utilized for executing different core operations.
Conclusion:
By transferring the Sales Order Booking process, our customer streamlined order processing and enhanced customer satisfaction. By implementing efficient data entry, meticulous order verification, and proactive document number reference, we successfully improved order processing efficiency and customer relations. The results highlight the value of a well-executed Sales Order Booking process in maintaining effective order operations and delivering customer service excellence.