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
Weekly Report
Würth Business Services handles the non-core Sales Operations to support your Sales Team in achieving the targets and registering a significant business growth. We handle many processes to help your business accelerate the Sales and Operations Planning (S&OP) tasks. Our services are aimed at driving profitability and providing rapid solutions.
Among many processes we handle, Weekly Report is one of the processes. In this process, we send the reports containing the exact count of positions booked for the Sales Order Booking process. We utilize WN numbers of employees working on this process and extract lists from the Enterprise Resource Planning (ERP) system. This way, customers can know the weekly & monthly performance and compare those performances with previous weeks and months.
Work Flow
WORK FLOW OF THE PROCESS
01. Enter
Enter WN number of employees booking sales orders in the ERP system
02. Extract
Extract the list of positions and sales orders booked for the month
Benefits
Value-added
BENEFITS OF OUR CUSTOMERS
☞ Determine the exact number of positions booked on a weekly basis
☞ Compare monthly positions and determine the progress
Transition
TIME TAKEN FOR TRANSITION
Step 1
Analysis of customer requirements – 1 Working Day
Step 2
Resource planning – 1 Working Day
Step 3
Tools requirement – 3 Working Days
Step 4
Training phase/Documentation – 2 Working Days
Step 5
Trial submission – 4 Working Days
Step 6
Transfer – 5 Working Days
For more assistance in understanding the transition process, kindly get in touch with us at contact-wbs@wuerth-industrie.com
Case study:
Sending Weekly Reports to Provide Overview of Cases Handled
Introduction:
In the dynamic landscape of sales order management, visibility into performance metrics is crucial for informed decision-making and operational efficiency. Our customer, Würth Industrie Service GmbH & Co. KG, recognized the need to gain insights on weekly and monthly performance of Sales Order Booking. This case study delves into the Weekly Report process, in which reports are generated to provide insights into the exact count of positions booked for the Sales Order Booking process. By leveraging WN numbers and data from the Enterprise Resource Planning (ERP) system, customers can gain transparency into weekly and monthly performance metrics, facilitating comparisons and informed strategic planning.
Problem:
Our customer faced challenges in gaining timely and accurate insights into their Sales Order Booking performance. The customer needed to invest a considerable number of man-hours to execute the process. Customers lacked real-time access to crucial data, hindering their ability to track order placements effectively and make informed decisions.
Solution:
To address the challenges in Sales Order Booking process visibility, we adopted a systematic approach to improve accuracy and efficiency. Our key solutions included:
1. Data Extraction and Compilation: Utilizing WN numbers of employees who worked on the Sales Order Booking process and data from the ERP system, we manually extracted and compiled reports containing the exact count of positions booked.
2. Report Generation and Distribution: We generated weekly reports detailing weekly performance metrics, including the number of orders placed by customers. These reports were distributed to customers via email.
3. Customer Engagement and Feedback: To ensure the reports met customer needs, our team engaged in regular communication with customers to gather feedback, address concerns and make necessary adjustments to report formats and content.
Results:
The implementation of the Weekly Report process yielded improvements in Sales Order Booking process visibility and availing insights for Würth Industrie Service GmbH & Co. KG. The key results included:
1. Enhanced Transparency: Customers gained real-time visibility into their Sales Order Booking performance, allowing them to track order placements effectively and make informed decisions.
2. Improved Decision-Making: Access to timely and accurate performance metrics enabled customers to identify trends, track progress against targets and make strategic adjustments to optimize sales operations.
3. Increased Customer Satisfaction: The provision of comprehensive and insightful weekly reports contributed to an increase in customer satisfaction ratings, reflecting the company's commitment to transparency and customer-centricity.
4. Time Saving: Our approach led to time savings per month. We saved nearly 3 hours for our customer in a month. This saved time can be utilized for executing different core operations.
Conclusion:
By transferring the Weekly Report process, our customer enhanced Sales Order Booking process visibility. By providing customer with timely and accurate performance metrics, we empowered them to make informed decisions and drive operational excellence. Our meticulous manual processes significantly enhanced customer experience and supported strategic decision-making in Sales Operations.