Managing orders in a business with multiple departments, external customers, and complex workflows can get messy fast. That’s why we designed a custom order management process for a printing company that produces custom labels, badges, and sign-in books for hospitals and schools nationwide.
What Makes This Solution Different?
- Tailored Order Entry: Salespeople enter orders directly into a custom-built CRM order screen designed specifically for their workflow.
- Smart Contact Preferences: Shipping confirmations and invoices are sent automatically (or manually when needed) to the right contacts—saving time and reducing errors.
- Dynamic Workflow Stages: The process adapts based on order type—adding steps for artwork review, customer proofs, or accounting holds when necessary.
- Semi-Automated Notifications: Critical steps like order confirmations and proof notifications give users the option to tweak emails before sending, balancing automation with personal touch.
- Credit Hold Automation: Accounting gets instant notifications when a customer is on credit or admin hold, ensuring financial issues are addressed before production.
This blend of automatic and semi-automatic workflows reduces errors, speeds up order processing, and improves visibility across all departments involved in fulfilling an order.
If you’re looking to streamline your order management process, contact us today at www.p2automation.com.
