ERP Software Order Flow

ERP Software Order Flow

Many customers and even retailers don’t fully understand what happens from the time a person orders an item to when he or she receives it. The micrographic below explains the main steps in the order flow process when using the FDM4 ERP, an enterprise resource planning solution.

ERP and Order Flow Process

Orders Come From Multiple Places

The Internet has made it much more probable that even small companies doing business online may attract customers from all over the world. These customers may be ordering from their homes, other businesses or on popular e-commerce sites like Amazon and eBay.

Because the FDM4 ERP updates in real time, your clients and customer service representatives can get up-to-the-minute details about inventory and see whether it’s possible to fulfill orders immediately or if products are backordered. They can also determine when sold-out products are likely to be available. This increases customer satisfaction and makes it easier for your company to meet expectations.

Smooth Management of Orders Happens Within the ERP

The FDM4 ERP is a fully integrated system that helps customer service teams competently handle the various situations they might encounter while processing orders. For example, if a customer wants to know whether it’s possible to get a substitute for an item that’s sold out or needs a price quote before placing a bulk order, the ERP can handle those requirements and many others during the order processing phase. Returns are also simple to deal with too, which saves time for your company’s workers.

Order Confirmation and Payment Options

The FDM4 ERP also generates order confirmations and permits customers to pay with their choice of several methods. One of those, and perhaps the most common form of payment, is via PCI-compliant credit cards.

To achieve a PCI-compliant status, a company has to meet several minimum requirements. These relate to things like proper storage of sensitive data, limiting physical access to cardholder data, and updating anti-virus software to prevent third-party infiltration from hackers or scammers.

The FDM4 ERP also allows you to set customer-specific parameters for receiving payments. PayPal is another compatible payment method, which could help you appeal to people who don’t like to share their credit card details over the Internet or do not use credit cards. Using the FDM4 ERP reduces your risk while increasing efficiency, which results in a stronger, more capable company.

The Warehouse Receives the Order Request

Once you receive payment information and document things accordingly within the ERP, the order gets sent to the warehouse through the FDM4 WMS Order Manager so the logistics team can prepare the items for shipment. The Order Manager provides work to the warehouse employees in “waves” of one or more orders. Authorized personnel can also review content within the Order Manager by looking at various categories like expected shipping date or customer name.

Order Leaves the Warehouse

After the warehouse workers pick the items and packages them for shipping, the order goes from the warehouse and starts making its way to the customer. Because the FDM4 ERP integrates with UPS and FedEx, your employees do not have to waste time manually writing an address label and possibly making errors that could make it so the items do not reach the customer as quickly.

The FDM4 ERP also provides tracking numbers. When customers can track their orders after they receive the necessary information from customer service members, it reduces the likelihood they will feel the need to contact your facilities to inquire about how much longer they may have to wait to receive their items.

Final Card Authorization and Invoice Creation Occurs

Once the order has shipped the FDM4 ERP automatically finalized payment and captures the funds. For non credit card orders, invoices are automatically created after the order has shipped, and there is an available accounting software module that can help your company streamline necessities ranging from making decisions about offering customers credit to calculating vendor discounts.

The FDM4 ERP was clearly made with modern companies in mind. There are dozens of manual tasks you have to do during a typical day, but this interface cuts down on them, and could boost productivity while increasing customer loyalty.