Compatible equipment and faster deals
Standard parts can be ordered by customers independently, but the equipment project often requires a consultant. It combines components, licenses, accessories and terms of use.
Choosing a product requires its parameters, documents, compatible accessories and suitable alternatives. This information can be provided by suppliers in different formats.
Supplier terms, currency, component shortages, and product changes often change the offer.
The customer often buys multiple interdependent components, licenses or accessories.
The history of the sale, the specific unit, the guarantee and the return must be traced.
For the addition of standard electrical and IT goods, a reliable catalogue and order channel are sufficient. The technical requirements, accessories, licenses and terms of supply need to be aligned for the design sale. All the working solution is important to the buyer, so quick pricing of the partial list does not mean the prepared proposal yet.
The customer provides the code, parameters, goods list, project or desired solution result.
Attributes, manufacturer codes, analogs, sets, licenses and technical restrictions are checked.
Customer and design prices are applied, cost, margin, supplier and term are assessed.
The warehouse balance is reserved or the supplier is chosen according to price, term and rules.
Specific units, documents, licenses, shipment and delivery status are fixed.
A history of sales, serial number, warranty, failure and supplier decision is checked.
Information is mainly held in separate files or notes. Employees pass it on and reconcile it manually.
Teams record their work consistently, but sharing information with colleagues still requires considerable manual checking.
Core work is managed in systems. Some information is transferred automatically, but repeated data entry remains.
Systems deliver the required data on time. Employees can see unfinished work and know who is responsible for resolving discrepancies.
The team checks data quality, evaluates results and uses them to improve operations. Automation is applied where its value can be demonstrated.
Catalog and vendors must use the same technical data. Recurring order can be facilitated by self-service, and leave a clear alignment with a specialist for a non-standard set.