May 28, 2024
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Restrict Order Processing for Customers with Low Deposits
Completed

Restrict Order Processing for Customers with Low Deposits

<$5,000
Less 1 month
United States
6-9
view project
Service categories
Service Lines
Cloud Consulting
Domain focus
Technology

Challenge

One of the primary challenges encountered during this customization was Complex Criteria Management. Balancing the need for flexibility without compromising commitment criteria across various customer segments and product categories involved multiple script functionalities. However, our team was capable of resolving this challenge in an efficient and speedy manner.

Solution

By utilizing the customized commitment criteria solution, our client achieved notable success in optimizing their sales order process:  Improved Order Accuracy:  Enhanced accuracy in order processing by ensuring orders are fulfilled only for customers with sufficient deposits or account balances, reducing errors and customer dissatisfaction. Efficient Fund Management:  Simplified fund management through automated notifications for pending accounts, enabling timely resolution of overdue payments and improved cash flow management.

Results

Moving forward, customizing inventory commitments for NetSuite items enabled our client to automate order processing for the right customers in an efficient, faster way. They can now set limits on each item for their wide range of customers, improving operations.  Are you looking to automate order processing in your business operations? Need to set criteria for committing items for your different customers? Contact us today to improve your operations with our automated solution.