A screen printing and embroidery decorator was only able to accept orders using manual procedures. It now had a large customer who wanted to pass orders digitally while also monitoring them. The decorator also needed to improve its purchasing process.

Challenges

The decorator could only accept orders by phone or email, resulting in manual order entry into ShopWorks, which was time-consuming, prone to mistakes, and a burden to the staff. Purchase orders were created in response to sales orders, and invoices were manually reconciled. Furthermore, all order status and shipping/tracking information were provided only when customers requested it via phone or email.

Solutions

Web Services Pros (Booth N1174) integrated the PromoStandards endpoints of its customers so that sales orders could be automatically collected into an Order Portal and inserted into the company’s ERP system. Customers can now track the status of their orders and shipping information using PromoStandards APIs or the Order Portal. The decorator was also able to create, monitor, and configure purchase orders using the Purchase Order Portal module. Furthermore, the newest app, “Reconcile Purchase Orders,” enabled the decorator to reconcile supplier invoices with purchase orders with little effort.