Challenge
Orders arrived by fax, email and telephone and were consolidated by clerks by hand. Payment terms varied by customer and credit limits were set from experience. Exchange-rate movement meant quotations were rebuilt from scratch, and month-end reconciliation and collection consumed substantial time.
What we delivered
- Single order intake: archived emails and faxes transcribed into structured records, with repeat orders duplicable
- Customer credit control linking limit, payment term and collection history, blocking excess shipments automatically
- Quotations generated against currency and exchange-rate snapshots, with version traceability
- Receivables management with ageing analysis, collection reminders and generated statements
Outcome
Order entry moved from manual transcription to structured capture with fewer errors. Excess shipments are blocked by the system, moving bad-debt risk forward, and reconciliation shifted from a month-end push to a weekly routine.
Delivery value: Credit limits and payment-term rules are written into the system, so credit decisions follow policy rather than individual judgement; ageing receivables are visible in real time, and credit risk is intercepted at order entry.