For sales representatives, being able to contact customers with just the click of a button has become imperative. That’s why any ERP system should be able to effortlessly support the online communication process. For example: if a customer contacts a member of the sales force over a remote connection like Microsoft Teams or Whatsapp, then the sales rep should be able to easily access all of that customer’s data on his or her mobile device.
Granted, in the nutritional supply chain, that data might just be a little more elaborate and complex than in other industries, which adds an extra layer of difficulty (i.e. number of animals, types of animals, age groups, used medication, additive information, last orders,…). Still, all of this data is highly important for sales representatives that want to effectively follow up on a particular business case.
That’s why Adifo has developed MILAS®, an ERP specifically tailored to the needs of nutritional industries. MILAS effortlessly handles the that process, and this extraordinary functionality is now also available in Dynamics 365 for Finance and Operations.
The process
In this article we will highlight the sales order template functionality in MILAS. The sales template is one of our many praised functionalities which adds immediate value to the order entry process.
Whenever a sales rep contacts a customer, MILAS automatically suggests a list of all recently ordered products. Of course, the time span can be adjusted to reflect your specific preferences (i.e. all orders within the last 12 months). From this list, the sales agent can then select all product that the customer wants to order again. Furthermore, the sales rep can opt to immediately change the ordered quantity if it differs from the previously made orders.
MILAS also remembers all other information related to the previously ordered products. This means that the customer won’t have to worry about trivial things like receiving the wrong bag sizes, or more important matters like receiving the same medication mixed-in with the feed.
The sales rep can also add additional lines to the new order. If the sales rep doesn’t want this line to be included in the next sales template , he is given the “exclude from order template” option, so that the product won’t be included in the next suggestions.