It all starts with a customer conversation
Create quotes modifying choices as the customer watches and sees the impact on RRP.
To be Confirmed decisions
Flag any choice in the configuration as “Not Final” to indicate to you and the customer where they have not yet decided and to speed up the conversations.
Provide customers with diagrams / drawings in Portal
Attach notes, images or PDF’s at any level that are visible in the customer portal through quoting, ordering, manufacturing and delivery – all available on a phone.
Examples:
- Back Pillow Borders to be piped seams
- Legs to be shortened to 55mm
- Material Manufacturer link or images attached
- Simple modified image markups
- Detailed Drawings attached
Variants
Simply copy any quote to modify the details of a copy (eg different material) to provide the customer multiple variant quotes.
Example
Opening the copy of a quote with a sofa suite of 3,2,1 seaters and an ottoman – then changing one material line to a different material – the system prompts if you want to change all items on the quote to the new material.
Customer Portal
Customer can easily view the quote on a phone then confirm any decisions, provide feedback or make the deposit payment online
Example
Sales rep starts the day seeing 4 quotes were viewed online today and there are two customer comments to followup – also 1 of the quotes had a deposit taken and materials are now being sourced for production
Sourcing
Fabricated in house
Stay on top of requirements using the Sourcing Dashboard to list items that are not stocked and need to be sourced. Easily email suitable documents for suppliers with the address of the fabrication workshop.
Fabricated by others
Fabricators Supplier Portal provides a place for suppliers to Quote, Accept Orders, update ETA, post any questions / changes required, access documents, push status and upload completion photos for review
Fabricated by others with product supplied by you
Sometimes not all items are sourced by the external fabricator – flag anytime on the order so they remain on the sourcing dashboard (with a delivery address of the supplier) until ordered and delivery confirmed
Fabricated in house required components
The Sourcing Dashboard will list items that are not stocked (eg material, legs, handles) and need to be sourced creating suitable documents for suppliers with the address of the fabrication workshop.
Quality Assurance, Final Payment and Delivery
QA inspection including photo documentation by your workshop floor or supplier attached to the order is critical to reduce possible future issues.
Final payment should be collected from the customer before the furniture is delivered and storage fees may be required if this is delayed.
Delivery and associated photos becomes a proof the delivered product was as ordered and in great condition.
All made easy by software that includes these stopping points and makes it easy to track, record and later use the documentation collected.