Customer order intake
About 8 hours a week of keying gone. Orders are in the system the day they arrive, checked against part, revision and price before anyone releases them.
Hours back
8
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
POs collected from the inbox
Orders sent to your sales or orders address are picked up as they arrive.
- 02
Lines read and checked
Part numbers, drawing revisions, quantities, prices and requested dates are compared with your item records and the customer's quoted price.
- 03
Staged as a sales order
A draft order is created in your system, linked to the original PO, with any mismatch flagged on the line.
- 04
Requested dates checked against the schedule
If the date the customer asked for looks tight against current load, the planner hears about it before the order is acknowledged.
- 05
An acknowledgement once released
The customer gets an order confirmation with your order number and confirmed date.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
A person releases every order. Revision mismatches and price differences need a decision first, and the planner confirms the date.
What it's worth
What those hours add up to.
8 hours a week, over 46 working weeks, is 368 hours a year. At $50 an hour, that’s
$18,400
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
The office reads every customer PO, checks the part number and revision against what you make, confirms the price, and keys it in. A wrong revision found late means scrapped parts.
What we build
- POs collected from the inbox
- Lines read and checked
- Staged as a sales order
- Requested dates checked against the schedule
- An acknowledgement once released
A month in
Orders are in the system the day they arrive, about 8 hours a week of keying goes, and revision and price mistakes get caught at entry instead of at dispatch.
FAQ
What if the customer's PO shows an old revision?
The old revision is flagged on the order line with both revisions shown side by side. The order then waits until someone confirms the right revision with the customer.
Does it set the delivery date?
No, the planner sets it. Order intake checks the customer's requested date against the production schedule and warns the planner if it won't fit.
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