Taking in customer orders via phone and email is commonplace. This can take up a significant chunk of sales-time from sales teams. Furthermore, hectic schedules can lead to loss of sales, as large clients can’t always reach key people fast enough to put in their time-sensitive orders.
Using Composer, you can create an app for employees and key clients that displays product inventory and lets regular clients make orders directly through the app. This ensures client orders are recorded automatically and immediately, freeing up salespeople time to do actual selling.
We start by creating two custom resources for Products and Orders. (If available, Products can be brought in from an existing system.) Each new order points to a single product, with fields for quantity, delivery address, comments etc.
Then, we set up access rights so that customers cannot edit products or see other customers’ orders, but they can make new orders.
We add an automation rule that whenever a new order is created, the fulfillment department gets notified. The fulfillment department can then confirm the order in-app (or contact the customer for clarifications).
Another automation rule then notifies the warehouse staff about confirmed orders, so they can send them. Since the order status is updated in-app, the customer can follow it without having to contact anyone personally.
A third automation rule informs the upper management of especially large offers, so they can act accordingly.
Finally, when a product is marked as overstocked, a fourth automation rule automatically notifies specified clients, so they can take advantage of the lower selling price.