If your company process looks like the below spreadsheet maze and only the person who created it can use it and understand where the moving parts are. Its time for a serious upgrade and move your business processes into the future.
Mayer Print & Mail is a full service print communications company with creative, print and mail services. We developed a full Zoho Creator application to manage all their ordering process with inventory and billing notifications. After 3 weeks of working together with Mayer management lead by Jeff Boettner the new ordering information system is taking over the production line at Mayer Printers.
Below you can see some features the new information system manages.
- Creation of multiple Jobs under the same Order ( Subform )
- Each Job has a sequential number in addition to the sequential invoice number each Order has.
- Ability to add multiple Contacts to each Customer ( Client )
- Inventory notifications via email on a pdf template and with an Email dropdown to select the intended user.
- Automatic Order color status update ( green ) when the record has been sent to billing department. ( via pdf email template. )
- $ aggregation for all Jobs inside an Order and total company Sales.
- $ aggregation for all Pending Jobs in the pipeline.
- Custom dashboard metrics customised for the loginuser.
If you would like to convert your business spreadsheets into integrated platforms that deliver accurate and standardised results please dont hesitate to contact us for a free consultation on how to take your Excel spreadsheets into an integrated Zoho Creator Management System