Ensure Custom Options Are Not Missed In Order Line Descriptions

Sales thumbMany businesses will offer products to their customers that come with a choice of customisation options. Often the way this is handled will depend on the amount of customisation involved. When dealing with physical goods, businesses will usually just set up different product variations for each of the options. In cases where items are more bespoke and the majority of the item is customised, businesses may even build items to order using a bill of materials.

However in some instances the customisation may simply be a small change to the same item. This can be a common scenario when dealing with service items where the choice offered to the customer may simply be a slight design or format change. For example a sign company may offer a standard board with options of square corners, rounded corners or holes in the corners for hanging. As the change is so slight and uses the same product, it is not necessary to set up a separate product but rather simply make the adjustment to the item description when raising a sales order. Therefore, businesses dealing with situations such as this should have a simple method of alerting staff to any necessary customisation options in place, ensuring that these are not overlooked when the sales order is raised.  Many companies may already have this covered in the description of their product with text to indicate that the customer choice needs inputting, however this relies on the sales person noticing this is required and can result in incorrect orders and customer facing documentation being raised with generic text.

13930 - Placeholder Sales OrderNew Placeholder Functionality Reminds Sales Staff To Apply Customisations

In version 10.2 of OrderWise, a new feature has been added to enable the use of placeholders in sales order line descriptions. These placeholders are essentially generic text within an item’s line description that staff would overtype with the customer requirement when raising a sales order. The use of these placeholders is activated by two system settings where users can activate the use of placeholders and configure the text that will indicate a placeholder is in use.

As an example, say the placeholder text is set to [XXXX]. Whenever an item is added to a sales order with [XXXX] in the line description, a window will pop up asking the user to overtype the [XXXX] and specify the text to be used instead of the placeholder.

With the addition of this fantastic new functionality, OrderWise users can ensure that custom options are not omitted when building orders, both errors and costs are kept reduced and customer specific requirements are never missed.

For more information on OrderWise including Sales Order Processing, you can download our brochures or watch our videos.

To discuss your requirements in more detail contact us today on 01522 704083.

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