Hi Hans, we are the customer and currently try to evaluate how much effort it will be to modify the OOTB processes in OFBiz so they fit what we need. We want to avoid to change the processes when moving to a new software. This would make it difficult to test the new software plus the employees would have to learn to use new processes. So we plan to improve the processes in a further step.
We could enter the received orders by phone using order entry and then print delivery notes from that. We need this delivery note because the customer has to sign the delivery note to make sure he cannot claim he never got the product. But the order does not need to be approved and we do not need to check if the product is in the inventory, this is done by visual inspection. We do not need to give the customer any information about what he has ordered, he just gets it as ordered by phone. So the process we need is: order entry –> print delivery notes and shipping manifest report for each truck –> enter the deliveries/orders which are carried out into the system –> generate PDF invoices (with one command for all orders at once about twice a week) –> transfer invoice records to our central accounting software. So we just need a small fraction of the existing order entry and invoicing process. Regards Georg From: Hans Bakker Sent: Wednesday, August 12, 2020 3:04 AM To: [email protected] ; Georg Potthast 2 Subject: Re: Shorten the order fulfillment processs Hi Georg, i was wondering if you considered proposing the customer to change the way of working? It will show several advantages : 1. We take the orders by phone and generate a delivery note from that. >> enter directly in the system as an order so inventory can already starting >> to prepare the order with involvement of the driver. 2. Our driver picks the goods from our storage and delivers them to the customer. >> your driver can check on mobile if there are orders to be delivered and goes >> to inventory to collect the already prepared order. 3. When he returns with a signed delivery note from the customer, we enter the delivery note into the ERP system. >> driver Just marks the order in the system as delivered, everythng else >> already in the system 4. The ERP system takes a look at the agreement details for the customer including his price and generates an invoice which is sent in the mail. >> can stay the same Regards, Hans On 8/7/20 3:04 PM, Georg Potthast 2 wrote: I hope this question will open in a new thread. We are planning to replace our old ERP system with an OFBiz based system. However, we currently have a different process than the one described in the wiki page OFBIZ/Order+Fulfillment+Process+Overview We take the orders by phone and generate a delivery note from that. Our driver picks the goods from our storage and delivers them to the customer. When he returns with a signed delivery note from the customer, we enter the delivery note into the ERP system. The ERP system takes a look at the agreement details for the customer including his price and generates an invoice which is sent in the mail. This does not seem to fit the process described in the wiki page. How can we use OFBiz to fit our existing process?
