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94 THE DISTRIBUTOR’S LINK COMPUTER INSIGHTS INC. WORKFLOW AUTOMATION: REDUCE STEPS, ELIMINATE MISTAKES, SAVE TIME from page 14 Set Direct Shipment Automation: Enhancing Efficiency Set Direct Shipment Automation changes the game. It allows users to quickly and accurately process direct shipments without the need for manual intervention at each step. Here’s how it works: ⬡ Integrated Order and PO Creation: The enter and edit purchase order functions are initiated from within the customer order entry process. Users can create POs or multiple POs during order entry, working on the same familiar screens as they would in the normal PO creation process. ⬡ Automatic Information Population: Important information, such as the ship-to address, Customer PO and Products, are automatically populated into the PO from the customer order. ⬡ Automatic Allocation and Invoicing: Once the PO is received in the system, the order is automatically allocated and invoiced. This reduces the chances of delayed or missed billing, ensuring that orders are completed and invoiced promptly. ⬡ Vendor Invoice Entry: The vendor invoice can be entered simultaneously when using the “Receive POs and Post AP” function, further streamlining the process. The benefits of this automation are clear. It eliminates manual errors, ensures timely invoicing, and provides flexibility to accommodate unexpected circumstances, such as decoupling the order and PO when needed. Set Purchase Order: A Similar Yet Distinct Process The Set Purchase Order function in The Business Edge operates similarly to Set Direct Shipment but with two key differences: ⬡ The process is complete after the POs are created, with no automatic allocations. ⬡ The PO is not coupled to the sales order, allowing for normal order fulfillment processes, such as receiving, picking, and allocation. Set Purchase Order is particularly beneficial if your sales team is responsible for purchasing. It allows them to create POs efficiently and accurately during the order entry process without opening additional tabs or processes. Products identified as low on stock during order review can be easily added to a PO, with all necessary information populated automatically. Reserve Lots: Ensuring Accuracy in Order Fulfillment Another powerful feature in The Business Edge TM workflow automation is the Reserve Lots function. This allows users to hold specific products for a particular order, guaranteeing they are not used for another order. Whether you need to reserve lots for country of origin, certification, or pricing considerations, this feature provides peace of mind. It also integrates with wireless warehouse picking processes, making certain that the correct lot is selected every time. CONTINUED ON PAGE 95

THE DISTRIBUTOR’S LINK 95 COMPUTER INSIGHTS INC. WORKFLOW AUTOMATION: REDUCE STEPS, ELIMINATE MISTAKES, SAVE TIME from page 94 Testimonial “The Business Edge TM has made my job far easier, especially in terms of keeping the information together and connected. It’s also made drop shipping from multiple vendors/suppliers to one single customer on the same PO SIGNIFICANTLY simpler. Even our billing department has found this system easier due to the orders being linked together. Overall, it’s far simpler, more efficient, and more user-friendly than the alternatives!” Colin Haddock, Vice President, A2 ZincFasteners, LLC Conclusion The Business Edge TM workflow automation is revolutionizing the way businesses handle multi-step processes. By reducing steps, eliminating mistakes, and saving time, it allows companies to focus on what really matters—delivering quality products and services to their customers. Whether through Set Direct Shipment, Set Purchase Order, or Reserve Lots, automation provides a logical and efficient path to achieving business success. More Information For more about Workflow Automation and The Business Edge TM contact Dennis Cowhey, President, at Computer Insights, Inc., Tel: (800) 539-1233, email: sales@ci-inc.com or www.ci-inc.com. COMPUTER INSIGHTS, INC.