Do you sell products where your customers place the same, sometimes complex, order each month or quarter or week?
This is very common for organisations which rent or hire their solutions to their customers on an on-going basis such as IT hosting companies or real estate agents, or in fact anyone who provides a rental or rental style solution or ongoing subscription style solution. Do your users find the challenge of data entry too much?
Would you like to be able to capture all of these orders inside CRM, so gaining the benefit of the associated invoicing and product fulfilment, and the visibility of who is ordering what without having to re-key the same information each month, or quarter or week?
Opsis' Recurring Orders solution allows for orders and optionally invoices to be generated automatically, periodically - be that daily, weekly, fortnightly, monthly, quarterly, yearly. It simply copies - in background - the existing order. And once the order has been created - without any effort from you or your team, you can make minor adjustments to the order before sending to your order fulfilment team or whoever comes next in your process.
The new orders are generated by an external process that is run each day and can also be associated with any other appropriate automation such as alerts or emails.
The Recurring Order functionality will give you all of the dashboard and forecasting benefits of having each order in CRM, with the appropriate creation date without you or your team having to repeat the data entry. If you have 1000 orders of this type per year, you will save upwards of 60 man-days per year of data entry – based on 5 minutes per order and an average of six copied orders per order. If the average cost to your business for a person doing this data entry is a salary of $60K you will save roughly $50,000 per year.
The screenshot above shows a recurring order which will recur every month on the first of the month for year.
For more information about using Recurring Orders with your Microsoft Dynamics Dynamics 365, please contact us.
Opsis is an expert Microsoft Dynamics 365 consulting company. Our focus is your Microsoft Dynamics 365 success - not licence sales or billable hours. As Principal Consultant, Gill oversees all business operations and strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions. We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia. We offer Microsoft Dynamics 365 strategy, Microsoft Dynamics 365 scoping, Microsoft Dynamics 365 implementation, Microsoft Dynamics 365 technical support, Microsoft Dynamics 365 advice and guidance, Microsoft Dynamics 365 training and mentoring.