Automate Purchase Orders & Boost Sales with NetSuite
Client Portfolio
A leading UAE-based retail chain approached Jobin & Jismi to ease their supply chain management process. They stock on a diverse range of products, including groceries, household items, and electronics. With multiple locations, they provide customers with high-quality products and exceptional customer service, earning a reputation as one of the leading supermarkets in the region.
Problem Statement
In order to make a decision on the purchase strategy for the business, the client would require to assess the item stock and sales information for a given specific time frame. They needed quick access to this information so they could automatically generate purchase orders for the chosen items based on how well they were selling.
The client recognized the value of effective inventory management to minimize stockouts, optimize cash flow, and increase profitability. By having a clear view of sales and stock information, they were empowered to make data-driven decisions and ensured they have the right products in stock at the right time.
They also didn’t have the standard Demand planning module provisioned in their account due to the limited finances. So, the use of standard features was limited and hence they require a customized solution for the same
What We Suggested
Our recommended solution for the client’s requirement in NetSuite involved creating a customized page to display item details and their corresponding sales information for the selected time period. When the user chooses the desired items and clicks the “Generate Purchase Order” button, the system will promptly create purchase orders with the specified quantity based on the sales quantity for that item during that time period. The generated orders would then undergo an approval stage before processing for confirmation. This streamlined procurement procedure would efficiently save time by mitigating the need of manual item-wise sales data analysis and thus minimize the chances of errors.
A custom page would provide the client with clear visibility into their inventory and sales data, allowing them to make informed decisions about their purchasing strategy. The data could be segmented by utilizing filters on vendor, location, and quantity.
From Challenges to Precision
Displaying the right sales data based on the filters was a key aspect to ensure data integrity, Thorough validations were crucial in these situations. Validations were performed to address scenarios such as when:
• No date is selected
• When future dates are chosen, or
• The ‘from’ date is later than the ‘to’ date, etc.
Additionally, if the chosen vendor or location was inactive, an email containing the relevant details would be automatically generated and sent to the purchase manager.
Customer Success
By creating a customized page to display item details and sales information, the client would gain clear visibility into their inventory and sales data. This enables them to make informed decisions about their purchasing strategy and optimize their procurement process. By this automation they enjoyed more benefits that includes:
• Easy access to item stock and sales data based on the given time frame in a single click.
• Enhanced clarity by filtering data based on vendor and location for a comprehensive overview.
• Easy accessibility to segmented sales data along with the SKU details.
• Efficient supply management that saves time and reduces errors.
