Materials for streamlining the management of sales and order data for custom-made production.

basic information

【One Point Advice】The sales system section is particularly useful for companies that manually track sales management by customer and project, regardless of whether they are in assembly or parts processing industries, those that spend time each month reconciling with inspection detail statements, and those that incur labor costs in processing fax orders. It is designed to accommodate both companies with few sales but large amounts and those with a vast number of sales. Specifically, it covers the following themes: - Overall design of sales management centered around production numbers, and key points for management in assembly and processing industries. - Differentiation between shipping standards and inspection standards, and practical management of individual payments by production number. - Consolidated delivery and sales recording for multiple production numbers, and the concept of dual management where "sales are by customer, and costs are by production number." - Four types of discrepancies that arise during reconciliation with customer inspection detail statements and how to address them. - Three methods for incorporating order data that mixes FAX, EDI, Excel, and PDF. - Specific effects of operational efficiency brought about by direct Excel import. If sales are connected by production numbers, it becomes immediately clear "how much profit was made on this project."

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Applications/Examples of results

There is a track record of supporting the introduction of 480 companies over 20 years for factories engaged in made-to-order production.