Client CRM System
Through our dedicated, Free to access client CRM system clients can access the status of customer orders, returns and stock holding 24/7. This gives complete visibility of the current status of the account wherever and whenever required.
We use an online OPIM (Operations and Information Management) file to process orders, generating an integrated invoice and label PDF from imported customer order data. Our system receives a daily import file from a clients API or FTP. Twice daily for order volumes greater than 5,000. This file contains all the data we require to process that particular days customer orders.
Once the file is imported, the OPIM will reject any orders with errors and import only valid orders. An email notification is then sent to our clients informing of any invalid orders so appropriate action can be taken to rectify these.
In the event that there is not enough stock available to ship every customer order, those unfulfilled will be placed on back order until new stock arrives. We then automatically fulfill once the product is back in stock. All remaining orders are then printed and moved through the process to our pick & pack area.
Once the orders have ben collected by our shipping partners, they are marked as shipped and a reconciliation file is produced in FTP.
All orders are reconciled back to a clients own system daily, each time orders are marked as shipped in our system.
To gain access to our CRM portal every client receives unique login details which are password protected. Once logged in, the account dashboard is accessible and the most frequently used reports are readily available, including;
Dashboard KPI’s – remaining stock levels and stock cover is represented in a dashboard format. Other KPI’s measured include daily ‘orders in’ and ‘shipped’
Orders Report – a breakdown of orders shipped, rejected, cancelled, back orders and return. Searchable by order date, shipped date or by order ID number
Returns Report – a list of any returned orders with customer details
Our client CRM system integrates with all the major shopping carts to allow for the automated importing of customer orders. We can also create a bespoke integration with any clients own system.