銷售訂單配套：深入分銷圓桌討論.pdf

《銷售訂單配套：深入分銷圓桌討論.pdf》由會員分享，可在線閱讀，更多相關《銷售訂單配套：深入分銷圓桌討論.pdf（58頁珍藏版）》請在三個皮匠報告上搜索。

1、Sales Order Kitting:A Deep-Dive Distribution Roundtable DiscussionDana Moffat,Dhiren Chhapgar,Valentina Shashkova,Karthik Gajendran2AgendaHousekeepingHouse Rules Roundtable ObjectivesSales Order Kitting ConceptCurrent Functionality Quick RefresherPrototype WalkthroughTable DiscussionsEach Roundtable

2、 Reviews&Discusses the PrototypeNext StepsQ&A3Presented byDana MoffatProduct Manager-DistributionDhiren ChhapgarDirector,Customization ServicesValentina ShashkovaBusiness Analyst-DistributionKarthik GajendranTechnical Product Manager Retail CommerceRoundtable Housekeeping5House RulesHear about the c

3、oncept togetherQuick refresher of current functionality for Non-Stock KitsSee the Prototype for the first time togetherBreakout into individual Table DiscussionsElect a Team CaptainYour table facilitator will help facilitate discussions at your tableScan the QR code on your phone to take part in int

4、eractive polls Timebox discussionsReview live polls/questions togetherTable Team Captains will present to the room6Roundtable ObjectivesIdentify Business ScenariosDiscuss the business challenge/opportunity and why it is importantIdentify End-Users and their Role in the Business ProcessWho is involve

5、d,what do they do,when do they need to do it and why?What are the current steps needed to perform this task?(include manual steps or customizations)Identify Pain Points and Areas for ImprovementIs there enough info or too much info to support decision makingUsability think about#of steps,clicksWhat

6、do you like or dislike about the Prototype?Discuss and Visualize Ideal StateThink about improvements that could be made to support the business scenariosAre there any requirements missing from the Prototype?Sales Order Kitting8You want to pick components of a kit to fulfill the item you soldYou need

7、 to know component availability so you know how many non-stock kits can be fulfilledYou need pricing,costing and profitability insights for non-stock kitsNon-Stock Kits:Bundling Stocked Components from Sale to Order FulfillmentImage courtesy of Acumatica customer Peacock AlleyCurrent Functionality Q

8、uick Refresher10Non-Stock Kits from Order to Cash11121314Prototype Walkthrough16Kit Do-Ability Insights during Sales Order EntryWhat is your first impression of the Prototype Design?Start presenting to display the poll results on this slide.Does the prototype seem easy to use?Start presenting to dis

9、play the poll results on this slide.19Kit Expansion Components on Order Line*use Kit Price*20Kit Expansion Components on Order Line*use Component Prices*What is your first impression of the Prototype Design?Start presenting to display the poll results on this slide.Table Discussions23Business Scenar

10、ios (15 min)Prototype Data Setups(15 min)Visualize Ideal State(15 min)Select a Team Captain&Share Your Tables Feedback*Scan the QR code to participate in the live survey Table DiscussionIdentify&Discuss Business Scenarios-15 min25Business Scenarios Discussion What,Who,When,Where,WhyWhat are you curr

11、ently doing and how long does it take you?Do you have a customization or ISV that handles non-stock kits?Discuss what is important to know when taking and fulfilling an order for a non-stock kit Discuss the life cycle from order to invoicing of the non-stock kit and what is needed at each stage to h

12、elp your end-usersDiscuss why this feature would be important to youMy biggest challenge for bundled items or non-stock kits is:Start presenting to display the poll results on this slide.What are you doing today to manage order fulfillment for Bundles/Non-Stock Kits?Start presenting to display the p

13、oll results on this slide.Who would benefit from this feature?Start presenting to display the poll results on this slide.Rank in Priority of Need Start presenting to display the poll results on this slide.Did we miss an important use case or requirement?Start presenting to display the poll results o

14、n this slide.Data Setups-15 min 32Kit Specifications *Prototype 1 Kit Do-ability*Are the labels easy to understand?Think about who sets up Kit Specifications and if they should know about pricing/costingWould you use Sales Prices/Price Worksheets for Non-stock Kits?Do you need pricing,costing and ma

15、rgin in Kit Specification?Do you price the bundled item higher/lower than the sum of the individual components?How often would you re-price the non-stock kit/bundled item?33How do you setup Non-Stock Kit Pricing?Start presenting to display the poll results on this slide.Who sets up the Kit Specifica

16、tions and should this person know about pricing/costing?Start presenting to display the poll results on this slide.What do you think about the Kit Specifications Data Setups?Start presenting to display the poll results on this slide.37Kit Specifications *Prototype 2 Kit Expansion*Are the labels easy

17、 to understand?Do you have a business need to expand kit components onto the sales order line?Discuss component substitution,addition/removal.Discuss pricing and discounts that may be applied to the sales order line for the expanded components?Is this desirable behavior?Would sales associates modify

18、 component prices on the sales order line or are they most concerned with the Kits price?Should components and their price be printed on the invoice?38It is clear to me that these settings drive what happens in Sales Order entry Start presenting to display the poll results on this slide.Is expanding

19、 the components onto the order line helpful?Start presenting to display the poll results on this slide.Provide feedback about the Kit Specification data setups:Start presenting to display the poll results on this slide.Sales Order Entry Visualize Ideal State-15 min43Prototype 1 Kit Do-AbilityShould

20、the Non-Stock Kit Availability dialog box be the starting point to support the requirements?Start presenting to display the poll results on this slide.Should the kits cost(sum of component cost)&margin display on the order line?Start presenting to display the poll results on this slide.What do you t

21、hink about the Inventory Availability hyperlink for Stocked Items Start presenting to display the poll results on this slide.47Prototype 2-Component Expansion onto Order LineDo you understand the meaning of the Kit Info icons?Start presenting to display the poll results on this slide.Describe the bu

22、siness need that requires components appear on the order line:Start presenting to display the poll results on this slide.How important is it to add/remove/substitute components on-the-fly during SO entry?Start presenting to display the poll results on this slide.Would sales associates modify compone

23、nt prices on the sales order line or are they most concerned with the Kits price?Start presenting to display the poll results on this slide.Would you ship the kit/bundled item without all of the components(ie backorder a component and ship it later?Start presenting to display the poll results on thi

24、s slide.Should components be printed on the invoice?Start presenting to display the poll results on this slide.54Team Captains Share your tables feedbackNext Steps56Validate Use Cases and Business ScenariosUser ExperienceProvide Feedback on What Were Building Be an Early Adopter or Beta TesterLets S

25、tay in Touch!Audience Q&A Session Start presenting to display the audience questions on this slide.58Keep in touch!No Reliance This document is subject to change without notice.Acumatica cannot guarantee completion of any future products or program features/enhancements described in this document,an

26、d no reliance should be placed on their availability.Confidentiality:This document,including any files contained herein,is confidential information of Acumatica and should not be disclosed to third parties.Kwiat 18K Diamond Pendant NecklaceSaddleback Leather Flight Bag BriefcaseWe want your feedback.Q&AEvery survey completed=an entry to win!Clive Coffee Lucca A53 Mini V2Espresso MachineComplete a survey in the Summit app for an entry to win one of these awesome customer prizes!Dana MDhiren C Valentina SKarthik G