- Sales
- SAP/ERP Order entry
- BOM
- Accounts
- Procurement
- Quality
- Role-based Dashboard
Tools Automated:
Technology Used:
Process description:
- Customers post inquiries via various modes like emails, tenders, and external portals.
- Sales team scouts for these inquiries and applies for the Request for Quote (RFQ).
- Sales team forwards the details to the estimation team for cost estimation.
- Estimation team refers to old jobs to identify similar products and estimate costing.
- Sales team works on the estimated cost to add margins and profits based on the customer relationship before submitting it to the customer.
- Upon award of the Purchase Order (PO), manual entry is required in the internal ERP "PACT" to create the sales order.
Objective:
To automate the process of fetching inquiries, estimating costs, generating quotes, and creating sales orders to enhance efficiency, accuracy, and speed of response to customer inquiries.
Challenges:
- Time-consuming manual scouting for inquiries and application for RFQ.
- Manual referencing of old jobs for cost estimation may lead to inaccuracies.
- Manual entry of awarded POs into the PACT system is prone to errors.
- Delays in quote generation and sales order creation due to manual processes.
Solution:
DTskill set up a Hyper Automation Platform to:
- Automatically fetch active inquiries from various sources and forward them to the estimation team.
- Acknowledge inquiries through emails or apply on external portals automatically.
- Utilize pre-trained ML Classifiers and Extractors to process PO attachments from emails and obtain required values.
- Enable the sales team to add margins with a click of a button and generate quotes in a unified pre-defined PDF format.
- Automate the creation of sales orders in PACT upon award of POs.
Benefits:
- Reduced the average time taken for quote generation from over 2 days to less than 4 hours.
- Enhanced accuracy in cost estimation by referencing a broader range of historical data automatically.
- Streamlined sales order creation in PACT, reducing manual entry errors.
- Improved customer satisfaction and potential business opportunities.
Industries Applicable:
- Manufacturing
