Project info
Team Size
3 to 6
Timeline
4 months
KLIM (from Teton Outfitters) previously managed their entire process manually using Excel spreadsheets. Although a former provider had developed an initial version of the Preseason form, it lacked essential functionalities and was not fully refined. Consequently, it was never adopted for use. The client then approached us to enhance the form with all the necessary features and improvements.
KLIM designs, develops, and manufactures advanced technical riding gear and motor sports apparel for the snowmobile and motorcycle rider. We have been working together for 2+ years, in web design, and web development in SuiteCommerce and NetSuite ERP.
Objectives
Project Objectives: Enhancing Collaboration, Accessibility, and Efficiency for KLIM's Sales Process
Solution
Results
Accessible with no extra costs
We created a tool that can be accessed within NetSuite’s main menu. The Sales Representative has a table like experience in which they can easily search for an item and add it to a large order in just a few seconds. After the items are added the quantity can be easily updated within the table. Items can also be zeroed out individually or massively by clicking on a useful RESET QUANTITIES button.
Easy to find what you are looking for
The results can be grouped by Catalog, Family, Sub-Family and Gender to facilitate the search for the needed SKUs. And pagination allows for thousands of SKUs to be available without uncomfortable loading times due to big payloads. Sorting was intentionally left out so to imitate the specific order the KLIM PDF catalog has.
Mitigating risks of losing progress
Once the work on the order is done, it can either be shared to the customer’s page in SuiteCommerce’s My Account section or it the session saved if the Sales Representative needs to pick it up later. And to make it extra safe, there’s a service saving the order every 5 seconds so that no unforeseen issue can mess with the progress made.
All the progress made to the order is automatically saved, or can be manually saved with the “Save session” button.
Friendly with current workflows
A good example of how we adapted this solution to KLIM’s specific needs is that some of the Sales Representatives expressed they are used to working on their orders in a CSV. So we added a way to download the order into a CSV, so that they can work on it as they feel more comfortable doing so and then upload it into the system, which in result will automatically update the order.
Communication is key
When a session is shared, a pop-up window is displayed allowing you to ignore the shared changes, or choose how to include the shared changes with your current progress.
When the order is ready, the submit button will prompt you to enter a contact email and an optional message to go along with the order. This email will be used for further communications about the order.
Enter an email and an optional message that will be stored with the order.
Conclusion
We set out on a mission to develop a tool tailored to address the evolving needs of the business in managing large orders. By transforming an outdated process of spreadsheet filling into a collaborative experience for Sales Representatives and Customers, we not only modernized the process but also cultivated seamless interaction between stakeholders. We’ve monitored the results and received exciting feedback from KLIM’s team, driving us into a phase two of development and continuous improvement of the tool to the present day.
Unlock the power of your business with our experts.
We help streamline your operations, optimizing efficiency and productivity.
