Watch the demo to learn how quick and easy you can sync your QAD with customer’s demand. This tool alone is the greatest scalable solution for processing increasing volume of customer data. Where applicable, the loader can be equipped with “Download” feature, so the user will be able to download the schedule from another source database/domain (instead of copy-pasting from the source spreadsheet) and perform the schedule update in the target database/domain.

You can do it yourself, this article explains how. Same way you can automate Customer Statements, payment remittances, etc.

Similar to all other Excel Loaders, SO loader validates all the data on the spreadsheet and only uploads 100% clean information to QAD. Excel ranges with inappropriate values are highlighted right away, giving clear visual indication, why it is rejected. Thus, customer service teams are able to take corresponding actions promptly, correcting the information and repeat the upload.

Specifically during these turbulent times, corporations team up to serve mutual customers or one company subcontracts another one for fulfilling their customer’s orders. Or another scenario, when orders are downloaded from customer’s or industry specific website systems, etc. Offered SO Loader is a perfect tool to speed up volume order receiving process, eliminate problems occurring today with the way you are loading SO data, also release IT resources from helping end users handling massive data.

General practice is to generate a WO in QAD for each SO line. So, where required, SO Loader can be configured to create corresponding work orders upon successful SO’s upload. This way, two separate steps are combined into single and simple one. Similarly, our other excel loader can be used to perform backflush and labor report transactions at the same time, to reduce efforts required for processing large volumes of orders.

The top 5 issues were not related to production floor, but to information system.  The customer could not process orders because the information was not available in QAD ERP. New item records were not created in time, and so bill of material records (BOM), routing, cost, etc. The missing setup caused sales orders not entered timely into ERP and work orders not generated to be released to the floor.

It appeared that the speed, QAD ERP information is created and moved, is in direct proportion how fast company process customer’s orders. How quickly and accurately you load, multiply and manipulate your ERP data, ultimately defines the level of business success today.

Obviously, these kind of problems are not unique. Many companies out there, big or small, are looking for scalable ways to do more and more with less and less when it comes to managing business information.

For the most part, the new setup is being duplicated from the existing ERP records, so our Excel Loaders can be used to download existing records into the sheet, where key values and attributes are changed and then uploaded safely to QAD with a click of a button. Contact us to receive these Excel Loaders as free trials.

Quite often, the new orders are coming in electronic format from another system, salesforce.com  or from customers directly. Then it’s being re-typed into QAD or CIM-loaded. Rarely it is a successful process, since no validation is present in place. EDI and Qxtend solutions are expensive and require IT supervision. Business users demand IT to help them managing the datasets or even they completely delegate data load to IT. Timeliness is lost, effort is high and so is the cost. Massive SO or Customer Schedule Loaders is great scalable solutions to consider, where volume order information is received electronically. Contact us for more information.

Learn more about Excel Loaders.

Our customer, who do not want their name to be disclosed, is large electronic industry manufacturer, headquartered in USA. They have more than 1000 established customers and sales representatives worldwide, who are placing direct orders to their QAD ERP system, generating quotes and requesting returns for material authorization (RMA’s) via online portal.

The newly designed system is not only satisfying needs of external users, but also helping internal groups of people, to quickly get required info, status updates or print/reprint relevant paper work.

Our customer is very happy with the launch results, the application itself and feedback they received from their customers and sales reps! The new system is shortening the time orders are received, eliminating confusions, errors, miscommunications. The business goal is to support and increase sales volume, improve customer satisfaction, reduce CSR inquiry calls.

We will be happy to offer you our products and services, if you are looking for ways to build new sales channel and help your customers and sales teams to dynamically interact with your business. Contact us for more information.

• Better control and Visibility.
• Automatic accurate tracking and shipping charges information in QAD.
• Eliminate double entries, confusions and costly errors.
• Eliminate shipments-without-billing scenarios

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• Significantly speeds up purchasing process.
• Enables purchasing process for virtual teams or businesses with multiple physical locations or people on the go.
• Eliminates hassles that come with paper based process. No need to physically collecting signatures on the piece of paper. Electronic purchase requisition can’t be misplaced or accidentally destroyed.

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These orders/quotes can be confirmed or non-confirmed depending on your business needs and validation of orders/quotes can be customized for your individual business. Another great feature of the site is the ability for users to view order status and re-print invoices – reduces calls into your customer service dept or order desk. Users can also initiate RMA requests that go directly to the contact/dept of your choice. These RMA requests are validated against actual invoice amounts and improves accuracy in credit adjustments/warranty replacements.

New users are taken to a registration page and details of application and approval is managed on same site by your administrator. Auto notification is given to users so no need for faxes or phone calls for follow up.

The online customer portal gives your users access to information and functionality all in one site. Navigation is easy and site maintenance simple for your administrators. This site connects customers to your business and improves the customer experience.

An online portal that is your one stop site for customer needs. It is a portal for the entire sales cycle. Users can access quotes, orders, create RMA requests, update report notifications, link to internal and external company pages and more. Secure access is set up for users in QAD and menu access is granted based on user role. It is a fantastic tool for non-QAD users and allows your distributors and customers to directly enter orders and/or quotes on QAD.

For more details please contact us.