What’s more complex than managing inventory across multiple stores? Automating purchase order! Until we made it seamless. How? Let’s find out.
Meet Our Client
A prominent pharmacy chain, known for its extensive range of products and dedicated customer service, operates in multiple locations. The pharmacy faced significant challenges with their manual processes, including handling large volumes of PO’s and grouping them by location and category while importing the Purchase order lines.
Business Challenges
In the bustling pharmacy sector, where demand can change rapidly, managing purchase Orders (POs) efficiently is crucial. With around 250 stores generating 400-500 POs daily, the pharmacy faced significant issues:
- Manual Processes: Items in the same category and location required separate POs, limited to 50 lines each, leading to delays.
- Lack of Grouping Capabilities: Inefficient grouping by vendor and category caused bottlenecks.
- Time Consumption: Lengthy validation processes added extra resource requirements.
Enters CodeValue
We transformed the purchase order lines upload within Dynamics 365 F&O. With our custom Excel upload functionality, users can now upload POs in bulk.
- Smart Grouping: The system automatically groups lines by vendor, item category, and location.
- Seamless Integration: A custom template generates purchase order headers and allocates numbers without manual intervention.
- Real-Time Data Access: Ensures all information is up-to-date and accessible across all stores.
Results
The solution delivered remarkable improvements:
- Speed Like Never Before: The custom upload process significantly accelerated PO handling.
- Less Manual Work: Eliminated manual Excel processes for POs.
- Improved Accuracy: Automated grouping reduced errors.
- Happy Client: The client reported smooth operations with no issues in PO uploads.
Conclusion
CodeValue automation solution enabled the pharmacy chain to streamline its purchase order process, enhancing operational efficiency and positioning the client for future success in the competitive pharmacy sector.