MedLogistics Plus - supplies of consumables for clinics
The medical supplies provider worked with private clinics, network offices and several warehouses, and the main goal was to stop promising customers the goods from memory and put together a single circuit from the request to the reserve, purchase, shipment and payment.
The starting point
Managers accepted orders in mail, messengers and repeat templates, and the availability of goods was checked manually through the warehouse, and the reserve could be lost if the order changed or the customer requested a partial shipment.
Purchases saw a shortage too late: some positions ended at the time of an urgent customer request, so the company overpaid for quick deliveries and spent time on manual approvals.
What had to be decided
- Collect a single application path: client, nomenclature, balance, reserve, purchase, shipment, documents, payment.
- Show the manager the availability of the product before promising to the customer.
- Control critical balances and urgent repurchases.
- Make a daily picture for the manager on warehouses, payments and suspended actions.
What did you do?
Described the operational contour
We divided the types of applications, reserve rules, partial shipments, returns, urgent purchases and documents.
Collected Business OS cards
The system has linked customer cards, applications, positions, reserves, purchases, shipments and payments.
Set up residue control
Added risk levels by item, queue of additional purchases and notifications for goods that can not be lost from the availability.
Launched management briefs
The manager sees applications, balances, reserves, payment, delays and bottlenecks without manually checking tables.
Results
What's changed at work?
- Urgent over-purchases decreased by 28% due to the visibility of residues and early signals of shortage.
- Managers stopped promising customers goods without checking availability and reserve.
- The number of manual checks between sales and warehouses decreased by 35%.
- The manager received a single screen for warehouses, reserves, payments and overdue actions.
What the chief now sees
- Remains, reserves and critical positions in warehouses.
- Applications with the risk of delay or partial shipment.
- The queue of procurement and urgent approvals.
- Control of payments, documents and customer obligations.
Similar cases
Would you like to see a similar process?
Describe where applications, deadlines, responsibilities, data or management picture are currently lost, and prepare the first outline of the solution and a clear implementation plan.