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Welcome to this video demonstration by DSI,
highlighting some of the capabilities of dcLINK®, our mobile application platform.
The information in this presentation is subject to change.
It is intended as an example of solutions that can be delivered by DSI
and is not a guarantee of specific application functionality.
All copyrights and trademarks remain the property of their respective owners.
In this presentation, we will take a look at several processes within an order to cash cycle.
We will start with a remote sales order entry application.
That application will be running from a tablet PC in a field environment,
where an order will be taken at the customer location.
Upon completion of that order and uploading to the enterprise application,
we will see a credit hold release process,
in which a credit manager on a mobile device will release a held order.
As a result of the released held order, it will initiate the printing of a pick label in the warehouse.
So the products that were on the order can be picked.
From there, that picking label will initiate the process of picking the items in the warehouse,
and getting those items placed into a shipping carton.
That shipping carton will be labeled and loaded onto a truck for delivery.
Once loaded on the truck,
we’ll take a quick pause in our order to cash process
and show a customer or account representative inquiring on the status of that order from their mobile device.
The last step in the process is the actual delivery of that order,
and capturing the customer signature while making the delivery.
Let’s take a look at the remote sales order entry process.
As mentioned in the introduction,
this process is occurring on a tablet PC, in the field, at the customer’s location.
The user will do a search to select the specific sold to customer number for this order.
By selecting that sold to number, they can then select the specific ship to address for that order.
They begin by adding items to the order from the customer template.
When the order template comes up,
they select the items to add to the order,
identify the specific quantity for each one of those items,
and complete the process of creating that order
while interacting with the customer at their location.
Once the order is complete and all the items have been selected,
they can then review that order with the customer and then release that order.
The next time they make network connectivity,
this order and its associated detail items can be synchronized with the host enterprise system.
Now let’s take a look at the second step in our process, the credit release.
The credit manager can now access data from their mobile phone, no matter where they are.
hey can look at the orders that are on hold for credit reasons,
and see the details of any one of those specific orders.
In the case of our order for Capital Systems, approve that order for release
and have immediate, real-time update to the enterprise system.
As a result of that process, the next step in the order flow automatically initiates.
In this example, the next step is a label print.
The release of that held order immediately initiates the label to be printed
in the warehouse on the picker’s mobile printer,
indicating that there is a new customer order that needs to be picked
and prepared for delivery.
Once that label has been printed,
the order picker now has the information they need via their handheld device to pick the order.
They can scan the delivery ticket number off the label
and begin the picking process.
It indicates to them the two locations that require items to be picked.
They’ll go to each one of those locations,
scan the item number, confirm the location they are picking that item from,
and then finally confirm the quantity of the item to be picked.
In this process flow, the picker is directed through the warehouse in location sequence,
so they travel through the warehouse in an efficient manner to pick the items.
In this example, the picker is picking the items directly to the shipping carton,
and the label that indicated the picking process
is the label that is then applied to the shipping carton, so the next step in the process can occur.
We’re now ready for the next step in the process:
the transaction for loading the truck.
The person loading the carton onto the truck
will scan the delivery number on the printed shipping ticket,
and they’ll have access to the contents of that particular carton.
Then they’ll be directed to select the specific truck for the carton to be loaded on.
They can do a real-time confirmation that the carton is being loaded on the correct truck
that has been scheduled to make this delivery.
From there, the product is now reflected immediately
as loaded on the truck in the enterprise system.
To see an example of that, instead of looking in the enterprise system,
we’re going to check the order status from a mobile device.
In this case, an Apple iPad.
We’re going to look at the specific customer order,
and we’ll start by doing a search by customer name.
We can key in “C-A-P” as our search criteria for customer Capital System,
and then select the specific customer number.
We then request to see the order status information for that customer’s orders.
We’ll select the latest delivery for that customer,
and then we can see the status of that customer order.
It shows that the next step in the process is delivery confirmation.
The last step that happened was the carton was loaded on the truck.
This information is coming real-time from the enterprise application
utilizing dcLINK on a mobile platform.
The last step in our order to cash process is confirming the delivery of the order
at the customer’s location.
For this process, the delivery driver will be using a handheld mobile device
showing the dcLINK mobile application.
This application allows the driver to download all the delivery information
for their route to the mobile device prior to leaving the warehouse.
This enables them to work with the device even when there is no network connectivity.
The driver can select the specific delivery to be made,
and then be able to see the details about the delivery.
The most important of these is the delivery address.
In addition, they can also access mapping information.
They are able to see driving instructions
and the appropriate route to get from their current location
to the customer’s delivery address.
Upon arriving at the customer’s location,
they can review the contents of the order with the customer,
mark the items as delivered,
and capture an authorization signature from a person at the customer site—
documenting the receipt for this delivery.
When the driver returns to network connectivity,
whether it’s via a cellular network along the route,
or when they get back to the distribution center,
they can then synchronize the data from their mobile device and post all of this
delivery activity up to the enterprise system.
This allows the remaining steps in the order to cash process,
such as invoicing and cash receipt, to be done on a timely basis.
What you’ve seen in this video presentation is a number of processes
from an order to cash cycle.
In total, we’ve shown seven different business processes
on five different devices using one single enterprise mobility solution:
dcLINK from DSI.
Learn more at www.DSIonline.com