Plastics CRM
In plastics production a quote lives only as long as the raw material price does; when the resin line moves, a price given two weeks ago books a loss. At the same time the customer agrees on an annual quantity but draws the order monthly, so how much of the agreed quantity is left needs constant tracking.
A quote carries fields for its validity date and the raw material price it rests on. When the resin line moves, expired quotes gather in one list and the revision call opens as a task from it.
- Write the validity date and the raw material price it rests on onto the quote, and gather expired quotes in a separate list
- Show the different unit prices for one thousand, ten thousand and fifty thousand pieces on the line items of the same quote
- Attach the monthly draws of the annual agreement to orders and follow how much of the agreed quantity is left
- Write the shipment batch to the record; when a complaint comes in, attach the case to the batch concerned and to the customers affected
| Quote Validity Field | The quote is a record with fields for its validity date and for the raw material price it rests on; the ones that have expired gather in a single list through the filter on that date. |
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| Tiered Pricing by Quantity | The quantity tiers are the line items of the quote; each line holds a quantity field and a unit price field, and the price applied to the order comes from that line. |
| Annual Agreement and Draws | The agreement is a record and the monthly draws are order lines attached to it; the remaining quantity is the difference between the agreed quantity and the total of those lines. |
| Injection Batch | The shipment batch is a field on the order record; a complaint is opened as a case record and attached to the batch that was moulded, and the other customers shipped from the same batch are listed through the filter on that field. |
In plastic injection the hard part of selling is not calculating the price but knowing how long the calculated price will stay valid. The moment the resin cost and the exchange rate move, some of the open quotes become invalid; but because the quotes sit in separate files, which customer was promised which raw material price on which date has to be looked up one by one. On top of that come the quantity tiers: the unit price for a thousand pieces and for fifty thousand is not the same, and when the customer orders a small batch and reminds you of the large batch price, there is no record to put on the table.
In Rapitek CRM the quote carries fields for its validity date and for the raw material price it rests on; the ones that have expired gather in a separate list, and the revision call opens as a task from that list. Because the quantity tiers sit on the line items of the quote, which price applies at which quantity does not stay open to argument. The annual agreement is a record and the monthly draws are order lines attached to it; the remaining quantity is calculated from those lines. The shipment batch is written to the record as well, so when a complaint comes in, which batch the product came out of can be read backwards.
What the plans cover and which items are priced separately are set out on the pricing page.
