Leather CRM
Because leather is a natural material, two batches never come out exactly the same; what the customer approves is not a colour code but the batch they held in their hands. When which buyer accepted which batch is not written down anywhere, the objection arrives after the shipment.
Batch number, shade and quality grade are fields on the order record; the approved sample is written onto the same card, and the square-decimetre price comes from the account field.
- Write the batch number, the shade that came out and the quality grade onto the order record; see which buyer approved which batch
- Record the approval status of the leather sample sent to the customer and any objection that comes back
- Keep the unit price per square decimetre and the discount that varies by quality grade on the customer account, and carry them into the quote from there
- Track shoe, furniture and garment buyers in separate segments and put a quote to each with their own quality expectation
| Batch and Shade Tracking | The batch number and the shade that came out are fields on the order record; because the approved batch is written onto the card, it is read from the same record on the next order. |
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| Sample Approval | A sample that has been sent is a stage of the order; the approval date and the note that came back sit on the same record, and samples left unanswered drop into a list. |
| Quality Grade and Price | First and second grade are separate price lines; the unit price per square decimetre sits in a field on the customer account and comes into the quote from there. |
| Export Buyer | An overseas buyer is an account record with its own currency field; the shipment and collection lines accumulate under that account. |
In leather the subject of the sale is not the product but the batch. Two batches dyed to the same recipe can come out in different shades, first and second grade are separated out of the same batch, and the price is discussed per square decimetre. The leather a shoemaker is looking for is not the same as the one a furniture maker wants; when who bought which quality grade on which terms stays in the salesperson's notebook, there is no guarantee that the same terms will be repeated on the next order.
In Rapitek CRM the batch number and the sample the customer approved sit on the order record; when a new order is opened, which shade from which batch was accepted is directly visible. Because the quality grade and the unit price are kept in fields on the customer account, the quote is not calculated from scratch every time; and an export buyer's price stays in their own currency.
The scope of the plans and the separately priced items are written on the pricing page.
