Packaging CRM
In packaging, before an order goes to print the technical drawing and the print proof wait for the customer's approval; that approval is given in a single reply by e-mail. Months later, when the design is revised, which proof was approved and which die is still in hand turn into a question nobody can look up in one place.
The die number, the print proof approval and the quantity left on the annual agreement sit on the same customer record; in Rapitek CRM every shipment is opened as a line on the agreement.
- Write the dimensions, material weight, number of colours and die number into the fields of the packaging record and produce the quote from those values
- Attach the print proof approval to the record; let the approved version, the approval date and the person who approved stay in the card's history
- Open the annual agreement as a record and attach batched shipments to it, following the remaining quantity from a single list
- Queue sample and price requests and distribute them to the relevant sales engineer with the assignment rule defined during setup
| Packaging Specification | A job is a record with fields for dimensions, material weight and number of colours; the die number also sits on the same card and is read from there on a repeat order. |
|---|---|
| Proof Approval | The print proof is a task; the approval date and the person who approved sit in its fields, and the approved file stays as an attachment on the record. |
| Annual Agreement and Batched Shipment | An agreement is a record; every shipment is a line attached to it, and the remaining quantity is visible from the total of those lines. |
| Revision History | A design change is not written over the record, it goes into its history; which version was approved and when is read from that trail. |
A packaging order is not a single price but a file: dimensions, material weight, die, number of colours, the print proof and, if the product touches food, the compliance certificate. When the approval sits in an e-mail, the die details in production and the quantity left on the annual agreement in the accountant's spreadsheet, working out what "the same as last time" was takes half a day when the customer asks for it.
Rapitek CRM keeps every packaging job as a record attached to the customer; the approved proof attachment, the die number and the technical dimensions stay on the same card. Because the annual agreement is a record and every shipment drawn from it is a line attached to that record, the remaining quantity is read from a single list; and when the design is revised the old version stays in the record's history, so which proof was approved on which date is not opened up to argument.
The scope of the plans and the separately priced items are written on the pricing page.
