Warehouse CRM
In a warehouse both space and time are sold: the same rack stands three days for one customer and six months for another. When who takes up how much room is counted by hand at the end of the month, the storage fee becomes a matter of dispute again every period.
Goods receipt and dispatch requests are dated records on the customer account; pallet count and the in and out dates sit in fields, and the period storage fee statement comes from them.
- Link the stored goods to the account of the customer who owns them; keep the pallet, rack and occupied space details on the record
- Collect goods receipt and dispatch requests in a single pool and see which request is waiting at which stage
- Produce the end-of-period storage fee statement from the records, based on storage duration and movement count
- Track the end dates of storage contracts and open a task in advance for the renewal conversation
| Customer And Space Allocation | The storing company is an account record; the allocated space, the pallet count and the unit storage price sit in the fields of that account. |
|---|---|
| Goods Receipt And Dispatch Request | Every inbound and outbound request is a record with its own date; which stage it is waiting at is visible in the list, and the person responsible is written in its field. |
| Storage Fee Period Statement | The storage duration is calculated from the entry and exit date fields; because the movement records accumulate under the account, the period statement is taken from a report. |
| Contract Renewal | The contract end date is a field on the account; accounts whose date is approaching appear in a list, and the renewal task is opened onto that list. |
In a warehouse business the real issue is not where the goods stand, but on whose behalf and for how long they stand there. When goods receipt moves along through a message on WhatsApp, the dispatch instruction by telephone and the change of space in the warehouse manager's head, the storage fee statement drawn up at the end of the period has nothing to rest on; when the customer says "we pulled those pallets last month", there is no record to show otherwise.
In Rapitek CRM every customer is an account, and every goods receipt and dispatch request is a record linked to that account. Because how many pallets came in on which date and when they went out accumulates in one place, the period statement comes out beyond dispute; and customers whose contract end date is approaching appear in a list of their own accord, so the renewal conversation is not left to the last week.
The scope of the plans and the separately priced items are written on the pricing page.
