Process automation in the agricultural industry

Goal:

Improving the process of budgeting agricultural machinery, concluding and implementing contracts for individual contractor orders.

Solution:​

Implementation of the proprietary Centroinf CentroCRM system integrated with the Comarch ERP XL system. Launch of the budgeting module, which simplifies the complicated process of bidding and closing the contract. The system forces the action of assessing the feasibility of the transaction, reminds about current activities, thanks to which the Management Staff gained control over the forecasted sales.

The course of the process

01

Creating a budgeting document in the CentroCRM​ system.

02

Supplementing cost data, including data on additional costs of fulfilling a given order, such as transport from the factory, transport to the customer, additional equipment, freebies, etc.

03

Completion of sales conditions and calculation of forecasted margin. Approval of budget if it fits within user's range or acceptance by superior if budget does not meet standard conditions.

04

Approval of the budget and generation of the contract. Signing the contract with the contractor and placing the scan in the system.

05

Generating a sales order and reserving the machine or ordering it from a supplier, commissioning its production.

06

Preparing the machine for release. Execution of the machine release to the contractor.

07

Approval of issue. Starting the invoicing process by ordering data to the responsible department.

08

Invoicing of the order and approval and accounting settlement of the transaction.

09

Summary of transactions in the company's and user's operating results.

10

Closing the budget and completing the process.

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      See how our solution works

      Contact us to arrange a reference meeting with our Client. See how the solution we have implemented works in practice. Fill out the form and our consultant will contact you to arrange a meeting.

      See how
      our solution works

      Contact us to arrange a reference meeting with our Client. See how the solution we have implemented works in practice. Fill out the form and our consultant will contact you to arrange a meeting.

      Contact us