Use case: Retail & wholesale sector
1
Purchase and payment in the online shop
A customer makes a purchase and pays directly in the online shop. A customer order is created at the same time in SAP Business One and is filled out with all the relevant order information. A PDF of the order is also made available for the customer in the online shop.
2
Picking and packing
The ordered items are picked and SAP Business One is updated. A delivery note is created for the items that are ready for dispatch, which is transferred automatically to the online shop so that the customer can download it from their account. At the same time, the delivery note is archived in an audit-proof way.
3
Purchase order
A purchase order is created in SAP Business One for the missing items. The vendor returns the order confirmation via an e-mail and attachment, which are both assigned to the purchase order and archived straight from Outlook.
Add-ons
4
Receipt of invoice
An invoice has already arrived in the accounts department and been processed automatically. As a goods receipt has not yet been created in SAP Business One, the invoice is stored in the Document Manager and flagged with ‘Retry’.
5
Goods receipt
The ordered items arrive in the warehouse. The goods receipt is created in SAP Business One and a QR code is then stuck onto the delivery note. When the delivery notes are scanned, they are now assigned automatically to the goods receipt and archived.
6
A/P invoice posted
After the goods receipt, an invoice document is created automatically in SAP Business One. This is pre-filled with the invoice details and then reconciled with base documents and master data. Any discrepancies are highlighted and are therefore immediately visible.
7
A/R invoice
After the missing items have been sent to the customer, the invoice is created in SAP Business One. At the end of the working day, all A/R invoices are sent automatically via e-mail, archived in an audit-proof way, and then sent to the online shop so they can be retrieved and downloaded by customers at their convenience.
Generate fully filled out draft documents with the click of a button
Move e-mails and attachments directly from Outlook to cks.DIGITAL 4.0
Watch detailed live demo
We will show you live how cks.DIGITAL 4.0 can be used in trade industry, answer your questions directly and discuss individual application possibilities with you. Duration: approx. 60 minutes.
