Promoshop: Development of a Custom Quotation Tool

Industry

ConstructionsHealthcareSports & Fitness

Services

NetSuite CustomizationNetSuite IntegrationNetSuite Support Maintenance

99%

improvement in transaction processing efficiency

4x

faster order and inventory management

98%

accuracy in customized quote handling

About
Client
Business

Brand Insights

PromoShop provides promotional products to industries like automotive, construction, education, hospitality, medical, real estate, tourism, golf, and sports & fitness. They also offer custom branding services such as embroidery, screen printing, and logo personalization.

Store Presence

The company maintains 30+ retail stores throughout its network and offers strong support through its accessible online platform, which handles markets at the domestic and international levels.

Integration Issues

The previously used software system faced scalability challenges as order volumes increased. It encountered key difficulties in managing financial transactions and inventory operations, impacting overall handling efficiency and performance.

Our Solutions

We developed a custom solution as per their legacy system. This solution to streamline the client's order management, financial data processing, and inventory tracking systems for:

our soluation image
1

Quote Creation & Customization Handling

A custom NetSuite tool enables staff to create quotes, add items, set quantities, and apply decorations like embroidery and logo printing, ensuring accurate cost and margin calculations.

2

Automated Sales Orders

Quotes automatically convert into sales orders, eliminating manual steps and ensuring smooth order processing.

3

Financial Management Automation

The system handles payments, refunds, invoicing, and customer data while ensuring accurate financial reporting and reconciliation.

4

Custom Order Tracking

Tracks custom orders from request to delivery, offering full visibility and improved customer satisfaction.

Challenges

System operations need renovation to fix integration failures that occur between custom order handling, inventory management, and financial procedures.

Legacy System Inefficiencies

The client’s previous system was outdated and unable to scale, leading to frequent errors in order fulfillment and inventory management.

Manual Data Entry

The absence of automation in their system resulted in major inefficiencies during custom order handling and financial transactions, which led to frequent errors and delays.

Limited Integration Flexibility

Persistent operational disruptions occurred as the previous system needed adaptable functionality for providing automated order creation, financial tracking, and custom quote processing.

Results

Achieving enhanced operational efficiency, real-time data integration, and streamlined financial management with NetSuite’s customized integration.

1

Seamless Order Processing

The implementation of NetSuite enabled orders to process automatically for reducing manual errors and boosting order precision.

2

Enhanced Financial Reconciliation

Automated financial management systems helped the business deliver accurate invoicing, payment processing, and reporting services.

3

Increased Operational Efficiency

Through improved operational efficiency, the client could process more orders with reduced resources, resulting in enhanced profitability.

4

Improved Customer Experience

With streamlined quoting, faster order processing, and full order visibility, customer satisfaction significantly increased.

Looking to optimize your operations with custom NetSuite integration?

Partner with us for solutions that boost system efficiency, accuracy, and financial performance. Contact us today to get started!

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