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These signed documents are then returned to any one of
company’s 20 depots across
country, where they are scanned by depot staff. At this point
documents are automatically indexed and uploaded to a TokOpen data centre where they are stored alongside
corresponding original despatch note in
appropriate folder. If a discrepancy is indicated on
scanned delivery note, this automatically triggers a warning for a customer service agent distribution to investigate.
If necessary
invoice can be amended before
sales invoice is issued. This has to take place within 72 hours of delivery. All document access, workflow and investigations are performed using a standard Web browser, which ensures that
system can be quickly deployed with minimal administrative overheads.
Where customers’ own GRNs are received, these are scanned and read automatically, matching
delivery line items with corresponding items from
despatch notes. The system is flexible and allows a ‘many to many’ relationship – more than one delivery note relating to more than one GRN for a single customer order.
The process is further complicated because customers use different product codes for goods delivered, and documents are returned at different times. The system automatically consolidates this process and matches
different documents and line items to
original order. All documents relating to an order are stored alongside one another within a single delivery folder at
data centre.
Where a discrepancy arises, a customer service agent is automatically alerted and instructed to investigate
situation and amend
invoice. Other documents, including claims from customers for damaged goods, are also scanned into
relevant delivery folder.
Converting
paper chase into an online document flow
TokOpen’s Workflow is used to manage
transaction and make adjustments on
company’s system. This cuts out
need for printed documents, and converts
traditional paper chase into a controlled online document flow.
TokOpen highlights relevant deliveries to
appropriate customer service staff managing that customer account. This ensures that when
invoice is issued it is correct, and will not be contested by
customer, resulting in late or non-payment.
TokOpen also ensures that all delivery documents are available online across
whole enterprise. If an invoice is contested, authorised members of staff anywhere across
country can retrieve all information about
transaction using a standard Web browser.
Additional benefits delivered by
TokOpen system include:
• Improved management and monitoring of hauliers’ performance • Faster response times for customer service enquiries • More time for customer service staff to be deployed on other duties
