Implementation case
of GoSklad
of GoSklad
Client
Agricultural equipment seller
Agricultural equipment seller
Implementation of an automation system for MetraGrain in the USA and Canada
MetraGrainCleaners customer is a company that sells agricultural equipment such as, grain crushers, grain cleaners, etc. The company has 6 warehouses in the US and 1 in Canada. MetraGrain sells both new and used equipment and keeps track of each item by serial number. Their business includes direct sales and working with distributors.
Task
The company requested to automate warehouse operations including:
1. Control of equipment balances in warehouses
Need to see how many models are in each warehouse and where specific equipment is located by serial number.
2. Production management
Organizing the production ordering process with suppliers based on sales and balance analysis.
3.Integration with existing accounting systems
They were using KommoCRM and wanted seamless integration with it to transfer order data, inventory and analytics.
4. sales and inventory analytics
Obtain sales and purchasing data with the ability to forecast the need for new equipment.
5. Document Automation
Create documents for different countries, taking into account different measurement systems (pounds for the U.S. and the metric system for Canada).
Difficulties
1. Different serial numbers
Equipment of the same model may be in different warehouses and each item is accounted for separately by serial number.
2. Pre-order process
We need to automate the process of creating pre-order documents, taking into account serial numbers, condition of equipment (new or used) and transferring data to CRM.
3. Different measurement systems
Implementation of documentation to accommodate different measurement systems for the U.S. and Canada.
Solution
1. Inventory management and reservation
We have developed a functionality that allows you to track the availability of models in stock in real time. For each product, the system allows you to select a specific unit by serial number and also takes into account the condition (new or used). If the required item is not available in the warehouses, managers can mark the need to order for production.
2. integration with production
If equipment is out of stock, managers can generate a request for production, specifying the required quantity and models. The system automatically generates the request and sends it to production. When the equipment is ready, it is registered in the warehouse with a link to the serial number and transaction for which the order was created, and the manager will receive a notification that the order has been received in the warehouse.
3. integration with CRM
Development of integration with KommoCRM allowed to synchronize data on orders and production in a single window. Now all data on transactions, orders and goods movement are automatically transferred to CRM, which facilitates process management.
4. document flow automation
The system automatically generates all necessary documents - from delivery notes to pre-order documents. Special attention was paid to accounting for measurement systems: for the USA, documents are generated in pounds, and for Canada in the metric system. We developed separate templates for documents to meet the requirements of both countries.
5. Analytics and forecasting
An analytics system was implemented for MetraGrain that tracks sales, purchases and inventory balances. The system compares sales data from the last 30 days and automatically calculates how many units to order or produce based on current inventory and sales forecast.
6. Working with serial numbers
The ability to search and track equipment by serial numbers has been implemented in the system. Now managers can see exactly which model was sold and where it is now, which excludes accidental resale of already booked goods.
7. Purchasing optimization
To automate the purchasing department, a forecasting system was created to help optimize the number of orders based on sales and current inventory data.
8. Control of equipment delivery dates.
Each item that has been shipped to a customer is recorded by date, with an update every day. In this way the system keeps track of the number of days elapsed since shipment, and if it exceeds the time allowed for delivery to the customer, it sends a notification to the department management.
9. Addressable storage (under development)
There are plans to implement addressable storage in warehouses, which will allow the precise location of each piece of equipment (row, shelf, etc.).
Result:
Conclusion:
Implementing an automation system for MetraGrain allowed the company to optimize warehouse operations, improve production and sales control, and increase customer service efficiency.
MetraGrainCleaners customer is a company that sells agricultural equipment such as, grain crushers, grain cleaners, etc. The company has 6 warehouses in the US and 1 in Canada. MetraGrain sells both new and used equipment and keeps track of each item by serial number. Their business includes direct sales and working with distributors.
Task
The company requested to automate warehouse operations including:
1. Control of equipment balances in warehouses
Need to see how many models are in each warehouse and where specific equipment is located by serial number.
2. Production management
Organizing the production ordering process with suppliers based on sales and balance analysis.
3.Integration with existing accounting systems
They were using KommoCRM and wanted seamless integration with it to transfer order data, inventory and analytics.
4. sales and inventory analytics
Obtain sales and purchasing data with the ability to forecast the need for new equipment.
5. Document Automation
Create documents for different countries, taking into account different measurement systems (pounds for the U.S. and the metric system for Canada).
Difficulties
1. Different serial numbers
Equipment of the same model may be in different warehouses and each item is accounted for separately by serial number.
2. Pre-order process
We need to automate the process of creating pre-order documents, taking into account serial numbers, condition of equipment (new or used) and transferring data to CRM.
3. Different measurement systems
Implementation of documentation to accommodate different measurement systems for the U.S. and Canada.
Solution
1. Inventory management and reservation
We have developed a functionality that allows you to track the availability of models in stock in real time. For each product, the system allows you to select a specific unit by serial number and also takes into account the condition (new or used). If the required item is not available in the warehouses, managers can mark the need to order for production.
2. integration with production
If equipment is out of stock, managers can generate a request for production, specifying the required quantity and models. The system automatically generates the request and sends it to production. When the equipment is ready, it is registered in the warehouse with a link to the serial number and transaction for which the order was created, and the manager will receive a notification that the order has been received in the warehouse.
3. integration with CRM
Development of integration with KommoCRM allowed to synchronize data on orders and production in a single window. Now all data on transactions, orders and goods movement are automatically transferred to CRM, which facilitates process management.
4. document flow automation
The system automatically generates all necessary documents - from delivery notes to pre-order documents. Special attention was paid to accounting for measurement systems: for the USA, documents are generated in pounds, and for Canada in the metric system. We developed separate templates for documents to meet the requirements of both countries.
5. Analytics and forecasting
An analytics system was implemented for MetraGrain that tracks sales, purchases and inventory balances. The system compares sales data from the last 30 days and automatically calculates how many units to order or produce based on current inventory and sales forecast.
6. Working with serial numbers
The ability to search and track equipment by serial numbers has been implemented in the system. Now managers can see exactly which model was sold and where it is now, which excludes accidental resale of already booked goods.
7. Purchasing optimization
To automate the purchasing department, a forecasting system was created to help optimize the number of orders based on sales and current inventory data.
8. Control of equipment delivery dates.
Each item that has been shipped to a customer is recorded by date, with an update every day. In this way the system keeps track of the number of days elapsed since shipment, and if it exceeds the time allowed for delivery to the customer, it sends a notification to the department management.
9. Addressable storage (under development)
There are plans to implement addressable storage in warehouses, which will allow the precise location of each piece of equipment (row, shelf, etc.).
Result:
- Increased efficiency
- Increased speed of order processing
- Reduced document management costs
Conclusion:
Implementing an automation system for MetraGrain allowed the company to optimize warehouse operations, improve production and sales control, and increase customer service efficiency.
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