About the client
The client is a flag company based in the US, and is one of the oldest e-commerce sites. Excellent customer service and product standards set them apart from the others. The company started out small and today, they have five major divisions: Flag Department, Flagpole Department, Flagpole Lighting Department, Art, and Graphics Department, and Warehouse and Shipping Department.
Solution
- Built an extension for Special Purchase Orders, allowing one purchase order to be linked to multiple sales orders.
- Added a Short Closing Purchase Order feature to handle orders vendors couldn’t fulfill due to various reasons.
- Set up role-based permissions to ensure users had the right access levels.
- Trained the Global Flags team and helped them configure the Requisition Worksheet in Business Central for better material planning.
- Integrated Business Central with Authorize.NET to streamline credit card transactions.
- Fixed posting setups, financial year and inventory period closing issues, and master data corrections, while also enabling a smooth upload of all opening balances from scratch.
Benefits
- The roles and permissions setup helped the firm protect sensitive information from being viewed by everyone.
- The training helped the client to configure Requisition Worksheet functionality in BC for material planning.
- Automatic creation of credit card transactions daily and applied the open invoices against Cash Receipt Journals for reconciliation in BC which saved considerable time.
- Reconciling financial transactions became easier with the corrections made to the existing system.