RFP Process Guides Enhanced Inventory Management Functionality
At SapphireOne, we are constantly driven by innovation and the desire to provide our clients with the best possible solutions. One of the key factors behind our continuous improvement is our robust Request for Proposal (RFP) process, which allows us to engage with potential clients and gather valuable insights. Recently, during an RFP process with a prospective client, we were presented with and identified a significant opportunity to enhance our existing inventory management functionality.
Traditionally, our application offered the ability for vendors to have unique IDs, descriptions, barcodes, lead times, costs, and notes on each inventory item. However, this functionality was not fully available on the client side. Through our RFP process, we realised the need to extend this functionality to clients as well.
As a result, we have created entirely new pages for both clients and vendors, enabling clients to have the same level of control and customisation over their inventory as vendors. Now, clients can have unlimited client IDs linked to a common SapphireOne Inventory ID. This means that each client can have their own unique part numbers, descriptions, barcodes, lead times, costs, and notes for their inventory items.
Furthermore, we have integrated this enhanced functionality into various transactions such as a Quote Client Invoice (QCI), an Order Client Invoice (OCI), and a Sales Client Invoice. When generating these transactions, the client’s inventory number, part number, description, and unique pricing will be reflected, ensuring consistency throughout SapphireOne. This seamless data flow not only improves efficiency but also provides unlimited history on every transaction and sales line or purchase line within SapphireOne.
In addition to these enhancements, we have also introduced a master default feature that automatically converts a SapphireOne ID to the client ID for Quotes, Orders, and Client Invoices. This streamlines the process and eliminates the need for manual data entry, saving time and reducing the risk of errors.
We are excited about the possibilities that these enhancements bring to our clients. By leveraging our RFP process and actively listening to our clients’ needs, we continue to evolve and improve SapphireOne. At SapphireOne, we are committed to making your inventory management experience seamless and efficient.
