Manufacturing & DistributionDesigned
An order tracking board for a plastics manufacturer
Plastics manufacturer · 2 offices
- order stages tracked live
- 9
- before a stalled order is flagged to the founder
- 24 hours
- to price a quote from the rate sheet
- 1 click
Overview
Orders go through nine steps between enquiry and payment, and there was no shared view of where any of them stood. We designed a board with separate views for sales, the factory and the owner, quotes priced from the rate sheet that need the owner's approval, and alerts when an order sits too long.
Pain points
- Order status was split across the accounting software, Excel and people's memory.
- Checking on an order meant phoning someone.
- Prices depend on size, so quotes were re-typed and sometimes came out wrong.
What we designed
- 01
Board with three views
Sales, factory and accounts, and the owner each see their own part, built on the sheets they already use.
- 02
Quotes with owner approval
Pick the product, size and quantity and the price fills in. No quote goes to a customer until the owner approves it.
- 03
Stage alerts
Each stage notifies the person responsible. If an order hasn't moved in 24 hours, the founder hears about it. A summary goes out every evening.
- 04
Win-back reminders
A month after a purchase, past customers get a nudge to order again.
How it works
- 01Enquiry
- 02Quote
- 03Confirm
- 04Factory
- 05Production
- 06Dispatch
- 07Payment
Before
The founder kept track of every order personally and chased updates by phone.
After
Orders are tracked on the board, and the founder only gets involved when a decision is needed.
