A.I. Processes - Ceo Juice

ID815

If This Then That (IFTTT)

Output Type: Data Push

ID815 now supports creating POs, particularly useful for auto toner orders (ATRs), where the device says it needs toner and the toner is drop shipped, we can create the order & the PO. Coming shortly we will be creating contracts.

Typically when an MFP is delivered there is a service call to set it up, another call to deliver, perhaps a 3rd for install, maybe a site survey needed, perhaps a trade in to be collected. We have automated these steps as our 1st dive into IFTTT. You may have a similar process for Loaner equipment, or even want a "closed loop" process to manage survey responses. Eventually, we hope to document and automate all the major complicated steps, then look at ISO9001 and Six Sigma to certify and improve the process.

Our process ID348 is designed to keep sales reps updated on the status of their equipment orders, but it can also notify the inventory person to get everything ordered and keep the setup shop in the loop. Currently, the ID348 process requires that you manually change the sales order status when all of the equipment is received. ID815 will automate that and the call creation. We can create all calls, leave the setup calls open, and put the rest on hold until setup is completed, giving your team visibility into what's coming.

Right now this complicated, multiple step process has a waiting list. So please be sure to review our documentation and let us know at help@ceojuice.com that you're interested. https://support.ceojuice.com/hc/en-us/articles/205122680

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Related Alerts

ID #	Description	Notes	Required
ID348	Update Reps on Equipment Orders	Keeps your staff and sales informed of Sales Order Status as it changes	No
ID959	Setup/Delivery Service Call(s) Generated from Sales Order Status	Auto creates Setup and Delivery Service Call(s) Generated based on Sales Order Status	No
ID742	Convert Sales Quotes for specified creatorID(s) to Sales Orders (In development)		No
ID517	Power BI Sales Orders Insights		No
ID907	Power BI Workflows (In Development)		No
ID947	Daily Housekeeping Tasks		Yes
ID438	Housekeeping for Sales Order Statuses (In Development)		No