Send Email Requests for Early Inbound or Additional Time for "Confirmed Late” Orders in OpsVeda

Based on OpsVeda's intelligent insights, emails the vendor requesting that the stock be delivered earlier or the customer requesting additional lead time

Top Benefits

  • Lost sales avoidance
  • Improved sales operations productivity
  • Increased agility in supply chain operations

Tasks

  • Log in to OpsVeda
  • Navigate to Revenue Risk Management section of OpsVeda, drill-down to the orders that are confirmed to be late
  • Download the filtered orders to Microsoft Excel
  • In Microsoft Excel, dynamically filter out orders that are only slightly late, based on baked-in conditions
  • Send out the required emails based on above calculations

The OpsVeda Operational Intelligence system matches customer demand to supply (On hand inventory as well as anticipated deliveries from vendors). The soft allocation is done based on the configured criteria including the requested delivery date and customer priority. There will be cases where the system detects that the customer orders cannot be serviced on time because the stock will not arrive early enough from the vendor. On such occasions, the Bot Send Email Requests for Early Inbound or Additional Time for “Confirmed Late” Orders in OpsVeda sends email requests to the vendor requesting that the stock be delivered earlier or to the customer requesting for additional lead time.

Access Now

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
41
Vendor
Automation Type
Bot
Last Updated
May 17, 2021
First Published
March 10, 2021
Platform
Automation 360
ReadMe
ReadMe
Support

See the Bot in Action

Drill Down to Confirmed Late Grid in Opsveda
Perform Data Manipulations in Excel
Send out the required emails to vendors/customers
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Drill Down to Confirmed Late Grid in Opsveda
Perform Data Manipulations in Excel
Send out the required emails to vendors/customers

Setup Process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • OpsVeda's Intelligence Platform
  • Microsoft Outlook
  • Microsoft Excel