Pack and reference mapping
We compare source records with the units and customer references needed in the target workflow. Exceptions receive an owner before the load.
ERP workflow review
Janitorial & Sanitation
Review case quantities, customer item references and recurring account pricing.
Questions to settle in the assessment
- Are case, pack and individual quantities clear at purchase and sale?
- Who approves a substitute or a changed customer item reference?
Work we can scope
Account pricing checks
We define sample repeat-order scenarios with your team and check the expected quantity, price and invoice presentation.
Plan the work with our guides
Use these guides to prepare the questions, examples and decisions for an assessment.
Browse field notesBring the transaction that matters.
Tell us your ERP, the workflow in question and which decisions your team needs to make.