Strategy
GIR Software Services was able to gather the full requirements of the client’s business processes. Since the client could have multiple reasons for how an order is to be approved, it was critical that GIR Software services fully understand and comprehend the entire order process as well as authorized users. Each process was drilled down to ensure that the proper hold reason is placed and the approval flow is seamless.
Challenge
Our client needed a more robust way to approve sales orders that goes beyond the out-of-the-box approval process that NetSuite provides natively. Our client required orders to be placed on hold for a wide array of reasons, which includes credit card checks, employee orders, and license verification checks to name a few. These holds had to be fully automated and only authorized users were allowed to remove the hold. Implementing this solution was vital to our client’s business, as it allowed them to follow certain policies and guidelines that aligned with their industry
Results
Our client has fully utilized the order approval customization and their business is now dependent on this critical customization. With this solution, our client is better able to manage their business and stay ahead of changing policies that comes with the industry. More importantly, our client is better able to stop fraudulent orders before the order can be processed.
