Field Enablement and Business Process Platform

The Place Order module provides a set of capabilities and features to Stone Martin employees to place and manage orders along with associated details like available order types and templates.  Field staff need no longer recall primary vendors for materials in their area or proper routing for manual orders – they can simply punch in their order needs and submit.

The Place Order Module automates several functions that were previously handled by office staff.  One key automation is that of spend limits: each user role is assigned a spend limit and if orders come in below that limit, orders are auto-approved.  Also, orders are automatically assigned to vendors based on the part type and location and sent directly to the assigned vendor’s order manager.

In addition to enterprise level security and role management, the Place Order Module integrates heavily with Stone Martin’s ERP system.  From official part lists and vendor lookups for order accuracy and ease of entry to order and purchase order creation, every action in Place Order results in validated and accurate data entry and updates in their ERP.

The Place Order Module separates capabilities by role assigned to different employees within the company.  For example, while foreman can request materials and services, billing admins can approve orders, place orders, access all orders and receive actionable updates while global admins perform all billing and fulfillment functions AND create and assign roles to employees and directly place purchase orders.