The solution found by Sisgarbe to overcome these challenges was to implement PHC CS Enterprise. With regard to stock management, integration was developed with Generix’s WMS. In addition, a supply dashboard was developed to enable a streamlined and rapid response to manage stock requirements and trigger orders to suppliers, all based on the historical data we have from the business, i.e. by reference to the average consumption of items that have been recorded over time.

The aim of the approach is to build shopping trolleys per supplier, from the various requirements identified, and to automatically generate the corresponding orders for the supplier. The dashboard also has views of customer orders and supplier orders so that pending orders can be viewed in the system. It is also possible to manage stock globally or by warehouse, depending on the specific situation. An invoicing dashboard was also developed so that after the picks have been made, transport documents or invoices can be generated automatically with process tracking, and it is possible to check the differences between what has been ordered, what has actually been picked and what is pending invoicing.

For route optimisation, an integration with the Routyn software was developed, allowing all the information to be centralised in the PHC and made available to employees, while Routyn optimises route management and the allocation of orders to vehicles. An order dashboard was also developed which shows all open orders and the status of orders. It allows a shipping date to be assigned to each order, and the dashboard is integrated bidirectionally with Routyn.

For the sales force, PHC CS WEB CRM was implemented, with CRM analyses offering the possibility of seeing who and what types of interaction there has been with customers over a certain period, and also speeding up the scheduling of visits by salespeople by synchronising the PHC calendar with Office 365 in both directions.

PHC CS Support was implemented to manage and maintain the equipment.

In the PHC CS Web application, various analyses were developed for managers and salespeople that show the state of the company in terms of invoicing/profitability. The reports were automated and a mechanism created that sends a profitability report to the various salespeople and managers at set intervals, in this case daily. The CEO emphasises the expandability of PHC CS, its versatility in integrating with other solutions and its unbeatable value for money compared to other options.