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uTypia Order Approval (for e-procurement)


Module description


The uTypia Order Approval Modul allows orders to be checked and approved before sending them to production.

uTypia Order Approval supports the management of the orders for all parties involved.

The Approver (for example Central-Purchasing Department for Stamps) verifies all orders of the uTypia Shop  and approves them afterwards. 
A Purchase Order , Requisition Number or Cost Center can be added at that time.
For each shop there can be one approver, who reviews and approves all the orders in the
shop. Or an approver per user – meaning that departments or locations can have their own approver.

Order Approval for e-procurement.png

During Approval a check of "Corporate Identity" (Fonts, Logo, Wording) oft he layout is possible as well as verifying the budget and conformity with purchasing guidelines.  

Only after approval the order including the layout data is sent to the supplier (RSM) for production and delivery of the stamp or other customizable product.



The order approval is an alternative to an E-procurement integration. 
It can be implemented faster and at lower costs – but does not offer all the advantages
The data is not send electronically into the IT-System of the customer. 


Ordering process  


Order Approval for e-procurement_2.png
1. Enduser creates Layout and saves order
2. E-mail is sent to the assigned approver 
     (this email is sent CC to the supplier)
3. Approver checks the order and approves 
4. approved order is sent tot he supplier (including Layout) 
     (this email is sent CC tot he enduser)
5. Production by supplier
6. Shipping by supplier to the enduser 


Target group


• Large corporate customers:
--> to control employee purchases
• Large office dealers: siehe Order Approval für Wiederverkäufer


Advantages and disadvantages


+ Verification by Approver in regards to Corporate Identity, Budget, purchasing rules
+ Add Purchase order number, Requisition Number or cost center to the order
+ all Data necessary for facturation can be added.
- Delays in production and shipment due to wait-time for approval
- Blocked orders due to missing approval


Demo  

An  interactive Demo is unfortunately not feasible. 
Screenshots of the process can be found in the PPT Presentation for this Module


Included Services:


- Configuration of the approval process in uTypia incl. Email-Adresses
- Later Adaptions and Extensions of the Approval Process (can also be done yourself)
- Support with problems or questions during onging operations
- PPT for Presentation to the Approver
- Manual for Approver
- The price is per Shop – not per uTypia Licensee – meaning the order approval process is activated and configured only for one shop.


Not included services:


- Training by Internet Service 
- Approval of actual orders by Internet Service


Available for these uTypia Products:


- uTypia business professional
- uTypia business standard
- uTypia business company shop
- uTypia portal integrated
- uTypia consumer professional
- uTypia consumer standard 
- uTypia consumer company shop
- uTypia consumer portal


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uTypia Order Approval (for Office Products Dealer)



Module description


The uTypia Order Approval Module allows orders entered on an uTypia web shop of an Office Products Dealer (OPD) to be checked and approved before sending them to production. 

The Approver (for example Customer-Service for stamps at an OPD) verifies all orders from the uTypia web shop of the OPD and approves them. At that stage a Sales Order Number or Purchase Order number for the Rubber stamp manufacturer (RSM) can be added to the order. 
 
It is possible to have one approver for all shop-orders or approvers per user-groups (for Example a big end-customer).
That means you can define different approvers for different end-customers or just check/approve orders of specific end-customers .

Order Approval for OPD.png
With the approval a payment risk evaluation of the order and customer review can be done. 

Entering a Sales order number or a Purchase order number for the RSM can streamline order-tracking and invoicing between the OPD and the RSM

Only after approval the order including the layout data is sent to the supplier (RSM) for production and delivery of the stamp or other customizable product.

uTypia Order Approval supports the management of the orders for all parties involved.

Order approval is an alternative to a Shop-in-Shop Integration. 
It can be implemented faster and at lower costs – but does not offer all the advantages
The end-customer still has a separate login and checkout is done in uTypia; prices cannot be transferred interactively and the data is not send electronically into the ERP-System of the OPD. 

Combined with the Module "uTypia order Integration" orders can be transferred electronically to the ERP-System of the OPD – and an electronic order approval can be sent from there to uTypia.


Ordering process


Order Approval for OPD_2.png
1. User Login and Order
2. Order is sent to the OPD per email
      (optional electronically to the ERP System)
3. Approval (after payment risk evaluation) plus PO Number entered   
       (optional electronically approved)
4. Order passed on to Rubber Stamp Manufacturer
5. Production and Delivery


Target group 


OPD with high payment risks
OPD with complex invoicing requirements


Advantages and disadvantages


+ Payment risk evaluation before production possible
+ Add Sales Order Number or Purchase order number for RMS to the order
+ all Data necessary for invoicing between OPD and RSM can be added.
- Delays in production and shipment due to wait-time for approval
- Blocked orders due to missing approval

Optional: (requires in addition Module 002-007 uTypia order integration) 
+ Electronic  Order-Approval Process 
+ Order is sent electronically to the ERP System of the OPD
+ no manual order entry necessary


Demo

  
An  interactive Demo is unfortunately not feasible. 
Screenshots of the process can be found in the PPT Presentation for this Module


Included Services:


- Configuration of the approval process in uTypia incl. Email-Adresses
- Later Adaptions and Extensions of the Approval Process (can also be done yourself)
- Support with problems or questions during ongoing operations
- PPT for Presentation to the Approver
- Manual for approver
- The price is per Shop – not per uTypia Licensee – meaning the order approval process is activated and configured only for one shop.


Not included services:


- Training by Internet Service 
- Approval of actual orders by Internet Service
- Electronic Order approval requires Module "002-007 utypia order integration"

Available for these uTypia Products:


- uTypia business professional
- uTypia business standard
- uTypia business company shop
- uTypia portal integrated
- uTypia consumer professional
- uTypia consumer standard 
- uTypia consumer company shop
- uTypia consumer portal​