Collection Entry Automation Process

Background

An enterprise client offers a Distribution Management System (DMS) to multiple brand companies, facilitating the distribution of goods to retailers and managing the payment cycle. The client's team manually handles tasks such as reassigning collection reports, sifting based on payment mode, and updating details in the brand company's CDMS. This manual process is labor-intensive, time-consuming, and error-prone. By executing the Task Automation processes and Collection Entry Automation through IntelliBuddies we seek to automate these tasks, including downloading reports, filtering data, and updating the brand company's CDMS. This automation streamlines the process, improves efficiency, and reduces errors.

Process Flow

Following are the acute steps in the client's report from the Centralized Distribution Management System[CDMS] the client seeks to streamline and automate these processes using the IntelliBuddies Task Automation solution, synergizing for an accurate and efficient Collection Entry Automation process. Other Brand companies' CDMS can also benefit from the IntelliBuddies platform, ensuring accurate and up-to-date records with every process outcome through comprehensive reports.

Solution

The Solution entails integrating the IntelliBuddies Task Automation process, leveraging GenAI services to facilitate streamlined Collection Entry Automation. This initiative optimizes the Distribution Management System (DMS) by diminishing manual intervention and conserving valuable working hours through automated updates of collection details from the client's CDMS to the Brand Company's CDMS. IntelliBuddies, as an RDA platform, guarantees precision, labor reduction, and efficiency enhancement, while furnishing stakeholders with comprehensive reports through:

• Automated Report Retrieval: It initiates the automatic retrieval of the collection report from the client's CDMS, eliminating the need for manual intervention in the process.
• Effortless Data Filtering: Once the report is acquired, IntelliBuddies Task Automation seamlessly steps in. Operating with precision and agility, it sifts through the data based on predefined criteria, guaranteeing that only pertinent information is directed to the systems.
• Seamless Updates: Leveraging the refined data, IntelliBuddies seamlessly integrates collection details into the Brand companies' CDMS for every payment mode, be it cash, cheque, NEFT, or UPI.
• Error Detection and Reporting: In the event of any inconsistencies between the client's CDMS and the brand companies' systems, the IntelliBuddies platform promptly identifies and highlights them. These discrepancies are documented in an Unprocessed Entry Report, facilitating thorough examination and safeguarding data integrity throughout the process.

The impact of this automation is profound, the IntelliBuddies RDA platform streamlines the Collection Entry Automation eliminating manual labor that can now be accomplished with a few clicks, freeing up valuable resources to focus on more strategic initiatives. Moreover, the reduction in errors ensures a smoother, more reliable distribution process for all parties involved.