Delivery reliability is vital for any business. This avoids reclamations and enhances Customer satisfaction.
In SkyPlanner, we have a Sales Prospect Scheduling feature. The AI simulates realistic delivery dates by factoring in prospect load, helping your sales team set accurate expectations. Prospects are treated like real tasks, reserving Capacity and improving coordination between sales and production.
To create a prospect:
- Go to Order and click + Create Order.
- Fill in the information. You can decide not to select a date since this Order will be a prospect. Finally, choose a client and click Save.
- Now, click + Create Order item.
- A new window will appear, the Order item settings. Select the Product that will be manufactured.
- Look for the Is the Order item a prospect? field and check the box.
- Continue to complete the rest of the information and click Save.
- Then, click on the top right Schedule to production and next View in timeline.
- You will be taken to the GANTT Timeline, where you will see the draft of your prospect. Click Accept.
Your prospect is scheduled, and you can give your sales team an accurate delivery date.
By default, prospects’ orders will appear brown in the GANTT Timeline. You can change this in Global Rules.
To learn more, read: How to change the color of a Job Prospect