KWGS Case Study | Order and Item Management

Business Requirements and Key Pain Points

The client sells new and used large vehicles such as Gas trailers, LPG trailers, and asphalts. There is a challenge on tracking the trailer's lifetime from the moment it is purchased and all services done to said item.

The client would like to track purchase of new trailers along with any enhancement added to the trucks and incorporate the cost as part of item cost, incorporate cost of services for its repair, track repair sales coming to the service center whether bought from company or from another truck/trailer company and have an ability to compute for sales and excise tax.

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KW Global Solutions’ Strategy |

From Solution Design to Seamless Implementation

• Both inventory and assembly items were setup. Inventory items for the new/used trailer prior to any repairs and assembly items for the the trailer plus either outside or inside service.

• Created work order for every trailer being serviced whether it as new, used or for repair.

• Carried out the Assembly build process once all service were done to the vehicle.

• Created an item group to include additional charges for the purchase of vehicle such as title, processing, excise tax, etc. This is due to the need to compute sales tax and excise tax.

• Created a custom script for the computation of sales tax and excise tax.

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Results and Impact

The solution allowed the client to be able to track the purchase of new trailers and any enhancements made to the trucks. Also provided the ability to incorporate these costs into the item cost, monitor the purchase of used trailers (including the cost of repair services), keep a record of repair sales for trucks serviced at the center, (whether bought from the company or another truck/trailer business), and have the capability to calculate sales and excise taxes.