Otterlayer

Otterlayer

Implemented By

Steersman Company (8 reference(s))

Steersman Company
880 Lee Street, Suite 208
Des Plaines, IL 60016
United States
+1-312-468-3077
contact@steersman.works

Otterlayer is a brand of specialty protective apparel for the steel industry and other companies whose employees work with extreme heat.


Business software needs:

• Price list automation to cater to different customer types (online retail, B2B, resale)

• CRM

• Order management: quoting, invoicing and note tracking

• Accept credit cards and/or extend credit terms (Net) for approved customers

• Ship with UPS

• Supply chain management – managing stock and non-stock items, automatically procuring items when needed

• Quality check at inventory receipt

• Simple online store managed from within ERP

• Financial reporting and bookkeeping

• Sales reports allowing tagging, sorting, trend analysis

Implementation project components:

• Business review to determine software suitability

• Website content creation and organization – images, text, attributes

• Analysis of processes done by Otterlayer, analysis of data that Otterlayer must organize

• Basic Website layout (using standard templates only), document setup (invoices, emails, etc)

• Third party service setup (payment processor account, shipping accounts, email service)

• System configuration/customization – US chart of accounts, product setup, common expense product setup, accounting routing, warehouse routing, payment processing with automated order propagation

• Product/component data upload and organization

• Email configuration for deliverability (for automated system emails), web address setup

• User training

Steersman on-going services used by Otterlayer:

• Business software maintenance

• Email maintenance

• On-going user training and support services

• IT consulting – email, computers, network, etc