ERP Case Study

Guernsey Farms Dairy

Location Michigan, USA
Acumatica Cloud ERP Case Study - Guernsey Farms Dairy

The Company: Guernsey Farms Dairy

Guernsey offers a variety of products, such as milk and ice cream, which are sold in various locations, including grocery stores, small businesses, and gas stations in the United States.

The Situation: Keep up with Logistics

In 2021, they began implementing Acumatica Cloud ERP and made a couple of things clear that they needed to run properly. They were on Macola, a legacy system, where specific routes were scheduled on certain days and only carried specific inventory. However, they needed their ERP to be able to keep up with their logistics.

The Solution: Acumatica Cloud ERP

Algorithm customized the Customer screen to improve efficiency by adding delivery days and routes and by adding a list of regularly purchased items for each store. The Customer Service Rep (CSR) uses a new custom Call Sheet” screen that displays routes and stores their contact information for a given delivery date. 

While working the Call Sheet, the CSR can click a single button to launch another new custom Call Sheet Order” screen, which lists the predefined list of items. The CSR can quickly go down the list, entering quantities their customers need, and when ready, click a button to create a fully populated Sales Order. Specialty or one-off items can be added to the Sales Order at this time, and when saved, the new Sales Order number is captured and presented on the CallSheet screen, showing the CSR’s progress.

The Results: Acumatica Cloud ERP Implementation Benefits

  • CSRs can navigate through the system with ease, minimizing errors and increasing productivity.
  • The fluidity of screens allows for a seamless transition from one task to another, enhancing efficiency and saving valuable time.
  • Eliminate unnecessary steps in the order entry process, further streamlining operations.

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