January 2, 2019

Case Study – How Rafti Menswear uses SharePoint and Microsoft Flow to streamline Accounts Payable and Procurement

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Case Study: How Rafti Menswear uses SharePoint and Microsoft Flow to streamline Accounts Payable and Procurement

Microsoft SharePoint

Rafti Menswear


The Challenge:

Rafti, a busy menswear store was experiencing the efficiency problems faced by small business using traditional paper-based accounting methods.
Suppliers make daily deliveries of goods to this retail store. Some suppliers provide shipping dockets and invoices with the goods, others email their invoices. The accounts department could never be sure about the status of each order and invoice.

‘Have the goods arrived?’ ‘Did the supplier deliver in full?’
‘Has the invoice been entered into the accounts system?’

As a result, the business experienced unnecessary delays in processing, affecting the store’s inventory management. Finalised invoices and signed proof of delivery dockets were manually collated and physically transported for storage at the off-site accounts department. Resourcing this process was costly and created many unnecessary obstacles.

Solution

Rafti sought an effective solution to keep track of inventory and streamline accounts payable.

Using SharePoint Online with Microsoft Flow has automated and dramatically simplified the accounts payable process.

Walkthrough:

  • 1. The supplier sends an electronic invoice
  • 2. Retail manager confirms delivery of items with a click of a button using Microsoft Flow
  • 3. Accounts Payable staff receive notification to enter the invoices into the ERP (Enterprise resource planning) Solution
  • 4. At the finalisation of the process, SharePoint Online generates an electronic copy of the invoice for future reference
  • 5. Retrieving information is effortless. Accounting staff can search via:
  • - Invoice Number
  • - Supplier
  • - Date

1. The supplier sends an electronic invoice

2. The retail manager confirms delivery of items with a click of a button right within the email

3. Accounts Payable staff receive notification to enter the invoices into the ERP (Enterprise resource planning) Solution

4. Upon finalisation of the process, SharePoint Online generates an electronic copy of the invoice for future reference

5. Retrieving information is effortless. Accounting staff can search via: Invoice number, supplier or date.

Benefits

Rafti have reported the following benefits by moving to SharePoint with Microsoft Flow:

‘Automation and workflows have saved us time and improved efficiency’

‘Inventory management takes up less of my time. It’s easy to identify where we are at and to have a clear view of where to focus my attention.’

‘The ability to retrieve documents using my smartphone when I’m on the road - and not having to ask other staff to find what I need - has saved me time. Also, I’m not interrupting other staff to drop what they are doing to help me locate purchase orders.’

‘There’s been a significant reduction in duplication errors’

alltasksIT believe that workflow automation has the potential to reveal new ways of working. These insights can significantly improve your business processes and how the company thinks.

For instance, automated workflows are perfectly suited to meeting your business compliance requirements. Alerts directed to relevant staff to complete specific tasks within set timeframes can be created for repeatable workflow automation. You will always be in control of all your accounts processes.

Read more about how Cloud Solutions can help you achieve your business goals.