With the onset of the pandemic, many organizations were forced to “survive”. The organization of the delivery service for its products and the transition to a remote work format saved me.
The client contacted us with the problems of the courier service, and we competently organized the process in Bitrix24.
The customer is engaged in the sale of food products remotely through the website. All created orders were sent to the Bitrix24 portal in the form of Leads, which led to confusion, since this section of the CRM does not provide for such use.
Also, the clients were faced with the goal of automating the list of orders for delivery in the form of a specialized table.
Before Bitrix24, such a table was “assembled by hand”, and information for delivery was transmitted to the courier via WhatsApp, which took time and did not give any feedback on the result of receiving the goods by the buyer.
What we did:
A separate direction was created in transactions – the work of a courier service. When an order is placed on the website, it is sent to the portal in the form of a Deal.
The values of the order number, order amount, contact information, type of delivery, delivery date are automatically transferred to the Deal, information about the order is displayed in the comment: