01732 759725
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Digitalised document
distribution
TW Metals reduces its processing time
for shipping documents
Challenge
TW Metals relied on an industry-specific
Warehouse & Distribution ERP package
running native on an IBM Power System.
Used by 150 employees in the UK, the
ERP system controlled the routing of
spool files to specific output queues from
where they were printed and manually
distributed.
TW Metals introduced Compleo Suite
for a complete output management
solution to design, distribute and archive
business documents. However, it was not
able to merge multiple PDF documents
that were archived for distribution to its
customers. It needed a solution that
would read and reformat PDFs.
Solution
As TW Metals is a worldwide specialist
in the metal distribution industry, it has
to send out Mill Test Reports, Certificates
of Conformity, along with Delivery Notes
for shipments of materials to customers.
All of these documents are created and
archived differently. Compleo Layout
enables TW Metals to merge and email
these documents into a single document
for customer distribution.
Compleo Layout is also used for
managing incoming PDF documents
from different sources, such as email
attachments, and can be automatically
configured to archive or extract relevant
information from these documents and
upload them to an ERP system.
TW Metals now uses Compleo
Layout to manage 1,500 documents
daily, bringing the benefits of reduced
process times, improved automation and
distribution of business documents to the
customer by email, fax, archive or FTP –
without having to print a single one.
Ricola automates SAP invoicing
with Compleo
Challenge
Ricola reached out to Symtrax as its
SAP system was generating invoices and
purchase orders formatted in PDF, but
the process of sending invoices by email
to wholesalers in the United States was
completely manual.
Solution
Using Compleo Suite, Ricola’s PDFs
are now grouped by wholesaler and
automatically sent by email once a day.
The PDF documents are synchronised with
the company’s SAP database via a query
variable to find the email address of the
correct wholesaler, completely automating
the entire process. Additionally, Compleo
automatically limits an email’s number
of attachments to 10 PDFs and
concatenates them. Compleo Suite
generates a new email if the number of
attachments is greater than 10.
Compleo Suite modules allow Ricola
to retrieve non-formatted spools from
within its SAP system and convert them
into PDFs, subsequently sending them to
the correct users. Rolf Kohler, IT Manager
at Ricola, says the solution was easy to
implement and completed within a week.
He added: “I am very satisfied with the
responsiveness of their customer service
and impressed by the quick implementation
with our existing system.” For him, the
main benefits of Compleo Suite are the
SAP connector, followed by the different
modules (Layout and Supervisor) that
exactly matched his needs.
Benefits
Compleo allows Ricola to avoid input
errors and to send, in a single document,
both invoices and purchase orders
automatically to its wholesalers. The
process saves Ricola’s staff about two
hours per day and helps ensure prompt
invoice payment.
Symtrax is an international software
publisher, specialising in data and
document management solutions.
It provides companies with the
ability to analyse business data
and streamline business processes.
Symtrax applications can be used
across all business sectors and all
business departments, providing a great
opportunity for resellers.
Symtrax offers a 3 tier Partner program:
Reseller level:
As a Symtrax reseller you
are your own boss and the first point of
contact for your customers. Resellers
install and support all products, with
guidance from Symtrax when needed. You
can set your own prices to help reflect
your country’s market conditions, and also
benefit from annual support and software
upgrades.
Partner level:
As a partner you receive full
training and licences of software. Partners
receive 24 hour support from Symtrax
and all receive annual bonuses, as well
as standard commission payments on all
new sales.
Referral level:
Simply recommend and
refer a business to Symtrax and it will do
the rest. As a referral partner you receive a
percentage of the total sale price.
Compleo Suite
Compleo Suite, the document
management solution of Symtrax, helps
make document workflows more efficient,
flexible and easy to use. The solution has
archiving and multi-channel distribution
capabilities and is fully compatible with
any ERP system.
Here are two case studies that illustrate
how the software can help customers:
I am very
satisfied with the
responsiveness
of their customer
service and
impressed
by the quick
implementation
with our existing
system
DOCUMENT MANAGEMENT
New opportunities
Symtrax offers a highly rewarding global resellers program. For more information,
please call 0207 533 6607 or visit
