Kralex runs product development and sales in one system, from recipe to invoice.
Kralex keeps its product catalogue, recipes, technical data sheets, opportunities, quotes, orders and invoices in Dynamics 365. R&D and sales work on the same data, and a technical data sheet goes to the customer only once the recipe and the sheet are approved.
Business need
Kralex develops mixes and recipe-based products for its customers. Recipes, items and technical data sheets were managed in the ERP and in separate documents, and opportunities and quotes outside both.
The company needed one system for R&D and sales covering the whole cycle, from the customer request and tasting to recipe, technical data sheet, quote, order and invoice. Blend proportions in the recipes had to stay visible to R&D only.
Result
Kralex runs its operations, from product development to invoicing, in one system. The technical data sheet sent to the customer is calculated from the approved recipe, and an order that exceeds the credit limit is not fulfilled without approval.
Solution delivered
- Product catalogueItems and finished products, with category, group and classification, units of measure, packaging and descriptions in Romanian and English.
- Versioned recipes with approvalRecipe lines with quantity and waste percentage. Copying a recipe creates the next version, and the approved version is set on the product.
- Technical data sheet calculated from the recipeIngredients, allergens and energy values per 100 g are taken from the items in the recipe. The approved sheet is generated for the customer in Romanian or English.
- Opportunities with R&D and tastingsThe product in development, the recipe, competitors and tasting sessions, with the survey sent to participants and the responses stored on the session.
- Quote, order and invoiceThe quote is created from the opportunity and sent as a PDF. A won quote can serve as a framework order for several firm orders, and the invoice is created from the order.
- Approvals and credit controlRecipes, technical data sheets and orders that exceed the credit limit or have an overdue balance are approved in Teams or by email. Data access follows the sales and R&D roles.
How it works
- 01
Customer request
Sales opens the opportunity, and R&D adds the product in development and the recipe.
Dynamics 365
- 02
Recipe and data sheet
R&D refines the recipe in versions; the technical data sheet is calculated from it and approved in Teams.
Power Automate
Teams
- 03
Quote
The quote is created from the opportunity, with the data sheet in the customer's language.
- Dynamics 365
- 04
Order and invoice
The order passes the credit check, then the invoice is issued.
- Dynamics 365
- Power Automate
