This is not a report of a real customer project. It follows a fictional Istanbul manufacturer preparing personalised product sets for corporate customers. A client requests sets for an event, delivered to several addresses. Sales waits for artwork approval, the workshop plans preparation and the warehouse needs packing details. A shared deadline does not make these responsibilities identical.
Different decisions within one order
CRM records set contents, personalisation requirements and the requested delivery plan separately. Options discussed during a meeting are not automatically accepted scope.
If quantities or products change, update the quotation version and show which sets and addresses are affected. Otherwise different teams may use different lists under one order number.
Receiving a logo is not design approval
The prepared design can be sent to the customer with a visible version, outstanding approval and approving contact. Uploading a file should not automatically start production.
Agree whether materials can be reserved while approval is pending. This depends on operating rules and commercial risk rather than the software’s default behaviour.
Track set components in ERP
A set may contain several products and packaging items. Sales can discuss set quantities while the warehouse sees component requirements. Identify which components come from stock, purchasing or external processing.
A missing component needs a visible link to its purchase or preparation status. ERP can hold material and production information while CRM preserves the customer agreement.
Connect address changes to packing
A customer may redirect some sets to another address. Record which parcel or delivery group changes. Do not silently rewrite a shipment that has already been completed.
Keep undelivered groups open after partial dispatch. Customer communication can then distinguish prepared, dispatched and decision-pending groups.
Test changes and missing components
Do not test only a straightforward order. Try a quantity change after artwork approval, missing packaging and an address correction. Check whether sales, workshop and warehouse see the same scope.
No sales increase or delivery-success rate is claimed. A real acceptance check should establish that approval, material status and delivery groups are correctly tied to the order.
For your Istanbul custom-production or corporate-order workflow, sample quotations, design approvals and packing records help identify where CRM and ERP should connect without unnecessarily enlarging the project.
