Marketing Commentary from interlinkONE

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Warehouse/Ordering: State Restrictions (Feature Highlight)

AuthorPosted by Jason Pinto Dateon Tuesday, July 13, 2010 Timeat 5:10 PM Categoriesin Technology

In the business of collateral distribution and fulfillment, it sure would be easier if all users could order and receive the same items. The company managing the inventory would have a lot less stress.

However in many industries, that is not the case. Financial Services and insurance companies have many rules that dictate which collateral can be shipped to people, based on the State that they live in.

Many of our service provider clients have received business from companies in those vertical markets. One way that our software supports them is via our State Restrictions feature.

In the Inventory Management section of our software, users have the ability to create and define details of the products that they are responsible for. This might include reorder points, descriptions, print instructions, and order approval rules. Users can also define if a product (or kit) is restricted to specific States.

If a product is restricted to specific States, our Order Placement/Shopping Cart pages will honor those rules.  Users will only be able to view and order products that are available to the applicable State. This helps to ensure that any laws surrounding distribution of that sensitive literature are honored.

Another example of how this feature may be used is if a person orders a kit. Let’s say someone orders the “Welcome to ACME Insurance” kit. This kit might include a generic Welcome letter, a What’s New document, and perhaps a description of the various insurance options that are offered. But if the person lives in the State of Massachusetts, the system could automatically inform the warehouse that they must include a supplement that provides state-specific guidelines when they ship the order.

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