Tom Parsons Co.
Every order, from submission to shipment, in one system.
Tom Parsons Co. decorates plain products, Yeti tumblers, bags, and chairs, with brand logos for big clients. Orders come in constantly and have to move cleanly from submission to shipment.
- Industry
- Print & promo
- Who they serve
- Big brands like Therabody
- The scale
- ~100 vendors, ~1,369 orders
01 / The challenge
What was getting in the way
Manual, duplicated entry
email POs re-created by hand as QuickBooks sales orders.
No inventory control
truckloads of customer product arrived with no trail in or out.
Ad hoc proofing
proofs ran through one shared inbox, with no view across stages.
02 / What changed
What we built
Orders, inventory, proofs, and shipping run through one system with a searchable trail for every order and every piece in and out.
- Quote and order build-up with customer-specific order forms.
- A proofing step, plus production and shipping stages.
- Inventory tracking with a transaction log, and QuickBooks integration.
03 / The workflow
From the old way to the new way ↙See the shift
“Your first phone call... was a giant deal for me... there’s value in having someone’s attention.”
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