How it works
One order, from brief to pallet.
Follow a carton order for a supplement brand through all ten steps: who handles each one, which of your systems it lands in, and what your team no longer does by hand.
Follow one order
From brief to pallet, without the email chain.
One carton order for a supplement brand, followed through all ten steps. Each step shows who handles it and which of your systems it lands in.
Brief
- Handled by
- Customer Service Rep
- Lands in
- Email and brand portal
Brief received: SB-MAG-120, reverse tuck carton
- 01
Brief
Customer Service Rep · Email and brand portal
A supplement brand needs cartons for a new SKU. The brief, spec sheet and dieline land in one place instead of six inboxes.
Brief received: SB-MAG-120, reverse tuck carton
- 02
RFQ
Purchasing Officer · Supplier RFQs
The same spec goes to three approved converters, so prices and lead times compare line by line.
3 RFQs sent, 3 of 3 replied
- 03
Costing
Estimator · Dynamics price lists
Substrate, print, finish and freight are costed. MOQ and run length are checked before the quote leaves.
Quote Q-7731 sent, $0.184 per unit
- 04
Proof round
Artwork Coordinator · Proof portal
The brand marks up the proof on screen. Every comment is pinned to the panel it is about.
Round 2: 2 comments, both resolved
- 05
Sign-off
Artwork Coordinator · Proof portal
A named person at the brand approves version 3. The approval is stamped with their name, the time and the exact file.
v3 approved by the brand, 10:14
- 06
Supplier PO
Purchasing Officer · Dynamics purchasing
The purchase order goes to the converter with the approved file attached. Nobody can print version 2 by mistake.
PO-18832 raised with approved v3
- 07
Stock
Dispatch Coordinator · CartonCloud
Finished cartons arrive at your warehouse or 3PL and show against the brand’s stockholding.
12,500 units received, 10 pallets
- 08
Call-off
Dispatch Coordinator · CartonCloud
The brand calls off four pallets. The pick is raised in CartonCloud without anyone re-keying it.
Call-off CO-3317, 4 pallets
- 09
Dispatch
Dispatch Coordinator · 3PL partner
The carrier is booked and the brand receives tracking without asking for it.
Booked for Thursday AM delivery
- 10
Proof of delivery
Customer Service Rep · Dynamics
Proof of delivery comes back, the invoice is raised in Dynamics, and a reorder reminder is set for the SKU.
POD received, invoice INV-55120
Who does what
Every step, and the job your team stops doing.
- 01
Email and brand portal
No longer done by hand: Saving attachments from six email threads into one folder.
- 02
Supplier RFQs
No longer done by hand: Emailing each converter the spec and building a comparison spreadsheet.
- 03
Costing
Estimator, RFQ & CostingDynamics price lists
No longer done by hand: Hunting for the latest supplier price and re-typing the spec into a costing sheet.
- 04
Proof round
Artwork Coordinator, Artwork & ProofingProof portal
No longer done by hand: Sending PDFs back and forth and collecting comments from screenshots.
- 05
Proof portal
No longer done by hand: Searching the email thread for who approved which version.
- 06
Supplier PO
Purchasing Officer, Supplier ApprovalDynamics purchasing
No longer done by hand: Re-keying the PO and attaching the print file by hand.
- 07
CartonCloud
No longer done by hand: Updating the stockholding spreadsheet when goods arrive.
- 08
CartonCloud
No longer done by hand: Re-keying the call-off into CartonCloud or the 3PL portal.
- 09
3PL partner
No longer done by hand: Booking the carrier in a portal and emailing the brand the tracking.
- 10
Proof of delivery
Customer Service Rep, Accounts & ReordersDynamics
No longer done by hand: Chasing proof of delivery before the invoice can go out.
Your people decide
Otopack does the chasing. Your team makes the calls.
- Prices outside your rulesAny quote below your margin floor or outside your price list goes to your estimator before it is sent.
- Artwork sign-offA named person at the brand approves every version. Your QA or regulatory person still signs off.
- Which supplier gets the POOtopack lines up the replies. Your purchasing team chooses, and approves any new supplier.
Bring one real order. Watch it run.
Pick a quote, a proof round or a call-off from this week. We will walk it through Otopack on top of your own systems, so you see exactly where the hours go.