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Key features & functionality used by Carolina Wine Company:
  E-commerce
Running web store
  operations
  • Real-time integration
    with back-end
  accounting and
  business operations
  • A-Z listing
Managing Shoppers
  • Secured account
    management (SSL)
  • Credit card security
Taking orders online
  • Real-time order
    creation in the back
  -end
  • Real-time order status
   
  Accounting
General ledger
Accounts receivable
Accounts payable
   
  Sales
Sales order/back order
Promotional pricing
   
  Point-of-Sale
Cash register
   
  Inventory control
Serial number tracking
Graph inventory levels
Item kits
   
  Marketing
Customer tracking/
  profiling
Target email campaigns
   
  Purchasing
Purchase orders
Generate/assign serial
  numbers on purchase
orders
Check vendor payment
  history
Multi-currency purchase
  orders
   
  Shipping & Receiving
Record package tracking
  numbers
StarShip shipping
  manifest support
Address labels
   
  Customization/
  Configuration
Configure selectable
  choices per custom field
Custom crystal reports
   
   
 
 Company Background
 The Challenge
 The Solution
 The Result
 
 
  Company Background
Winegrape Crush

Located in Raleigh, NC, Carolina Wine Company (CWC) represents a unique concept in retail wine service and offers the best quality bottled wines from all over the world. Founded in 1995 by Chrish Peel, today CWC is anything but a typical wine shop: a 10,000 sq. ft. dedicated shop space with a climate-controlled warehouse, it carries thousands of unique, top-quality wines that range from $5 everyday wines to $1000 collectibles.

Recognized by Food and Wine Magazine and International Wine Cellar, CWC continues to be a wine shop with a difference.
Carolina Wine Company runs on Everest ERP Software.
  The Challenge
CWC started out as a two-person operation, and upgraded from using a calculator for five years to a DOS-based system with eighteen employees.

Now heading order technology at CWC, Vincent Voci started working part-time in the warehouse and shipping department. Then a computer science student, Voci started realizing some of the company’s technology needs and offered to help find a solution.

Using QuickBooks supplemented with numerous Excel spreadsheets, CWC moved onto Control Plus, a system made specifically for wine and beverage businesses. “The biggest problem was with invoicing; it was completely inflexible and that is what we found out from using it,” recalled Voci. Often, there would be mix-ups while ordering wine by the unit from the vendors, not knowing the number of bottles the case consisted. “While taking an order, the sales person would have to fill out an order form by hand, mark the shipping information on that order, manually label it as received and put it in the filing cabinet.” Out of its 18 employed staff, the company had 3 of them just filing paper work.

CWC contemplated devising a custom solution with a team of programmers but quickly gave up on the idea because the cost ran way beyond what it could possibly afford. It looked at Mail Order Manager, Executron, Everest, and PIMS Sigma Controller Plus. Though the latter was an integrated solution, it was completely out of CWC’s price range. “I even ordered an evaluation copy from Mail Order Manager and I contacted a couple of other companies that never responded,” said Voci. “I moved over to Everest before looking into anything else.”
 
  The Solution
CWC has been running on a fifteen-user license of Everest Advanced Edition since August 2003, and has reduced its employees to fourteen, bringing down operating costs. “Once we got onto Everest we didn’t need the extra people to just file work and organize stuff,” said Voci.

Today CWC does more than 1,500 orders a month as compared to its previous average of about 1,100. And now CWC uses purchase orders to order wine by the exact unit. “That was something that Everest solved. We are able to use the kit features for mix case specials and sales quantities by the sales measure.”

For Voci, the selling point of Everest was the integration of the e-commerce, sales, and purchasing, along with the custom fields. “We can add custom fields and other attributes, which is something we don’t get with other systems,” noted Voci. “We were kind of locked in to putting everything in the description.”

Working with Everest has fundamentally changed the business: it has reduced on the manual paper work with access to real-time digital information rather than pieces of paper filed away in a cabinet. “We process orders more quickly. All order information is in one place now and that’s the biggest thing,” noted Voci.
 
 
 
CWC has also improved customer satisfaction as it has saved the customers the pain of waiting for information on order status. “Our customers appreciate us because we are able to reconcile their accounts much more quickly with a push of a button and even email them outstanding orders, past shipments and things of that nature.”

CWC mails out daily specials and updates customers about items of interest such as wine launches, stock on sale, wine reviews, and company news releases. “Our email list has grown to about 5,000 subscribers; we post a special email offer almost daily – from the hardest-to-get wines, special deals, tastings, and other events,” said Voci.

From an operations standpoint, CWC has increased its daily shipments during peak season from 75 to 500 and ships out a case of wine in two minutes rather than the twenty minutes previously required. Before, it would hand-type address labels using the online interface of Airborne FedEx, and today with Everest it can print out a dozen labels in a minute. “We would use five different programs to get a case of wine out and now, with StarShip integrated into Everest, we can track the order status and our customer gets an email with a shipment tracking number and that is associated back to Everest. That’s been a big help right there,” said store manager, Dave McKnight.

With Everest’s just-in-time inventory, CWC now keeps its inventory levels to a minimal. “Three years ago we would close for a week to do inventory, now we can inventory this place in three hours.”

CWC plans on taking on a whole new generation of customers with its Everest e-commerce operations, and tapping into a newer segment for a customer base that will grow exponentially.
 
 
  The Result
27% increase in order volume
25% decrease in overhead, thereby bringing down operating costs
Eliminated manual paper work with access to real-time information
Six-fold increase in shipments
Cut down on shipping time by 90%
Improved customer service
 
   
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