PRIVATE CLIENT WORKSPACEAUPEAK SOURCING ERP
Specifications & quotationsPurchase orders & quantitiesQC & defect recordsContainers & forwardersDelivery schedulesPayments & deadlines
CLIENT SITUATION
Why the project needed local coordination.
Specifications, quotations, purchase orders, inspection findings, shipping details and payment dates were spread across spreadsheets, email and chat history.
Challenge
Multi-category buyers needed a clearer current record without repeatedly asking which file or message contained the latest product, order or shipment update.
WHAT AUPEAK DID
Actions taken.
- 01Mapped Aupeak's day-to-day sourcing workflow before selecting the system structure.
- 02Used AI as a development partner to build connected product, order, QC, logistics and payment views.
- 03Created individual client access so each buyer sees the records connected to their own sourcing work.
- 04Continued refining the workspace around recurring client questions and operating needs.
EVIDENCE
What made the work reviewable.
- Product specifications and supplier quotations.
- Purchase orders, quantities and production records.
- QC findings and defect records.
- Containers, forwarders and delivery schedules.
- Payments and upcoming commercial deadlines.
OUTCOME