This feature is available on all Goodshuffle Pro Plans.
With Goodshuffle Pro's robust conflict detection system, you will make proactive decisions regarding your inventory.
If a potential conflict arises, you can quickly see when the proposal was created, where it is in the sales process (are they about to sign? check the last communication!) and how large the contract is before deciding who to assign the inventory to. This gives you full control as a business owner.
Note: Goodshuffle Pro will never stop you from adding an item with a potential conflict to an order, or block you from sending a quote if a conflict is detected. You have total control over which conflicts you need to address immediately!
Goodshuffle Pro will show you both Potential and Actual conflicts - letting you know when you're simply at risk of overbooking, and when you need to take action.
Here are some proactive approach scenarios you'll benefit from with this feature:
1) Choosing a VIP over a new customer.
Say you have a new customer request a tent for Memorial Day weekend. If you have an alert that shows you have a proposal out to a big corporate client that you've been dying to land that day, wouldn't you want to first call them and see if they're ready to sign? Otherwise, they could sign the next day and suddenly it's too late because you gave their desired tent away to a small client.
2) Choosing a larger contract.
Imagine you're creating two separate projects, one for a $10,000 wedding and one for a $100 birthday, both using the same chiavari chairs. You'll see the potential conflicts presented to you straight away, and we empower you to make the choice of which contract will receive the chairs, and which one will need to pick an alternate.
3) Getting ahead of inventory orders.
In the above scenario, if you decide to simply order new chiavari chairs, the proactive alert allows you to put that order in ASAP, since a last minute order can be impossible or, at the very least, more expensive due to rush shipping.
4) Persuading a customer to choose an alternate.
If a client asks for an item that's on another proposal that you think is about to sign, you can see that potential conflict and simply suggest a similar item to the new client. This increases the likelihood you close both deals, rather than promising the same item to both of them and ending up disappointing one of them.
5) Encouraging clients to close faster.
If a client asks for an item that's on another proposal and you see that project is in the blue Quote Sent stage, you can use this to push one client to sign faster by letting them know it's already on a proposal and that the first to sign (and/or pay!) gets first dibs.
Here are some problems with the "reactive approach" to conflict detection (only showing a conflict AFTER it's double booked)
1) Two clients can sign at the same time.
Let's say you send out a proposal to one group Monday and a proposal for the same items to another group Tuesday. On Wednesday they both sign and now you have an alert that there's a conflict. You're now stuck with a conflict that could have been avoided by suggesting an alternate or at least giving my client warning there was potentially someone who was going to beat them to the punch who'd inquired first. Potential conflicts will help you see this even before sending the quote.
2) Refunds and Negative Reviews.
In the above scenario, unless you buy more inventory, you are stuck refunding someone (and absorbing Stripe's Processing Fees) and making them angry that they thought they booked something with you that actually wasn't available.
Another example, if you have someone requesting a single throne chair, you wouldn't want to say yes to them, then have the next day a client sign a $10k contract you sent out two weeks ago that included the throne chair. Now you have to call back the first client and refund them? Yikes.
In these scenarios, you are increasing the odds of a negative review that can devastate your business. Even if your policy is always "first come, first serve" in signing and paying, it's best to let a client know that something on their quote is already on another proposal to manage their expectations rather than blindside them.
3) Purchasing unnecessary inventory.
If you choose to resolve all conflicts by purchasing more inventory, you're buying things that you haven't appropriately determined you have proper demand for, other than this one instance. This leads to a surplus of inventory you do not need and may sit in your warehouse taking up space without ROI. Inventory purchase decisions should be made based on repeated demand data, not last minute quick fixes. This is a common problem for rental companies that greatly reduces their profits.
In summary, Goodshuffle Pro's conflict detection system allows you to 'see the train coming down the tracks' as soon as possible. You and your team will make smarter and more informed business decisions, saving your company time, money, and frustration with this information'.