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Leanx Fulfillment · Order and Delivery Fulfilllment

Make Every Customer Commitment
is Fulfilled as Planned and to the Required Standard

Connect orders, supply, delivery, project implementation, milestones, and acceptance to accurately translate sales commitments into delivery plans, allowing businesses and customers to stay informed of complete performance progress in real-time.

✓ Link Sales, CPQ, Supply and Revenue✓ Support Product, Equipment and Project Delivery
订单与交付履约控制塔
● 实时协同
On-time Fulfillment Rate96.8%↑ 2.4pt
Order In-transit128Amount ¥46,800,000
In Delivery Project247 Acceptance this Month
履约风险6Need to be paid attention to
FUL-2026-08218 · Northstar EnergyAP Energy Storage Control System Delivery Project
Supply Risk · Medium
NE
Northstar EnergyOrder amount ¥ 12.8 million · 3 delivery sites
总体进度68%
✓Order Confirmation08/03
✓Supply Preparation08/20
✓First Batch Dispatch09/02
4Field Implementation进行中
5Customer Acceptance09/28
6Project Handover10/05
Key Milestones查看计划
✓
Singapore site equipment arrivalHave Completed· September 8th
100%
✓
Control System InstallationHave Completed · September 12th
100%
!
System Joint DebuggingOn-going · Estimate September 20th
62%
Risk and Actions3 条
!
3 days delay for the 2nd batch of controller已请求供应商加急
i
客户验收人员尚未确认责任人:刘凯 · 今天到期
✓Delivery milestones have been uddated to customerProject portal and responsibility team has been updated
Order ExecutableFrom sales commitment to fulfillment plan
Collaborative DeliverySupply, logistics, projects and customers
Progress TrackableTask, milestones, risk and acceptance
The Result Can be Closed LoopAcceptance, handover, payment collection and service
End-to-End Fulfillment

From Order Confirmation to Customer Handover, Covering a Complete Performance Loop

Break down complex orders into clear supply, logistics, and delivery actions, ensuring that each stage has plans, responsibilities, evidence, and results.

01
▤

Order Confirmation

Undertake quotations, contracts, product configurations, and customer commitments.

02
◇

Fulfillment Plan

Split delivery batches, tasks, resources, and key milestones.

03
⇄

Supply Coordination

Check inventory, purchasing, production capacity and key material preparations.

04
↗

Goods Delivery and Arrival

Managing stock outs, logistics, reciept and arrival at multi sites.

05
⌁

Implementation Delivery

Coordinate the Installation, Adjustment, Training and Deliverables submission.

06
✓

Acceptance and Handover

Complete customer acceptance, problem lists and formal handover.

07
◎

Payment Collection and Service

Trigger the payment node and hand over the equipments to customer service.

Project & Delivery Management

Not only Managing Orders, But Also the Final Results Received by Customers

For equipment, project, and solution based businesses, unify order fulfillment and project delivery management, allowing sales, supply chain, project teams, and customers to collaborate around the same plan.

1

Integrate orders with projects

Automatically generate delivery items, tasks, milestones, and customer deliverables from orders to reduce duplicate entries.

2

Multi Sites and Batch Delievery

Manage shipping, installation, debugging, and acceptance by customer location, product batch, and implementation stage.

3

Customer Joint Participation in Performance

Share progress, documents, issues, and acceptance through the customer portal to reduce information asymmetry.

Delivery Proejct Plan

AP Energy Storage Controlling System · 3 Sites
总体进度 68%
Plan Cycle64 Days18 Days to go
Completed Tasks42 / 6168.9%
To be Accepted Deliverables4 Items2 Items this Week
To be Resolved3 Pcs1 High Priority
第1周第2周第3周第4周
Equipment Supply and Dispatch
Field Installation
System Degugging
Training and Acceptance
✦ Leanx Agent suggestion: The delay of the second batch of controllers will compress the debugging window. It is recommended to arrange remote configuration in advance and adjust customer training to be completed before joint debugging.
Core Capabilities

Six Core Competencies Covering Orders and Delivery Performance

From commercial commitment to customer acceptance, connect orders, supply, logistics, projects, customers, and finance to make the fulfillment process transparent and controllable.

▤

Order Scheduling and Changes

Unified management of orders, line items, delivery batches, configurations, and changes to ensure that the execution content is consistent with customer commitments.

  • Order splitting, merging, and version
  • Change impact and approval control
⇄

Supply and Performance Coordination

Connect inventory, procurement, production capacity, and supplier status to identify material and resource constraints in advance.

  • Promised quantity and supply inspection
  • Gap, substitution, and expedited processing
↗

Shipment and Logistics Tracking

Manage outbound, transportation, in transit, sign in, and abnormal delivery, supporting complex delivery with multiple batches and addresses.

  • Delivery plan and logistics nodes
  • Receipt voucher and abnormal collaboration
⌁

Project Implementation and Delivery

Convert orders into projects, tasks, resources, and deliverables, and collaborate on on-site installation, debugging, and training

  • Plan, task, and resource management
  • Mobile site and delivery records
✓

Milestones and Customer Acceptance

Manage milestones, documents, problem lists, and electronic acceptance according to delivery standards, and gather complete evidence.

  • Deliverables and Acceptance Criteria
  • Customer confirmation and problem closure
✦

Risk and Intelligent Collaboration

Real time monitoring of performance deviations, with Leanx Agent identifying risks, analyzing impacts, and driving action.

  • Delay, cost, and quality warning
  • Action suggestions and responsibility tracking
Fulfillment Value

Upgrade 'Order Completed' to 'Customer Successfully Delivered'

The performance results not only determine the speed of revenue recognition and payment collection, but also directly affect customer satisfaction, contract renewal, and long-term cooperation.

01 · More Punctual

Improve On-time Delivery and Acceptance Rate

Coordinate supply, logistics, and project resources through unified planning and risk warning to reduce delays and passive firefighting.

02 · More Transparent

Let enterprises and customers see the same progress

Concentrate on presenting orders, shipments, tasks, issues, and milestones to reduce cross departmental communication and customer inquiries.

03 · Faster Close-up

Link Acceptance, Handover, Payment Collection and Service

After the acceptance is completed, the payment node will be automatically triggered, and the equipment, documents, and service rights will be handed over to the after-sales team.

Make Every Order a Reliable Customer Delivery

Schedule a Leanx Fulfillment product demonstration and plan a complete loop from customer commitment to fulfillment results based on your order, supply, project, and acceptance scenarios

Book a Product Demo →
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