It enables a business to offer the customer to have a choice to change ordered items. Sales Order document is created in the system with a unique reference number that comes in handy for better customer service afterward. It tells the business who is the customer, what are the products or services ordered, what is the payment term and method, what are the billing and shipping addresses, any special instructions for delivery, order priority etc. Business PurposeĪ Sales Order from the customer notifies the business of customer wants.
This process involves order capturing, order status management, payment terms and method setup etc.Ī customer can place an order from the storefront or a customer service representative (CSR) can place the order on behalf of a customer from the back end. Diagrams Level 1Ī sales order is an agreement between a business association and a customer concerning the delivery of products or provision of services.
OFBIZ REVIEW UPDATE
After getting approval from Customer and before the creation of the Sales order the CSR needs to update the Status of the Created Quote. CSR records request for Quote, creates a Quote and sends it to the Customer. The three scenarios of the Sale Quote process are:Ĭustomer contacts CSR, with a request for a Quote for specific products and quantities for each. There are a number of items that should be considered when preparing a quotation for a customer: It can help the customer to decide what products or services they want to buy, at the best price. Business PurposeĪ sales quote is to let a customer know the cost of goods or services before they decide to purchase them. After the customer approves the quote and sends the purchase order, a sales order is created from the quote. If the discount is not yet in the system, the CSR creates the discount. It allows buyers looking for specific products to get an estimate of the cost involved in completing the purchase.Ĭustomer Service Representative (CSR) creates a quote for the customer with list prices and assigns the appropriate discount (based on customer relationship). A sales quote is a document sent to a potential customer, offering to sell goods or services at a certain price under specified conditions.
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