Book the order
Process map by Brian. 13 steps, 1 layer. Tags: business, operations.
- Sales rep: Closed-won deal handed to operations
- Sales operations: Create the sales order from the signed quote
- Sales operations: Check customer, pricing, tax and ship-to
- Sales operations: Does everything match the contract?
- ERP system: Run the credit check
- ERP system: Credit approved?
- Warehouse: Is the inventory available?
- Warehouse: Pick, pack and schedule shipping
- Customer: Order confirmation sent
- Sales operations: Backorder and give the customer a firm date
- Sales operations: Ask for prepayment or a deposit
- Customer: Pays
- Sales rep: Clarify with the customer and fix the order