Sales Workflow
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The Sales starts with a . Leads are potential customers. Any time a new potential customer contacts the company, a Lead file is created for them. If a lead requests information or shows interest in making an order, an is created. If a lead asks for a formal quotation, then a is generated against the opportunity. If a lead asks for a quotation when making initial contact, the opportunity can be skipped. When a quotation is made for a lead, the lead is converted into a customer.
If the customer sends a PO in response to a quotation, then a is generated against the Quotation. If a customer sends a PO without a quotation, generate the SO from scratch.
Final Pack will create a to record traceability information on sales shipments. The order is transferred to the Shipping Department.
Once complete, QA will (if necessary). Once complete, Customer Support will clear the order for shipment. The Shipping department will prepare and ship the order once cleared.
The Customer Support department will send the customer a . When the Customer pays, a will be created against the Invoice. When shipped and paid in full, the order will be closed.
