Sales Order Processing
Sales Order Processing appears on the 'Quick Menu' which is available from any part of the system. This enables staff to quickly and
easily record orders received from customers. Sales Orders can also be imported into this module from orders captured on handheld
devices used by sales reps or van sales drivers; from handheld devices used by customers to create orders; from external systems
such as websites or customer systems; or from equipment such as vending machines that have the ability to transmit orders in
an appropriate format.
Unique Features
Orders can be captured in a variety of ways. Some of the unique features of this module include:
- Multiple types of order supported - details on the types of order supported are outlined below
- Order templates - templates can be created of commonly received orders and these can be used to create new orders
- Customer profile - the list of products regularly purchased by a customer can be displayed when taking an order
- Listed products - if a customer is retricted to buying specific products, an order can only be created for items that appear as 'listed products'
- Handheld support - orders captured on handheld devices appear natively within this module
- Customer signatures - customers signatures captured against orders on handheld devices can be displayed
The remainder of this page contains further information on the features and functions of the order processing module.
Types of Order
Multiple types of order can be created within the system. These include:
- Product delivery - this is the simplest form of order and involves recording quantities against product codes
- Asset delivery - record an order to deliver a specific type of equipment (asset) to a customer
- Asset collection - identify the specific asset to collect from a customer or create an order to collect an unspecified asset
- Asset service - identify a specific asset and a fault, or create a fault report for an unspecified asset
- Asset sanitisation - record an order for a sanitisation
- Asset exchange - create an order to swap one asset for another
- Trial order - create a customer (if necessary) and order trial items
- General service - create an order to provide general services to a customer
- Product return - uplift one or more products from a customer
When saving the order, the Operator can assign the order to one of the customer's existing journeys, or leave it to be assigned
at a later time.
Order Query
There are a variety of ways to locate an order within the system. These include:
- Order number - an order can be retrieved using all or part of an order number
- Customer - all orders associated with a customer can be displayed
- Sales rep - all orders recorded by a sales rep for a specified period can be retrieved
- Date range - all orders for a specified date range can be displayed
- Depot - in common with other options, all orders for a depot for a specified date range can be displayed
If an order was captured on a handheld device and includes a customer signature, this can be displayed when examining the order.
Reports
Examples of the reports that can be generated from information processed through this module include:
- Orders by date - displays summary information for all orders for a specified date range
- Orders by rep - lists all orders for a rep for a date range
- Unassigned orders - list all orders that have not been assigned to a journey
- Overdue orders - lists orders that have not been delivered by their due date