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Process · Dealer order to delivery
Dealer order to delivery
A dealer commitment begins with an evidenced offer and an accepted order revision. Sales Manager makes the commercial decision, and Finance Manager decides any required credit exception. Warehouse work then draws from the approved remaining quantity. This keeps a partial shipment from consuming the entire order.
Step by step
-
Prepare dealer offer Sales Representative
Sales Representative checks the dealer, product unit, price and tax basis, then records send evidence for the quote.
- Retains commercial basis
- Updates Quotes, Quote lines
-
Approve dealer order Sales Manager
Sales Manager checks accepted scope and the current revision. A required credit exception goes to Finance Manager.
ApprovalA person approves before the work moves on. -
Reserve and pick Warehouse Operator
Warehouse Manager releases eligible stock for the line. Warehouse Operator records actual picked quantity.
- Claims and records actual stock work
- Updates Inventory reservations, Pick tasks
-
Release route and dispatch Warehouse Manager
Warehouse Manager checks route operator, transport and stops before release. The operator dispatches only verified ready shipment scope.
- Releases route and records shipment
- Updates Delivery routes, Route stops, Shipments
ApprovalA person approves before the work moves on. -
Record delivery Warehouse Operator
The operator records visit time and the accepted, refused, failed or damaged quantity for each line.
- Records actual line outcome
- Updates Delivery attempts, Delivery results
Who does what
Roles and permissions- Sales Representative
- Prepares; Sales Manager approves; Finance Manager handles credit exception; Warehouse Manager releases route; Warehouse Operator executes and records delivery.
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