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- Telecom ERP
- Process
- Dealer order to delivery
Dealer order to delivery
Follow an accepted dealer order from priced offer to recorded delivery. Use the exact source record for each handoff. The owner of a downstream decision should see the current revision, the quantities already consumed and the remaining exception before acting.
Step by step
-
Prepare offer Sales Representative
Sales Representative checks item unit, quantity, price and tax.
- Sales Representative checks item unit, quantity, price and tax.
- Updates Service quotes, Service quote lines
-
Accept order Sales Manager
Sales Manager approves the current revision after credit review.
- Sales Manager approves the current revision after credit review.
- Updates Service orders, Credit reviews, Approval decisions
ApprovalA person approves before the work moves on. -
Reserve and pick Warehouse Operator
Warehouse Operator claims eligible stock and records actual picked quantity.
- Warehouse Operator claims eligible stock and records actual picked quantity.
- Updates Inventory reservations, Pick tasks
-
Dispatch Warehouse Manager
Warehouse Manager verifies ready scope and records dispatch.
- Warehouse Manager verifies ready scope and records dispatch.
- Updates Shipments, Shipment lines, Stock events
-
Record outcome Warehouse Operator
Warehouse Operator records accepted, refused and failed line quantities.
- Warehouse Operator records accepted, refused and failed line quantities.
- Updates Delivery attempts, Delivery results, Route stops
Who does what
Roles and permissions- Sales Representative
- , Sales Manager, Finance Manager, Warehouse Manager, Warehouse Operator.
- The preparer records the source facts; the named decision owner reviews the current revision and any exception.
Set up Telecom ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.