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- EV Charging Network Mgmt
- Process
- Operator order acceptance
Operator order acceptance
Sales Representative prepares an evidenced offer and order. Sales Manager makes the independent commercial and credit decision.
Step by step
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Prepare the offer Sales Representative
The Sales Representative fixes product unit, valid price and accepted evidence.
- Fix product unit, valid price and accepted evidence.
- Updates Service quotes, Service quote lines
-
Submit the order Sales Representative
The Sales Representative freezes quantity, ship-to and original promise.
- Freeze quantity, ship-to and original promise.
- Updates Charging service orders, Charging service order lines
-
Review credit and accept Sales Manager
The Sales Manager approves the order and bounded credit exception.
- Approve the order and bounded credit exception.
- Updates Credit reviews, Approval decisions
ApprovalA person approves before the work moves on. -
Reserve eligible demand Warehouse Manager
The Warehouse Manager claims available owned stock without treating it as shipped.
- Claim available owned stock without treating it as shipped.
- Updates Charger reservations, Charging service order lines
Who does what
Roles and permissions- Sales Representative
- , Sales Manager.
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