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- Solar Project Management
- Process
- Dealer order to delivery
Dealer order to delivery
Carry accepted dealer demand to a recorded delivery result.
Step by step
-
Prepare Sales Representative
Sales Representative prepares the dealer offer and order.
- Sales Representative prepares the dealer offer and order.
- Updates Quotes, Sales orders
-
Approve Sales Manager
Sales Manager independently approves the order and credit exception.
- Sales Manager independently approves the order and credit exception.
- Updates Credit reviews, Review decisions
ApprovalA person approves before the work moves on. -
Reserve Warehouse Manager
Warehouse Manager claims available stock for order lines.
- Warehouse Manager claims available stock for order lines.
- Updates Inventory reservations, Inventory positions
-
Dispatch Warehouse Operator
Warehouse Operator picks and records actual shipment.
- Warehouse Operator picks and records actual shipment.
- Updates Shipments, Shipment lines
-
Deliver Warehouse Operator
Warehouse Operator records each visit and line outcome.
- Warehouse Operator records each visit and line outcome.
- Updates Delivery attempts, Delivery results
Who does what
Roles and permissions- Sales Representative
- , Sales Manager, Warehouse Manager and Warehouse Operator.
Set up Solar Project Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.