Sales Order Process
SOP 1 – Create A Sales Order
- Customer Reference = Order number = Payment
- Contacts are important to Capture
- Delivery address detail options
- Adding Carriage
- Order History (like V Line green Box)
SOP 2 – How to search for a Quotation, Sales order or Delivery Note in IQ
- Use of Filters
- Search Options
- Clear button
- Print preview
SOP 3 – How To Convert A Customer Quote To A Order
- The copy function to update a quote
- Right click to see items related to a quote
- Convert a quote to an order and check details all accurate
- Options to print or email a quote
SOP 4 – Create A Works Order
- Search features
- Issue Stock
- Build Assemblies
- Partial Completion
SOP 5 – Generating a Delivery Note from a Sales order in IQ
- Generating Delivery Notes from a Sales Order (Known as advice notes in V line)
- Putting a Delivery Note on hold to prevent being invoiced
- Releasing Delivery Notes for Invoicing
SOP 6 – Counter Card Sale
- Processing a Counter Card Sale
- Taking A Card Payment
SOP 7 – Order Status and Colour Guide
- Customer Status Code
- Taking Customers Off Of Stop
SOP 8 – How To Add A CRM Contact
- How to search for a contact
- How to edit a contact
- Ensure accuracy of spellings
- Quality data captured How to search for a contact
SOP 9 – Adding, Searching and Using Customer Contacts
- Adding customer contacts
- Search customer contacts
- Using Customer Contacts
SOP 10 – Chasing Quotes, Recording Outcome & Follow Up Tasks
- Chasing Quotes
- Recording Outcomes
- Follow Up Tasks