We saw various components and modules which trigger a customer order management process.

https://faoblog.com/processes-ar-order-management-2/

Technically what we spoke of comprises of only the initiation piece for recording a customer order.

We had listed various components of a customer purchase order process. Let us look at some of this in a little more details.

Receiving a purchase order from a customer

  • When a customer order is received, the initial things to verify are whether the order is clear and readable. Often when an order is sent through fax, snail-mail or by way of a printed document, illegibility of a document may creep in.
  • The date of the order and any specific terms of the order need to be noted

 Validating the identity of the person placing the order

  • It is important to validate if the person placing the order has the authority to do so.
  • This can be verified based on the customers standing instructions, the inputs by sales leads and numerous other ways.

Logging the order in the system

  • The PO will have to be uploaded into the client’s systems.
  • All relevant details will be entered, like, date, customer name, his billing and delivery address, his tax details (these should be pre-available in the system’s customer database), any special instructions, order terms, including payment terms, criteria for material / service approval, etc.

We have enabled a button on the top of the first page, which will enable you share your posts. If you wish to write about any of the current streams, you can do it at https://faoblog.com/guest-post/. We will review your post and release it within 48 hours of your posting.