Sales Order Process Flow Plan (Flow Chart) Steps help

R

RussG1961

#1
I am currently formulating a Sales Process Map.

I have seen several examples of such and it has spawned some questions.

Here are the steps as per an example i have seen.

1. "Request For Quote".

2. "Quotation Module"

3. "Customer accepts quote".

4. "Order Taken"

5. "Work Performed"

6. "Ship Product"

7. "Invoice Customer"

And a few more processes. You get the idea.

Back to step #2. I had a discussion with our sales manager as to the need for a "module"

He didn't like the idea. It was his feeling that it would things "complicated" or creating "Mass of paper work". I agree, i think.

He sees this as a process as a step that a sales rep has been trained for within the company. He doesn't see this as something that needs a separate Process Map or "module".

This is my thinking on the issue.

If i state in step #2 "Quote Given", will it raise a question with an Auditor as to how the quote is achieved or decided? If such a question were to arise and I answered with, "quotes are decided by or sales department", will it likely raise other questions?

I guess it seems a little open ended, but I am undecided as to how to approach this issue within our sales flow chart.

Yes i am teh Noob. :D

RussG
 
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Colin

Quite Involved in Discussions
#3
Russ, perhaps you could deal with it by referring to another document e.g. a work instruction or perhaps you just leave it to the competence of the sales people, I have done both and they work OK usually.

I have put together an example of a flowchart based on your information but I have included a couple of 'what ifs' - hence the decision boxes. Hope it helps.
 

Attachments

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Groo3

#4
I think Quote Given is more appropriate. If I saw "Quote Module", I would tend to ask more questions or ask for some documentation (a training module?) or a procedure on how to come up with a quote... In other words (in my opinion), "Quote Module" would raise more questions than "Quote Given". Simple as that.

The only thing I see as missing would be step 3-a where the order is verified or where the customer confirms acceptance of the quote in writing (signs the confirmation of the terms and conditions and faxes it back to you).

Depending on the nature of the business, there may be other steps in the process. For example: Do you run a credit check on all new customers? Are shipments made before you assess the risk of a customer not paying?:2cents:
 
R

RussG1961

#6
Russ, perhaps you could deal with it by referring to another document e.g. a work instruction or perhaps you just leave it to the competence of the sales people, I have done both and they work OK usually.

I have put together an example of a flowchart based on your information but I have included a couple of 'what ifs' - hence the decision boxes. Hope it helps.
Colin. Thanks again for taking time to help a complete noob.

While you were creating that chart i had been working on this one i have attached.

It looks like i was on the right track. Well kinda.

Thanks
RussG
 

Attachments

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