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Order processing

Order processing is a critical aspect of any business operation, involving the steps taken to fulfill customer orders efficiently and accurately. This mind map aims to explore the key components of order processing. By visually mapping out the different elements of order processing, this mind map will provide a comprehensive understanding of the processes involved in handling customer orders and ensuring customer satisfaction.

Edited at 2023-05-19 12:56:32

WSMmsylX

Recent works View more works>>

Order processing
Order processing is a critical aspect of any business operation, involving the steps taken to fulfill customer orders efficiently and accurately. This mind map aims to explore the key components of order processing. By visually mapping out the different elements of order processing, this mind map will provide a comprehensive understanding of the processes involved in handling customer orders and ensuring customer satisfaction.

Order processing

WSMmsylX

Recent works View more works>>

Order processing
Order processing is a critical aspect of any business operation, involving the steps taken to fulfill customer orders efficiently and accurately. This mind map aims to explore the key components of order processing. By visually mapping out the different elements of order processing, this mind map will provide a comprehensive understanding of the processes involved in handling customer orders and ensuring customer satisfaction.

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Order Processing

Spex

Existing Web Customers

User Logs into system with Username and Password and receives their Pricing and Discounts.

Order Processing receives an Email from Website for a new Web Order.

Epicor SO.ENTRY add fields needed on page 2 Pricing and Discounts are Calculated already.

Website Admn to retrieve Credit Card Nbr to enter into Epicor

New Web Customers

Order Processing receives an Email from Website for a new Web Order

The Order comes in as a Sales Quote. See Page 4 for Details

Create a new Customer Master Record using address on Email

Create a Contact record using the Web Contact Number and associate it with the Customer Number

So.Entry to Convert the Sales Quote to an Order

Web Admin screen to retrieve Credit Card if any

Enter Credit Card Into Epicor

ZeptoMetrix

Existing Web Customers

User Logs into system with username and Password and receives their Pricing and Discounts.

Customer places order

Automatic email notification sent to customerthat order has been received

Order processing receives an email from website for a new web order with customer ID

If purchased on credit card, card is authorized via authorize.net for product price only.

If purchased on PO, no action

Order is entered into MS Dynamics GP and order is fulfilled

Once order is shipped, final shipping, handling, and tax is added to admin of the website

Order status is changed from unfinalized to paid and this action automatically captures payment via authorize.net from the website admin

Automatic email notification sent to customer that order is paid

New Web Customers

Customer creates a new account and fills out name,company, an email address.

Customer orders online

Automatic email notification sent to customer that order has been received

New customers are only allowed to order with credit for the first time

Order Processing receives an email from website for a new web order with customer ID field blank

Customer service creates a new Customer ID in ERPand follows the new customer SOP

Once a customer is approved, the customer ID is updated in the admin of the website along with any discount pricing and terms if applicable

Customer service notifies customerof new customer ID

Order is entered into MS Dynamics GP and order is fulfilled

Once order is shipped, final shipping, handling, and tax is added to admin of the website

Order status is changed from unfinalized to paid and this action automatically captures payment via authorize.net from the website admin

Automatic email notification sent to customer that order is paid

HPS

Existing & New Web Customers

No Login, Guest only Orders – Place Order on Website

Credit Card is entered on Website and Auotmatically Charged when it submitted

Web email sent with Information needed to create Sales Order

Create Customer and Contact Record

Process order on Epicor System

If additionl Freight or Sales Tax add Extra Charge

Notify Accounting for new charge to Credit card Used on Web to bill card

NSI

Existing & New Web Customers

User Logs in or chooses Guest

Order Processing receives an Email from Website for a new Web Order

Macola system to enter in Customer and Contact details

User goes into special screen on website to print the Credit Card Details if paying by Credit Card

Enter order into Macola

Make price adjustments