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Process Document Template

The document provides a sample business process document for a sales process at DIWA Learning Systems Inc. It includes the purpose, scope, flow, and control points of the sales process. The process involves sales agents presenting book lists to schools, schools ordering books and verifying purchases, payment arrangements being made, purchase orders being filed and sent to schools, orders being input into the system, books being shipped, and control points to monitor risks and measure effectiveness.

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Precious Diarez Pureza
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435 views4 pages

Process Document Template

The document provides a sample business process document for a sales process at DIWA Learning Systems Inc. It includes the purpose, scope, flow, and control points of the sales process. The process involves sales agents presenting book lists to schools, schools ordering books and verifying purchases, payment arrangements being made, purchase orders being filed and sent to schools, orders being input into the system, books being shipped, and control points to monitor risks and measure effectiveness.

Uploaded by

Precious Diarez Pureza
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
  • Introduction: Introduces the purpose and importance of business process documentation, emphasizing monitoring and improvement.
  • Explanation of Business Process Document: Details the components of a business process document, focusing on control points and their role in process improvement.
  • Sample Business Process Document: Provides a sample layout of a business process document, including an overview, scope, and key components involved in the sales process.
  • Sample Business Process Flow Diagram: Illustrates a flow diagram outlining the sales process, highlighting key steps and interactions within the procedure.

BUSINESS PROCESS DOCUMENT

<PROJECT NAME>

COMPANY NAME
STREET ADDRESS
CITY, STATE ZIP CODE

DATE
Table of Contents
INTRODUCTION.................................................................................................................................3
EXPLANATION OF BUSINESS PROCESS DOCUMENT ..........................................................................3
SAMPLE BUSINESS PROCESS DOCUMENT.........................................................................................4
SAMPLE BUSINESS PROCESS FLOW DIAGRAM.................................................................................6

2
INTRODUCTION

EXPLANATION OF BUSINESS PROCESS DOCUMENT

Control Points and Measurements: Business processes are not without risk and uncertainty. Nor
are they exempt from any type of efforts to continuously monitor and improve them. Control
points should be established at various points of the process flow where risks have been
identified. This helps the process owner monitor risks associated with the process and is useful
in ongoing process improvement efforts. Measurements are also necessary for determining the
effectiveness of a process and performing process improvement. Measurements may coincide
with control points in an effort to identify where risks or problems may reside and to determine a
methodology for improving the process around these risks and problems.

3
SAMPLE BUSINESS PROCESS DOCUMENT
Name of Process: Sales Process
Process Owner:
Created By: DIWA Learning Systems Inc.
Date Created:

Process Purpose: The purpose of the sales process is to improve DIWA Learning Systems Inc.’s sales
agents, their managers and business ability to effectively and efficiently conduct their
sale transactions to their valued clients by having proficient internal controls.
Process Scope: The sales process deals with the sales transactions occurring within DIWA Learning
System’s sales agent and their various client schools.
Process Flow: 1. Presentation of lists of books by the sales agent to various
schools of their handled area
2. Client school will contact the sales agent to order books
3. Arrangement of payment
4. Sales agent files and sends Purchase Order to client school for
verification of orders
5. Client school receives PO and verifies ordered books
6. Sales agent will sent PO to Customer service specialist within 7
days
7. Customer service specialist receive and stamp the PO
8. Customer service specialist shall send the stamped PO form to
the encoder within 24 hours.
9. Encoder receives stamped PO
10. Encoder will input the sales quantity to the system
11. Encoder will release sales quantity to SH
12. Ship confirmed orders
13. Warehouse clerk will pack and prepare the books for shipment
14. Courier will ship the ordered books to client schools

Control Points and


Measurements:

SALES PROCESS FLOW DIAGRAM


Start

Presentation of lists of books Sales agent files and


Client school contacts the Arrangement sends PO (Purchase
by the sales agent to various
sales agent to order books of Payment Order) to client school for
schools of their handled area
verification of orders

If orders Client school


Sales agent will send PO Yes
are receives PO and
If Customer
to If
Customer
Customer
Customer service
service
service 4 confirme serviceverifies
specialistordered
specialist
Customerwithin
specialist
specialist 7
receives
shallServicedays
send the clerk Encoder will
willPO
release
input
books
Warehouse d?? receives
PO within
stamped PO
Specialist 7
formdays?
Books to ordered
receives are Encoder receives
the ordered the
SQwithin
SQto (sales
SHdays?
Orders quote)
(sales
will
prepares/packs Ship confirmed
No transaction 24
encoder shipped
andwithin
stamp 24PO
books tofor
hours.client
End schoolsstamped PO
shipment orders will be made to
release)
thebesystem
delayed
Yes No No No
Yes

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