S ales Pr oc es s

Available in base product New Development Manual Opoeration New Development - Completed - Under Testing

A Package : Predefined sales quantities of finished goods such

as 10 / 20 /... which special higher discounts are applicable for
Start each defined quantity, for dealers and distributors.
Aware Yes Yes Decides to
of which Item to Package ? End
Purchase No Receives the
Customer

purchase
confirmation from sales
person & submit to
No No Yes the cashier with
cash.
Item Inquiry Receive the Order
quotation Confirmation
Pay
Quotation exceeding End
No Confirm the No
RFQ? purchase amount
Request for a ?
quotation
Yes
Yes

Finalize and Confirm & Check

Analyze customer's If Quotation convert Stock Yes Proceed with Package No Yes More info...
issue the Yes Stock Cash Sale ?
requirement and quotation to issued quotation as a Available ? Sales order. Sale - Post GRN
Availability
select the suitable customer Sales Order. - Post Invoice
item. Quotation - Handover the Confirmation
No Yes Cash Sale ?
No to the customer and Yes
No request to do the payment
at Cashier.
- Order No
Customer is a Create new Confirmation
Check Item type : Customer Validate
Existing dealer/distributor & not Yes - Receipt
No Yes Trading / sales order willing to wait until Credit Limit
Customer ? - Invoice
updated as a No header stocks are When stocks Request Finance
Manufacturing available
dealer/distributor? available: department to set
Inform Customer. higher / package
discounts.
Create sales lines No
Create - Submit invoice and
- Input Items No warranty certificate to
Customer Yes For each item, Sufficient
- Input Quantities the customer
Record validate the net Credit Balance
No Create Create Price - Input Discounts Yes
amount against Margin >= ?
Trading Item Quotation Quotation lines available for Yes - Validate discount + Misc.charges Item is
cost for Min.Margin% Yes
Header - Input Items item against maximum discount per item. a Finished Yes Pick Serial - Order Confirmation
minimum End - Receipt
Good? Numbers
Convert to margin%. Stock No - Invoice
Manufacturing No
Dealer / Yes replenishment - Warranty Certificate
Sales

No No Yes item ?
Distributer
Is the
customer For each item,
Check Price validate the net Yes
registered for No No Margin >=
stock available for Yes
VAT/SVAT amount against Package ? Min.Margin% Inform Finance
availability Inform Finance
item cost for minimum department
department
margin%.
Yes Yes
No No

Send request to
Stock - Display error message. Production department
Yes Request Finance
available ? - Restrict proceeding with - Display error message. throuh Sales Order.
Inform Finance department to upadate
Update the quotation. - Restrict proceeding with
department package discounts in
VAT/SVAT the sales order.
Sales Order
registration No
details

Request customer to pay

the amount which
Stock Inform Finance exceeds teh credit limit.
replenishment Inform Finance department &
department & Update sales
request to autorize
request to autorize order.
the Sales order.
the quotation.

Evaluate the sale and Evaluate Customer and

authorize for higher decide whether to allow to
Calculate the Check and Check whether the
Calculate the Check and discounts and set higher exceed credit limit.
price and set authorize order quantities are
price and set authorize discounts for each item - Check customer's
in quotation Quotation updated according
in sales line. Sales lines. based on quantities payment history
line. lines. to the packages.
- Revice Prices. payment type and any - Check colleteral
- Issue a memo other facts. infomation.
with new prices.
Finance

Continue Continue Package

with given price - Revice Prices. with given price requriements are - Revice Prices.
No in future ? No - Issue a memo
in future ? - Issue a memo met ?
with new prices. with new prices.
Allow Update sales order
Yes No exceed credit Yes to allow to exceed
Yes limit ? the credit limit.

Update
- Revice Prices. No
Issue a memo with Package
- Issue a memo new prices. discounts in
with new prices. No
sales order.
Finance - Cashier

- Receive fulll payment. - Receive payment for credit

- Print payment receipt exceeding amount.
and submit to the - Update the payment.
customer. - Print payment receipt and
submit to the customer.
- Order
Confirmation - Order
- Receipt Confirmation
- Receipt
IT Department

Update new prices in Update new prices in Update new prices in Update new price in Update new price in
End End End End
ERP system. ERP system. ERP system. ERP system. ERP system.

Cash
purchase &
No Deliver items
Payment Not
Made?
Stores

- Order Confirmation
Check Invoice and - Receipt
Yes - Invoice
payment receipts.
- Warranty certificate

Items are not

released.
End