Quote to Contract

Lead to Opportunity for Sales

Manage Quote/ Opportunity

Convert
Convert Perform
Perform Present
Present and
and
Manage
Manage Configure
Configure
Opportunity
Opportunity Cross-Sell
Cross-Sell Negotiate
Negotiate
Quote
Quote Item(s)
Item(s)
to
to Quote
Quote Up-Sell
Up-Sell Quote
Quote
• Process of converting an • Manage development of • Present product or service • Configure products and • Process of determining
existing opportunity to a quote: confirm customer information to a customer services for sales order, pricing and discounting of
quote and to enter a quote requirements, obtain to encourage them to buy check availability and products or services during
approvals, present to additional offerings pricing the Quote process
customer and revise as
needed

Determine/
Determine/ Maintain
Maintain Negotiate
Negotiate Convert
Convert
Finalize
Finalize Customer
Customer Service
Service Quote
Quote
Order
Order Details
Details Information
Information Agreement
Agreement to
toOrder
Order

• Determine order options • Maintain primary • Identify and negotiate • Process of converting a
such as shipping, billing, information about the warranty and service quote into a sales order
scheduling and payment customer agreements
options

TeleSales, Quoting

Enterprise
Vision Corporation
Roles

Sales
SalesRepresentative
Representative
Order to Shipment
Sales Manager Order to Drop Shipment
Quote to Warranty/ Extended Warranty for Service
 Order Entry
.
Opportunity to Order for Sales
Credit Approval to Customer

Order Entry

Manage
Manage Enter
Enter Specify
Specify and
and Validate
Validate Check
Check
Customer
Customer Order
Order Configure
Configure Configured
Configured ATP
ATP
Order(s)
Order(s) Lines
Lines Order
Order Order
Order
• Sales order(s) submitted by • Enter information related to • Order Clerk configures the • Order Clerk validates • Calculate Available to
customer or sales reps are the requested item(s) sales order (as needed), configuration to assure Promise (ATP) for the
entered into the system – monitoring the source of compliance with standards customer order
capture, copy, cancel, mass- materials
change customer orders

Check
Check Book
Book
CTP
CTP and
and Order
Order
CTD
CTD

• Calculate Capable to • Book the order in the

Promise (CTP) and Capable system initiating the order
to Deliver (CTD) for the workflow process
customer order

Order Management, Configurator

Enterprise
Vision Corporation
Roles

SalesClerk
Order Representative
Order to Status Inquiry
Order Scheduling and Additional Processing
Scheduling & Hold Processing
Additional Order Processing
Order to Status Inquiry

Scheduling & Hold Processing

Schedule
Schedule Send
Send Manage
Manage Release
Release
Sales
SalesOrder
Order Sales
SalesOrder
Order Sales
SalesOrder
Order Credit
Credit Holds
Holds
Ship
ShipDate
Date Acknowledgement
Acknowledgement Holds
Holds on
on Sales
SalesOrders
Orders
• Order Clerk schedules sales • Order Clerk sends • Research and resolve • Review, release credit holds
order lines ship dates acknowledgement to the shipment holds associated on sales orders
customer with open sales orders • Cancel orders when holds
cannot be released

Order Management, Financials

Purchase Orders for Drop Shipments

Order to Status Inquiry
Issue Supplier Purchase Order Request
Issueaa Authorize
Authorize
Purchase Purchase Order Fulfillment
Purchase Purchase
Order
Order Orders
Orders

• Buyer creates a purchase • Purchase Manager Enterprise

Vision Corporation
Roles
order for the selected drop approves the purchase
Order Clerk
shipment to the customer order Sales Representative
• Purchase order is sent to
Credit Manager
the supplier
Purchasing
Purchasing
 Order Fulfillment
Release of Order for Fulfillment
Order to Status Inquiry

Order Fulfillment

Prepare
Prepare
Pick
Pick Load
Load Ship
Ship
Material
Materialfor
for
Material
Material Material
Material Material
Material
Shipment
Shipment
• Shipping Clerk picks and • Shipping Clerk packages, • Shipping Clerk loads the • Shipping Clerk packs,
transfers orders to staging consolidates material to be material to the dock for weighs, counts, ships and
sent to the customer shipment records shipments

Order Management, Inventory

Drop Ship Order Fulfillment

Order to Status Inquiry
Supplier Invoice to Payment
Record
Record Customer Invoice to Payment
Receipts
Receiptsfor
for Customer Return to Replacement
Drop
DropShipments
Shipments

• Enter receipts for materials Enterprise

Vision Corporation
Roles
shipped from suppliers
directly to customers
Shipping Clerk
Sales Representative

Receiving Clerk
Purchasing
 Invoicing
Fulfillment of Order
Order to Status Inquiry

Invoicing

Generate
Generate Present
Present Maintain
Maintain
Manage
Manage
Customer
Customer Invoice
Invoice Customer
Customer Customer
Customer
Prepayments
Prepayments
from
fromSales
SalesOrder
Order Invoices
Invoices Invoices
Invoices
• Organization bills for • Present invoices to • Enter prepayments, apply • Process invoice corrections,
shipped materials customer or third party prepayment from sales adjustments and updates
• Send electronically or by e- order
mail

Financials

Order to Status Inquiry

Invoice to Cash or Collections

Enterprise
Vision Corporation
Roles

Sales Representative
Accounts Receivable
Clerk
•