01 - QUOTING
Capture customer data - whether new or existing, input billing contact and address as well as a delivery address
Add products, services, add-ons
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02 - QUOTE VALIDATION & COMPLETION
Complete a credit check and in cases when producing a lease quote this process can include the production contracts with e-sign capabilities.
Exportable quotes for provision to customer.
03 - ORDER CREATION
Whether converting a quote into an order or creating a new order.
- Carry out a final stock check
- Set the customers required date
05 - ORDER COMPLETION
Customer receives order and invoice.
04 - ORDER PROCESSING
Warehousing to run through order tasks for example:
- Book of delivery slot
- Collation of items
- Lodging out of stock
- Despatch of goods
- Invoice generation