This sample questionnaire is designed to document a review of the sales order entry process. This process focuses on evidence of an arrangement, delivery, price and fees, international requirements, and collections.
Sample questions include: Does a customer PO or contract exist? Is the customer PO or contract price list attached to the order? Does the item unit of measure on the PO match the sales order unit of measure? Is the product properly flagged? Does the ship-to address match the customer’s PO? Are there any special delivery requests or packaging requests? Does the order unit price equal the customer PO unit price?