Elevate your sales order process to drive efficiency, accuracy and accountability across every department involved. Providing clear guidelines and step-by-step procedures ensures that each sales order is handled seamlessly from initiation to delivery, reducing errors and delays while supporting strong customer relationships and compliance with company policies.

This document features two samples to guide your implementation. Sample 1 outlines a detailed workflow for standard sales order entry, including document preparation, departmental responsibilities and customer communication to guarantee timely and accurate shipments. Sample 2 addresses risk sales orders, offering a structured approach for managing orders not yet contractually secured, with specific authorization requirements and safeguards to minimize financial exposure.

Sample procedures include:

• Credit will review the customer's order package and, if approved, authorize the sales order.
• Upon completion, the sales order and customer file will be forwarded to manufacturing/shipping.
• Shipping will also prepare a sequential serial number log based on product and customer name.
• Risk sales orders will be issued only in the direction of the division general manager.