Description of sales orders process

A sales order is a business event that takes place when a customer orders goods or services from a supplier. The Orders module in PANTHEON allows you to keep track of orders, offers or preliminary invoices received from customers. Orders do not affect the stock balance, except in the case of order reservations (hard allocations).

A typical example of the sales order process is illustrated in the flow chart below.

Process description:

1. Selecting sales order document type: The company receives a sales (customer) order. The person responsible selects the appropriate type of sales order document in PANTHEON.

2. Creating a new sales order document: The person responsible creates a new sales order document and enters the necessary data. The document forms the basis for the preparation of issuing documents and purchase orders to suppliers.

3. Printing: To easily visualize the created order document, the person responsible prints it.

4. eDocumentation: Because the company uses eDocumentation, the person responsible can securely store the order in eDocumentation. The order is sent for approval.

5. Picking list: The person responsible performs a controlled issue of the goods using the picking list from the created sales orders.

6. Reports: The person responsible wants to analyze the current status of sales orders. From the predefined sales order reports in PANTHEON, the person responsible selects the appropriate report and enters the limiting criteria. An advanced analysis can be performed using an Ad-hoc analysis.