Complete the Order-Taking Process

Learning Objectives

After completing this unit, you’ll be able to:

• Explain the process of releasing an order.
• Create a return order using the Scan Product functionality.

Review and Release the Order

After selecting the required items, Chantelle reviews the order on the Order Overview page. She can submit the order as is, or she has some options. 

Enter Order Notes

Chantelle can add information about the invoice or the delivery. For example, this is helpful for communicating special instructions about order handling. Here’s how she adds a note requesting expedited delivery.

Tap the right arrow on the order items screen, select the invoice or delivery icons in the header, and enter the required notes. 

Preview Order Confirmation

The app provides an order confirmation for orders and deliveries. Tap the right arrow on the order notes screen to view the order summary. 

To generate a PDF of the order confirmation, tap Preview. Here’s an example.

Print or share the PDF using standard sharing applications such as AirDrop, AirPrinter, Android Printer, Dropbox, WhatsApp, or email. The sharing options depend on the operating system configuration. 

Calculate Order Value

When Peter and Chantelle are happy with the order, it’s time to determine the order value. The pricing conditions configured in the order template calculate the value. Chantelle enters the product quantity and then taps . Peter approves the order value.

Collect Payment

In the Identification section of the Order Header tab, Chantelle and Peter review details about the amount, discounts, and delivery. 

Peter is paying for the order in cash, so Chantelle selects Cash as the Payment Method.

As soon as she receives the cash, she marks the Payment Collected option as complete. 

Release an Order

To process an order it must be released so that the supervisor, in this case, Gustavo, can review the order information and approve the order. 

When Chantelle first creates an order, it’s in the Initial phase. When Peter signs off the order, Chantelle taps   from the order header. After the order is released, it can no longer be edited. Before successfully releasing the order, the app triggers the Restrict Inventories and Capture Signature processes.

Restrict Inventories

The app checks for the order quantities of each item. Chantelle, like all other sales reps, is assigned a quota for the number of advertising products within an order. For example, if Chantelle adds 11 Golf Balls to the order, a notification pops up informing her that she’s exceeded the permissible limit. In this case, she has to amend the order quantity to the allowed limit. This feature is controlled by the order item template. 

In this case, she has to amend the order quantity to the allowed limit. This feature is controlled by the order item template. 

Capture Signature

If the order template has a signature template assigned, the system initiates the signature-capture process. 

Chantelle requires Peter’s signature to confirm the sale. She taps Sign now.

Peter adds his signature, and Chantelle taps Confirm. The order is released. She can view the captured signatures from the Release Info tab of an order.

Chantelle checks if Peter needs anything else. He says he’s content with the order placed, so she drives to the next store. 

Final Destination, NTO Store #209 Marietta

Manufacturers take a lot of care to ensure the safe delivery of goods, but sometimes products get damaged in transit. This is the unfortunate situation at Store #209 Marietta, Chantelle’s last store visit for the day. 

She’s inspecting the shelves at the Marietta store and notices damaged Empower Cherry cans on the shelves. Chantelle must ensure the store sells the best quality product, so she creates a return order to replace the damaged cans. 

Scan Products in an Order

To create the return order, Chantelle has to add the products to the order. Instead of doing it manually, she scans the product barcode. This is another quick way to create an order. 

Chantelle taps   on the order details screen, which opens the scan function of the mobile camera. It adds the product to the order based on the barcode.

Chantelle successfully places the return order and inspects the remaining items to ensure sufficient stock. She’s pleased with the order and wraps up her visit.

Conclusion

In this module, you saw how Chantelle creates orders for on-demand requirements and completes the order-taking process. She used the Consumer Goods Cloud offline mobile app to create different order types and perform order-related activities. 

Together with Gustavo, the Alpine Group sales team now successfully and efficiently manages orders to cope with customer demand. They use the app to gain important data insights about performance, strengthen relationships with customers, and upsell directly at the point of purchase.