Sales

United Box Company

From: UBC Sales

To: you

The sales department will keep on playing a crucial role for the company even if we are moving to an automated platform.  In the new system, orders can be entered online by our customers (e.g., DigiSonos).  However, customers can also call us to order our packaging materials. Our managers want to see reports of the orders by type.

When a phone order is received, our sales support employee manually enters the order information into the system. Typically the employee first checks whether the customer is a repeat customer. If a customer is a repeat customer, the employee accesses and updates the info that we already have stored.  Else, he/she enters the information for the new customer and then the order information:  the items, their quantities, and a desired shipping date. Our policy is that we ship each order to one address only. However, a customer may have orders shipped to different addresses.

Managers enter suggested prices. They may want to see historical reports on them.  In addition, for phone orders, the sales support employee may access the customer purchase history, check how much there is in inventory, and may offer discounts.  Discounts can be either on some items in an order, or on the grand total.   Managers also may review reports of the discounts and the employees who offered them.

After an order is entered, we (i.e., the system) update the quantities in inventory and send a "Order confirmation" email to the customer. It is important to know when we sent that email. Finally, we send a copy of the order to shipping. Again, we want to record when we did that.

Thanks again for your help in doing all this.

- Sue Storm, Sales Manager