UBC
Sales
You work with the IT division of the UBC corporation. UBC is building a digital platform to
rationalize and automate its operations. The new systems will manage most of the Company’s functions (sales, shipping, etc.). The
CEO has set up a steering committee and instructed them to begin implementing the new systems. You are assigned to model the
Sales department.
This is what Sales has sent you.
From: United Box Company 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 electronically 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. 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 choose to access the customer purchase history and 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 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