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Management

A management process may be defined as the process where large orders and projects are managed.

An management process may result in

  1. Several service orders created.

  2. Several service orders confirmed.

  3. Several service orders printed.

  4. Several service orders updated.

In addition to the several other tasks in the order process, it is important to mention the tasks where you should follow up the acknowledged, but not delivered orders. You are handling the customer backlog, which could be defined as what the customer is owed by the seller. Within this task you could follow up the customer backlog based on requests or in internal routines. For instance, getting confirmed dates from supplier/production, control that orders are delivered according to confirmed date or attempt to expedite purchase orders/productions if customers requested date is not fulfilled.

Good internal routines for following up the customer backlog are vital. If the company seldom delivers on time, or may offer reduced delivery times for certain customers, this may be rectified by closely following up the backlog to avoid discrepancies.

An order may, as all other processes, be cancelled until a certain threshold has been reached.

Tasks involved in this process

  1. Receiving orders

    Creating orders where products, quantity, pricing and delivery terms are included.

  2. Acknowledging orders

    Sending sales orders to one or several recipients.

  3. Updating orders

    Updating orders with changed terms or cancellation.