2.1.1 Status of
Sales Order
When an order was first entered into EMAS.net, there
were 4 options for its status.
·
Sales Order (SO) – This option
designates that this is a Sales Order that does not require confirmation by the
customer. This should apply to a customer placing a Sales Order online or when
a sales person enters a confirmed Sales Order into the system.
·
Sales Quote – This option
designates that this is a Sales Quote that does not require confirmation by the
customer. This should apply to a customer placing a Sales Quote online or when
a sales person enters a confirmed Sales Quote into the system.
·
SO Confirm? – This option
designates that this order requires confirmation by the customer. The customer
will have to login and confirm this order. After confirmation, its status will
be changed to ‘Customer Approved’. This should apply to a sales person placing
orders on behalf of a customer.
·
Quote Confirm? – This option
designates that this quote requires confirmation by the customer. The customer
will have to login and confirm this quote. After doing so, its status will be
changed to ‘Customer Approved’. This should apply to a sales person placing
quotes on behalf of a customer.
After it was saved, 2 additional options will appear for users to
confirm its status. It can be seen on
the Online Sales Order page.
The 2 additional options are:
· Customer Approved – If a Sales Order was previously
placed by a sales person with status ‘SO Confirm?’ or ‘Quote Confirm?’, and a
customer logs in to see the Sales Order, the customer will be asked to confirm
the order. If the customer confirms it, the order status will change to ‘Customer
Approved’.
· Approved – This option is for a sales person to give
approval to any order that was entered into the system by the customer. This
serves as a marker to alert users that the order has been approved internally.
* These statuses do
not impose any restrictions on downloading them to EMAS Inventory. It merely is
used as a marker to let users know of its current status.