Create and Send Sales Order With Just Few Clicks

The process begins when a customer sends a Request for Quote (RFQ) to a Seller. The RFQ typically includes details about the product or service the customer wants to purchase, such as quantities, specifications, and any special requirements. This step helps the vendor understand the customer’s needs and prepares them to provide an accurate quote.

In response to the RFQ, the seller prepares and sends a quote back to the customer. The quote includes pricing, terms of sale, delivery timeframes, and any additional conditions. This step allows the customer to evaluate the offer and decide whether to proceed with the purchase based on the terms provided.

If the customer agrees to the quote, they issue a Purchase Order (PO) to the seller. The PO acts as a formal request to purchase the goods or services at the agreed terms. It includes important details such as item descriptions, quantities, pricing, and delivery requirements. The customer’s approval signifies their commitment to the transaction.

Upon receiving the PO, the seller processes it by creating a sales order. The sales order includes all the details from the PO, along with any necessary internal information for processing, inventory management, and fulfillment. This step ensures that the vendor has a clear record of the customer’s order and can begin preparation for delivery.

After creating the sales order, the seller sends it back to the customer for confirmation. This confirms that both parties agree on the terms, including the price, quantity, delivery date, and any other relevant details. Once confirmed, the seller proceeds with fulfilling the order, initiating production or gathering the items for shipment.