This section describes the Customer Order Management business component.
Customer Order Management WorkSpace - A summary of the activity
This user interface organizes and presents useful customer order related data in a dashboard. A customer service manager (CSM) can view all the customer order related information based on which he can take corrective action from one single user interface.
Also he can view data in a graph format.
Getting familiar with the controls
|
Go to |
To carryout the task |
|
Manage Order Execution |
To track execution of customer orders. |
|
Approve Customer Order |
To process confirmed customer orders |
|
Record Additional Charges |
To record / modify a customer order |
|
Manage Customer Order |
To maintain customer orders. |
|
Manage Sale Quote |
To manage sale quote |
|
Approve Sale Quote |
To approve completed sale quotes |
Customer order management WorkSpace
How to login
1. Login to the application.
2. Enter the Username and Password and click Submit.
.
Fig 1
The WorkSpace page appears.
Traversing Customer Order WorkSpace
The system displays Customer Order in the right pane.
Fig 2
1. Click the WorkSpace category Customer Order Management.
2. Click the Customer Order in the right to open the Customer Order WorkSpace as in Figure 3.
Fig 3
Sections
Fig 4
Note: Click on the sections to view the respective subsections.
1. The top pane of the Customer Order Management orkspace screen has six Sections categorizing customer orders in logical order based on their stages of processing.
2. The CSM can select the sections based on the category of the customer order he wishes to view.
|
SECTIONS |
WHAT THE CSM CAN DO |
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All Order |
To view all the customer orders within the purview of the login user. |
|
Planning & Inquires |
To view customer orders that are in planning stage awaiting firming up. |
|
Order-in-Progress |
To view customer orders against which work is in progress and needs follow up action. |
|
Completed Jobs |
To view closed jobs that needs to be shipped and billed against which payments are due |
|
Orders Billed |
To view customer orders for which final bill has been sent. |
Subsections
Fig 5
1. The left pane below the Sections in the Customer Order Management WorkSpace displays the Subsections corresponding to the Section selected.
2. The CSM can select the total number of customer orders displayed in each color boxes against each of the actions listed in the subsection to view the basic information of the customer orders in the adjacent multiline.
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SUBSECTIONS |
Followup Action |
|
All Order |
All |
|
Planning & Inquiries |
Pending Authorization Pending Order Firm up Quote Follow-ups Pending Cancellation All |
|
Order Acceptance |
Pending Authorization Pending Processing Quote Follow-ups Pending Short Closure ALL |
|
Order-In-Progress |
Work Interupts TAT Alerts Quote Follow-ups ALL |
|
Completed Jobs |
Pending Shipments Pending Billing ALL |
|
Orders Billed |
Due OverDue All Outstanding |