Quote to order
converts accepted quotes into sales orders line by line and verifies each field.
Roles
Customer Service
a manufacturing professional who enters customer orders, confirms delivery dates and keeps customers informed from quote to shipment
Your job, minus the screen work
You turn accepted quotes and purchase orders into sales orders, commit ship dates, and answer every "where is my order" call. You sit between the customer, the plant and the carrier, often in all three at once.
Where your week goes
where is my order?
Rekeying weekend POs from the order mailbox and customer portals
Opening each quote to confirm revision, price and validity
Checking requested dates against a lead-time spreadsheet
Updating each customer portal's order status by hand
Opening carrier sites one order at a time for tracking
Rebuilding the backorder list for the planning meeting
status card, built by the agent
What an agent takes over
Date check
validates requested dates against lead time and the plant calendar.
Availability check
runs available-to-promise before any date goes back to the customer.
Portal updates
updates customer portals after shipment and flags any the portal rejects.
Tracking answers
keeps a status table refreshed from carrier sites.
Backorder list
rebuilds it overnight for the planning meeting.
What stays with you
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Allocation when supply covers only one of two orders
-
Any promise inside lead time, with the planner
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Price concessions, expedite fees and unusual terms
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When and how to deliver bad news
Apps you already juggle
Your ERP, CRM, customer portals, TMS and carrier portals, Outlook, Excel, SharePoint, barcode systems, Teams and field service software.
- ERP
- CRM
- customer portals
- TMS
- carrier portals
- Outlook
- Excel
- SharePoint
- barcode systems
- Teams
- field service software
A week, before and after
Before
- Monday: rekey weekend POs
- Daily: answer tracking calls one carrier site at a time
- Friday: rebuild the backorder list
After
- Monday: work an exception queue of only the orders that need you
- Daily: tracking answers come from a status table
- Friday: the meeting starts with decisions, not data
See every workflow for your role
See every sales, shipping and service workflow an agent can support for customer service.
Customer Service workflow catalog 84 manufacturingNo prompts. No babysitting. No Integrations.