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Processing Sales Orders

Processing a sales order involves receiving an order from a customer, verifying its details, confirming availability and pricing, and preparing it for fulfilment and invoicing. Zudello helps manage this workflow efficiently.

Best practices​

  • Always verify customer details and delivery addresses.
  • Check item availability and pricing against current records or contracts before confirming the order.
  • Communicate any discrepancies or issues (e.g., stock shortages, pricing changes) to the customer promptly.
  • Ensure the sales order reflects the final agreed terms before proceeding to fulfilment.

Processing a Sales Order​

  1. Receive/Upload Sales Order: Ensure the customer's purchase order document (which becomes your sales order) is uploaded or emailed into Zudello. Navigate to the Sales module > Sales Orders submodule.
  2. Open the Sales Order: Locate and open the newly received sales order document. Zudello will attempt to extract key information like the customer's name, order date, items, quantities, and pricing.
  3. Review Extracted Data: Carefully check the extracted header information (Customer, Order Date, Customer PO Number, Delivery Address) and line item details (Item Code/Description, Quantity, Unit Price, Total) against the original customer document image. Correct any extraction errors using the interface fields.
  4. Validate Order Details:
    • Customer: Confirm the customer exists in your system and their details are current.
    • Items & Pricing: Verify the item codes, descriptions, and prices match your product catalogue and any applicable customer-specific pricing or contracts.
    • Compliance: Address any validation warnings or errors flagged by Zudello.
  5. Code/Enrich (If Applicable): Apply any necessary internal coding, such as sales region, or project codes, if required by your organisation's processes.
  6. Confirm Order: Once all details are verified and correct, submit the sales order. This sends the order through to your ERP ready for fulfilment.
  7. Monitor Status: Keep track of the sales order status as it moves through fulfilment and invoicing stages.

Efficient sales order processing ensures accurate fulfilment, timely invoicing, and good customer relationships.

Need help?​

If you encounter problems processing sales orders or validating details, contact your organisation administrator or Zudello support.