Sales (AR) / Delivery Order

4.0. Sales Delivery Order

How to Confirm a Quotation into a Delivery Order?


Understanding how to confirm a quotation into a delivery order within OCi SAM is a vital step in the order fulfilment process.
This function allows users to seamlessly transition a customer's accepted quotation into an actionable document for the warehouse or shipping department, outlining the specific items and quantities to be prepared and dispatched.
Mastering this process ensures efficient order processing, reduces manual data entry errors, and facilitates a smooth transition from sales agreement to the physical delivery of goods to the customer, ultimately contributing to customer satisfaction and operational efficiency.

Alert
STEPS:
  1. Click SALES activity
  2. Click QUOTATION module
    1. Select on the Quotation No. you would like to confirm
  3. Click EDIT
  4. Click APPROVED
  5. Click UPDATE


How to create a Delivery Order by importing details from Quotation?


Learning how to create a Delivery Order by importing details from a Quotation in OCi SAM is crucial for streamlining the sales-to-delivery workflow. This process eliminates the need for redundant data entry by automatically transferring the agreed-upon items and quantities from the quotation directly into the delivery order. This not only saves significant time and reduces the risk of errors but also ensures accuracy and consistency between the sales agreement and the fulfilment stage, leading to more efficient operations and improved customer satisfaction through timely and correct deliveries.

Alert
STEPS:
  1. Click SALES activity
  2. Click DELIVERY ORDER module
  3. Click NEW
  4. CUSTOMER select EveryDay Customer Pte Ltd
    1. You have to first select the customer before the import process.
  5. ADDRESS select Warehouse 
    1. You can select alternate address for D.O.
  6. Click IMPORT
  7. Click QUOTATION
  8. Click your approved QO.
    1. After clicking on import, you are able to view the outstanding documents that you can import in D.O.
  9. Click ADD ALL ROWS
  10. Click BACK
    1. This will import the entire content of the Quotation into D.O.
  11. QTY amend to 12
  12. Click ADD
    1. Assuming we are doing a partial delivery

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