Step-by-step guide for general retail job
| Steps | Stage | Process By | Action | Required Fields | Useful Tools | Alternative flow |
| 1 | Lead | Sales | Create Retail Job | Retail Job Name Sell to Customer No Salesperson | Action button: Site Measurement | Create Customer if the customer does not exist |
| 2 | Quote | Sales | New Sales Quote (from the retail job card) | Validity Item Lines | Action button: Further Discount | |
| 3 | Quotation process | Sales | Archive Quote Update Quote | |||
| 4 | Deal | Sales | Update Quote | Requested Delivery Date GP Approved (if needs) | Quote Expired Delete expired sales Quote http://kb.bizspoketech.com:8090/x/Q4gzBg | |
| 5 | Flow to Finance | Sales | 1. Make Order from Sales Quote 2. Attached signed document to the sales order | |||
| 6 | Prepayment | Finance | Sales Order 1. Check the Retail Job it ready to make payment <CUE Retail Job - Order Confirmed> 2. Post Prepayment Invoice | Posting Date Prepayment % | ||
| 7 | Prepayment Received | Sales | 1. Attach the payment information to Sales Order 2. Off line notify Finance | Attachment | ||
| 8 | Cash Receipt Process | Finance | 1. Post Cash Receipt for the payment 2. Release the Sales Order 3. Change Process Status to "Deposit Received" | Change on the Sales Order (e.g. add, remove or change item) - 1- Create Prepayment Credit Memo, - 2 -New Sales Quote from Retail Job - 3 -Copy the Details from existing sales order or manually create - 4 - Make Order from the New Quote - 5 - Void the original sales order - 6 - Enter the Prepayment % or edit the Prepayment Amount in the "Statistic" then post Prepayment Invoice - 7 - Apply entry for the new AR by the prepayment credit memo. - 8 - Cash receipt process if additional prepayment made by the customer. | ||
| 9 | Purchase | Logistic | 1. Check the Retail Job it ready to create PO <CUE> 2. Reserve item (if any ) 3. Create PO from Sales Order 4. Workflow for Approval | |||
| 10 | Procurement Process | Logistic | Update Ex-Factory from Vendor | Planned Receive Item List | ||
| 10b | Procurement Process | Logistic | Alternative flow for BU item - Check AB from BU until finalize the BU Order Details - Attach AB to the PO - Archive and update BU Order Details in PO if any | |||
| 11 | Purchase Receipt | Logistic | Post Receipt | 1) Vendor Shipment No 2) Vendor Invoice No 3) Qty to Receipt 4) Serial No | ||
| 11b | Procurement Process | Logistic | Alternative flow for BU item Verify BU Order Details vs the packing list before post receipt | |||
| 12 | Purchase Receipt | Logistic | Transfer Order | Vendor Shipment No, Vendor Invoice No, House Bill, Container No, Check List, Delivery Company, Good Pick Up Address, Shipping Company etc (New Fields) | ||
| 13 | Pick up | Logistic | Transfer Order 1. Print the Goods Pick up Form 2. Pick up Goods 3. Scan the Serial No. and Manufacturing Date 4. Post transfer Shipment | |||
| 14 | Delivery | Logistic | Delivery Order Installation Order | |||
| 15 | Record Other Expenses | Logistic | Create Purchase Invoice from Retail Job | |||
| 16 | Service Item | CS | Update End-User to the services item card |