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notes: A Warehouse Indent Order can be originated from Contact Marketing.
It is either done from an active Call List event, or by 'On Demand
Contact', or from the Customer AR Account screen which also links through
to the Contact Master.
Slide 2
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notes: In the case of 'On Demand', we have to retrieve the Customer
Profile, whereas from a Call List or Debtor Account that happens
automatically.
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notes:
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notes:
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notes:
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notes:
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notes:
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notes: Once we have the Contact Master screen open, we can just choose
"Order".
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notes: Prior order history for this Customer, as well as standard offers
are listed at the bottom part of the screen, and we can easily select Items
from there, OR we can select Items directly and just the same as on Retail
Order screens.
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notes:
Slide 11
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notes: When we have all the necessary Order Items listed, we choose 'Place
Order'.
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notes:
Slide 13
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notes: And then we conclude the Contact Event.
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notes: The Order we have just placed is now available at Distribution, for
assignment to the correct queue. Let's go and have a look.
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notes:
Slide 16
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notes: On the Distribution Menu, we have a queue of all Orders received
from Contact Marketing, i.e. Contact Orders, and these Orders await queue
allocation, since they can be assigned to different Order Type Business
Processes.
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notes:
Slide 18
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notes: From our example, we now retrieve the Order that we have placed. Of
course, the queue may contain many Orders for assignment.
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notes:
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notes:
Slide 21
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notes: And then we choose 'Warehouse Indent' to assign the Order to the Pre
Paid or Indent Business Process.
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notes: As with all Indent Orders, we have to process pre payment. The
Receipt or Deposit Transaction may already have been processed, but if not,
then we do so now.
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notes:
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notes:
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notes:
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notes:
Slide 27
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notes: The Receipt Transaction can be processed to Bank, Cash or Cost
Centre - it is simply a standard Customer Payment Transaction that we are
processing so that proof of payment can be linked to the Order.
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notes:
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notes:
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notes:
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notes:
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notes:
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notes:
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notes:
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notes:
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notes:
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notes:
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notes:
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notes:
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notes:
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notes:
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notes:
Slide 43
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notes: A Deposit Transaction, whether processed before or just now, has to
be linked to the Order.
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notes:
Slide 45
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notes: If a standard Payment for the correct Amount is found on the
Customer Account, then 'Auto Locate' is the easiest method to use.
Slide 46
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notes:
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notes:
Slide 48
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notes: All requirements for the Indent Order have now been fulfilled, and
when we choose NEXT, then the Order is ready at Warehouse in the Indent
queue, for delivery and subsequent invoicing.
