The Managerial Statistics: Sales Order Form

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Sales order

  • Sales order for should include the following information:
  • Identity (Name, Surname, addressing form),
  • address and all the possible contact information (including home and working e-mail);
  • Destination address
  • Shareholder’s number
  • Date of birth

The ordering part of the form:

  • Name of the company
  • Security code (identification number)
  • Name of the production (product code)
  • Order limit
  • Quantity of the ordered production

Payment details:

  • Form of payment (cash/ credit card)
  • Credit Card (Visa, American Express, Master Card)
  • Credit card ID and expiration date
  • Code reference of the Bank
  • Code reference of the branch or agency
  • Element of intermediate control:
  • Account reference first part:
  • Account reference second part:
  • Element of final control:
  • Name of the Bank:
  • Name and/or address of the branch/agency

Processes

The processes that will be performed during the order process entail:

  • Choosing the necessary product (the selection of any production should be fixed by the company)
  • Ordering (filling in the form and sending it to the company. This form should be stored in the company’s data base)
  • Confirmation (the company has to confirm the details, and confirm, that such customer exists and he/ she is able to pay for it. The results of the confirmation process should be included into the report)
  • Banking request (confirmation of the credit card / check validity. Requested data should be saved)
  • Delivery (report of the delivery is necessary)
  • Payment (filled payment form should be saved and kept)

Sometimes, problems are inevitable, consequently, it is necessary to fix any received information, and arrange the data bank for any customer. The fact is that, any piece of information can be helpful for solving potential troubles. Thus, the reports, checks, payment details should be kept for several years (ideally, until the guarantee period expires).

These reports and requests create the managerial statistics, which is essential for accumulating experience of working with order forms and remote customers.

The likely output

  • PC parts
  • Cell phones
  • Household equipment
  • Presents
  • Music/ videos/ texts
  • Software.

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