Over the course of the sales process, offers and orders will be handled by different departments. As the file will be handled by a large number of different people, it is important that its status can be checked. Everyone must be able to see the progress of the file. For example, is it an order yet? Have the parts been delivered?
To be able to track their progress, you can develop a classification by sales status. The status classification serves as:
The use of sales statuses is mandatory.
Statuses can be used in combination with sales routings to define a fixed status flow.
In addition to providing information about the progress of a file, statuses have a number of other functions:
When running a batch process, you can also specify the status the files should be assigned after they have been processed.
Tip: Overly detailed status classifications may not be useful in practice, as files will require frequent status changes, without this providing much additional information. Statuses should serve as a guide, but often there is no need to create a status for each and every step in the process. You are therefore recommended to create an initial, concise classification of the statuses that represent the most important steps in your process. Leave sufficient room between status numbers, to allow you to add statuses if you later realize that you need more statuses.
Fields
Example
Sales status |
Description |
00 |
Offer |
05 |
Offer calculation |
10 |
Offer from |
31 |
Order |
32 |
Stock delivery |
33 |
Internal production order |
40 |
Order confirmation |
45 |
Drawing office |
50 |
Work preparation |
60 |
Purchase |
70 |
Production |
75 |
Shipping |
80 |
Invoicing |
90 |
Actual costing |
95 |
To history |
99 |
Delete |