Order Collection & Entry
This workflow template illustrates the collection, needs assessment, data entry (into company CRM and order management software) and order initiation of new customer orders. Purchase and download this template in PDF, PowerPoint (PPT) and Visio (VSD) formats. You can customize it to fit your own organization, simply use it to better understand the Customer Order Collection & Entry process.
Related KPIs : Cycle Time: Customer Order Processing, On-Time Customer Order Delivery Rate, Perfect Customer Order Rate, Unit Cost: Order Fulfillment
What is Order Collection & Entry?
Customer Order Collection & Entry involves coordination between customers, sales representatives, customer service team members, technical sales support staff and order schedulers to collect and enter customer orders. Once the order has been collected by the sales representative, customer service team members confirm the order details and enter them into customer relationship management (CRM) software. At that point, the order is ready to be fulfilled. In some cases, a technical sales representative may have to step in to work out any technical issues related to the customer's request.
Download a Sample Order Collection & Entry
Frequently Asked Questions
Q: How do you create your Workflow Templates?
A: From real-world consulting engagements with Fortune 500 leaders. We’ve spent 25 years analyzing operations at hundreds of leading companies worldwide, documenting thousands of business processes at precise levels of detail. We’ve anonymized this data—drawn from millions of dollars’ worth of consulting assignments—and have made it available to you in easy-to-use templates at affordable OpsDog prices.
Q: What can a Workflow Template do for me?
A: Boost productivity, efficiency, and service levels! Broken business processes—marked by manual workarounds, downtime, and errors—are all too common. Many businesses write off this waste as “the cost of doing business.” But you know better than that! Simply select the OpsDog Workflow Template that best fits your situation, tweak it to your liking, and then use it to train employees, identify process improvements, inform an IT project, or re-design a workflow. That’s a lot of power in your hands, cheap!
Q: What’s in the box when I buy one?
A: Three handy versions, all in one zipped file. It’s yours to download immediately upon purchase, and includes your chosen Workflow Template in PDF format, plus Microsoft PowerPoint (which you can edit), and Visio (which you can also edit).
Q: Your download-able templates look great. But I need something custom. Can you help?
A: Heck yes. Our analysts would be happy to provide you with a more detailed Workflow Template than what we offer for instant download. We can also develop an entirely new, customized Workflow Template to fit your business; we specialize in this stuff and would love to help you! Simply email us (firstname.lastname@example.org) or call us at 866.650.2888 and one of our friendly professionals will be happy to answer all your questions.
Order & Fulfillment
This workflow template illustrates the processing of incoming orders from customers and the resulting credit check, order configuration and shipment of the order to the customer. Purchase an...
Type : Workflow Template
Process Participants : Customers, Sales Representatives, Procurement Staff (Buyers), Vendors, Distribution Staff
This workflow template illustrates the fielding of requests for quotations (RFQs) from sales leads, including initial quote generation, order detail confirmation and purchase order (PO) subm...
Type : Workflow Template
Process Participants : Customers, Sales Representatives, Sales Support & Administrative Staff