Zoho Order Entry

Sales rep orders — full fulfillment flow

Sales Rep receives customer inquiry Sales Rep determines best product for customer Terms or Prepay? Prepay Sales takes payment Phone / check / ACH then sends to orderentry@ Terms Had terms before? Yes Send order info to [email protected] Heather · Alex · Matt · Alexis No Customer fills out credit application Reviewed by Paul C. (Controller) Credit approved? Yes Send order info to [email protected] Heather · Alex · Matt · Alexis No Customer must prepay Sales takes payment then sends to orderentry@ Order approved — CS notified CS enters order in Genius, matched to Zoho SO Part # in Genius? No CPR created Custom Pricing Request adds part # to Genius Yes Order entered in Genius Matched to Zoho SO · part number confirmed Made here or Drop Ship? Drop Ship PO created and sent to vendor Vendor sends tracking info CS invoices order in Genius Made here Pick & Pack or Produce? Pick & Pack HPI or HR? HPI Packing slip printed Juan L. (PetStep & Treads) or Kyle (Biggies) Juan M. packs items Provides weight & dims to Michelle B. Michelle B. ships CS invoices order HR Packing slip printed Juan M. packs items Items packed & shipped CS invoices order Produce Added to production board Packing slip to Marlon (production lead) Production makes order Juan M. packages product CS contacts customer to confirm delivery address Michelle B. ships CS invoices order Customer / External CS / Process Genius entry Fulfillment action Decision Exception / Hold