The activities associated with receiving, validating and entering orders for products and services. This includes activities associated with validating the existence and accuracy of customer data (sold-to, ship-to), pricing information, customer credit and product/item numbers. In many use cases this process is initiated by the receipt of a purchase order from the customer.
- Standard Sales Order entry
- Intra-company order entry
- Stock Transfer Order entry
- Replacement product order entry for a customer return
- Entry of orders for commercial samples/free-of-charge orders
- In a factory: Entry of orders to move the product to a warehouse or distributions center
- In Retail: scanning the items in the check-out process
In many use cases the desired outcome of this process is a ‘clean order’. A clean order is an order that is free of any blocks, holds or flags preventing it from shipping (assuming inventory and capacity are available).
Validation may include credit checks for some or all customers, but is less common for replenishment and uncommon for inventory move orders.
In a retail store Create Order is part of the Checkout process.
Note: Common inputs and outputs are listed in alphabetical order. Other inputs and outputs may be required to support varying use cases.