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Order Processor

The order processor enters orders, performs sales support tasks, and takes orders from sales reps and repeat orders directly from customers. The order processor works closely with the sales reps as they may talk to the customer more often than the sales reps do.

Main Work Tasks

To See

Enter different forecast figures, such as sales budgets, production demand for sold and produced items, and blanket sales orders, to input to high-level sales and production planning.

Establish Sales Forecasts

Record a customer request in a sales quote and send it to the customer for acceptance.

Process Enquiry and Quote

Create sales orders for items or services as requested by customers.

Process Sales

Investigate return reasons and manage order documents involved in receiving returned items from customers.

Manage Sales Returns

To See

Prepare an overall plan that reflects predicted purchasing, transfer, and production to be finished with material requirements planning.

Perform Master Planning

Produce goods to fulfill sales demand.

Production

Ship goods from a warehouse location as agreed on outgoing orders.

Shipping

Create sales invoices, post receipts, and apply receipts to invoices.

Collect Payment for Products and Services

See Also

Concepts

Roles

Other Resources

Business Process Walkthroughs
Working with Microsoft Dynamics NAV