Ordering Product After Sale
Objective:
To efficiently order products that are not in stock or need to be special ordered after a sale is written, ensuring availability for delivery to customers.
Key Steps:
Notification: The salesperson notifies the designated buyer, re-buyer, or inventory manager that a product needs to be ordered.
Allocation:
Allocated Product: Mark specific products requested for purchase orders as allocated to a particular sales order.
Sales Sold Product: Request orders for products that are regularly sold but currently out of stock.
Order Request:
Use the Order Requirements or Order Request section under the Purchase Order tab in the HomeSource system.
Request a purchase order for products that need to be ordered.
Acceptance and Decline:
Review order requests in the system and accept or decline based on inventory availability and customer needs.
Allocate products to specific sales orders to ensure accurate delivery.
Purchase Order Creation:
Create a purchase order for the requested products.
Save and send the purchase order to the manufacturer.
Confirmation:
Confirm with the manufacturer that the order is received and the pricing is correct.
Delivery:
Schedule delivery using the inbound scheduler in the system.
Print scan labels for products to be received.
Tag and scan items upon delivery to ensure accuracy.
Cautionary Notes:
Ensure products are allocated correctly to specific sales orders to avoid confusion during delivery.
Confirm pricing and order details with the manufacturer before delivery.
Tips for Efficiency:
Segregate allocated products in the warehouse for easy retrieval.
Use filters in the system to streamline the order request process.
Utilize the scan feature or pocket scan app for efficient scanning of products upon delivery.
Regularly review order needs through the HomeSource system for proactive ordering.