Order Collection
Order Entry
BPMN 2.0 LEGEND
O R D E R M A N AG E M E N T
Survey job,
determine needed
materials and
deliver order
Sends tech to
survey job
Order Collection & Entry
Sales Representative
Start Event
Gateway
No
Receives lead/
inquiry and inputs
order into customer
order form
Yes
Is Sales Rep
available to visit
customer?
Visits customer site
to survey job and
determines
materials needed
Enters order into
System X prices/
quotes job in
System X
Intermediate
Event
Group
End Event
Task
Expanded SubProcess
Pool
WORKFLOW
Order Management: Order Collection & Entry Workflow [BPMN 2.0]
The OpsDog Supply Chain Hierarchy
Order
Management
Master Data
Management
Procurement
Sequence Flow
Materials
Management
Production
Message Flow
Distribution
Case Management and Settlement Processing
eCommerce
Inventory Management
Invoicing
Order Claims
Customer Client
Order Collection & Entry
Business dealer/
contractor sends
lead
Call to inquire about
service, installation
or parts
Customer
Service Rep or
Service
Coordinator?
Sign off on order
and CSR sets order
status to complete
Service
Coordinator
Order Production
Order Collection & Entry
Returns
Customer Service
Representative
www.OpsDog.com
|
info@OpsDog.com
|
Phone: 201.526.1200
|
www.TheLabConsulting.com
Order Collection & Entry: Workflow
Login to OpsDog to purchase
the full workflow template
(available in PDF, Visio, PPT)
Send correct order
form
No
Order Collection
Customer Service
Representative
Order Entry
CSR inputs order
into customer order
form
Initiate/setup order
in CRM. Scan
customer order form
and attach to the
CRM order
Sales Rep presents
order to customer
and/or customer
approves order
Enter all product
info and complete
CRM order setup
CSR manually
enters order from
System X into
System T
Yes
Errors?
Errors
Troubleshoot order
with customer to
resolve issues
Workflow Description
The reception of new customer orders and subsequent entry and processing
of order information. Includes pricing, quote, product and order information
entry, materials management and order troubleshooting (if necessary).
Legend
Service / Install
Coordinator
Start
Event
Intermediate
Event
End
Event
Gateway
Group
Sequence
Flow
Message
Flow
+
pm.SCO3.OrderCollection&EntryBPMN.140602
Task
Expanded
Sub-Process
Pool
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Service/install
coordinator reviews
price
Customer and/or
technician clarifies
order for coordinator
Service/install
coordinator receives
order and writes
order on paper
Dispatch technician
and troubleshoot
order with customer
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