What to do when you get an order from a customer.

An order has been issued to you. This is informal unaddressed demand.

Create a Sales Order to be a formal internal representation of this demand, specifying ‘when’ and ‘what’ fulfillment should consist in, and at what price and on what terms.

Once a Sales Order had been generated it may be routed through the organization for approval via approval process.

After a Sales Order successfully passes an approval process, and has a Status of “Approved” and a Date Approved, it may be appropriate to acknowledge the the agreement with the customer.

At this point the Demand fulfillment process will begin.