Order Entry

Order input

Order entry refers to all the work performed before the order is actually fulfilled.

The work in the order entry stage includes:

First, check the customer’s credit.

Second, check the ordering information (such as product name, serial number, quantity, price, etc.).

Third, set the order number.

Fourth, create a customer master file and log in the customer’s detailed information, including: customer’s name, location, account, ordering conditions, salesperson information, how to handle delayed orders, and other customer information. In order to determine customer value and facilitate future business dealings.

Fifth, check the availability of the product. When inventory cannot meet order requirements, determine whether there are substitutes.

Sixth, if necessary, prepare documents to replenish the order or cancel the order.

Seventh, issue bills, outbound orders, etc. If the received order does not conform to the required format, the order information will also need to be transcribed.

It is necessary to carry out the above work. Since the information contained in the order often does not exactly match the required format, and if some of the statements are not accurate enough, some processing work needs to be done before it is handed over to the order fulfillment department for execution, which will delay the delivery time of the order.

Order entry can be completed manually or fully automatically. The use of barcodes, optical scanners, and computers has greatly increased the efficiency of this activity. Among them, barcode and scanning technology are particularly important for accurately, quickly and cost-effectively entering order information. Compared with using computer keyboards to enter data, barcode scanning technology has significant advantages such as fast entry speed, low error rate, and low information reading cost. It has been widely used in retail, manufacturing and service industries.

From the perspective of logistics management, it is necessary to pay attention to the order size during the order entry stage, limit the order size, and even refuse to accept orders below the minimum order quantity. Doing so ensures that the company does not incur high shipping costs, especially if the supplier pays for the freight. By consolidating orders, transportation scheduling can be made more efficient; the picking and shipping model of the warehouse can be more optimized.