abertura pedido de venda

Gather all necessary information from the customer, such as their name, contact details, and billing/shipping address.

Verify the availability of the requested products in stock.

Confirm the sales price and any applicable discounts or promotions.

Double-check the quantity, size, color, or any other specific details of the products ordered.

Calculate the total amount including taxes and shipping charges (if applicable).

Confirm the agreed-upon payment terms and method.

Create a unique order number and date for reference.

Ensure all necessary details are captured accurately on the sales order form or system.

Include all relevant product descriptions, codes, or SKUs.

Specify any special instructions or requests from the customer.

Attach any supporting documents required, such as quotes or contracts.

Review and verify all information entered in the sales order for accuracy.

Send a confirmation email or message to the customer, acknowledging receipt of the order.

Provide the customer with an estimated delivery date or timeframe.

Include any additional information, such as tracking numbers or order status updates.

Inform the customer about any potential delays or changes to the order.

Offer contact details for customer inquiries or support.

Assign the sales order to the appropriate department or personnel for processing.

Cross-reference the sales order with any related documents or systems (e.g., inventory management, accounting).

Ensure all necessary approvals, authorizations, or signatures are obtained.

Verify the completeness and correctness of the sales order before proceeding.

Archive a copy of the sales order for future reference.

Note: This checklist is a general guide and may vary depending on the specific requirements and processes of each organization.