Sales:Sales Order

 

Hubspot Blog: Sales Order

Process:
Quote (seller/vendor)
Purchase Order (buyer)
Sales Order (seller/vendor)
Invoice (seller/vendor)



Sales Order Process
1. A customer sends a request for quote (RFQ) from a vendor.
2. After receiving the RFQ, the vendor sends back a quote.
3. The customer considers the quote reasonable and sends back a purchase order.
4. The vendor receives the purchase order and uses its details to generate a sales order.
5. The vendor sends the sales order to the customer to confirm the terms of the sale.
6. The vendor assembles, packages, or prepares the goods and services requested.
7. The vendor delivers those goods or services.
8. Using the details of the sales order, the vendor generates an invoice and sends it to the customer.
9. Ideally, the customer pays the amount specified on the invoice within the allotted time frame.



Sales Order Automation