Sales Process Flow Documentation
Sales Process Flow Documentation
(Sales Process Flow Documentation)
Complete and submit Part 1 of the Final Project.
Part 1 of the Final Project, due at the end of this unit, requires you to describe and draw a flowchart of the sales or purchasing process at your organization (or one of your choice). This documentation will provide the basis for Part 2 of the Final Project.
- Begin with an introduction to your organization. Identify the type of organization (i.e., manufacturing or service). Detail briefly the products or services offered by your organization and the market niche and/or general clientele targeted/serviced.
- Document the sales or purchasing process.
- Create a table of the processes, objectives, inputs, and outputs associated with processing the business transactions for the sales or purchasing process.
- As an appendix, develop a system flowchart of either the sales or purchasing process. Please follow the guidelines for drawing system flowcharts documented throughout your textbook.
- Conclude with a description of the business process in narrative form, explaining the objectives, events, inputs, and outputs. Make sure to reference key points in the system flowchart.
Part 1 of the Final Project should be 6–7 double-spaced pages and will be evaluated for content and presentation. Submit via the course Dropbox by the final day of the unit (i.e., Tuesday midnight).
Review the Unit 4 Final Project rubric for full details.
(Sales Process Flow Documentation)
1. Introduction to the Organization (1-1.5 pages)
- Organization Type: Start by identifying whether your organization is a manufacturing, service, or retail company.
- Example: “XYZ Corporation is a manufacturing company specializing in the production of automotive parts. The company serves both the domestic and international markets, targeting primarily large automotive manufacturers and suppliers.”
- Products or Services: Briefly describe the products or services offered by your organization.
- Example: “XYZ Corporation manufactures high-quality car engines and other key components, including transmission systems, exhaust parts, and custom-built car interiors.”
- Market Niche/Clientele: Identify the market segment or client base your organization serves.
- Example: “Our primary clientele includes major automotive companies and auto part distributors, with a focus on both high-end luxury vehicle manufacturers and mass-market car producers.”
2. Documenting the Sales or Purchasing Process (1.5-2 pages)
- Sales or Purchasing Process Overview: Choose whether you will focus on the sales process (how the company sells products to customers) or the purchasing process (how the company buys raw materials or products from suppliers).
- Sales Process Example:
- Customer Inquiry: The sales process begins when a customer places an inquiry about products or services.
- Quote Generation: A quote is generated based on customer specifications and requirements.
- Order Placement: Once the customer approves the quote, an official order is placed.
- Order Fulfillment: The manufacturing team begins the production process.
- Shipping and Delivery: Finished products are shipped to the customer.
- Payment Processing: The customer makes payment after receiving the product, completing the sales cycle.
- Purchasing Process Example:
- Supplier Selection: The purchasing department identifies suppliers based on product quality, cost, and reliability.
- Purchase Order Creation: A purchase order is created and sent to the chosen supplier.
- Order Fulfillment: The supplier processes the order and ships the products.
- Receiving Goods: The company receives the products and inspects the quality and quantity.
- Payment to Supplier: After confirming that the order was received correctly, payment is made to the supplier.
- Inventory Update: The inventory system is updated to reflect the new stock.
- Sales Process Example:
3. Table of Processes, Objectives, Inputs, and Outputs (1-1.5 pages)
Create a table with the following columns: Process, Objective, Inputs, and Outputs. You can use bullet points under each category to keep it clear.
Process | Objective | Inputs | Outputs |
---|---|---|---|
Customer Inquiry | To gather customer needs and preferences | Customer contact, product catalog | Inquiry record, customer needs |
Quote Generation | To provide a price estimate to the customer | Product specifications, pricing data | Quote document |
Order Placement | To confirm and finalize the sale | Customer purchase order | Confirmed order, order number |
Order Fulfillment | To process and prepare the order for shipping | Manufacturing resources, production schedule | Finished product, packing list |
Shipping and Delivery | To deliver the product to the customer | Completed products, shipping details | Delivered product, shipping confirmation |
Payment Processing | To complete the transaction and confirm payment | Invoice, payment method | Payment received, transaction record |
4. System Flowchart (Appendix)
- Use the flowchart guidelines provided in your textbook to illustrate the sales or purchasing process.
- A flowchart should show the sequence of steps in the process, decision points, and any system interactions.
- Key elements to include: rectangles (processes), diamonds (decisions), arrows (flow of process), and document symbols (if needed).
5. Narrative Description of the Business Process (1-1.5 pages)
- Description: Explain the flow of the sales or purchasing process in narrative form, referring to the key steps and how they interact.
- For example, if you are documenting the sales process: “The sales process begins when a potential customer reaches out to the company with an inquiry. The sales representative then gathers the necessary details about the customer’s needs and prepares a customized quote. Once the quote is approved by the customer, the order is placed, triggering the production department to begin the fulfillment process. After the product is manufactured, it is shipped to the customer’s location, and payment is processed upon delivery.”
- Objectives, Inputs, and Outputs: Refer to the table created earlier and explain the role of inputs and outputs in each process.
6. Conclusion (0.5-1 page)
- Summary of Process: Wrap up the explanation of the sales or purchasing process by summarizing its key objectives and its importance to the organization.
- For example, “The sales process is critical to maintaining a steady flow of orders, ensuring customer satisfaction, and optimizing cash flow. By efficiently managing the inquiry, quoting, order placement, and payment stages, the organization is able to deliver quality products in a timely manner while maintaining a positive relationship with its customers.”
Final Presentation
- Make sure your paper is 6-7 pages in total, double-spaced.
- Use APA format for citations and references (if any).
- Submit the system flowchart as an appendix.