Navigation:  Manifest > Presales

 

Purpose:

This program will be used by Order Booking Team, Sales Team and Accounts Team.

 

When a new order is booked by a customer, the executive marks the order as Confirmed. When the team head approves the order, its status changes to Pre-confirmed after which the sales team verifies, accepts and confirms the order. Now, the order status will change to Sales confirmation. The final confirmation of the order will be done by the Accounts team and then the invoice is processed.

 

This program is used to perform multiple operations like Order pre-confirmation, Sales freight confirmation and final confirmation of the BLs. Usually, Customer service/Sales team verifies all the charges and if any markup is to be kept for foreign currency exchange rate, the same will be performed and the manifest is forwarded to the accounts team. Finance department will verify the charges and confirms the BL so as to issue the invoice/DO.

 

Generally, in some companies, all BLs go through Accounts Pre-confirmation process before the final confirmation. But, some freight forwarding companies will proceed directly to final confirmation and then invoicing.

 

This program allows the users to handle all such requirements dynamically.