Customer Sales Order

The Customer Sales Order Flow Template is used by sales departments to automate contract management processes and speed up customer data collection.

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Get your business processes up and running in minutes, not days

Use the Customer Sales Order Flow Template to create and manage sales processes for you and your team. By incorporating automation into your organization’s internal interactions, you can completely replace most manual paperwork routines with end-to-end automation.

When properly set up, airSlate’s business automation provides sales teams with the tools to:

  1. Set up fully automated end-to-end document-driven workflows
  2. Reduce paper-based tasks and manual copy-paste work
  3. Maintain transparency in the sales process
  4. Go green (environmentally and financially) with less recycled paper
  5. Make the user experience for both managers and clients exciting and straightforward

Any time there’s a change in your processes, you can easily modify the existing structure of your automated workflows via the settings, without having to write a single line of code.

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Save an average of 8 hours per week with an automated Customer Sales Order workflow

Spend an average of 10 minutes to complete a Customer Sales Order document

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No-code automation, integrations, configuration and distribution of Customer Sales Order

  • Add additional fillable fields to Customer Sales Order

    Workflow document feature example Workflow document feature example
  • Embed fillable Customer Sales Order in your website or distribute it via a public link

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  • Collect payments for Customer Sales Order

    Workflow document feature example Workflow document feature example
  • Authenticate recipients for Customer Sales Order

    Workflow document feature example Workflow document feature example
  • Request attachments for Customer Sales Order from recipients

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  • Integrate Customer Sales Order with dynamic web-forms

    Workflow document feature example Workflow document feature example
  • Auto-generate documents from data in Customer Sales Order

    Workflow document feature example Workflow document feature example
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Automate business interactions with airSlate products

Deploy any business process with an all-in-one no-code automation platform.

No-code Bot automation for any workflow

Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data.
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Automate every step of your workflow: reminders and notifications, document population with data from other documents, assigning permissions, archiving and more.
Integration bots
Go beyond airSlate and make the CRMs and services that you already use a part of your automated workflows. Expand automation to third-party services without the need to code or pay for API integration.

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Stay up to date with industry-leading security standards to protect your sensitive information
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Questions & answers

Here is a list of the most common customer questions. If you can t find an answer to your question, please don't hesitate to each out to us.
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How to Customer Sales Order

Watch our quick user guide video and learn how to use the Customer Sales Order. Our instructions show how to automate, sync, and streamline document workflows without coding.

How to Customer Sales Order

welcome today we'll be talking about the sales order entry process along with the threats and controls associated with it so there are four steps to sales order entry first take the customers order then approve the customers credit then check inventory availability and finally respond to the customer we're going to go through each of these four steps in the following example let's say company XYZ needs to order some inventory from parts place they will go to their online portal and submit an order parts place receives the order and can view it's details it will then need to check the company's credit after that's been approved they'll check to see if they have the available inventory to fill the order once they're sure they have enough inventory they'll respond to the customer letting them know when they can expect their order by now that we've gone over the process we'll address the threats of sales order entry first let's go back to the beginning company XYZ could fill out an incomplete or inaccurate order let's say that this item number here isn't an actual item this is a problem because when the order comes in Hart's place won't know how to fill it they can prevent this by using something called data entry controls these controls basically only allow real items to be entered in this field another threat is having invalid orders let's say your salesman's comes to you with a big order from a new customer resulting in him making a handsome Commission in reality the customer in order are and once he gets his commission he'll just cancel the order to prevent this we require businesses to provide a digital or written signature to prove that they are actually a real business another threat is uncollectible accounts this basically is when a customer can't pay for the order they've made now if existing customers will put a limit on their credit only allowing them to make orders that we think they can pay for with new customers will require that they have to be approved before we'll take any orders so to prevent uncollectible accounts we use credit limits and new customer approval now let's take a look at inventory the threats here are to have stock-outs or excess inventory which usually happened because we aren't keeping track of inventory we have we can track inventory and prevent these threats by using barcodes or RFID tags or we can periodically count our inventory we can also use sales forecasts and activity reports to project how much inventory we need to make so we can use barcodes or RFID tags periodically count our inventory and compare that to what's in the system or use sales and activities reports the final threat is loss of customers which is user result of poor customer service such as taking too long to get back to a customer or not cater new customers needs companies would use CRM or