Order Releasing Criteria: Sales Management and Pending Orders Review

This assignment delves into the critical aspects of order releasing criteria and sales management processes. It outlines a structured approach to handling pending orders, including the creation of a dedicated 'Pending Sales Management Hold' folder and the criteria for moving orders through different stages. The assignment emphasizes the importance of checking key details such as product type, quantity, and price, and it differentiates between orders that can be processed and those marked as 'Jeopardy Sales Request'. The user story section focuses on tracking individual orders, addressing shortfalls, and managing the transition of orders from pending to new status. Finally, it presents key questions that the sales management team should ask the processing department to ensure smooth order fulfillment, covering payment clearance, delivery availability, customs and insurance, and product specifications.

Running head: ORDER RELEASING CRITERIA
Holding of Pending New Orders
Name of the Student:
Name of the University:
Author Note:

1
ORDER RELEASING CRITERIA
Part 1:
Acceptance criteria to hold pending orders:
The following are the acceptance criteria sales management team can consider to hold
new pending orders back for tracking them separately:
1. The sales manager would create a separate title in the name of ‘Pending sales management
hold’ which would contain orders from customers which are on hold on certain grounds.
2. The link to the folder would be accessible to all the employees dealing with customers and
their pending orders.
3. The sales employee would have the option of marking ‘pending orders on hold’ as ‘new
orders’ once the grounds for holding the order are cleared (Arnett and Wittmann 2014).
4. The sales management personnel should first check that the basic particulars like the type
of products, quantity and price are duly filled (Malininas et al. 2017).
5. Orders with any of these mandatory fields not filled in would be marked as ‘Pending Sales
Management Hold’.
6. The sales managers would review each order.
7. Orders which cannot be processed would be marked as ‘Jeopardy Sales Request’.
8. The orders which qualify the required parameters like price and quantity are marked as
‘Pending new orders’ with the approval of the sales managers.

2
ORDER RELEASING CRITERIA
Part 2:
User story:
The aim of the user story is to enable the sales managers to track individual orders and
put the orders which have shortfalls against the order processing parameters of the company
like complete address of the customers and detail of orders on hold. The pending new orders
are screened on the grounds like payment status to process their delivery. If they clear the
checks like payments and availability of the goods ordered, they pass to the next stage with
the mark ‘Pending orders’. The orders which cannot be processed are marked as, ‘Jeopardy
Sales Support’. The incomplete orders like orders with payments pending are kept on hold by
the sales management till they shortfalls are cleared. The orders on hold which clear the
charges are again shifted back to the ‘Pending orders’ and are treated as new orders (Arnett
and Wittmann 2014). Final processing of orders would require the approval of the sales
managers.
Part 3:
Questions:
The question which the sales management team ask to department processing the
sales orders are:
1. Are the payments cleared?
2. Is the client available to take the delivery of the goods?
3. Have the goods passed the important grounds like customs and insurance?

3
ORDER RELEASING CRITERIA
4. Are the goods available in the correct specifications pertaining to quality, quantity and
brands as per the orders placed by the clients?

4
ORDER RELEASING CRITERIA
Reference:
Arnett, D.B. and Wittmann, C.M., 2014. Improving marketing success: The role of tacit
knowledge exchange between sales and marketing. Journal of Business Research, 67(3),
pp.324-331.
Malininas, S., Docienė, V., Daubarienė, J. and Vaitiekus, A., 2017. SALES
MANAGEMENT IN RANGE OF SUPPLY AND STORAGE OF UAB „ZEELANDIA “.
Journal of Management, (2), p.31.