Analysis of Order Entry/Sales Process - ITECH 5404 Project Report

This project analyzes the order entry/sales process for a typical retailing company. It examines the key steps, including pre-sales activities, sales order processing, picking and packing, and shipping, as well as billing and payment. The project highlights the roles of various departments and uses BPMN diagrams to model the process. It proposes a business process integration plan to develop an online retail system, focusing on efficiency in warehouse management and timely product delivery. The analysis covers organizational and IT resource requirements, business rules, and process dependencies, concluding with a discussion of the overall process from order selection to delivery. The project references relevant academic literature to support its findings.

ITECH 5404 Business
Process analytics
and Change

Introduction
The presentation is prepared based on the evaluation of the
case project, the order entry/sales process for the
management of the orders and sales data and automation
of the routine business process and provide proper service
to the customer. The business process is divided into sub
process for identification of the flow of information between
each of the department of the company and improve the
flow of information between the departments.

Order Entry/Sales Process
This process includes the four important activities
related to sales of an organization. The four activities
are –
 Pre-sale activities
 The sale order processing
 Picking up and packing the goods
 The shipping of the goods

Roles of Order Entry/Sales
Process
The following roles of this process are -
 Customers
 VP Marketing
 VP Finance
 VP logistics

Roles of Order Entry/Sales
Activity
The order are provided by the customers and the
representatives of the organizations confirms the
orders selected by the customers. They confirms the
orders through sending messages, emails, telephone
call or their official websites. Then the credit of the
selected orders are approved from the credit
department. After that, the clerks of the organizations
sent the confirmation number or confirmation
messages through their official websites to the
customers.

BPMN Diagram
 Order processing BPMN Model

BPMN Diagram (Contd.)
 Purchasing processing BPN Model

BPMN Diagram (Contd.)
 Shipment processing BPN Model

Business Process Integration
Plan
Target Business process
The business process is to develop an online retail system that needs to record all the
details of the customer, products for increasing the efficiency of warehouse
management and deliver the product on proper time. In this case project depends on
the order entry/sales process which includes the process from the order selection to the
delivery of the orders.

Business Process Integration
Plan (Contd.)
Required Organizational Resources
Role Name Responsibility Assigned Activity Rights/Limitations Special Requirement
Sales Manager Credit request, Sales order
management
Receive order, get customer details,
send accept or reject notification
Need multiple employees working
under sales manager
Accounts Manager Record sales details, profit, loss
percentage, logistics expenditures
Get details of the product ordered by
the customer, customer details and
logistics charges
Need communication with sales
manager
Shipping manager Manage shipping complete delivery
process
Logistic charges, product details,
delivery address
Need communication with accounts
and sales department
Logistics Deliver the product to customer
location /address
Customer address

Business Process Integration
Plan (Contd.)
Required IT resources
IT Resource Name Function Related Activities Input to IT Resources Output from IT
Resources
Order processing system Record customer, product
and sales information in the
information system
‘receive order from customer’, Customer order details, N/A
‘accept order’,
‘reject order’
Product availability Updated list of
accepted/rejected
orders
‘check against the list of accepted
orders’
Request for an applicant’s
information
List of accepted
orders
‘pick an order’ Request for an payment
information
List of accepted/
rejected payments
Customer Profile DB Store customers profiles ‘create customer profile’ Initiated profile of an accepted
customer
N/A

Conclusion
 The order entry/sales process is one kind of process that describes the
detailed description of selection of the orders by the customers to the
delivery process by the organization (Spiegel & Stahl, 2014). In the first
part, it discusses the order entry/sales process which induces the pre-
sales activities, the sales description, description related to packing
goods as well as shipping of the goods. In the second part, it has been
stated about the business process. It describes organization resources
as well as IT resources, related business rules and also business
process dependency.