SOP Template KitSales Order Processing SOP
Book every order accurately so it can be delivered and invoiced correctly.
The full Sales Order Processing SOP (all 5 steps, 2 controls, records and measures) is one of 36 editable Word SOPs in the SOP Template Kit: $79.
| Document no. | SAL-02 | Department | Sales & Customer |
1. Purpose
Book every order accurately so it can be delivered and invoiced correctly.
2. Scope
All customer orders.
3. Roles and responsibilities
| Role | Responsibility |
|---|---|
| Order Administrator | Books orders. |
| Sales Rep | Resolves discrepancies. |
| Finance | Checks credit. |
4. Procedure
| Step | Who | What to do |
|---|---|---|
| 1 | Order Administrator | Receive the signed order or PO; check it matches the quote (price, quantity, terms). |
| 2 | Finance | Check the customer is within credit limit (SAL-05). |
| 3 | Order Administrator | Enter the order in [ERP]; attach the customer document. |
| + 2 more steps, 2 controls, 3 records and 2 measures in the full SOP. | ||