Transfer the terms and conditions accepted by the customer to the order and payment processes without requiring re-entry of data.
When the offer is accepted, the product, quantity, price, discount, delivery, and payment terms must be fully transferred to the order. Manual re-entry may result in breach of customer commitment and errors.
During the conversion process, it should be verified that the offer is still valid, the price can be maintained, the stock or delivery commitment remains unchanged, and the necessary customer verification has been completed.
Conversion controls
Offer validity date
The right customer and contact person.
Product availability for sale
Price, campaign and tax validity.
Stock and delivery date
Payment and credit terms
Completion of approvals
Creating an order
Transferring quotation lines to the order.
Confirmation of customer address and delivery method.
Customer testimonials and descriptions
Stock booking or supply process
Order number and confirmation message
Payment options
Secure payment link
IVR or secure payment service
Unrecorded phone bills
Bank transfer or other payment methods
Advance and remaining balance plan
Partial acceptance and modification
If the customer accepts only certain products from the offer, a new order or offer revision should be created; the rejected items and totals should be clearly separated.
Don't leave customer acceptance as a mere verbal confirmation; translate the agreed-upon terms into a verified order, payment, and delivery schedule.