Understanding how the document flow works in the sales

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Chain is important for every employee, including those people who prepare documents for you and who work with your documents further. This will help you correctly draw up documents at each stage, know what to ask from the person who prepares documents for you, and, as a result, the entire sales process will work more efficiently. How to use information in practice To understand the stage of the sales process that you need at the current time, simply select the appropriate section, study the description of the documents in it, and also pay attention to the previous and subsequent stages.

This will give you an understanding of what you list of finland whatsapp phone numbers will be forming the documents on the basis of, and how to do your job correctly in order to transfer the documents further along the chain in a form that will not raise questions and will not cause errors. You can learn how it works in practice in our Trinion trading system. If desired, your company can switch to it completely or implement the proposed solutions in the accounting system that you use. Examples Also, for a better understanding of work with document flow, the publication provides examples based on a typical situation of selling goods from the Buyer's application on the company's website to the shipment of goods.

For each document, an example of its practical application in the context of communication between our company and the Buyer is provided. Preamble to a typical situation that will be used in further examples: Our company OOO Trinion received an application in which a person expressed a desire to purchase 200 light bulbs of model A at a price of 50 rubles per piece. The application was received in the form of an application, completed on our company website and registered in the accounting system as a Lead document. Our Sales Specialist, having received this request, begins negotiations with the potential buyer, during which an agreement was reached to purchase light bulbs, but of model B at a price of 60 rubles per piece and in a quantity of 1000 units.