Projects > ERP For Heavy Engineering Company > Marketing & Order Processing
Marketing and Order Processing Module of ERP

Introduction

Marketing department is the front-line of any company. Whenever any Tender is published or an Order is received from any client the Marketing department attend that with a quotation. If they get the order, it is first reviewed and then if it is accepted, they send an acceptance note to the Client. Then they pass the work order to the production department.

Overview

The function of marketing begins with Client enquiry. The marketing module will maintain a separate client master for that purpose. This enquiry can be in the form of Tender or Written/Verbal enquiry. The objective of this system is to keep track from enquiry to delivery. In case of any offer rejected by client there will be a scope to record the reason. On confirmation of the order this module proceeds with Work Order. At this point the system will check the financial database and see if the client name is already recorded or not. If no then a ledger will be opened. In this module the department can specify a checklist of documents necessary along with the despatch of material. A copy of work order will be forwarded to the despatch department for invoice preparation. All figures are protected under password. Only authorised person will be eligible to access information from this module.