Internal Sales Management of Heating Materials and Heating Systems

Abstract

Software - M3, Microsoft office dynamics 365 and Microsoft excel. The whole work deals with three types of categories HS (Heating System), PHS (Process Heating System) and HM (Heating Material). All these categories consist of many products. The heating system requires 3 to 6 weeks to be manufactured. The process heating material needs 3 months to be manufactured. The heating materials are usually kept ready for the orders. There are two types of sales- the field sales and the inside sales. The field sales take care of the getting orders from the customers. The inside sales takes care of the internal information of the customer, invoicing, and order confirmation. The inside sales also look after the payment process and order placement. Firstly, a PO is sent from the field sales regarding the customer and the order requested. As mentioned, customer master and financial based works are taken over by the inside sales. The customer master is used to check whether the customer is new or old, whether to accept the order and to also check whether payments can be made. All the information is uploaded in a M3 and Dynamics 365 software and an invoice is being created. The invoice is sent to the technical team. When the technical team confirms the order then the information is sent to the design team and the delivery date is finalized. Then the order is confirmed by the inside sales. The production is started after confirmation. There is a separate team for assembly. After confirmation the inside sales proceed with payment methods.