Franchise Order Process - Handbook

Franchise Order Process – User Guide

Items Ordering:

Only those Items will be allowed to select, that are mapped on the Sales Prices list at Franchisee master. This data is maintained - based on the agreed items to be supplied to the Franchisee and with agreed Prices. Unit Price is non-editable and is populated automatically. Quantity is updated by the Franchisee user for the required Qty. Location code is a display-only field, that is pre-defined on Franchisee Master. This is the location code maintained in Bateel where deliverable inventory is parked – to be shipped.

Submit for Approval:

Upon successful Order Booking and self-revision, the Franchisee user will Submit the Order for Approval by Bateel. This process will trigger the email to the Warehouse user or the 1 st stage approver as per the Approval setup.

Initially, the Order Status will be Open and upon submission the status gets changed to the next level as per the workflow defined by Bateel Coordinator.

Cancelling Order:

Franchisee Users can Cancel the Order before submission. Upon cancelling the Order will be null and void. No data of the Order will be enabled to edit. Cancelled Orders will be frozen and the status gets changed.

Excel Upload:

The option to upload multiple lines from the Excel sheet will speed up the order preparation for more lines. Users can use the below format in Excel and prepare the Order lines.

*** Template is shared in email as an attachment along with this Manual document

May 2023

Pa g e 6 | 24

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