Process Offers and Orders

Due to an incoming inquiry from a customer, it may be necessary to create an offer. The offer specifies the prices and conditions at which certain articles or services can be sold to this customer. If the customer accepts the offer, it can be converted into an order.

Activities

1. Analyse & edit rejection
   • Activity type: Task
2. Calculation & Order
   • Activity type: Task
3. Calculation
   • Activity type: Task
4. Customer request
   • Activity type: Sub-Process
   • Boundary type: Default
   • Is extended subprocess: False
   • Is transaction: False
   • Triggered by event: False
5. Edit feedback
   • Activity type: Task
6. Edit order receipt
   • Activity type: Task
7. Edit order
   • Activity type: Task
8. No order receipt
   • Activity type: Task
9. Offer follow up
   • Activity type: Task
10. Order exist
    • Activity type: Task
11. Order trigger
    • Activity type: Task
12. Refusal register
    • Activity type: Task
13. Request
    • Activity type: Task
14. Sending order
    • Activity type: Task
15. Taking feedback
    • Activity type: Task

Events

1. Order triggerd
   • Event type: End
2. Record customer reversal
   • Event type: End

Lanes

1. CRM System
2. Customer
3. ERP
4. Order Transaction
5. Sales

Messages

1. Customer order
   • IsInitiating: True
2. Order from customer
   • IsInitiating: True
3. Request
   • IsInitiating: True