Sales & Distribution – Processing Four Orders
Sales & Distribution – Processing Four Orders
Open MS Word for the project. Use that file to record your answers or to paste screenshots as
directed. Submit one file with all 4 orders file in Blackboard when completed.
• Always use your dataset number.
• These orders don’t include step-by-step directions, you can refer to the file for processing an
order for help (project 2). Just remember, some things will be different. For example, if the
customer ordered a different number of bikes, they won’t owe the same amount of money as
in project 2.
• Not all orders have an Inquiry or Quotation, so you would be creating without reference.
Delivery is always created with reference (to the Sales Order).
• Sales orders will have the customer/sold-to-party number and the amount due if you need to
find them.
1. Bike Zone Order for 4 Bikes; delivery in one week
No Inquiry or Quotation, no discount.
Create a Sales Order for 4 (four) Deluxe Touring Bikes (black) sold to The Bike Zone ###. They
would like delivery in one week. Take a screenshot of the Order and record the order number
underneath the screenshot.
Process the Delivery of the Sales Order: delivery, picking, post goods issue.
Create the Billing Invoice for the Order.
Receive payment from The Bike Zone ### for the purchase of the bikes.
Display the Document Flow in Items View. Submit the document flow screenshot for your
Sales Order.
[You should have 2 screenshots – the order and final document flow. You can include others if
you like, but they aren’t required.]
2. Philly Bikes order for 3 bikes; delivery in one month
No customer discounts.
Create an Inquiry for 3 (three) Deluxe Touring Bikes (black) sold to Philly Bikes; delivery in
one month. Take a screenshot of the Inquiry and record the inquiry number underneath the
screenshot.
Create a Quotation referencing the inquiry. Take a screenshot of the Quotation and submit it
with the Quotation number typed underneath.
Create an Order referencing the quotation. Take a screenshot of the Order and submit it with
the order number typed underneath.
Create an Outbound Delivery, Pick Materials; Post Goods Issue
Create Invoice; Receive Payment
Display the Document Flow in Items View. Submit the document flow screenshot for your
Sales Order.
[You should have 4 screenshots – inquiry, quotation, order and final document flow. You can
include others if you like, but they aren’t required.]
3. Bike Zone for 2 bikes; delivery in two weeks
No Inquiry, no discount.
Create a Quotation for 2 (two) Professional Touring Bikes (black) sold to The Bike Zone ###,
delivery in two weeks. Take a screenshot of the Quotation and record the quotation number
underneath the screenshot.
Create an Order referencing the quotation. Take a screenshot of the Order and submit it with
the order number typed underneath.
Create an Outbound Delivery, pick materials, post goods issue, create Invoice, receive
payment
Display the Document Flow in Items View. Submit the document flow screenshot for your
Sales Order.
[You should have 3 screenshots – quotation, order and final document flow. You can include
others if you like, but they aren’t required.]
4. Philly Bikes for 1 bike; delivery in six weeks
5% discount off of the entire order
No inquiry or quotation
Create an Order for 1 (one) Professional Touring Bikes (black) sold to Philly Bikes, delivery in 6
weeks. Take a screenshot of the Order and record the order number underneath the
screenshot. The amount should reflect the discount.
Create an Outbound Delivery, pick materials, post goods issue, create Invoice, receive
payment.
Display the Document Flow in Items View. Submit the document flow screenshot for your
Sales Order.
[You should have 2 screenshots –order and final document flow. You can include others if you
like, but they aren’t required.]
Open MS Word for the project. Use that file to record your answers or to paste screenshots as
directed. Submit one file with all 4 orders file in Blackboard when completed.
• Always use your dataset number.
• These orders don’t include step-by-step directions, you can refer to the file for processing an
order for help (project 2). Just remember, some things will be different. For example, if the
customer ordered a different number of bikes, they won’t owe the same amount of money as
in project 2.
• Not all orders have an Inquiry or Quotation, so you would be creating without reference.
Delivery is always created with reference (to the Sales Order).
• Sales orders will have the customer/sold-to-party number and the amount due if you need to
find them.
1. Bike Zone Order for 4 Bikes; delivery in one week
No Inquiry or Quotation, no discount.
Create a Sales Order for 4 (four) Deluxe Touring Bikes (black) sold to The Bike Zone ###. They
would like delivery in one week. Take a screenshot of the Order and record the order number
underneath the screenshot.
Process the Delivery of the Sales Order: delivery, picking, post goods issue.
Create the Billing Invoice for the Order.
Receive payment from The Bike Zone ### for the purchase of the bikes.
Display the Document Flow in Items View. Submit the document flow screenshot for your
Sales Order.
[You should have 2 screenshots – the order and final document flow. You can include others if
you like, but they aren’t required.]
2. Philly Bikes order for 3 bikes; delivery in one month
No customer discounts.
Create an Inquiry for 3 (three) Deluxe Touring Bikes (black) sold to Philly Bikes; delivery in
one month. Take a screenshot of the Inquiry and record the inquiry number underneath the
screenshot.
Create a Quotation referencing the inquiry. Take a screenshot of the Quotation and submit it
with the Quotation number typed underneath.
Create an Order referencing the quotation. Take a screenshot of the Order and submit it with
the order number typed underneath.
Create an Outbound Delivery, Pick Materials; Post Goods Issue
Create Invoice; Receive Payment
Display the Document Flow in Items View. Submit the document flow screenshot for your
Sales Order.
[You should have 4 screenshots – inquiry, quotation, order and final document flow. You can
include others if you like, but they aren’t required.]
3. Bike Zone for 2 bikes; delivery in two weeks
No Inquiry, no discount.
Create a Quotation for 2 (two) Professional Touring Bikes (black) sold to The Bike Zone ###,
delivery in two weeks. Take a screenshot of the Quotation and record the quotation number
underneath the screenshot.
Create an Order referencing the quotation. Take a screenshot of the Order and submit it with
the order number typed underneath.
Create an Outbound Delivery, pick materials, post goods issue, create Invoice, receive
payment
Display the Document Flow in Items View. Submit the document flow screenshot for your
Sales Order.
[You should have 3 screenshots – quotation, order and final document flow. You can include
others if you like, but they aren’t required.]
4. Philly Bikes for 1 bike; delivery in six weeks
5% discount off of the entire order
No inquiry or quotation
Create an Order for 1 (one) Professional Touring Bikes (black) sold to Philly Bikes, delivery in 6
weeks. Take a screenshot of the Order and record the order number underneath the
screenshot. The amount should reflect the discount.
Create an Outbound Delivery, pick materials, post goods issue, create Invoice, receive
payment.
Display the Document Flow in Items View. Submit the document flow screenshot for your
Sales Order.
[You should have 2 screenshots –order and final document flow. You can include others if you
like, but they aren’t required.]
