Sales Office process:

Fabien Ltd is a manufacturer of bespoke products for the building industry and domestic customers.

Sales customers place orders either by phone directly to the sales office or through the business website. Sales staff operators well initially cheque whether the customer is an existing account holder.

For existing account holders, staff will examine the account to see if there are any existing problems (e.g. long outstanding accounts and / or disputed invoices). Where this is the case, the customer and order information is passed to the chief credit controller for decision-making.

Existing customers, where the account is otherwise in good order, most then be checked against current credit limits. Where an order may take the account beyond the current credit limit, the customer and order information is, again, passed to the chief credit controller for decision-making.

Where the sales order is acceptable, the order documentation is passed to the production manager for scheduling.

Non-existing (new) customers must pay cash in advance of production, and, if this is acceptable to the customer becomes a 'potential' and is offered an application to the sales Ledger. The customer may accept or decline the invitation. An application form is attached to an email and sent to accepting potentials. The contact details of declining potentials will be held anyway for future promotional activities.

Required:

Task 1:

Preparing a flowchart in a A4 size paper (one side only) to describe the sales office process of Fabien Ltd described above.

Note:

Your flowchart should be prepared in a good style using the Microsoft Office Word: 'Insert / Shapes / Flowchart' facility (Maximum 20 marks including 6 marks credit for software use, good style and clear presentation).