Place C&I Order

Created on Oct 11, 2023 | By Vicky
Last Updated on Oct 11, 2023
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Place C&I Order

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Dashboard >> Sitemap >> Transactions >> Place C&I Order

Or

Menu Bar >> Hamburger Menu >> Transactions >> Place C&I Order

Introduction/Purpose

The Place C&I Order module is a significant step towards providing a modern and efficient ordering experience for the C&I customers. This module aligns with our commitment to innovation and customer-centric solutions to order white products. It enables smoother procurement processes and fostering stronger customer relationships through this initiative.

Dependencies

  1. System Performance: System should respond properly to retrieve data from the databases and process data accurately. 
  2. Databases:  The reports depend on the accurate data of several databases like Customer Company, Delivery site, Inventory data of different white products etc.
  3. Proper Data Management: Proper data retrieval mechanisms are responsible to ensure efficient order place.

Place The Order

To place the c&i order, follow the below steps:

Step 1: To open the place c&i order form, there are two ways:

  1. Click on the “Place C&I Order” under the “Transactions” module under the Hamburger menu as shown below.
  1. Click on the “Place C&I Order” from the site map under the “Transactions” module as shown below.

Step 2: Search & Select a customer company, as shown below.

Step 3: Select a delivery site as shown below.

Step 4: Select a Product Grade, enter Quantity and Expected Loading Date, as shown below. 

Step 5: Upload Attachment and enter remarks, as shown below.

Step 6: Users can Add more sites and products for those sites by clicking on the “Add Site” button, as shown below.

Step 7: Follow step 4 ,  to add the site.

Step 8: Click on the “Next” button to proceed further, as shown below.

Step 9: Check “I have read, understood and accept the Terms & Conditions” and click on the “Place Order” button to place the order, as shown below.

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