Place C&I Order
Navigation
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
- System Performance: System should respond properly to retrieve data from the databases and process data accurately.
- Databases: The reports depend on the accurate data of several databases like Customer Company, Delivery site, Inventory data of different white products etc.
- 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:
- Click on the “Place C&I Order” under the “Transactions” module under the Hamburger menu as shown below.
- 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.
