Standard Operating Procedure

SOP# Request for Actions for PO

Prepared By: Reviewed By: Approve By: Effected Date:
Revision #:

1. Scope and Purpose:

1.1. This procedure is to describe “How to Handle PO form client”.
1.2. This procedure is applicable to Sales department and services department for Purchase
order of client.
2. Definitions:
2.1. PO:
2.2. Client:
2.3. Sales Representative:
2.4. Sales Supervisor:
2.5. Reference List:
3. Procedure:
3.1. Client request for PO to supervisor.
3.2. Supervisor will review briefly the PO of client. Supervisor will assign a shipping date.
Supervisor may delegate to Senior SR if necessary.
3.3. Supervisor will decide it require a conformation or not.
3.4. If it requires conformation then
3.4.1. Supervisor will check the PO details.
3.4.1.1. If it is not sufficient to process order then Supervisor or SR will contact to
client as soon as possible for queries.
3.4.1.2. If it is sufficient to process order. Supervisor assigns to SR with timeline
of completion. Supervisor will instruct about review.
3.4.1.2.1. Determinations are, but not limited to the following
3.4.1.2.1.1. If there are similar products made in the past.
3.4.1.2.1.2. Current workload of the Senior Sales Representative.
3.4.1.2.1.3. Complexity of the order
3.4.2. SR will conform order by using Document named “Order conformation/sales
order document” and also review by using sales order review checklist.
3.4.3. Supervisor review required or not???
3.4.3.1. If Supervisor is not required for review.
3.4.3.1.1. Send order confirmation to client via email. SR will receive copy
of this email.
 3.4.3.2. If Supervisor reviews require.
3.4.3.2.1. Supervisor will review using sales order review checklist .
3.4.3.2.2. Supervisor will instruct about error to SR if order is not conformed
and received again from SR.
3.4.3.2.3. If supervisor confirmed it, he will send conformation to client via
email.SR will receive copy of this email.
3.5. After conformation form Supervisor and if Conformation not required. SR will check
Sales Order.
3.6. If Parts order only then Materials receives the order package form Engineer sales.
3.7. If Other than Parts order Engineer Services receives the order package from engineer
sales.
4. References:
4.1. Order sales conformation / sales order document.
4.2. Sales order review Checklist.
4.3. Sales order.