Once jazelle roos has validated the customer as above

± Once Jazelle Roos has “validated” the customer as above, she can take the order details. All order
details are manually written onto a sequenced, pre-printed internal sales order (ISO).
± Order clerks are regarded as sales personnel. With many hundreds of different inventory items,
customers are frequently not aware of the precise inventory codes and descriptions of what they require
despite having access to catalogues, a website, etc. For example, a dealer might wish to order bicycle
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spokes; at this point Jazelle Roos will access the inventory masterfile (read access only) and, making
use of her “enquiry” privilege, will enter “bicycle spokes”. This brings up on screen a list which
contains a description of each of the different types of bicycle spoke ProRide (Pty) Ltd carries, the
inventory item code, description, number of items in inventory and the selling price. Line items appear
as follows:
BS 123 Stainless steel 700c 48 R17.50
BS 149 Galvanised Black 700c 26 R13.20
With this information Jazelle Roos is able to establish exactly what the customer requires, whether it
can be supplied (in stock) and the selling price. As each item is agreed, she manually records the item
code and quantity on the ISO, and before moving onto the next item, confirms with the customer.
± All order clerks receive ongoing training relating to the products which the company sells. This sound
personnel practices control enables the order clerks to promote sales rather than just take orders. For
example, if a customer wants an item but it is “out of stock”, Jazelle is competent to offer alternatives.
The inventory masterfile also has a field into which additional information can be added (not by Jazelle)
to indicate inventory items which may be “on special” at a reduced price. With this information the
order clerks can offer these items to the customer.
± Once the order details have been taken, a customer order reference is obtained, and all details of the
order are confirmed. The customer is given the ISO number as his reference to the order placed and the
telephone conversation is then terminated. Jazelle Roos will then promptly complete the ISO (checking
details to the inventory masterfile where necessary) and sign it (isolating her responsibility for taking
the order.)
1.2 Backorders
If an item is “out of stock” and a satisfactory alternative cannot be agreed upon, Jazelle Roos will ask
the customer whether he wishes his order to be placed on “back order”. If so, Jazelle will manually
record the details on a back order list. Each week she will access the inventory masterfile to determine
whether any inventory items appearing on her backorder list have been received into inventory. Once
an inventory item is available she will phone the customer. An ISO is not automatically compiled. If
the customer wishes to place the order the normal procedure is followed.