Commandes client
La commande client est un document commercial qui précise la vente de biens ou de services et détaille les spécificités de la vente, notamment le prix, la qualité des biens ou des services fournis ainsi que l'adresse, la date de livraison prévue, les conditions de paiement, de vente et de livraison. Elle vous permet de savoir si vos produits sont en stock ou en rupture , afin d'aider votre service achats à faire des prévisions.
Voici quelques-unes des façons dont votre entreprise peut bénéficier de l'optimisation du processus de commande client:
- Réduire le risque d'erreur humaine
- Gardez vos commandes en ordre
- Améliorer le suivi des stocks
Gestion de commandes client dans Zoho Inventory
Créer une commande client
- Sélectionnez l'onglet "Commandes client" sous "ventes"
- Cliquez sur "+nouveau" et saisissez les détails du client. Dans le champs "Nom du client", vous pouvez soit sélectionner un client dans la liste déroulante, soit ajouter un nouveau client.
- Le N° de commande est généré par défaut. Si vous souhaitez le saisir manuellement , cliquez sur l'icône "Paramètres" à côté de l'onglet et une fenêtre s'affichera pour vous permettre de choisir entre la génération automatique et la saisie manuelle.
- Saisissez les autres informations comme la date d'expédition, le mode de livraison, les conditions de paiement, le nom de l’entrepôt. Ajoutez un produit ou un service à partir de votre inventaire. Vous pouvez également cliquer sur l'option "Ajouter des articles en vrac" pour ajouter plusieurs articles à la fois à votre commande client.
- Saisissez la quantité, le taux et la taxe applicable à partir de la liste déroulante. La liste déroulante des taxes affiche uniquement celles que vous avez créées dans l'onglet "Paramètres", sous la section "Taxes".
- Saisissez le taux de remise, les frais d'expédition et les modifications, si applicable.
- Vous pouvez ensuite choisir d' sur "Enregistrer comme brouillon" ou "Enregistrer et envoyer"
Créer une commande à partir du module "Clients"
- Passez à l'onglet "Clients" et sélectionnez un client pour lequel vous souhaitez créer une commande.
- Cliquez sur le bouton "Nouvelle transaction" et sélectionnez "Commande client", une nouvelle fenêtre apparaît pour créer une nouvelle commande client.
- Vous pouvez maintenant suivre le parcours ci-dessus.
Fermer une commande client
En fonction de vos préférences, vous pouvez choisir que le statut de votre commande client soit automatiquement défini comme clôturé. Les critères sont les suivants:
- Lorsqu'une facture est créée
- Lorsqu’une expédition est effectuée
- Lorsque l’expédition est traitée et que la facture est créée
- Vous pouvez choisir l'un ou l'autre. Lorsque les critères sont satisfaits, le statut de la commande client est défini comme fermé.
Envoyer une commande à votre client
Vous pouvez soit envoyer la commande client au moment où vous la créez en cliquant sur "Enregistrer et envoyer", soit l'envoyer plus tard depuis le bouton "E-mail" situé en haut de la fenêtre.
Fusionner les commandes client.
Si vous recevez deux commandes d'un même client, vous pouvez en regrouper les détails dans un seul document. Ainsi, vous pourrez préparer, expédier et facturer une seule commande au lieu de deux.
- Accédez au module "Commandes clients" depuis le panneau à gauche.
- Sélectionnez deux commandes clients à fusionner.
- Cliquez sur "Actions en bloc" et sélectionnez "Fusionner les commandes client".
Conditions préalables :
- Vous ne pouvez fusionner que deux commandes clients à la fois.
- Les deux commandes clients doivent être adressées au même client avec la même adresse de facturation et de livraison.
- Les deux commandes clients doivent avoir le même statut (statut Brouillon ou Confirmé uniquement) sans forfaits ou factures associés.
- Vous ne pouvez pas fusionner de commandes client de marketplace.
Créer des factures à partir de commandes clients
- Depuis le panneau à gauche, sélectionnez une commande client que vous voulez convertir en facture.
- Vous pouvez directement convertir en facture depuis l'onglet "Convertir en facture" soit depuis l'onglet "Facture".
- Vous serez dirigé vers la page de création de la facture. Par défaut, tous les détails fournis dans la commande client seront remplis automatiquement.
- En fonction des besoins, vous pouvez soit choisir de facturer partiellement la commande client et cliquer sur "Enregistrer", soit envoyer la facture immédiatement à vos clients en cliquant sur "Enregistrer et envoyer".
Merci
L'équipe Zoho France
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