Process: Capture order

Flow

Legend

Capture order

Objective

Capture an order containing order line items, quantities, shipping address, and payment information that will be processed by the system and ultimately deliver the ordered items to the shopper.

Description

Buyers (with the Customer role) create shopping carts containing items to be purchased. The buyer submits the shopping cart for order processing. This is a general order-capture process that can vary by store model. This process has been defined here to more effectively model the order life cycle. The process embodies shopping-cart maintenance, price quotes, tax and shipping charge calculation, and order checkout.

Note: This is a generic process, which is meant to demonstrate the basic steps involved in order capture. Examples of actual order capture processes are shown with the Starter Store processes.

Note: For the Demand chain - Manufacture diagram, the Buyer (buy-side) role could also be the Buyer (sell-side). In this case the Buyer (sell side), who works for reseller, is buying inventory from the distributors, i.e. acting as buyer (buy side) on the manufacturer sight.

Features

Order entry:

Order preparation:

Customization

Edition

Professional, Business Edition

Tasks

Task Description Role
Prepare a shopping cart

A shopping cart is prepared, meaning that items are added to it in preparation for requesting quotations from distributors.

Buyer (buy-side)
Create quote response (external)

Create a response to a request for price and availability information.

Distributor
Create shopping cart

Create a shopping cart for a customer.

Customer
Modify shopping cart

Modify the shopping cart by adding items to it or removing items from it.

Customer
Prepare order

Order preparation includes calculating product prices, adjustments, shipping charges, and tax charges.

System
Receive and create a quotation

Receive and validate the response to a quotation request. Create a quotation order for the shopping cart and correlate the items in the response to the shopping cart. Record the supplier part number and the estimated supplier availability.

System
Request a final quote

Request a final quotation for the final item selections and their quantities.

Buyer (buy-side)
Request a quote from distributors

Request a quotation for a shopping cart.

Buyer (buy-side)
Review quotation(s) received

Review the quotation returned from the distributor.

Buyer (buy-side)
Select a distributor

Select a distributor. The selection is implicitly made, when selecting a quotation.

Buyer (buy-side)
Select payment method

Select a method of payment from those that are eligible to be selected.

Customer
Select items and quantities

Select items and their quantities in the quotation for a final quote.

Buyer (buy-side)
Submit order to distributor

Submit the order for processing by the distributor. The will result in the order being processed and the processed order being transferred to the distributor.

Buyer (buy-side)
Select shipping method

The customer selects one or more shipping methods for the ordered items.

Customer
Submit order

The customer submits an order for processing. The credit card number is validated before the submission is successful.

Customer

Business artifacts

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