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The Order Management Life Cycle

The order management life cycle includes tasks that fall into several groups:

• Preorder tasks. Can include creating accounts, contacts, and opportunities or helping anonymous customers through the needs-analysis process.
• Order entry tasks. Can include selecting products and services, capturing quotes and orders, verifying products and pricing, checking availability to promise, entering shipping, tax, and payment information, and performing a credit check.
• Post-order tasks. Can include fulfilling the order, providing the customer with order status, notifying the customer that the order has shipped, creating supplemental orders, and monitoring or modifying activities that support the order, such as installation.