Run: Order Booking SOP

The order management specialist verifies that the quote or order form is approved, unexpired, and matches the customer record. Check that: - The quote number is valid and linked to the correct customer account. - The quote has the required approval status. - The booking request matches the latest commercial version. If the quote is missing approval, expired, or inconsistent with the customer record, the specialist escalates the issue before continuing.

The revenue operations analyst confirms the subscription terms against the approved quote and contract. Verify the following fields: - Subscription start date - Subscription term length - Product or service SKU - Quantity and pricing - Billing frequency - Renewal or auto-renewal terms - Any applicable discounts, credits, or one-time charges If any field differs from the approved quote or contract, the analyst records the deviation and routes it for correction.

The billing specialist verifies that the customer account is ready for billing activation. Confirm that: - The billing account exists and is linked to the correct customer. - The invoice recipient and billing address are complete. - Tax, currency, and payment method settings are populated as required. - Any billing holds or credit blocks are resolved. If a billing prerequisite is missing, the specialist escalates the non-conformance to the billing owner.

The order management specialist creates the booked order in the CRM or order management system. Enter the following data: - Customer account and contact details - Quote reference number - Products, quantities, and pricing - Subscription start and end dates - Billing cadence and payment terms - Internal notes required for downstream teams The specialist saves the record and confirms that the order status changes to booked or equivalent.

The billing specialist triggers the billing event in the billing platform according to the approved order details. Complete the billing action required by the system, such as: - Activating the subscription billing schedule - Generating the first invoice - Setting the recurring billing cycle The specialist confirms that the billing status updates successfully and records the billing reference number.

The customer operations coordinator initiates the provisioning handoff using the approved order details. Include: - Customer name and account identifier - Ordered products or services - Required start date or service activation date - Technical or delivery notes - Dependencies or special handling requirements The coordinator creates the provisioning ticket or task and assigns it to the appropriate fulfillment queue.

The order management specialist verifies that the billing and provisioning handoffs were acknowledged by the downstream owners. Confirm that: - The billing reference or invoice trigger is recorded. - The provisioning ticket has an owner and due date. - Any exceptions are documented. - The order status is updated to the next workflow stage or closed as completed. If acknowledgment is not received within the defined service level, the specialist escalates the delay.