Sales Enquiries and Order Reviews

In every business, customer enquiries are the first step toward building trust, understanding needs, and eventually closing a successful deal. Yet, many companies overlook how crucial it is to record enquiries properly and review sales orders systematically. According to ISO 9001:2015, these two processes play a vital role in ensuring customer satisfaction, preventing errors, and maintaining a smooth flow from enquiry to delivery.

Why Recording Enquiries Matters

Imagine a potential customer calls your company asking about a product, and you forget to note down their requirements accurately. Later, when the quotation is prepared or the order is confirmed, even a small misunderstanding can lead to incorrect products, wrong pricing, or delivery delays.

Recording enquiries ensures that:

• Every customer request is documented and traceable.
• Sales teams have clear information to follow up effectively.
• Management can track conversion rates and identify business opportunities.

For example, if your company manufactures customized metal parts, recording details such as material type, dimensions, and delivery timelines helps prevent costly rework or disputes later.

Importance of Sales Order Review

Once an enquiry turns into an order, the Sales Order Review process acts as a checkpoint to confirm that everything matches the agreed terms — product specifications, pricing, quantities, and delivery schedules.

Under ISO 9001:2015 (Clause 8.2.3), organizations are required to review requirements related to products and services before committing to supply. This ensures that the company fully understands the customer’s needs and has the resources to fulfill them.

A good sales order review process helps to:

• Avoid errors in production or dispatch.
• Ensure that all commitments are realistic and achievable.
• Communicate any discrepancies to the customer before starting work.
• Strengthen coordination between sales, production, and quality teams.

For instance, if the production team finds that a requested delivery date is too tight, this feedback during the review helps the sales team adjust expectations early—maintaining both quality and trust.

How It Benefits the Organization

By maintaining proper enquiry records and conducting thorough sales order reviews, companies experience:
✅ Fewer customer complaints and returns.
✅ Better internal communication between departments.
✅ Improved customer satisfaction and repeat business.
✅ A structured, professional approach that builds confidence in your brand.

Moreover, it reflects compliance with ISO 9001:2015 Quality Management Principles, especially customer focus, process approach, and continual improvement.

In Simple Terms

Think of these steps as keeping a detailed “customer diary.” When everyone knows what was promised, what’s expected, and how to deliver it, there’s less confusion and more consistency. Over time, this small habit can lead to major improvements in customer trust and operational efficiency.

If you’re looking to streamline your sales enquiry and order review processes in line with ISO 9001:2015, explore how BIGISO Software can help. It allows you to track enquiries, manage approvals, and ensure every order goes through a proper review—simplifying compliance and boosting customer confidence.

Contact Us Today…