> For the complete documentation index, see [llms.txt](https://helpwith.salesorder.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpwith.salesorder.com/live-in-5/step-4-solution-plan/workflow-guides.md).

# Workflow Guides

### Which workflow(s)?

Match your workflow(s) then try each one out in your Salesorder system.

#### Sales

* [Simple Order to Payment](#simple-order-to-payment)
* [Build Assemblies and ship to Order](#build-assemblies-and-ship-to-order)
* [Build Kits and ship to Order](#build-kits-and-ship-to-order)
* [Just in time (special) Order to Payment](#just-in-time-special-order-to-payment)
* [Drop ship Order to Payment](#drop-ship-order-to-payment)
* b2b ecommerce Order to Payment
* b2c ecommerce Order to Payment
* Scan to ship Order to Payment

#### Purchasing

{% hint style="info" %}
**Can't find your workflow, or these here don't quite fit the way you want to work?**&#x20;

Write or sketch out your workflow and send it to us at <support@salesorder.com>, and we'll immediately review it and send you our thoughts in 48 hours or less.
{% endhint %}

### Simple Order to Payment

In this workflow, a B2b Order is captured on a channel, e.g. Phone, Email, TAP, EDI, etc. Orders from all channels flow into the Sales Orders List.&#x20;

#### Steps - simple order to payment

<figure><img src="/files/wReitUwvZnYsauj8tmmr" alt=""><figcaption><p>Click to enlarge</p></figcaption></figure>

#### Detail - simple order to payment

<figure><img src="/files/o9cWO8kJM0rprTYbsuex" alt=""><figcaption><p>Click to enlarge</p></figcaption></figure>

#### Video Demos: Simple Order to Payment

Our system has an optional warehouse management system (WMS).

* [With WMS (single order)](https://salesorder.wistia.com/medias/ct8g7johbz)
* [Without WMS ](https://salesorder.wistia.com/medias/n7wj3wc478)
* [With WMS (multiple orders)](https://salesorder.wistia.com/medias/yqn9ypm2as)

### Build Assemblies and ship to Order

<figure><img src="/files/jalRRIGEaM8hI3RpRUmF" alt=""><figcaption><p>Click to enlarge</p></figcaption></figure>

### Build Kits and ship to Order

<figure><img src="/files/wfMnCVqHf9fGujWFu3iq" alt=""><figcaption><p>Click to enlarge</p></figcaption></figure>

### Just in time (special) Order to Payment

<figure><img src="/files/aEYuddp21OsZWEe7WBWl" alt=""><figcaption><p>Click to enlarge</p></figcaption></figure>

### Drop ship Order to Payment

<figure><img src="/files/MuKhTUG5PbME9iKz57sM" alt=""><figcaption><p>Click to enlarge</p></figcaption></figure>
