Workflow Guides
Which workflow(s)?
Match your workflow(s) then try each one out in your Salesorder system.
Sales
b2b ecommerce Order to Payment
b2c ecommerce Order to Payment
Scan to ship Order to Payment
Purchasing
Can't find your workflow, or these here don't quite fit the way you want to work?
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.
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.
Steps - simple order to payment
Detail - simple order to payment
Video Demos: Simple Order to Payment
Our system has an optional warehouse management system (WMS).
Build Assemblies and ship to Order
Build Kits and ship to Order
Just in time (special) Order to Payment
Drop ship Order to Payment
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