Workflow Guides

Which workflow(s)?

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



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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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