Workflow Guides

Which workflow(s)?

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

Sales

• Simple Order to Payment

• Build Assemblies and ship to Order

• Build Kits and ship to Order

• Just in time (special) 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

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).

• With WMS (single order)

• Without WMS

• With WMS (multiple orders)

Build Assemblies and ship to Order

Build Kits and ship to Order

Just in time (special) Order to Payment

Drop ship Order to Payment