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

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 [email protected], 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

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Detail - simple order to payment

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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

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Build Kits and ship to Order

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Just in time (special) Order to Payment

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Drop ship Order to Payment

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