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- Ceramics ERP
- Process
- Order to dispatch
Order to dispatch
Move accepted customer demand through review, allocation and shipment.
Step by step
-
Offer Sales Representative
Prepare priced customer scope. Sales Representative owns this stage.
- Prepare priced customer scope.
- Updates Quotes, Quote lines
-
Order review Sales Manager
Approve the accepted revision and any credit exception. Sales Manager decides order acceptance; Finance Manager decides credit exceptions.
- Approve accepted revision and any credit exception.
- Updates Sales orders, Credit reviews, Approval decisions
ApprovalA person approves before the work moves on. -
Reserve Warehouse Manager
Claim eligible stock within accepted quantity. Warehouse Manager owns this stage.
- Claim eligible stock within accepted quantity.
- Updates Sales order lines, Reservations, Inventory
-
Dispatch Warehouse Operator
Record actual picked and dispatched units. Warehouse Operator owns this stage.
- Record actual picked and dispatched units.
- Updates Pick tasks, Deliveries, Delivery lines
Who does what
Roles and permissions- Sales Manager
- , Finance Manager, Warehouse Manager, Warehouse Operator.
- Sales Representative
- Coordinates the handoff and keeps the operating case ready for review.
Set up Ceramics ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.