Dealer order to cash

Follow an accepted dealer order through delivery, billing and cash.

Step by step

Quote Sales Representative

Freeze the dealer offer, product unit, price and validity. Sales Representative owns the handoff.
- Freeze the dealer offer, product unit, price and validity.
- Updates Quotes, Quote lines
Sales order approval Sales Manager

Approve accepted scope and any bounded credit exception. Sales Manager, Finance Manager owns the handoff.
- Approve accepted scope and any bounded credit exception.
- Updates Sales orders, Credit reviews, Approval decisions
Pick and ship Warehouse Operator

Consume reserved stock and record actual title event. Warehouse Operator, Warehouse Manager owns the handoff.
- Consume reserved stock and record actual title event.
- Updates Pick tasks, Deliveries, Delivery lines
Invoice approval Finance Manager

Approve billing within eligible title-transferred scope. Accountant, Finance Manager owns the handoff.
- Approve billing within eligible title-transferred scope.
- Updates Invoices, Invoice lines, Approval decisions
Cash applied Accountant

Allocate confirmed receipt within available cash and invoice balance. Accountant owns the handoff.
- Allocate confirmed receipt within available cash and invoice balance.
- Updates Cash receipts, Cash applications

Sales Representative: , Sales Manager, Finance Manager, Warehouse Operator, Warehouse Manager, Accountant.
: Each person works within their entity and warehouse scope.

Start free, then use Proto to change fields, steps and approvals before your team goes live.