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- Furniture ERP
- Process
- Order to delivery
Order to delivery
The process follows one source case across teams. A dealer requests tables for a Tuesday delivery. Start with the accepted order line and original promise. Check availability, pick the bounded quantity and release a route whose operator and stops are known. At the visit, record accepted and refused portions separately. Compare remaining order demand with the original commitment. Each owner should be able to find the prior approved record and the actual result before moving work forward.
Step by step
-
Prepare offer Sales Representative
Sales Representative takes this step. Record priced dealer demand.
- Record priced dealer demand
- Updates Quotes, Quote lines
-
Accept order Sales Manager
Sales Manager takes this step. Approve frozen demand and credit scope.
- Approve frozen demand and credit scope
- Updates Sales orders, Credit reviews, Approval decisions
ApprovalA person approves before the work moves on. -
Reserve and pick Warehouse Operator
Warehouse Operator takes this step. Claim eligible stock and record actual picked quantity.
- Claim eligible stock and record actual picked quantity
- Updates Reservations, Pick tasks
-
Release route Warehouse Manager
Warehouse Manager takes this step. Approve assigned stops and load evidence.
- Approve assigned stops and load evidence
- Updates Delivery routes, Route stops, Approval decisions
ApprovalA person approves before the work moves on. -
Dispatch and visit Warehouse Operator
Warehouse Operator takes this step. Preserve shipment and line outcome evidence.
- Preserve shipment and line outcome evidence
- Updates Deliveries, Delivery attempts, Delivery results
Who does what
Roles and permissions- Sales Representative
- , Sales Manager, Warehouse Operator, Warehouse Manager own the staged actions and reviews.
- Admin
- Configures access without taking their approval authority.
Set up Furniture ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.