Dealer order to settlement

Step by step

1. Quote Sales Representative

   Sales Representative prices a dealer request using the product unit and effective list, then records the accepted offer and its validity. The offer retains its commercial basis for the order.

   • Preserve the offer and buyer response
   • Updates Quotes, Quote lines, Price lists

2. Order approval Sales Manager

   Sales Manager reviews the current order revision and customer acceptance. Finance Manager decides a bounded credit exception when exposure requires it.

   • Accept the current scope and any credit exception
   • Updates Sales orders, Credit reviews, Approvals
   ApprovalA person approves before the work moves on.

3. Supply and reservation Purchasing Manager

   Purchasing Manager follows a supply shortfall; Warehouse Manager reserves stock that is available for this accepted line. Neither creates a second customer commitment.

   • Protect eligible supply for the order
   • Updates Purchase orders, Inventory, Reservations

4. Dispatch Warehouse Manager

   Warehouse Operator picks verified quantity. Warehouse Manager releases the delivery plan and the team records actual handoff and later stop results.

   • Record physical progress and title outcome
   • Updates Pick tasks, Deliveries, Shipment lines, Delivery results

5. Invoice approval Finance Manager

   Accountant prepares an invoice for eligible title-transferred quantity. Finance Manager checks the frozen amount and period before approval.

   • Post only eligible billed scope
   • Updates Customer invoices, Invoice lines
   ApprovalA person approves before the work moves on.

6. Cash application Accountant

   Accountant matches confirmed customer money to the intended invoice and leaves any remainder visibly unapplied.

   • Reduce the intended open balance
   • Updates Cash receipts, Cash applications

Sales Representative

Prepares; Sales Manager accepts; Finance Manager reviews credit and invoice release; Purchasing Manager follows supply; Warehouse Manager and Warehouse Operator execute stock work; Accountant settles the account.