Order to cash

Step by step

1. Quote Sales Representative

   Sales Representative prepares offer and records acceptance evidence. Keep the source revision and responsible entity visible.

   • Sales Representative prepares offer and records acceptance evidence.
   • Updates Quotes, Quote lines

2. Order approval Sales Manager

   Sales Manager approves accepted scope and Finance Manager decides a credit exception. Keep the source revision and responsible entity visible.

   • Sales Manager approves accepted scope and Finance Manager decides a credit exception.
   • Updates Ad orders, Ad order lines, Credit reviews, Approval decisions
   ApprovalA person approves before the work moves on.

3. Reserve and pick Warehouse Operator

   Warehouse Operator picks bounded reserved quantity. Keep the source revision and responsible entity visible.

   • Warehouse Operator picks bounded reserved quantity.
   • Updates Content reservations, Pick tasks

4. Dispatch and deliver Warehouse Operator

   Warehouse Operator records actual handoff and line outcome. Keep the source revision and responsible entity visible.

   • Warehouse Operator records actual handoff and line outcome.
   • Updates Shipments, Shipment lines, Delivery attempts, Delivery results

5. Invoice approval Finance Manager

   Finance Manager approves title-transferred eligible billing. Keep the source revision and responsible entity visible.

   • Finance Manager approves title-transferred eligible billing.
   • Updates Invoices, Invoice lines, Approval decisions
   ApprovalA person approves before the work moves on.

6. Apply cash Accountant

   Accountant allocates confirmed cash to open invoice scope. Keep the source revision and responsible entity visible.

   • Accountant allocates confirmed cash to open invoice scope.
   • Updates Cash receipts, Cash applications

Sales Representative

, Sales Manager, Warehouse Operator, Warehouse Manager, Accountant, Finance Manager.