Buyer order to cash

Step by step

1. Quote Sales Representative

   Sales Representative prepares a dated offer against an active buyer and price list.

   • Sales Representative prepares a dated offer against an active buyer and price list.
   • Updates Quotes, Quote lines

2. Order approval Sales Manager

   Sales Manager approves accepted scope; Finance Manager decides a required credit exception.

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

3. Reserve and load Warehouse Manager

   Warehouse team allocates eligible stock and records actual picked quantity.

   • Warehouse team allocates eligible stock and records actual picked quantity.
   • Updates Stockpile reservations, Load out tasks

4. Dispatch and delivery Warehouse Operator

   Actual handoff and delivery outcomes consume bounded order portions.

   • Actual handoff and delivery outcomes consume bounded order portions.
   • Updates Dispatches, Dispatch lines, Haulage results

5. Invoice approval Finance Manager

   Finance Manager approves billing only against eligible transferred quantity.

   • Finance Manager approves billing only against eligible transferred quantity.
   • Updates Invoices, Invoice lines, Sales allocations
   ApprovalA person approves before the work moves on.

6. Cash allocation Accountant

   Accountant allocates confirmed cash while retaining unapplied and outstanding balances.

   • Accountant allocates confirmed cash while retaining unapplied and outstanding balances.
   • Updates Cash receipts, Cash applications

Sales Representative

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