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- Paper & Pulp ERP
- Process
- Order to collection
Order to collection
A customer commitment begins with a priced offer and ends when delivered quantities have been billed and actual money has been applied. Keep each revision, quantity and decision tied to its source. For a distributor shipping an order in parts, the first invoice should consume only its eligible portion.
Step by step
-
Quote Sales Representative
Sales Representative prepares the offer from customer terms, product units and the applicable price list. Record its validity and actual acceptance evidence.
- Retains price, unit and accepted offer basis
- Updates Quotes, Quote lines, Customers, Price lists
-
Accept order Sales Manager
Sales Manager reviews the accepted revision and credit result before approving the sales order.
- Establishes approved demand and credit decision
- Updates Sales orders, Sales order lines, Credit reviews, Approvals
ApprovalA person approves before the work moves on. -
Reserve stock Warehouse Manager
Warehouse Manager checks available quantity and commits only eligible order-line scope to a reservation.
- Holds a bounded quantity for the order
- Updates Inventory, Reservations
-
Pick and deliver Warehouse Operator
Warehouse Operator records actual picked and delivered quantities. A route plan remains distinct from a successful customer handoff.
- Records actual physical and accepted scope
- Updates Pick tasks, Deliveries, Delivery lines, Delivery results
-
Invoice and collect Accountant
Accountant prepares an invoice from eligible delivery scope. Finance Manager approves the invoice; Accountant records and applies actual customer cash.
- Posts eligible billing and allocates confirmed money
- Updates Customer invoices, Customer invoice lines, Cash receipts, Cash applications
ApprovalA person approves before the work moves on.
Who does what
Roles and permissions- Sales Representative
- , Sales Manager, Warehouse Manager, Warehouse Operator, Accountant, Finance Manager.
Set up Paper & Pulp ERP your way.
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