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Plastics ERP

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  1. Plastics ERP
  2. Process
  3. Dealer order to cash
Process · Dealer order to cash

Dealer order to cash

A dealer asks for two product units with different delivery dates. Sales Representative keeps the quoted price and expiry with the offer. Sales Manager approves the accepted order revision, and Finance Manager reviews any credit exception. Warehouse Manager then reserves only eligible available stock.

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Step by step

  1. Quote Sales Representative

    Sales Representative prepares the priced dealer offer and records acceptance.

    • Sales Representative prepares the priced dealer offer and records acceptance.
    • Updates Quotes, Quote lines

  2. Accept order Sales Manager

    Sales Manager approves the current order revision after credit review.

    • Sales Manager approves the current order revision after credit review.
    • Updates Sales orders, Credit reviews, Approvals
    ApprovalA person approves before the work moves on.

  3. Reserve stock Warehouse Manager

    Warehouse Manager commits eligible available stock.

    • Warehouse Manager commits eligible available stock.
    • Updates Reservations, Inventory

  4. Deliver order Warehouse Operator

    Warehouse Operator records actual dispatch and dealer outcome.

    • Warehouse Operator records actual dispatch and dealer outcome.
    • Updates Deliveries, Delivery lines, Delivery results

  5. Approve invoice Finance Manager

    Finance Manager approves eligible title-transferred quantities.

    • Finance Manager approves eligible title-transferred quantities.
    • Updates Customer invoices, Customer invoice lines, Approvals
    ApprovalA person approves before the work moves on.

  6. Apply cash Accountant

    Accountant allocates actual received cash against the open invoice.

    • Accountant allocates actual received cash against the open invoice.
    • Updates Cash receipts, Cash applications

Who does what

Roles and permissions
Sales Representative
Prepares the quote and order.
Sales Manager
Accepts the order.
Warehouse Manager
Reserves stock, Warehouse Operator records dispatch and outcome, Finance Manager approves the invoice, and Accountant applies cash.

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