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Printing & Packaging ERP

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  1. Printing & Packaging ERP
  2. Process
  3. Order to collection
Process · Order to collection

Order to collection

Follow an accepted dealer order through allocation, delivery, approved billing and cash application.

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Step by step

  1. Quote Sales Representative

    Sales Representative prepares a dated offer with product units and reviewed net value. Keep the current source and revision with the resulting record.

    • Sales Representative prepares a dated offer with product units and reviewed net value.
    • Updates Quotes, Quote lines, Price lists

  2. Order approval Sales Manager

    Sales Manager independently approves the submitted order; Finance Manager decides a bounded credit exception. Keep the current source and revision with the resulting record.

    • Sales Manager independently approves the submitted order; Finance Manager decides a bounded credit exception.
    • Updates Sales orders, Credit reviews, Approval decisions
    ApprovalA person approves before the work moves on.

  3. Stock allocation Warehouse Manager

    Warehouse Manager reserves available quantity against accepted demand. Keep the current source and revision with the resulting record.

    • Warehouse Manager reserves available quantity against accepted demand.
    • Updates Inventory, Reservations, Sales order lines

  4. Dispatch Warehouse Operator

    Warehouse Operator records actual picked and dispatched quantity; title follows the order rule. Keep the current source and revision with the resulting record.

    • Warehouse Operator records actual picked and dispatched quantity; title follows the order rule.
    • Updates Pick tasks, Deliveries, Delivery lines

  5. Invoice approval Finance Manager

    Finance Manager independently approves eligible title-transferred billing. Keep the current source and revision with the resulting record.

    • Finance Manager independently approves eligible title-transferred billing.
    • Updates Customer invoices, Customer invoice lines, Approval decisions
    ApprovalA person approves before the work moves on.

  6. Cash application Accountant

    Accountant applies confirmed cash once, keeping both remainders visible. Keep the current source and revision with the resulting record.

    • Accountant applies confirmed cash once, keeping both remainders visible.
    • Updates Cash receipts, Cash applications

Where it usually breaks

And how to keep it from happening.

  • A planned quantity is mistaken for actual accepted or delivered quantity.
  • A revised document is released against an earlier decision.
  • An external acknowledgment is inferred from a prepared instruction.
  • A partial transaction consumes the whole original scope.

Who does what

Roles and permissions
Sales Representative
, Sales Manager, Finance Manager, Warehouse Manager, Warehouse Operator, Accountant.

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How to get started