Order through settlement

Step by step

1. Quote Sales Representative

   Sales Representative prepares a priced offer for an active customer in the correct entity and sends the reviewed revision with evidence of the offer.

   • Retains price, unit, expiry and acceptance basis
   • Updates Quotes, Quote lines, Price lists

2. Order approval Sales Manager

   Sales Manager reviews the accepted commercial scope and original promise; Finance Manager decides a required credit exception.

   • Fixes the accepted commercial commitment
   • Updates Sales orders, Sales order lines, Credit reviews, Approval decisions
   ApprovalA person approves before the work moves on.

3. Stock reservation Warehouse Manager

   Warehouse Manager checks available stock and claims eligible order line quantity without treating a claim as physical movement.

   • Claims available quantity without issue
   • Updates Inventory, Inventory reservations, Sales order lines

4. Pick and ship Warehouse Manager

   Warehouse Operator records actual picking. The shipment dispatches only verified ready quantity, with title handled according to its order rule.

   • Records actual pick, dispatch and title quantities
   • Updates Pick tasks, Shipments, Shipment lines, Sales allocations

5. Invoice approval Accountant

   Accountant prepares billing against unbilled title-transferred scope; Finance Manager reviews the exact frozen amount and tax basis.

   • Reviews eligible billing and posts the receivable
   • Updates Customer invoices, Customer invoice lines, Approval decisions
   ApprovalA person approves before the work moves on.

6. Cash application Accountant

   Accountant records actual receipt evidence and applies no more than available cash to eligible open invoice scope.

   • Uses actual cash against open debt
   • Updates Cash receipts, Cash applications, Customer invoices

Sales Representative

Prepares; Sales Manager decides order acceptance; Warehouse Manager directs reservations; Warehouse Operator records movement; Accountant prepares billing and cash application; Finance Manager approves credit exceptions and invoices.