End-to-end workflows

Reference

These paths show how modules connect in real operations. Your organization may skip steps (e.g. no RFQ) or add approvals.

Order to cash (sales)

Roles: Sales → Inventory (fulfilment) → Accounting (revenue)

  1. Customer — /workspace/{your-company-slug}/sales/customers Create or update customer master.
  2. Quotation — /workspace/{your-company-slug}/sales/quotations Optional quote; convert when customer accepts.
  3. Sales order — /workspace/{your-company-slug}/sales/orders Confirm quantities and delivery dates.
  4. Pick / ship — /workspace/{your-company-slug}/inventory/availability Verify stock; ship and reduce inventory.
  5. Sales invoice — /workspace/{your-company-slug}/sales/invoices Bill the customer; AR balance increases.
  6. Payment receipt — /workspace/{your-company-slug}/sales/receipts Record payment; allocate to invoice(s).
  7. GL impact — /workspace/{your-company-slug}/accounting/reports/ledger Revenue and cash post per COA mapping.

Procure to pay (purchase)

Roles: Requester → Purchase → Inventory → Accounting

  1. Vendor — /workspace/{your-company-slug}/purchase/vendors Onboard and approve vendor.
  2. Requisition — /workspace/{your-company-slug}/purchase/requisitions Internal need; approval workflow.
  3. RFQ (optional) — /workspace/{your-company-slug}/purchase/rfqs Compare vendor quotes; award winner.
  4. Purchase order — /workspace/{your-company-slug}/purchase/orders Send PO to vendor.
  5. Goods receipt — /workspace/{your-company-slug}/inventory/goods-receipts Receive stock; PO receipt status updates.
  6. Purchase invoice — /workspace/{your-company-slug}/purchase/invoices Vendor bill; three-way match with PO and GRN.
  7. Vendor payment — /workspace/{your-company-slug}/purchase/vendor-payments Pay vendor; reduce AP.

Inventory-only corrections

  1. Transfer — move stock between warehouses without PO/SO.
  2. Adjustment — fix quantity after count or write-off.
  3. Physical count — periodic cycle count with variance posting.

Who does what (summary)

Task Typical role
Invite users, billing, branding Owner
Approve POs / vendor invoices Purchase / Admin
Create sales orders & invoices Sales
GRN, transfers, counts Inventory
Journals & financial reports Accountant
Support tickets Any member