Flow of States in Budgets
Flow of States in Budgets → Orders → Sales
The States allow to reflect the situation in which a receipt is found.
In simple steps, you will be able to get from a budget to a dispatched sale and have traceability of the entire process along with controls at key stages.
This process can begin with the creation of a Budget. When this is approved, an order will be created, taking prices, quantities, customers, etc. from the original estimate.
The Order may be processed like any other, with the particularity that it will be linked to the budget that originated it.
Once the processing of the order has been completed and the quantities have been informed, a Sale associated with it will be created.
What are the benefits of loading a Budget and carrying out the complete process until the Sale?
There are several benefits to going through this entire process.
We know what they asked us for and we can compare it against what was delivered. Know if there were breaches.
We can take the time necessary for better customer service.
We feed the statistics (Missing products, Critical Stock, Related Products).
We can plan the delivery or dispatch of the order.
Verify the quality of our own deliveries.
Know what the customer's initial purchase intention was.
When do products leave inventory?
The products will be reflected in our inventory after Confirming the Sale. This means what must be Confirmed, then there is a Control process and finally Approval.
⚠️ The DECLINE action allows the receipts to be returned to the draft state
Do you want your company to make a leap in productivity?
You will have the collaboration of our entire team at all times and our specialized support will attend to all your technical queries.
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