0rder-to-Cash (O2C) workflow
1. Adding Inventory (Purchase Invoice)
- Action: To add new stock to your system, create a Purchase Invoice.
- Result: The purchased items are automatically updated in your available inventory.
2. Creating an Order (Sales Order)
- Action: When a customer requests products, generate a Sales Order.
- Result: The system records the customer's request and user forwards it to the relevant department (typically the Accounts Department) for the next step.
3. Review and Approval
- Action: The reviewing department accesses the pending Sales Order, reviews the details, and approves it.
- Result: Upon approval, the user converts the Sales Order into either a Sales Invoice or a Delivery Challan.
4. Dispatch and Delivery Assignment
- Action: Once the invoice or challan is generated, the system pushes the order downstream to the Dispatch team.
- Result: The order is assigned to a specific Delivery Executive.
5. Executing the Delivery (Mobile App)
The delivery process is managed entirely through the dedicated mobile application:
- Log In & Check-in: The Delivery Executive logs into the app and completes their daily check-in.
- View Orders: They open the app's Inbox to view all assigned orders.
- Complete Delivery: After dropping off the package, the executive marks the order as delivered in the app, updating the system in real-time.
System Configurations & Controls
Administrators have the flexibility to configure the system to match specific operational workflows:
- Stock Deduction Triggers: You can configure exactly when the system should minus stock from your inventory. This can be set to trigger on the creation of a Sales Order, a Delivery Challan, or a Sales Invoice.
- Delivery Location Management: Permissions regarding who can view, and who can edit delivery locations are fully customizable based on user roles and timelines.
Reporting and Accounting
- Dedicated Reports: The system generates separate, detailed reports for every component of this workflow. Administrators can view metrics for invoices, challans, orders, and deliveries in the Reports Section.
- Automated Accounting: All financial activities tied to this flow (purchases, sales, inventory valuation) are automatically routed to relevant modules for users to take further accounting actions.