Operations
Orders
Order handling configured to your own document flow — confirmation, fulfilment, delivery and invoicing hand-off — with the statuses your operations team uses.
What this module does
Orders, fulfilment steps and delivery status.
- Order entry with your pricing and approval rules
- Configurable fulfilment and delivery statuses
- Stock or service line handling as required
- Hand-off to finance for invoicing
Where it applies
Scope, fields and workflow rules are agreed during requirements and configuration.
Interface preview
Product capability preview — configuration varies by client
Order states
Configured
Mapped to your process
Hand-off
Linked
Finance and documents
Order tracker (illustrative)
| Order | Stage | Next action |
|---|---|---|
| Sample order 1 | Confirmed | Schedule delivery |
| Sample order 2 | In fulfilment | Prepare documents |
| Sample order 3 | Delivered | Invoice |
Sample values shown are illustrative only and contain no real client data.
Want to see this module configured for your own process?