A Salesforce, Sales Cloud Add-OnOrder Fulfillment and Inventory Management

FLOWCHART

Accounting & Finance

Manageproducts

> Close orders & create invoices> Receive payments-check,cash,credit card> Issue credits against invoice line items> Apply credits to outstanding balances> Charge sales tax> Charge freight

> Run forecast reports> Transfer data to financial system> Run P & L on sales> Run sales tax report> Report profitablity on agreements

> Set minimum quantity on-hand> Add Photo's of products> Set cost of goods and date> Set retail price> Add products to price books> Transfer expired products

> Receive invoices from vendors against purchase orders> Make payments to vendors> Track payment balances

Finance

Accounting

CORPORATE

INVOICE

RECEIVE PAYMENT

VENDOR MANAGEMENT

Accounting & FinanceManagement

COG AND SALES MANAGEMENT

Case to Service Work Order Management

PartsInventory> Create case's> Add case items from assets> One case, multiple items> Create Work order> Track labor> Track parts> Track profitability

> Invoice work orders> Track maintenance agreements> Track warranty periods> Report profitablity on agreements

> Multiple warehouses & location> Fulfill from inventory> Serial number tracking> Minimum quantity on-hand> Photo's of parts

> Create return merchandise (RMA)> Receive item into service location> Scan serial numbers via barcode

SWO ManagementReceiving of Returns

SERVICE AND

REPAIR

Case to SWOSERVICEWORKORDERS

RETURNMERCHANDISE

AUTHORIZATION(RMA)

MAINTENANCEAGREEMENTS

TIME & MATERIAL

Inventory

Inventory Management and Order Fulfillment

FinishedGoodManufacturing

Sales Order

PurchaseOrder

> Installed assets> Product kitting> Product Configurator> Item photo's> Inventory reserving> Pre-payment> Project orders> Subscription Billing

> Stock orders> Drop ship orders> Pre-config to ship> One order-multiple Po'sReveive vendor invoiceAccounts payable

> Multiple warehouses & location> Fulfill from inventory> Pre configuration and ship> Serial number tracking> Lot number tracking > Lot expiration tracking> Minimum quantity on-hand> Inventory transfers

> Receive Item into inventory> Barcode scan serial numbers> Add Lot ID's & date code

LOTEXPPIRATIONMANAGEMENT

INVENTORYLEVELMANAGEMENT

LOCAL & VENDORFULFILLMENT

INVENTORY BALANCING

CORPORATEASSET

MANAGEMENT

ITEMKITTING

CREDIT MEMO’S

PURCHASE ORDERS

REPORTS

ENTER BILLS AGAINST PURCHASE ORDERS

January

STATEMENTS

RECEIVE PAYMENT

INVOICE &SUBSCRIPTION BILLING

PICK/PACK & SHIP ORDERORDER FULFILLMENT

INVENTORYMANAGEMENT

OPPORTUNITY TO QUOTE

FED-EXwithin Matrix

CASEMANAGEMENT

SALESORDER

SERVICEWORKORDERS

MFGFINISHEDGOODSRECEIVING

MAINTENANCEAGREEMENTS

ENTITLEMENTS

PARTSINVENTORY

CHECK OR CASH

CREDIT CARD

SERVICE&REPAIR

SALESFORCE.COMSALESCLOUD

ACCOUNTING&

FINANCE

CASE&SERVICEWORK

ORDERS

VENDORS

WARRANTYTRACKINGSUBSCRIPTIONBILLNG

FED-EXCALLTAGS

CHECKINVENTORYON-HAND

RETURNMERCHANDISERMA

INVOICE &SUBSCRIPTION BILLING

INVOICE

ACCOUNTS RECEIVABLE

SHOPPING CART

DROPSHIPORDERS

SUPPLIERS

ACCOUNTS PAYABLE

SERIAL NUMBERLOT ID CAPTURE

DROP SHIP ORDER

ACCOUNTING & FINANCE

GOTO

API TO ACCOUNTING SYSTEMS

ACCOUNTING & FINANCE

RECEIVE INVENTORY

GOTO

RETURNMERCHANDISERMA

NATIVELY EMBEDDED

Copyright Dataflo 2016