Sales Order Workflow with Warehouse Management in Borg Desk ERP-

In Borg Desk ERP, the Sales Order Team and the Warehouse Stock Management Team collaborate to ensure smooth order processing, inventory management, and timely dispatch. Here’s how it works:

Sales Order Workflow (End-to-End Process)  Click to learn how to create new order in Borg Desk ERP
1️⃣ Sales Order Creation (Sales Team) or (Inventory Team)
✅ Sales Team places a Sales Order (SO) in Sales CRM or Inventory Module
✅ The system displayes product availability in warehouse stock once product/Item is selected in the Order Form for review availability.
✅ System does not stops here to move ahead for placing the order where Product / Item is available or not However Stock Manager/Executive or Approving Authority can take call for allow to move ahead order execution or to be stopped here to wait product/Item availability by not approving the order. Review Inventory Settings for Reference inventory settings
✅ If stock is low, the system triggers & A Purchase Order Request can be made by either Account Team or Stock Team to fill the stock

2️⃣ Sales Order Approval (If Required)  Learn more about Order Approval workflow 
✅ Sales Order may need approval based on:
   ✔Credit limit of the customer
   ✔Pricing adjustments or discounts
   ✔Special terms & conditions
   ✔Stock Availability to meet the order requirement
✅ Once approved, the Warehouse Team gets notified  Learn more about Pre & Post Order Changes

3️⃣ Warehouse Team Prepares for Dispatch 
✅ The Warehouse Team gets a Stock Reservation / Approval Notification
✅ They verify stock availability as stock gets locked once order is approved. 
✅ If stock is insufficient, they request replenishment or suggest an alternative or suggest for/ raise PO.

4️⃣ Stock Picking & Packing
✅ Warehouse team picks the products from the allocated bins/racks/floor/zone etc.
✅ They pack the items and update the status to Ready for Dispatch

5️⃣ Dispatch & Invoice Generation
✅ Once the order is packed:
   ✔Invoice is generated by Accounts team (if enabled)
   ✔Shipping details are already updated before placing order
   ✔Courier partner/tracking details are added in spacial instructions box for other team reference or for self reference.
✅ The order status changes to Dispatched

6️⃣ Delivery & Confirmation
✅ Once the customer receives the order, the status is marked Delivered
✅ Sales & Warehouse Teams can track pending deliveries in real time with the help of Courier platforms

Key Features in Borg Desk ERP for Sales & Warehouse Coordination
✅ Stock Locking After Order Approval – Ensures that stock isn’t used for other orders
✅ Order Status Color Coding – Easily track orders (Pending, Processing, Dispatched, Delivered)
✅ Warehouse-wise Order Processing – Manage multiple warehouses efficiently
✅ Automated Notifications – Keeps Sales & Warehouse Teams updated at every stage
✅ Approval Workflow – Set rules for high-value orders or special pricing approvals ( May need customisation for specific case)

If Still any Concern or need one-to-one session with our Product Manager  Reach out to us on https://wa.me/919667916787 or Mails us from your regisrted email id to "[email protected]" our team will get back to you

Admin

February 19, 2025

0 Comments

Share this post