Order-to-Cash Process

The order-to-cash process involves everything from receiving a customer order to collecting payment. It integrates several business functions, including sales, inventory, and finance, ensuring smooth and accurate operations.

Steps in the Order-to-Cash Process:

1. Receive a Sales Order: A sales order is entered into the ERP system, which checks for stock availability.

2. Commit Stock: The system allocates the necessary stock to fulfill the order.

3. Dispatch Goods: After the order is confirmed, goods are dispatched, and the order status is updated.

4. Generate Invoice: Once goods are dispatched, an invoice is generated and sent to the customer.

5. Receive Payment: Payment is tracked in accounts receivable, and once received, the financial records are updated.

Pakk has built-in views for handling Sales Order at different stages. They are fully customisable, and you can create your own too!