Pakk Academy
  • Welcome to the Pakk Academy
  • School of ERP
    • Introduction to ERP Systems
    • Purchasing and Demand Planning
      • Demand Planning
      • Suppliers
      • Purchase Orders
    • Sales Order Process
      • Line Concepts: VAT, Discounts, and More
      • Commitment of Stock
      • Dispatch Process
    • Invoicing and Payments
      • Generating Invoices
      • Handling Credit Notes
      • Managing Payments
      • Payment Disputes and Adjustments
    • Inventory Management
      • Stock Movements and Adjustments
      • Stock-Takes and Cycle Counting
      • Managing Stock Levels
      • Handling Overstock and Deadstock
    • Bookkeeping and Accounting
      • Recording Transactions
      • Reconciling Accounts
      • Financial Reporting
      • VAT Reporting and Compliance
    • Integrating Business Functions
    • Practical ERP Workflow Examples
      • Purchase-to-Pay Process
      • Order-to-Cash Process
      • Inventory Lifecycle Example
    • Best Practices
  • eCommerce Advice and Tips
    • New Store Owners Have the Wrong Priorities
  • eCommerce Launch Mega Checklist
    • Shipping
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    • Design, Site Function and Brand Message
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  • The Maths of eCommerce
    • Markups and Margins
    • VAT Rounding
    • Stock Ordering Maths
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  1. School of ERP
  2. Practical ERP Workflow Examples

Order-to-Cash Process

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Last updated 6 months ago

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!