Common workflows

Step-by-step recipes that cross several screens. Each one links to the detailed page for any step you want to dig into.

🧵 Sell → deliver → install (end to end)

1. Find or add the customer in Customers; log the showroom visit as an interaction.
2. Build a quote with line items, discount and fees; send it. (Over-cap discounts route to an owner.)
3. Convert the accepted quote — it becomes a confirmed order and records the deposit.
4. Stock reserves automatically if available; if short, the order reads awaiting_procurement until purchasing brings it in.
5. Schedule a delivery (and an installation if it's delivery + install); assign the driver/installer.
6. Capture POD on delivery and complete the install work order — the order's status follows to delivered → installed.
7. If anything's wrong afterwards, raise a service case linked to the order.

📦 Restock a low item

1. Open reorder suggestions — items below their reorder point are listed.
2. Raise a purchase order in one click (pre-filled from the preferred supplier's catalog), or run an RFQ first to compare prices.
3. When the goods arrive, receive the PO — record qty, any shortage/overage and damage; a putaway task is queued.
4. Receiving auto-reserves backlog, so any orders waiting on that stock unblock immediately.

🛠 Handle a damaged-on-arrival claim

1. Open a service case from the order; set priority (this sets the SLA clock).
2. Attach evidence (photos) and pick the reason code — damage/wrong item auto-routes to the right team.
3. Resolve by arranging a replacement/repair; if the supplier is at fault, raise a supplier return (RMA).
4. Record the resolution & capture CSAT, then close.

🔁 Move stock between branches

1. From Inventory → Transfers, request a transfer; pick the exact variant and quantity.
2. A manager approves it.
3. Ship from the source — stock leaves there (blocked if there isn't enough on hand).
4. Receive at the destination — stock arrives and any backlog there is auto-reserved.

👤 Onboard a teammate

1. In Tenant admin → Users, invite the person (you must be under your plan's seat cap).
2. Assign a role and a home branch.
3. Fine-tune with a permission group or per-user grant if needed.
4. Optionally set their working days & hours so auto-scheduling can roster them.

⚖️ Push a discount that needs approval

1. Apply the discount on the quote (or edit the order total).
2. If it exceeds your cap (or moves an order total >10%), it's held and an owner is notified.
3. The owner reviews it in Approvals and approves or rejects — only then does it apply.

🔢 Reconcile stock with a cycle count

1. Open a count session scoped to all / low / a category.
2. Enter the physical counts you find, then submit.
3. A manager approves — the variance posts to the ledger and is audit-logged.