Sales Work Flow

Sales Workflow Description

Start

The process begins with a Lead Created.

Lead Qualification

The lead is converted into an Opportunity.

If the lead is Qualified, the process continues.

Discount Approval (if applicable)

If the Discount exceeds the allowed Limit, the request goes to Manager Approval.

Once approved, the Quotation is Sent to the Customer.

Customer Interaction

Accept: If the customer accepts the quotation, a Sales Order is created.

Return for Revision: If the customer requests changes, the quotation is Modified and resent.

Reject: If the customer rejects, the opportunity is Closed, and the process ends.

Financial & Credit Check

After the sales order is created, a Credit Check is performed.

If the order is Within Limit, it proceeds to Financial Approval.

Reject: If rejected by finance, the order is placed On Hold.

Approve: If approved, the process continues.

Inventory Check

An Inventory Check is conducted.

Stock Available: If stock is available, the order is Confirmed.

Stock Not Available: A Factory Order / Backorder is created to fulfill the demand.

Order Confirmation & Notification

Once inventory is secured, the stock is Reserved.

The order is Confirmed again as final.

Notifications are sent to the Warehouse and Factory for fulfillment.

End

The order is Fulfilled, marking the successful completion of the process.