Collaborative platform workflows
Topics
Order creation and order change management
The ordering workflow could be started in two ways: Customer Request for quotation: the workflow starts from “Awaiting Quote” order status. The Customer subm...
Vendor payment terms and payment workflows with Customer payment methods
Vendor payment terms and payment workflow with Customer payment methods The Vendor defines the order payment terms, but the Customer is the one choosing his ...
Acknowledgement of Service quote request
The service request acknowledgement triggers an acknowledgement email confirming the request receipt by the Service Provider. It is mainly used to confirm th...
Service request management in four steps
Shorten order management workflow: Step 1: Send service request acknowledgement Step 2: Quote and convert to Order Step 3: Schedule services Step 4: Invoice ...