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Workflow for Work Orders for Sales...

edited Jul 13, 2021 6:55PM in Ask A Guru 7 comments

Dear Sir or Madam,

I have a client that would like me to set up a work flow for a sales work order. I haven't had any luck with it. Please take a look at the flow and provide direction if this is possible.

Step 1. Sales order is placed by the Sales associate for a build assembly. If the item is not in stock it will generate a Work Order.

Step 2. Sales Order given to the Purchasing Agent to verity and initiate work order.

Step 3. Purchasing Agent will give a copy of the Work Order to Logistics Assistant for items to be pulled and placed on a cart with signage stating the item number of the build and workorder #

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