Workflow for Work Orders for Sales...
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 #