“Can you enter the email order too?”
Sales receives a product list. Planning needs the correct product codes and quantities in the ERP.
Sales receives a product list. Planning needs the correct product codes and quantities in the ERP.
The customer request, product catalogue and authorised ERP access.
Product code unclear
The workflow alerts the right colleague. They decide what happens next.
Fictional example · WhatsApp Business, if we choose this channelNo notifications yet.
The message appears automatically at the WhatsApp step.Orders in your ERP
A prepared order with product codes, quantities and unclear lines highlighted.
What we connect and what a colleague checks
- Where the information comes from
- The customer request, product catalogue and authorised ERP access.
- Automation steps
Collect the information. The customer request, product catalogue and authorised ERP access.
Orders in your ERP. Match products to catalogue codes and prepare order fields for review.
Your team checks. A colleague checks ambiguous products, prices and delivery commitments.
- What the team receives
- A prepared order with product codes, quantities and unclear lines highlighted.
- What a colleague checks
- A colleague checks ambiguous products, prices and delivery commitments.
