UC001 / Workflow template
Orders and supply chain
Customer purchase order to validated sales-order draft
Turn a received customer PO into a correctly attributed ERP draft without retyping its lines.
Wholesale distribution and industrial supply
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UC002 / Workflow template
Orders and supply chain
Sales-order amendment reconciliation
Apply an authorized quantity/date/address change to the correct open order without losing prior commitments.
Wholesale distribution and industrial supply
UC003 / Workflow template
Orders and supply chain
Customer contract-price exception resolution
Explain a customer PO price discrepancy and prepare the approved correction or clarification.
Wholesale distribution and industrial supply
UC004 / Workflow template
Orders and supply chain
Order availability and substitution decision support
Give a planner evidence-backed options for an order that cannot meet its requested date.
Wholesale distribution and industrial supply
UC005 / Workflow template
Orders and supply chain
Order-hold evidence and release packet
Assemble the evidence a responsible owner needs to decide an order hold.
Wholesale distribution and industrial supply
UC006 / Workflow template
Orders and supply chain
Backorder and partial-shipment customer updates
Prepare accurate line-level status updates before customers chase partial shipments.
Wholesale distribution and industrial supply
UC007 / Workflow template
Orders and supply chain
Delivery-dispute evidence pack
Reconstruct what was shipped and delivered so a person can resolve a missing-delivery claim.
Wholesale distribution and industrial supply
UC008 / Workflow template
Orders and supply chain
Return authorization intake and routing
Create a complete return request linked to the original sale and send it to the correct reviewer.
Wholesale distribution and industrial supply
UC009 / Workflow template
Orders and supply chain
Received-return disposition and credit proposal
Combine warehouse inspection and original sale evidence into a disposition and credit proposal.
Wholesale distribution and industrial supply
UC010 / Workflow template
Procurement and sourcing
Purchase requisition normalization and policy check
Convert a requester email into a complete requisition that can pass policy review.
Wholesale distribution and industrial supply
UC011 / Workflow template
Procurement and sourcing
Supplier quotation comparison worksheet
Compare supplier offers on a common specification, currency and commercial basis.
Wholesale distribution and industrial supply
UC012 / Workflow template
Procurement and sourcing
Supplier PO acknowledgment reconciliation
Detect supplier changes to issued purchase orders before they disrupt receipt plans.
Wholesale distribution and industrial supply
Explore what each workflow could do, the information it needs and where people stay involved. We confirm scope, integrations and operating requirements with your team.