Sales & CRM
Quotes, orders, price lists, customer records and account balance view.
Every order runs from open to collection on one record
Open a sales order, and warehouse prep, shipment, invoicing and collection become steps of that same record. Each step has a clear owner, and outstanding work shows up on the management screen.
A process structure that covers the full order
Order-to-Cash Process Management
This solution brings order intake, stock reservation, warehouse prep, shipment, invoicing and collection tracking onto a single record. Sales, warehouse and finance stay separate teams; all of them work on the same order. Businesses running sales, warehouse and accounting as separate operations use this. The more steps an order passes through from sale to collection, the more this structure pays off.
Every step has a clear owner and a record
The process runs in seven steps; a role carries out each step, and each step creates a record in the system. The next step continues from that record.
The order is opened
The sales rep enters the customer, product, price and delivery date; an order record forms, and the account balance and stock position appear on the same screen.
Stock is reserved
Once the order is approved, the product is reserved in the warehouse; a reservation record forms, and the reserved quantity closes off to other orders.
The order goes through approval
A discount, payment term or account-limit breach sends the order to the manager for approval; the approval record sits on the order.
The warehouse prepares the order
The warehouse lead handles picking and packing; a prep record forms, and sales sees what stage the order is at without asking.
The shipment goes out
A delivery note is issued for the outgoing product; the stock movement and delivery details attach to the same order.
The invoice is issued
Once shipment is complete, the invoice is raised from the same record; the accounting entry and account movement form together.
Collection is tracked
Finance follows the expected payment against the order; the collection record closes the account, and overdue payments show up on the management screen.
What Do You Gain?
Outstanding work stays visible, handoffs don't stall
See where an order is waiting without asking
The record shows which step it's at, who holds it and how long it's been waiting; checking status doesn't take a phone call.
No step gets skipped
An unprepared order, an unissued invoice or an overdue collection turns into a flag at its own step.
Collection stays tied to sales
Which invoice came from which order is always clear; the sales team sees the balance while taking a new order.
The products that carry this process
These products carry the order-to-cash process together. Bank, carrier and e-document connections plug into your existing setup; each step's record accumulates on the same order.
Inventory
Reservation, picking, packing, shipment and delivery-note handling.
Accounting & Finance
Invoicing, collections, account statements and cash-flow forecasting.
E-Commerce & Web
An order placed through the website enters the same warehouse and collection chain; it moves through the same process regardless of channel.
Related Solutions
Are you selling wholesale?
See the Wholesale solution
Is the process split across separate programs?
See the Disconnected Software solution
Does invoicing run in a separate panel?
e-Invoicing runs inside Accounting & Finance, not a separate tool.
Frequently Asked Questions
Which record should anchor the order-to-cash flow?
The customer request should lead into the quote and order, then into stock, dispatch, invoice and receipt records. Each team uses the previous step instead of opening the same information again.
Which teams use Order-to-Cash Process Management?
Sales, warehouse, finance and management. Sales owns commercial terms, warehouse owns dispatch and finance owns invoice and receipt status on the shared order record.
Does the first scope have to include every order type and exception?
No. Run one representative order from request to receipt first, with named owners and acceptance conditions. Add special cases and other channels after that chain is verified.
Can our existing data be migrated?
Account records, product cards and stock data move over in bulk. Scope and data quality get reviewed together as part of the migration plan.
Which business example shows Order-to-Cash Process Management in use?
At Linea Pietra, an importer of facade materials, quotes started coming out of the system and warehouse dispatch moved through approval. Customer and price history also became part of the shared record.
How You Start
Let's map today's order flow together
Who opens the order, when the warehouse finds out, at what point the invoice gets issued, and who tracks collection: let's assess it together. See marqey in a demo close to your own order process; together we decide which steps, approvals and roles you need.