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Process guides

A business transaction usually spans several screens and several modules: a quotation becomes a sales order, the sales order becomes production and a delivery, and the delivery becomes an invoice. Process guides walk through this journey screen by screen, using a concrete scenario from a fictitious demo company. For each stage, they give the document's new status, its effect on stock and planning, and the task page with the detailed click-by-click steps.

Sales​

Quotation to invoiceQuotation → sales order → delivery and goods issue → invoice.Contract-based salesSales contract → call-off orders → consumption of the contract.Sales returnReturn request → approval → return against the delivery → stock status.

Purchasing and inventory​

Requisition to goods receiptRequisition → request for quotation → purchase order → approval → goods receipt → return.Physical inventoryCreating and freezing the count → count entry → difference → posting with a second signature.Batch and serial number trackingBatch-tracked receipt → quarantine and quality decision → FEFO issue → tracing the batch to the customer.

Production and logistics​

Order to productionConfigurable product sales order → production order and sub-orders → consumption, confirmation, output → delivery.Make-to-stock productionForecast → MRP → planned order → production order → finished goods stock.Shipment planningOpen deliveries → picking → packing → shipment → goods issue → proof of delivery.

Administration and setup​

Approval workflowApproval template → submitting for approval → rejection or approval → document status.New user and permissionsRole design → account → restriction → first sign-in → permission check → closing the account.Setup with data importEmpty installation → workbook import order → Kontrol Et (Validate) → Aktar (Import) → review.
Sample data

The companies, items, document numbers and amounts in the scenarios are taken from a fictitious demo installation. In your own installation the codes and names are different; the screens and steps are the same.