Document Flow Line
Document flow line is a tool for creating sales process documents based on preceding documents in the flow. It is located at the top of each sales process document. The Document flow line represents the typical sales process which comprises five sequential steps that involve the creation of the following sales process and sales-related documents:
Sales quotation ⇒ Sales order ⇒ Delivery ⇒ Invoice ⇒ Receive payment
Navigation through the Document flow line
The Document flow line also helps to navigate through sales process and sales-related documents. The line gives you information about where a particular sales process document is located in the flow, whether it is based on other sales process documents, which documents can or cannot be created directly from the given document.
In the Document flow line, the current sales process document is in deep blue.
Subsequent documents in the flow which you can create based on the given document are in light blue, also the Plus icon is displayed next to document names.
If the document is based on the preceding sales documents, instead of generic sales document names, you will see a serial number of the specific sales documents based on which the given document was created. You can navigate to such documents by clicking them in the Document flow line.
Documents that cannot be created from the given document are disabled in the line and are in grey.
Document creation via the Document flow line
For example, if you start your sales process from adding a sales quotation, you can create all subsequent sales process documents based on it, in particular, you can create a sales order, a delivery or an invoice directly from the sales quotation.
To create a document from the flow, you have to, first of all, save the sales quotation and then click a document in the line which you intend to create. Then system will copy information from the sales quotation and transfer it to the newly created sales process document populating its fields with values copied from the fields of the sales quotation.
You can create any of the subsequent sales process documents from the sales quotation, except a receive payment document that can be created only based on invoices.
You can follow the typical sales process and create all documents from the flow in sequential order or you can skip certain documents and, for example, create a delivery document directly from the sales quotation. If you skip specific documents from the sales flow and straight away create higher-level documents, you can return to the first document in the flow, and create the omitted documents. For example, you can create a sales order based on the sales quotation from which the delivery has already been created. Then, the created sales order will also be displayed in the Document flow line. However, if there is no sales quotation preceding the delivery, you will not be able to create sales orders as the sales process in Codejig ERP is a one-way process that moves only forward but not in reverse. So, it is highly recommended to commence your sales cycle from creating the first document in the flow as this will allow you to create all documents from the flow at any time.
Copy Sales Documents
Clone Sales Documents