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WORKFLOWS by Mind Map: WORKFLOWS

1. Questions

1.1. Accumula With Lightspeed/Magento & Bronto

1.2. Magento Point of Service

1.3. Brightpearl

2. Inventory

2.1. Ordering

2.1.1. Single unit orders (for online)

2.1.1.1. Auto-create PO/ send automated email to vendor.

2.1.1.1.1. Hello

2.1.1.1.2. asd;flj

2.1.1.2. Check order confirmation against PO for discrepancies

2.1.1.3. 3. IF INCORRECT- Update PO to reflect confirmed shipped items

2.1.2. Bulk Orders

2.1.2.1. 1. Ron/Joe place phone order.

2.1.2.2. 2. PO creation in software with reflected discounts

2.2. Receiving

2.2.1. Check packing slip/ invoice against PO

2.2.2. Check packed contents accurate with packing slip.

2.2.3. IF incorrect, update system to reflect appropriate intake.

2.3. Shipping

2.4. Item Creation

3. Positions

3.1. Sales Person

3.1.1. Invoice Customer

3.1.1.1. Create Customer

3.1.1.2. Write Invoice

3.1.1.3. Park Invoice

3.1.1.4. Retrieve Parked Invoice

3.1.2. Return Item

3.1.3. Exchange Item

3.1.4. Other Invoice Options

3.1.4.1. Park Invoice

3.1.4.2. Retrieve Parked Invoice

3.2. Shipping Manager

3.2.1. Process Order

3.2.2. Order out of stock inventory

3.3. Marketing Manager

3.3.1. Review Reports

3.4. Buyer

3.4.1. Order Inventory

3.4.2. Intake an order

3.5. CFO/Accounting

3.6. Store Manager

4. ERPNext

4.1. Rolls

4.2. Setup

4.2.1. Users

4.2.2. Permissions

4.2.3. Settings

4.2.3.1. System Settings

4.2.3.1.1. Language: English

4.2.3.1.2. Timezone: America/Los Angeles

4.2.3.1.3. Float Precision: 3?

4.2.3.1.4. Session Expiry: 6 Hours?

4.2.3.1.5. Session Expiry Mobile: 720 Hours?

4.2.3.1.6. Email Footer Address?

4.2.3.1.7. Enable Schedule Jobs: Yes?

4.2.3.1.8. Ignore User Permissions if missing: No?

4.2.3.2. Show/Hide Modules

4.2.3.3. Naming Series

4.2.3.4. Global Defaults

4.2.3.4.1. Default Company: Pacific Stereo

4.2.4. Data

4.2.5. Email

4.2.5.1. Email Accounts

4.2.6. Printing

4.2.7. Workflow

4.2.8. Integrations

4.2.9. Customize

4.2.10. System

4.2.11. Website

4.2.12. Help

4.2.13. Accounts

4.2.14. Stock

4.2.14.1. Stock Settings

4.2.14.1.1. Item Name by: Item Code

4.2.14.1.2. Default Item Group: Products

4.2.14.1.3. Default Valuation Method: FIFO

4.2.14.1.4. Default Stock UOM: Unit

4.2.14.1.5. Allowance Percent: 10%

4.2.14.1.6. Auto Insert Price List rate if missing: Yes

4.2.14.1.7. Allow Negative Stock: Yes

4.2.14.1.8. Automatically set serial Nos based on FIFO: No

4.2.14.2. Item Group Tree

4.2.14.2.1. Products

4.2.14.2.2. Raw Materials

4.2.14.2.3. Services

4.2.14.3. Unit Of Measure

4.2.14.3.1. Unit

4.2.14.3.2. Hour

4.2.14.3.3. Minute

4.2.14.4. Warehouses

4.2.14.4.1. Riverside

4.2.14.4.2. Mission Viejo

4.2.14.4.3. Woodland Hills

4.2.14.5. Brand

4.2.14.6. Price Lists

4.2.14.7. Item Price

4.2.14.8. Item Attribute

4.2.15. Selling

4.2.16. Buying

4.2.17. Human Resources

4.2.18. Support