Worksheet

Distributor order-to-collection workflow

A workflow map tracing enquiry through order, stock check, picking, dispatch, invoice, credit note and collection. It marks every handoff that needs manual re-entry and every point where a backorder, partial dispatch or part-payment needs explicit handling. Walk it against your own current process before scoping any system.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “How Distributors Can Automate Orders, Stock and Collections”, www.gullysystem.com/blog/how-distributors-can-automate-orders-stock-and-collections