From quote to payment receipt
Carry an agreed sale through to recorded payment.
Create a quote
Invoice the agreed work
Record the payment you received
Connected records
Choose the next document by the business event.
Each workflow helps you decide when to create a new record, when to keep a source reference, and when a genuine conversion is the right move.
Practical paths
Follow the record, not the UI.
Open a workflow when the next step is unclear. The linked tools retain the language each team needs.
From purchase order to receiving
Keep ordering and receiving as distinct linked records.
Issue the purchase order
Record what actually arrived
Inspect before you accept
Field service paperwork workflow
Move from authorised work to a billable service record.
Raise a work order
Record the work on site
Report the outcome
Invoice the confirmed work
Returns and credit workflow
Correct a sale without rewriting the original record.
Authorise the return
Inspect what came back
Credit the confirmed amount
Expense and mileage workflow
Prepare a reviewable internal expense claim.
Log business mileage
Itemise the expenses
Export before you submit
Supplier selection workflow
Compare suppliers before issuing an order.
Record the internal need
Request quotations
Compare the responses
Issue the purchase order