Workflow & Routing
- Workflows let you manage and track assignment of items based on workflow stage, departments, and assignments of responsibilities therein. A workflow assignment starts tracking of queue time, emails a Ping to the assignee, and “nag” alerts can be set to continually email based on a priority level to the nag notifier. For quotes, inside sales starts the process of quoting a new item, but the item must be sent via workflow to Engineering for BOM estimation and/or Purchasing for material requirements planning. Workflows are fully customizable by you!
- Document/drawing flow - attach documents/drawings as early as the quoting process; documents flow through on related business objects to be accessible to relevant personnel at anytime during the transaction lifecycle. Shop floor workers can access part drawings attached by engineering to the BOM on the fly while in a work order.