Ordering worflow for small or custom manufacturing companies

Ordering workflow: managing processes and tasks

ProcessMate is a cloud software managing processes through easy configuration that requires no IT skills and can be accomplished in a few minutes. The system requires no installation or hardware, it’s in cloud so you can have it set up in minutes.

The Order workflow for manufacturing is a preconfigured template that can be used as is, or modified for specifics of your business. The template includes such steps as Initial communication with the client, checking availability of suppliers, delivery, etc. This can easily be modified to include other tasks such as custom design and customer approval.

Track each step of workflow

ProcessMate enables tracking each step of the ordering processes. From accepting the order request through design, production and to invoicing, ProcessMate will help keep track and organize workload of your staff.

Customize for your business or for your clients

The process will follow a defined set of steps. Users may easily customize those steps based on the provided template or define a process from scratch. Similarly, data fields documented with the process, such as billing address, order number, may also be customized.

Track customers in the systems too, “attach” workflows to individual customers

Users may track customers in the systems as well, and ProcessMate may relate processes to customers so users “attach” processes to customer records. So each customer will have the full history of all their orders, both current and past ones.

Track delays

Task delays and time execution are tracked and reported on. Users will know about the tasks overdue, while managers will receive notifications and view summary in the management reports.

Attach documents and manage process data

Documents may be attached to processes if required. Full information may be documented in the easily customizable set of data fields, such as billing address, order number, quantity and type of product ordered and any other.

Digest reports and email notifications

Users get notified of progress via email instantaneously. In addition, daily and weekly “digest reports” include all necessary details on progress, delays and pending tasks.

Screenshot: manufacturing workflow - example of one instance with data and tasks

Keeping all orders and tasks in order

ProcessMate enables users and managers to view all process information in a consolidated report with all pertinent information, attached documents and status.

Screenshot: list of manufacturing workflows (orders) with documented data and current pending steps

Tracking customers and other data

In addition to task management, ProcessMate will help keeping track of related data. For Ordering processes it may be such data fields as “Customer name”, “Billing address”, “Order items”, etc. Documents may also be attached to every workflow.

Screenshot: Customer list with related orders

Reports & Statistics

A number of reports are ready to use, offering a great insight on the general efficiency of operations of the company, as well as performance of individual employees

Screenshot: statistics of processes
Expore other workflow management features of ProcessMate
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Watch this 4-minute configuration video guide