Workflow Management
The Order Process Workflow system in Sage Peachtree Quantum keeps everyone informed in real time of all the details in your sales and purchase processes, so that anyone with the approved access can instantly know where your order is, when it's due, who's handling it or what's the problem with it. You can customize triggers, steps and statuses that are crucial to your company.
- Keep track of all the moving parts of your order process so nothing gets missed and everything moves along as planned.
- Notify the next person in the process with a status and specific notes as needed.
- Have one centralized place to keep track of all the work involved in the process, or see just your own tasks.
- Automatically send notifications to designated employees/customers/vendors once a task is completed.
- My Inbox on My Dashboard monitors the status of a user's processes and transactions and allows them to take action.
