Customer to sale
Review customer, quotation, invoice and payment workflows together.
Ooctal Business Platform • Operations
Operations
Looking for ERP software to connect everyday business operations? Customer work leads to sales, purchasing brings in products, stock moves between locations and business activity is recorded in finance. Ooctal provides connected modules for these workflows. Review each handoff using your actual process.
Workflows in this module
Available workflows depend on your subscription, configuration and local requirements. Review each process with your team before rollout.
Purchasing to stock
Follow supplier orders, receiving and product stock records.
Operations to finance
Check how sales and purchase activity relate to accounting records.
Before you choose
- Confirm the modules and reports available in your subscription.
- Test the workflow with your own records, roles and business rules.
- Validate country-specific tax, payroll or regulatory requirements with a local specialist.
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Ooctal Business Platform
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