Your company is growing. Tracking shipments and restocks is becoming more complicated. Did you plan enough working capital to pay for an expensive fulfillment software this year? If not, use Business Pilot to draft a workflow to track a customer order from cradle to grave. Once the information is entered by a sales person, the data is automatically logged into the database while at the same time the order is sent to shipping. Not only will the shipping be completed, but a restocking order will be generated at the same time! Once shipping is completed, accounting is automatically tasked review the invoice for mailing. From there, the invoice can be emailed automatically to the client. Rather mail a hard copy? Change the "Email Invoice" element to a new task. Have accounting print out and mail the invoice and then note completion. Notice how the database is updated after each event. Refer to the database at any time to obtain a status on the process. Give your sales person a PDA and this process can be initiated while at the customer?s location!

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