Cross-module workflow
Order to Fulfilment
An accepted quotation converts to a credit-checked sales order, warehouse and production see the same order and item records, and an invoice is generated from the order through an auditable, idempotent handoff.
- 01
Trigger
- 02
Work
- 03
Govern
- 04
Outcome
What it is
Order to Fulfilment is Vercentlabs ERP's real, cited sequence covering what happens once a sales order exists — the warehouse and finance side of the process, distinct from Lead to Cash's revenue-team focus on getting the order signed in the first place.
Execution sequence
- Steps
- 04
- Modules
- 03
- Approvals
- 02
The real sequence, step by step
The runbook shows trigger, participants, each module handoff, approvals, automated actions, exceptions, visibility and business value in one continuous operating document.
Trigger
A sales quotation is accepted and converted to a sales order.
Participants
Sales operations · Warehouse/fulfilment staff · Finance/billing
- Order confirmed (see Lead to Cash)Sales
An accepted quotation has already converted to a sales order and passed the real-time credit-exposure check — that conversion and credit-check step is Lead to Cash's, not repeated here. This workflow picks up from the confirmed order.
- Readiness governanceSales
The order's governance panel tracks readiness, fulfilment, invoicing, and closure state explicitly, rather than leaving status implicit.
- Warehouse visibilityStock
Order lines carry a warehouse reference, so warehouse and production see the same order and item records sales confirmed.
- Invoice handoffAccounting
The same auditable, idempotent invoice handoff Lead to Cash describes closes this workflow from the fulfilment side — no duplicate billing on retry.
Approvals
- 01Order confirmation is blocked outright if the credit check fails.
- 02Amendments and return requests go through a controlled path, not a silent edit to a confirmed order.
Automated actions
- 01Order conversion and the credit-exposure check are the same automations Lead to Cash covers — see that workflow for detail.
- 02Idempotent invoice-request generation from the confirmed order.
Exceptions & honest limits
- 01Standard sales-order fulfillment does not yet post an automatic stock deduction — order lines carry a warehouse reference, but only Manufacturing and Point of Sale currently write real movements to the stock ledger. This is stated plainly here, not implied away.
Visibility
- 01Sales' fulfilment and billing-readiness reports.
- 02Every order action writes an entry to the order's document event history.
Business value
- 01Warehouse and production see the same order and item records as sales confirmed — not a re-keyed picking list.
- 02Invoicing is idempotent and auditable, generated from the real order rather than a manually re-entered bill.
Handoff map
Every module involved, in operating order.
The workflow is deliberately shown as a chain of responsibility rather than a bag of features.
Buyer questions
Questions buyers ask about this runbook
Direct answers about how the sequence behaves, where controls sit and what a real deployment should expect.
Does this mean fulfilment is fully automated end to end?
No — the order and warehouse share the same real records, which removes re-keying, but the physical stock deduction for a standard sales order is not yet an automated step. Manufacturing and Point of Sale are the two flows that do post real stock movements today.
What happens if the customer wants to change the order after confirmation?
Amendments go through a controlled path in Sales' order governance, not a direct edit — so there's a record of what changed and when, not just an overwritten order.
Can an order be invoiced before it's fully confirmed?
No — invoice generation is triggered from a confirmed order via the idempotent handoff; it isn't a separate step someone can run early against an unconfirmed order.