A proposed workflow for discussion. This is not a client project, testimonial, or measured result.
The problem to address
An order arrives by message. Staff retype it into a stock sheet, check availability, and enter it again in accounting. Exceptions are handled in separate conversations.
A possible workflow
- Dealer submits an order
- Stock and account checks run
- An authorised person approves exceptions
- Invoice is created in accounting
- The customer receives an update
How to judge whether it helps
Record the current process first, then agree a target and review the same measures after launch.
- Time from order receipt to invoice
- Number of transactions entered more than once
- Orders requiring manual correction
- Time spent resolving stock discrepancies
What needs to be checked first
The actual design depends on your stock system, accounting API, approval rules and source data. Establish a baseline before choosing a target improvement.