Workflows to connect
A practical scenario
A distributor fulfils orders from two warehouses. Agree stock reservation priorities and transfer rules so sales and warehouse teams work from the same availability picture.
Illustrative workflow, not a client case study.
Decisions to make early
Confirm opening quantities, stock valuation, supplier lead times and who can approve adjustments.
Validate before scaling
Bring representative records and real process exceptions into testing. Agree who signs off the complete workflow, document the hand-offs and train each role before expanding the rollout.