Connected operations
A small distributor moves one order from sales through the warehouse, invoicing, payment, and the ledger without re-typing it.
Read the scenarioCustomer stories
Three representative scenarios follow documented workflows from the first record to the posted ledger entry: connected operations, a sales workflow, and finance control.
Each scenario names the roles involved, the records that change, the setup it needs, and the limits of the current product.
Questions about the scenarios, or interested in sharing your own experience? Write to office@codbex.com.
How to read these pages
Every step in the scenarios links to a workflow guide that describes the actual screens, statuses, and automatic actions in BusinessIntents. The companies themselves are generic: they help you picture the product in a business like yours, without presenting invented customers, quotations, or figures as evidence.
Scenarios
Each one can be read on its own and links to the detailed workflows.
A small distributor moves one order from sales through the warehouse, invoicing, payment, and the ledger without re-typing it.
Read the scenarioA small B2B sales team takes a deal from first contact through quotation, order, and invoice to payment and reminders.
Read the scenarioA finance team puts approvals, separate payment duties, and an immutable ledger behind purchases, expenses, and corrections.
Read the scenarioWhat each scenario contains
Every scenario is written to the same structure.
The typical process before BusinessIntents and where it breaks down.
Six steps, each linked to the guide with its roles, statuses, and refusals.
What must be configured before go-live, and what the product does not automate yet.
Published customer stories
Named case studies will appear here only when a customer agrees to share its experience. These rules apply to every story.
A customer's name, logo, quotations, screenshots, and figures are published only with the customer's written permission.
The customer reviews and approves the final text, in every language it is published in, before it goes live.
Results are stated only with the period, the measurement method, and the customer's own data behind them.
A customer can ask for its story to be corrected or removed at any time by writing to office@codbex.com.
Continue the evaluation
The scenarios draw on these pages. Use them to check the details.
Decision-stage questions
No. They are representative scenarios. The workflows are real and documented; the companies, their starting points, and their teams are generic.
A case study is published only when a customer has approved every detail. Until then, the scenarios show the product's documented behavior without borrowing anyone's name.
Yes. Write to office@codbex.com. The story is prepared together with you and published only after your written approval.
Start the Free Demo, which has no time limit and fewer features than paid access, or ask the team to walk through the workflows with you in English or Bulgarian.
Next step
Open the free demo, or ask the team to walk through a scenario with your own process in mind.
Questions about the scenarios, or interested in sharing your own experience? Write to office@codbex.com.