Business management feature
Take your customers' orders: a numbered document with line items and totals, confirmed (or rejected) through a one-step approval, then handed over to fulfilment and invoicing.
The Sales Orders feature keeps its source record, status, and downstream references inside BusinessIntents. Teams can work from the same operational context and open the detailed guide whenever they need field-level instructions.
Use the documented operating model as a starting point, then adapt fields, approvals, reports, or connected areas when your process differs.
One connected record
The Sales Orders feature keeps its source record, status, and downstream references inside BusinessIntents. Teams can work from the same operational context and open the detailed guide whenever they need field-level instructions.
An order is a document: a header, a line-items table, and a totals footer. Header — you pick the Customer (required) and the order date, optionally a due date, the fulfilling Store (where the goods will eventually be issued from) and free-text conditions.
See the fields and stepsAdd lines in the items table; each line does most of the arithmetic for you: 1. Pick a Product — the line's price is copied from the product's default, and the unit of measure and tax rate dropdowns narrow to the product's own. All stay editable per line. 2. Enter the quantity (and a discount if any). 3.
See the fields and stepsEvery new order starts a small workflow; the task appears in the assignee's Inbox and inline on the order itself: 1. Confirm — the approver sees number, dates, customer, store and total, and confirms or rejects. Confirm moves the order to CONFIRMED; reject cancels it (CANCELLED).
See the fields and stepsIn the product
The detailed guide shows the screens and records behind sales orders, with the exact fields, statuses, and actions.
Connected work
Related features and workflows reuse the same business records instead of asking teams to rebuild the context.
A starting point, not a fixed package
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Try BusinessIntentsDecision-stage answers
Take your customers' orders: a numbered document with line items and totals, confirmed (or rejected) through a one-step approval, then handed over to fulfilment and invoicing.
It connects with Logistics, Retail, Wholesale, how printing works, Companies, Sales Invoices.
The detailed module guide documents the exact fields, statuses, actions, and connected records.
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Review the real workflow
Use a real record or transaction to compare the documented flow with the way your team works today.
