Source with an RFQ
Send requests, record supplier quotes, select or decline them with an e-mail to the supplier, and split awards across suppliers.
Open the workflowOperations in BusinessIntents
Move goods, work, and requests through documents that post once.
Stock changes only through goods receipts, issues, transfers, returns, stocktakes, and adjustments. Draft goods documents wait for the Approver group to post them, a stocktake computes the variance for you, and every movement feeds stock on hand, stock value, and cost of sales.
Daily work
The operations workflows, step by step.
Each card opens the documented workflow with its statuses, actions, and responsible groups.
Raise and approve a purchase order
The buyer drafts, the Approver group confirms, and the confirmed order is e-mailed to the supplier.
Open the workflowMove and count stock
Transfers between stores, customer and supplier returns, and stocktakes that generate the count adjustment when posted.
Open the workflowCheck stock on hand
Stock by product and store, movements, stock value, and monthly cost of sales.
Open the workflowPlan a project
Planned, active, and closed projects with team assignments, per-project billing rates, and monthly timesheets for active projects.
Open the workflowWork a support ticket
Triage, work, request information, resolve, and close, with internal notes and an SLA-breach flag.
Open the workflowHandoffs
Where operations work comes from and where it goes.
Operations turns sales and purchasing decisions into physical movements and billable work.
From sales
A confirmed sales order becomes a goods issue; once it is posted, the delivery note is one click away.
See the handoffTo accounts payable
The supplier bills the delivered goods, and accounts payable registers and approves the purchase invoice.
See the handoffTo billing
Approved project timesheets generate a draft sales invoice at each employee's billable amount.
See the handoffRoles and approvals
The operations roles and what each one does.
Group names are those shipped with the product. One person can hold several groups; your administrator decides who belongs to each.
Buyer
Raises RFQs and purchase orders, records supplier quotes, and sees their own requests for quotation in the Personal workspace.
Storekeeper
Creates goods receipts, issues, transfers, returns, and stocktakes, and records immediate adjustments for damage, loss, found stock, or waste.
Approver
Confirms purchase orders and posts goods documents and stocktakes; posting is the step that changes stock.
Manager
Reads stock value and cost of sales for the whole company.
Project manager
Plans projects, assigns people with billing rates, and invoices approved timesheets.
Support agent
Members of the Agent group claim, work, and resolve tickets; without the group a user can read tickets but not claim them.
Continue the evaluation
Continue with the details.
Module references, replenishment, and commercial terms for operations teams.
Detailed records
Inventory module
Goods documents, adjustments, costing, and stock reports.
Open page →ReplenishmentReplenish with a purchase order
From reorder decision to goods receipt.
Open page →ServicesServices
Tickets, triage, conversations, SLA flags, and solutions.
Open page →CommercialPricing
Free Demo, Standard at €10 per user per month, or Custom.
Open page →Decision-stage questions
Common operations questions.
Which BusinessIntents areas are relevant to operations teams?
RFQs and supplier quotes, purchase orders, suppliers, stores, inventory documents and adjustments, products and units of measure, delivery notes, projects, and service tickets.
Can stock go negative?
By default negative stock is allowed so that work is not blocked, and it can be switched to blocked for your deployment. Corrections are never blocked.
How is stock valued?
At moving average cost, calculated company-wide. A goods issue is valued at average cost when it is posted, which feeds cost of sales.
What access should operations users receive?
Buyers and storekeepers prepare documents; the Approver group confirms orders and posts goods documents. Whether preparation and posting sit with different people is decided when groups are assigned.
Next step
Follow one order from supplier quote to stock on hand.
Bring a real purchase or delivery to a workflow review and see which group acts at each step.
Questions about fit for your operations team? Write to office@codbex.com.