From first enquiry through to confirmed order
Onboarding a New Customer
Streamline new customer setup with automated data capture, payment terms agreement, and purchase order requirements validation before the first order.
Quote to Order Handoff: Converting a Winning Quote into an Active Job
Seamlessly convert accepted quotes into active job records with proper version control and automated handoffs to operations teams.
Managing jobs, production and delivery
Managing a Customer Change Request
Handle customer change requests systematically from initial logging through impact assessment to final pricing and approval.
Scheduling and Confirming a Customer Installation or Site Visit
Streamline customer installation scheduling from initial agreement to completion follow-up. Ensure proper resource allocation, clear communication, and professional service delivery with integrated documentation.
Ordering from suppliers and managing costs
Onboarding a New Supplier
Streamline your supplier onboarding process from initial requirements definition through assessment and approval. Ensure compliance and minimize procurement risks.
Processing a Supplier Credit Note
Handle supplier discrepancies from delivery inspection through credit note processing. Document issues, manage supplier communications, and track financial resolutions.
Recording a Partial Delivery
Handle partial deliveries systematically by inspecting goods, creating accurate delivery notes, updating purchase orders, and coordinating with suppliers for outstanding items.
Requesting and Approving a Supplier Sample
Streamline sample requests from initial requirement confirmation through supplier coordination to final approval. Ensure clear communication and proper documentation throughout the sample evaluation process.
Supplier RFQ and Quote Comparison
Streamline your supplier sourcing process from RFQ creation to quote comparison and supplier selection. Compare multiple supplier responses in one centralized system.
Invoicing, contracts and payment tracking
Closing Out a Completed Job: From Delivery to Final Invoice
Streamline your project closeout process from customer acceptance to final billing. Ensure all costs are captured and invoiced accurately.
Issuing a Credit Note to a Customer
Streamline the credit note process from customer confirmation through to accounting reconciliation. Ensure proper documentation, accurate calculations, and seamless integration with your accounting system.
Raising and Chasing a Customer Invoice
Streamlined workflow for raising accurate customer invoices and managing payment collection to improve cash flow and reduce payment delays.
Taking and Releasing a Customer Deposit
Streamline your deposit process from order confirmation through payment recording and final reconciliation. Ensure clear communication and proper financial controls.
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