Common Business Workflows
Start here when you know the business outcome you need, but not the exact NotrinosERP screen name.
Quote to cash
Create a quotation, confirm the order, deliver, invoice, receive payment, and allocate it.
Purchase to payment
Order from a supplier, receive goods, record the invoice, pay, and allocate the payment.
Inventory operations
Receive, transfer, adjust, issue, and review stock by location.
Run payroll
Prepare employee data, attendance, leave and overtime, then process, review, and pay payroll.
Approve transactions
Submit drafts, review pending work, approve or reject, delegate, and track history.
Close the month
Reconcile, review subledgers, post adjustments, run reports, and close the accounting period.
How to use a workflow guide
- Read the prerequisites before starting.
- Follow the linked task pages in sequence.
- Verify the result after each major step.
- Use inquiry pages to find documents that are waiting for the next action.
- Follow your organization's approval and segregation-of-duties policy.