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Explore the product

For owners planning the first workflow

See how the work moves through your business.

Choose a workflow, then follow the people and records involved.

See it in a demoExplore the workflow

Where does the work begin?

  1. Choose a tile

    Keep the size, finish and pack details clear.

  2. Review the quantity

    Calculate or enter the required amount in its selling unit.

  3. Save the proposal

    Review the customer, rate and estimate.

Explore this workflow
  • A clear starting task
  • Named team responsibilities
  • A visible result to review

Bring the people and starting records into the picture.

A workflow becomes useful when your team can carry it through with its own product details and responsibilities. Choose a small first task that everyone involved can review.

For a showroom quotation

Prepare a recognizable tile, valid pack information, a customer and the quantity or measurements to discuss. Include the person who checks the quotation before it is shared.

For a retailer request

Prepare the retailer’s catalogue and rate assignment. Include both the buyer and the supplier-side person who will review the received details.

For a business running both

Agree which people work in each selling context and which shared product or business records they maintain. Review the first result before broadening the setup.

A CLOSER LOOK

Before you put it
to work.

A few practical questions about this workflow.

Where should a showroom begin?

Prepare a representative tile and customer, check the pack data and rate, then follow one quotation through saving and reopening. Keep quantity review close to the selected product.

Where should a supplier begin?

Prepare one connected retailer’s permitted catalogue and rate assignment. Review a representative request with the person who will handle incoming orders.

What changes when we use both workflows?

The selling context changes while the organization’s shared records remain authoritative. Staff permissions and the stock or payment effects of the chosen transaction still apply.

Go deeper into the task

Help the customer choose. Turn the selection into a quotation.Bring the tile, measured quantity and customer rate together in the Retail selling workflow.Receive clear tile requests from your retailers.Give connected retailers a place to browse their catalogue and send product, unit and quantity details together.One tile business. Two ways of selling.Serve showroom customers and connected retailers in one organization with shared products and business records.Prepare a catalogue your team can use.Make each product recognizable before adding it to a selection or sharing it with retailers.

THE NEXT DECISION

Choose the business workflow before the plan.

Compare Retail, Distribution and the combined arrangement against the work you have just reviewed.

Compare plansSee your workflow in a demo