Page History

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• Sales (Managed, Online, etc)
  • Sales Representative Seeks Prospects and Opportunities
  • Customer Finds Product
  • Placing Customer Adds Product to Cart
  • Customer Creates and Edits Account (Profile)
  • Sales Representative Leads Prospects from RFQ to Sales Order
  • Placing Customer Places a Sales Order (Through CSR)
  • Placing Customer Places a Sales Order (Online Checkout)
  • Placing Customer Places a Sales Order (Through EBay)
  • Customer Reviews Order History and Status
  • Customer Cancels Order
  • Customer Requests Quote from Cart
  • Customer Places Order for Quote
• Order Processing
  • Company Approves Sales Order
  • Company Fulfills Sales Order
  • Accountant Sends Invoice and Receives Payment
  • Carrier Does Not Deliver Shipment to Customer
  • Carrier Returns Undeliverable Shipment to Company
• Return Management
  • Customer Returns Product
  • Company Processes Return Received
• Warehouse Management
  • Shipment Receiver Receives Shipment
  • Inventory Mover Puts Away Inventory
  • Inventory Mover does Stock Move
  • Inventory Mover Checks Physical Inventory
  • Shipment Receiver Receives Shipment with Packing Slip but No PO
• Manufacturing
• AP
  • Records Record Vendor Invoice
  • Paying Invoices
• Financial Management
  • Budgeting
  • Internal Financial Analysis (management metrics, balanced score card)
  • External Reporting (government, investors, etc)
• Accounting
  • Financial Accounts
  • Bank Reconciliation
  • Imprest System of Petty Cash

Stories for Specific Types of Organizations

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