COCustomOrders.ioDiscuss a requirement

Operations tool

Custom Order Workflow Builder

Plan a made-to-order workflow from enquiry and specification through quote, deposit, proof, production, balance and fulfilment.

Search intent

custom order workflow · orders dashboard · custom order management workflow

Separate commercial, approval and production states

Suggested operating sequence

01
EnquiryDefine owner, evidence required to enter, customer communication and exception path.
02
Specification capturedDefine owner, evidence required to enter, customer communication and exception path.
03
Quote issuedDefine owner, evidence required to enter, customer communication and exception path.
04
Deposit receivedDefine owner, evidence required to enter, customer communication and exception path.
05
Proof / design approvalDefine owner, evidence required to enter, customer communication and exception path.
06
Production readyDefine owner, evidence required to enter, customer communication and exception path.
07
ProductionDefine owner, evidence required to enter, customer communication and exception path.
08
Quality checkDefine owner, evidence required to enter, customer communication and exception path.
09
Balance dueDefine owner, evidence required to enter, customer communication and exception path.
10
Dispatch / installationDefine owner, evidence required to enter, customer communication and exception path.
11
DeliveredDefine owner, evidence required to enter, customer communication and exception path.
12
AftercareDefine owner, evidence required to enter, customer communication and exception path.
Do not collapse these into one generic status.

Payment, proof approval and production progress answer different questions. Keep them connected but independently auditable.