Stock Inventory

Alert – Under Stock

Open Tom’s Outlook (Store Keeper)

Task details are embedded in the email.
User can approve/decline from Outlook toolbar

Workflow Status

System calculated number of units needed

Store Keeper can request more units

Task is sent to Budget Holder for approval

Open Peter’s Outlook (Budget Holder)

Task and details are embedded in the email

Workflow Status

Peter’s task – purchase approval

Task is sent to the finance department

Open Mark’s Outlook (Finance Department)

Task details are embedded in the email

Audit Trail

Mark can create a purchase order

System creates a purchase order in Excel

Purchase Order

Approver’s comments and order details are
automatically embedded in the order

Case Management

Team Performance

Team Status

Trends

Process Overview

Items ordered : Current vs. Previous month

Late Tasks - Report

Report can be exporting to PDF and Excel

Report in PDF format

Report in Excel format

Opening the Report Builder

Managers can create their own reports – without
code

Filtering the report – cut and dice

Reports can be saved, exported, printed and
distributed