Cross-module workflows
See the real sequence, not a marketing diagram.
Every workflow is a real sequence — trigger, steps, approvals, automation, and honest exceptions across connected modules.
- 01Lead to Cash
3 modules
- 02Procure to Pay
2 modules
- 03Order to Fulfilment
3 modules
- 04Plan to Production
2 modules
- 05Project Planning to Profitability
4 modules
- 06Hire to Payroll
2 modules
Runbook index
Six sequences. Every handoff visible.
Open a runbook to inspect its trigger, participants, module handoffs, approval gates, automated actions, exceptions and business value.
- 01RUN / 03
Lead to Cash
A captured lead converts to an account and opportunity, progresses through a governed pipeline, becomes a publicly accepted quotation, converts to a credit-checked order, and posts a customer invoice.
Module pathcrmsalesaccountingOpen runbook - 02RUN / 02
Procure to Pay
A requisition moves through sourcing, award, purchase order, and receipt, and a vendor bill can only be created once two- or three-way matching confirms it.
Module pathprocurementaccountingOpen runbook - 03RUN / 03
Order to Fulfilment
An accepted quotation converts to a credit-checked sales order, warehouse and production see the same order and item records, and an invoice is generated from the order through an auditable, idempotent handoff.
Module pathsalesstockaccountingOpen runbook - 04RUN / 02
Plan to Production
A bill of materials becomes a work order; release is blocked on component shortage; every material issue and finished-goods receipt posts a real stock movement.
Module pathmanufacturingstockOpen runbook - 05RUN / 04
Project Planning to Profitability
Approved timesheets, expenses, and procurement actuals compute live project gross margin against contracted revenue while the project is still open.
Module pathprojectsprocurementaccountinghr-payrollOpen runbook - 06RUN / 02
Hire to Payroll
An employee record moves through onboarding, compensation setup, and attendance tracking to an attendance-adjusted, maker-checker-governed payroll run.
Module pathhr-payrollaccountingOpen runbook