Automated Sales to Invoicing Workflow
How Asterisk automatically syncs CRM deal closures with inventory deductions and invoice generation.
The Unified Flow Explained
CRM Deal & Quotation
Native E-Sign Instant Trigger
Asterisk Unified Operational Engine
1
Issues Draft or Final Invoice in Invoicing
2
Reserves or Deducts Stock in Warehouse
3
If Stock Low, Schedules BOM Work Order in Factory
4
Reconciles General Ledger in Accounting
1. Closing a Deal with Quotation & Sign
When a proposal is accepted:
- The customer e-signs the proposal via native Sign.
- Asterisk validates the line items against real-time Warehouse availability.
- If finished inventory is ready, a delivery slip is queued for pick and pack.
- If goods need to be fabricated, a manufacturing work order with Bill of Materials is immediately queued in Factory.
2. Real-Time Invoicing & Payment Collection
- A structured invoice is generated in Invoice matching agreed milestone or deposit terms.
- An automated payment link is dispatched to the client’s contact.
- When the client completes payment via card, ACH, or transfer, the transaction instantly posts to the Accounting general ledger and updates debtor records on the Executive Dashboard.
Customizing Automation Rules
You can adjust these triggers at any time by visiting Settings → Automation Triggers & Rules.