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Design |
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The design section is where you can create and modify objects such as categories, eForms, keyword dictionaries and referenced tables. For this tutorial we will be working with an invoice process for facility purchases which is set up as follows:
1.An employee gets a quote for an internal purchase (new computer).
2.The employee gets verbal approval from his manager and orders the product.
3.The employee then saves the quote to the Thereforeā¢ system.
4.The product arrives and the proof of delivery note (POD) is signed in the logistics department.
5.The warehouse manager scans in the POD and manually indexes it before saving it to Thereforeā¢.
6.Later the invoice arrives at the finance department.
7.An employee in finance registers the invoice into the ERP system.
8.A barcode with all relevant details is printed and applied to the invoice which is then scanned and automatically indexed into Thereforeā¢.
9.This begins a Thereforeā¢ workflow process and invoices over a certain amount are automatically routed to the department manager for approval.
10.Once approved it is routed back to the employee in finance who can then book the invoice in the ERP system.
