Workflow module
ERP workflow: move tasks and approvals across all your departments
Your internal processes are unique. The workflow built into Synoptic ERP transcribes them, even the most complex ones: every employee knows what they have to do and when, and every step is tracked.
Workflow: model your SME’s business processes
A workflow, literally a “flow of work”, lets you describe and follow approval circuits, tasks to be carried out between different people, or approval methods. Every employee thus has all the information they need to carry out their projects.
Your internal processes are unique: the workflow built into Synoptic ERP lets you transcribe all of these processes, even the most complex ones, to make them visible, optimize them and make it easier to share information.
- More responsive teams
- Visible internal processes, and therefore easier to optimize
- Better visibility on the progress of your production
- Easier decision-making and optimized overall performance
- 40 yearsserving manufacturing SMEs
- 200+manufacturing SMEs and mid-sized companies supported
- 3 officesLille, Lyon and Nantes
Adopt the workflow and track all your tasks efficiently
Synoptic ERP lets you follow the status of an object, whether it is an order, a project, a manufacturing order or, more generally, a process, and automate the tasks attached to it.
Circuits that match your processes
Build approval and communication circuits tailored to your practices, and configure the workflow according to your company’s own flows. Each user steps in at the right time, with no fixed path to follow.
You decide whether and when your quotes, items, supplier orders or manufacturing orders enter a workflow.
Approval levels under control
Set all the approval levels of an action to make sure that each task is carried out perfectly. Approval is manual or automatic, and can depend on the approval status of the previous steps.
A step is approved in one click.
Every assigned action is visible
As soon as an action is assigned to you, you can see it. The people involved are informed through internal messaging, and the Synoptic ERP cockpit brings together all the key information: your personal actions and your department’s actions still to be handled.
- Notification bell
- Actions visible in your search screens
- Cockpit: personal actions and department actions to handle
- Task list, with or without actions already completed
Progress you can read at a glance
The progress of the process is shown by a color: approved actions, actions to be carried out, delays compared with the planned date. Colors, icons and indicators let you immediately spot an action in progress, a delay or an approved step.
Each user, each department and even each division gets a view tailored to them. Clicking a block displays the details of the action carried out.
Automatic alerts and actions
Trigger automatic alerts when a task requires corrective action, and generate automatic actions as soon as a linked action is approved.
Example: automatically send a delivery note to your customer as soon as the preparation of their order is approved.
Full traceability, two-way exchanges
Every step is tracked: who did what, when and how. You can thus trace all your operations and flows to make quick decisions.
Exchanges flow between the people involved, regardless of their department of origin, and in both directions: you can send a quote back to the buyer, ask for more information or approve a step.
Example: costing a quote
Each person steps in at the right time
When a quote is being costed, the technical manager defines the production steps, the buyer estimates the material cost, then the sales representative finalizes the offer. Each person sees the action assigned to them, and the quote can go back to the buyer if more information is needed.
- Production steps defined
- Material cost estimated
- Offer finalized
Purchasing and supplier invoices
- Purchase requisition moving between the requester, the manager and the buyer, with approval at each step
- Supplier orders included in a workflow if you wish
- Invoice approval circuit and payment approval status
- Workflow for tracking any disputes
Projects, production and after-sales service
- Internal actions and shop-floor contingencies managed through the workflow
- Internal processes tracked through the project workflow
- Actions of each after-sales ticket assigned to a user, with follow-up approval
- CAD interface: approval workflow carried by the template item, update of in-progress manufacturing orders differentiated according to their status (supplied or not)
Take action
Ready for the next step?
Our experts are available to analyze your needs and show you the solution in a real-life setting.
Connect the workflow to your other Synoptic modules
Synoptic ERP modules are complementary: they work in full synergy with the workflow features.
After-sales service
Assign the actions of each ticket and track their progress
Procurement management
Have your purchase requisitions approved at each step
Supplier invoice digitization
Route your supplier invoices through to payment approval
Documents to download
- PDF document (in French)Synoptic ERP overviewDownload
Frequently asked questions about the Workflow module
What is a workflow?
A workflow is the digital model of a business process: who does what, in what order and under what conditions. It orchestrates tasks, approvals and notifications between the various people involved in a process, with no manual intervention. See also the Glossary.
Which documents can enter a Synoptic ERP workflow?
You decide whether and when your quotes, items, supplier orders or manufacturing orders enter a workflow. The Synoptic ERP task list also brings together project, order, opportunity and after-sales ticket workflows.
How does a user know an action is waiting for them?
As soon as an action is assigned to them, it is visible through the notification bell, in their search screens and in the Synoptic ERP cockpit, which separates their personal actions from those of their department.
Can the workflow trigger automatic actions?
Yes. The workflow can trigger automatic alerts when a task requires corrective action, and generate an automatic action as soon as a linked action is approved: for example, sending the delivery note to the customer as soon as the preparation of their order is approved.
How does a purchase requisition move through the workflow?
In the Synoptic workflow, the requisition moves electronically between the requester, the manager and the buyer, with approval at each step and full traceability. Once approved, it can be converted into a supplier purchase order. See also the Glossary.
Are simplified workflows available to existing customers?
Yes. The simplified workflows module is available to all Synoptic ERP customers through a simple update.
Let’s talk about your project
Would you like to benefit from the advantages of workflow?
Our sales team is here to answer all your questions.
You can call us on
+33 3 20 64 63 63Our offices, close to your sites
- LilleHead office2 rue de la République, 59780 Willems
- Lyon7 allée du Crêt, 69890 La Tour Salvagny
- Nantes3 rue Claude Chappe, 44470 Carquefou
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Our team will get back to you as soon as possible. Tell us about your needs and an ERP expert will contact you.