Choosing how business records and workflows connect
Connect customer, product, booking, purchasing and delivery records according to the task they serve.
CRM contacts and ERP trading accounts
Map people, buyers and outlets at their actual business grain.
Product master or online product presentation?
A customer page can present several exact stock choices.
Booking record or just a calendar event?
A diary entry blocks time; a booking retains the customer service commitment.
Structured form or email for repeat intake?
Use structured questions for stable needs and narrative space for negotiated work.
Scan barcodes or enter stock manually?
Choose identification actions for known labels and genuine exceptions.
Pick each order or organise dispatch waves?
Group physical picking while retaining every order’s packing identity.
Make internally or subcontract assembly?
Choose where components become finished goods and who performs that work.
Sales fulfilment or a delivery project?
A shipment and a sequence of customer deliverables need different work records.