Order-to-Cash Process Template (Swimlane)
An order-to-cash process for an order paid up front, across Customer, Sales, Warehouse and Billing lanes. Sales confirms payment before anything ships. The warehouse checks stock and creates a backorder when an item is out of stock, then picks, packs and ships the order, and Billing sends the invoice.
The process, step by step
The written procedure this diagram represents, in the order the steps happen.
- 1.
Customer: Place order
- 2.
Sales: Confirm payment
- 3.
Warehouse: DecisionIn stock?
- If No, go to step 4 (Create backorder).
- If Yes, go to step 5 (Pick and pack).
- 4.
Warehouse: Create backorder
- 5.
Warehouse: Pick and pack
- 6.
Warehouse: Ship order
- 7.
Billing: Send invoice
- 8.
Customer: Receive order
Who's involved
Each role has its own lane in the diagram.
- Customer: 2 steps
- Sales: 1 step
- Warehouse: 4 steps
- Billing: 1 step