This document walks through the creation of a new order and how it flows through production to the point of being marked as paid. In this document the term ‘service‘ refers to any product an user can order and includes [product_list]
Waiting Assignment (auto)
Service is Ordered
When an sales representative fills out a service and clicks ‘Place Order’ and order is automatically created and the order given a status of Waiting Assignment. If the sales representative has selected a talent, a talent assignment is automatically created and associated with the order.
Roles: Sales Representative
New Order Status: Waiting Assignment (auto)
Emails To: Sales Representative, Producer
Being Created (manual)
Assign Order to Talent
The Producer will review the new order and can accept the requested talent (if provided) and/or assign talent to the new order, Once the Producer as assigned the talent they will move the order to the Being Created status,
Roles: Producer
New Order Status: Being Created (manual)
Emails To: Talent
In Production (auto)
Talent Submits Work Product
When the assigned talent has complete their work they will download their work, They may also add notes to the Producer. Since orders may have more than one assigned Talent, if this the last (or only) Talent, the order is given a status of In Production and the producer is emailed that the order is ready for production
Roles: Talent, Producer
New Order Status: In Production (auto)
Emails To: Producer
Order Produced (auto)
Producer Submits Final Work Product
One the Producer has finished the final product, they will submit the production results (a downloadable file). This will move the order to the Order Produced status and email the Sales Representative who placed the order, that the product is available for download
Roles: Producer, Sales Representative
New Order Status: Being Created (manual)
Emails To: Sales Representative
Order Invoiced (auto)
Invoice(s) are Generated
When the Accountant generates invoices from orders with a status of Order Produced, the order is moved to the Order Invoiced status and the associated Account Owners are email the invoice.
Roles: Accountant, Account Owner(s)
New Order Status: Order Invoiced (auto)
Emails To: Account Owner(s)
Order Paid (auto)
Invoiced is Paid
When an Account Owner pays their invoices, the associated orders are moved to the Order Paid status
Roles: Account Owner
New Order Status: Order Paid (auto)
Emails To: None