Workflows

Workflows menu is where you customize all the possible statuses (sales pipelines, progress bars) for all modules and sections where those are available in EasyERP. All the places where you may find those sales pipelines and progress bars are represented by every respective field.

EasyERP/Workflows screenshot

You can’t add or create new workflows, all that’s possible is to customize existing workflows for modules that are already present in the system. You can add new custom flow and name it as you like, within every workflow using 5 possible preinstalled system statuses:

  • New;
  • In progress;
  • Pending;
  • Done;
  • Cancelled;

You can’t change those preinstalled system statuses as well.

Editing and deleting workflows

And now let’s have a look at how we can apply it towards Opportunities, for example. In this section we have such workflows:

  1. Waiting for response
  2. To be discussed
  3. Proposal
  4. Finalization
  5. In development
  6. Lost

With all of them, you can measure the probability to win the opportunity and start the project which means to sell the product or service. So now we are going to add a new Stage into it and afterward delete it.

  • Click New button;
  • Enter name for the flow;
  • Select status from drop down menu;
  • Click Save button.

EasyERP/Workflows gif

To delete the one, simply hover your cursor over any flow necessary and press Delete button.

And to edit any Stage hover the cursor over necessary flow and click appeared Edit button. Make the changes you need and press Save button.

worflow2