Skip to content

The Work Module

In this article

Intended flow

The work module in Dsposal's Paperwork has been designed and developed with a definitive flow in mind. It is also know as a pipeline, task management, but we are calling it the intended flow.

Below is a state diagram to show how we see work packages being added to the system and how the information about a specific work package flows from start to end.

stateDiagram

    [*] --> Opportunities
    [*] --> Sales
    Opportunities --> Sales
    Sales --> Jobs
    Jobs --> Finance
    Finance --> [*]

This is an expanded version of the same diagram, detailing flows within each area within the module.

stateDiagram-v2

    purchaseOrders: Purchase Orders
    priceList: Price List
    po: Purchase Order
    creditNote: Credit Note    
    agreementWizard: Agreement Wizard
    jobWizard: Job Wizard
    financeWizard: Finance Wizard

    classDef notFocus fill:white,color:black

    [*] --> Opportunities
    state Opportunities {
        direction LR
        [*] --> Opportunity
        Opportunity --> [*]
    }
    [*] --> Sales
    Opportunities --> Sales
    state Sales {
      direction LR
      [*] --> priceList
      [*] --> Quote
      priceList --> agreementWizard
      Quote --> agreementWizard
      agreementWizard --> Agreement
      Quote --> jobWizard
      Agreement --> jobWizard
      jobWizard --> [*]
    }
    Sales --> Jobs
    state Jobs {
      direction LR
      [*] --> Job
      Job --> Scheduling
      Scheduling --> Job
      Job --> financeWizard
      financeWizard --> [*]
    }
    Jobs --> Finance
    state Finance {
      [*] --> Invoicing
      [*] --> purchaseOrders

      state Invoicing {
        direction LR
        [*] --> Invoice
        [*] --> Rebate
        Invoice --> creditNote
        Invoice --> [*]
        creditNote --> [*]
        Rebate --> [*]
      }

      state purchaseOrders {
        direction LR
        [*] --> po
        po --> [*]
      }
    }
    Finance --> [*]

Users have the option to choose to use opportunities(1) or not. It is entirely optional. The information that is added to an opporunity can then be converted into a sale(2).

  1. Opportunities is where you can quickly record client queries that may turn into future work.
  2. Sales contain detailed information about your sales, such as price, costs and disposal routes.

There are three types of sale but these will be covered in the sales articles. Once a client has accepted the sale, it transitions through the job wizard(1) to be converted into a job(2).

  1. The job wizards allows you to select some or all of the aspects of the sale and turn it into a job(1).

    1. Jobs contains specific information about each job, including documents such as labels, advice notes, waste transfer notes and consignment notes.

  2. Jobs contains specific information about each job, including documents such as labels, advice notes, waste transfer notes and consignment notes.

A job can then create a purchase order(1) using the information with the job itself. Aswell as an invoice(2), once the job has been completed.

  1. A purchase order is an agreement between your organisation and a supplier to purchase a product or a service.
  2. The invoice is the contains all the information from the job, including the final agreed amounts.
Info

Jobs MUST be created from a sale. A job cannot exist in Paperwork without a linked sale.

Invoices MUST be created from a job. An invoice cannot exist in Paperwork without a linked job.

Therefore, every invoice is linked backed to a sale.

Data flow

With every passing day there is an increase requirement for data. This could be internally within an organisation, or externally from clients, suppliers and the government. Dsposal's Paperwork has been created to allow data to flow from the very start of a work packages life until it is finally invoiced.

The values that are entered into the opportunity is passed through the work flow to the purchase order(s) and invoice(s). This same data can then be used get futher insights into your customers and suppliers, or exported out from the reports(1) area.

  1. Reports in Paperwork allows you to export your data from the system. There is an increasing number of reports to fit your needs.