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Understand the whole Flow — one process at a time.
The documentation follows the application itself: shared data first, then business development and sales, commercial preparation, operations and result control.
Start with the business flow
If you are evaluating Flow for the first time, follow the path from strategic growth to collection. If you already use the app, choose a process or find it through search.
- Strategic growth, audiences and campaigns
- Leads and opportunity qualification
- Project as the commercial workspace
- Specification and RFQ preparation
- Vendor and purchase price comparison
- Calculation and customer quote
- Operations after quote acceptance
- Warehouse, inventory and delivery
- Invoicing and collection
Documentation by area
Getting started and shared data
Organization, companies, people, brands and rules used by every process.
The application mental model: shared data, the main business flow and parallel product, licensing, warehouse and cost flows.
Open guide → Companies, people and reference dataA single source of truth for customers, partners, vendors, contacts, identifiers, currencies, payment terms and shared reference lists.
Open guide → Product Master, brands and catalogA central catalog for hardware, software, services and licenses, connected to brands, vendors, technical data, pricing and inventory.
Open guide → Commercial rules and pricing contextPrice lists, currencies, exchange rates, vendor and customer terms, margins and approval rules for consistent calculation.
Open guide →Business development and sales
From strategic signals and campaigns to a qualified lead and project.
Parallel sources of opportunity: long-term strategic signals and operational marketing audiences and campaigns.
Open guide → Leads and opportunity qualificationStructured assessment of need, customer, budget, deadline, ownership and next step before a project is opened.
Open guide → Project as the commercial workspaceThe central place for team, activities, communication, documents, specification, vendor inquiries, calculation and customer quotes.
Open guide →Commercial work and quoting
Specification, vendor pricing, calculation, licensing and the customer quote.
Turn the customer request into items, quantities, technical requirements and groups ready for vendor inquiries.
Open guide → Vendor and purchase price comparisonCompare vendor responses by item, availability, delivery time, currency, exchange rate and total acquisition cost.
Open guide → Licensing, Microsoft CSP and subscriptionsControl licensed products, tenants, subscriptions, quantities, terms and renewals while connecting major vendor channels to the Flow catalog.
Open guide → Calculation and customer quoteBuild sales price, margin, terms and the customer-facing quote from selected items and sourcing decisions.
Open guide →Operations and delivery
Procurement, warehouse, execution, costs, invoicing and collection.
Translate the commercial agreement into procurement, reservation, service delivery, shipment, documents and accountable work.
Open guide → Warehouse, inventory and deliveryReceiving, on-hand and reserved stock, locations, serials and lots, picking, transfers, counts, returns and a movement ledger.
Open guide → Total Cost across the business flowCosts as connective tissue across market development, project, procurement, operations, delivery and final result.
Open guide → Invoicing and collectionPrepare invoice data and track billed scope, due dates, payments and receivables without replacing the general ledger.
Open guide →Management and intelligence
Analytics, alerts and AI assistance grounded in business context.