- Release notes
- Before you begin
- Getting started
- Integrations
- Working with process apps
- Working with dashboards and charts
- Working with process graphs
- Working with Discover process models and Import BPMN models
- Showing or hiding the menu
- Context information
- Export
- Filters
- Sending automation ideas to UiPath® Automation Hub
- Tags
- Due dates
- Compare
- Conformance checking
- Root cause analysis
- Simulating automation potential
- Triggering an automation from a process app
- Viewing Process data
- Creating apps
- Loading data
- Customizing process apps
- Publishing Dashboards
- App templates
- Additional resources
Order to Cash app template
The Order-to-Cash app template gives process owners, business users, and RPA teams the capacity to discover automation potential and to fast-track process improvement initiatives by monitoring KPIs in the Order-to-Cash process. It simplifies process analysis and monitoring through predefined metrics (such as throughput times and delivery rates) and dashboards tailored to business outcomes critical to the success of their respective departments. Multiple views on the end-to-end process are available, tailored to the needs of each stakeholder.
The Order-to-Cash process app turns raw process data from the source system into actionable and automatable insights. The integration with Automation Hub makes it possible to discover and prioritize activities that are the best automation candidates, implement RPA, and monitor the outcomes in the Order-to-Cash process.
Order-to-Cash concerns the set of business processes from receiving and processing sales orders for goods and services to payment. The Order-to-Cash process starts from the Order and completes at Payment received from the customer. The most important artifacts of the Order-to-Cash process are sales orders, goods delivery, billing, and payment.
There are several variants of the Order-to-Cash process. Order-to-Cash app template is based on the Sales from Stock variant. This is the most standard variant of the main process that consists of the following steps. This thus excludes the process where goods first need to be ordered or manufactured.
Step 1: Sales Order
The process begins with the system receiving an order from the customer. This can be done via different ways, for example, email, a webshop, a sales person, or by some form of Electronic Data Interchange. An order can be a simple purchase request for one particular product or can contain different products and quantities.
Step 2: Delivery
The order is documented, and the company begins the task of fulfilling the order, which means the order is prepared for shipment to the customer. Afterwards the order is shipped to the customer.
Step 3: Invoicing
Once the product has been shipped and delivered, the most important stage of the cycle begins with regard to cash management. The invoice is created and sent to the customer for payment.
Step 4: Accounting
The customer pays for the invoice and the payment is logged in your accounting books as part of the accounts receivable against the raised order.
The above process describes an ideal scenario in which the customer gets the product or service and the company gets paid in time. However, in many cases there will be differences and deviations to this.
A significant portion of the operating costs within a company is spent in managing the Order-to-Cash process. The greater the inefficiencies in the process, the greater the risk of a negative impact on the business’s cash inflow. Managing a consistent Order-to-Cash process provides a reliable and healthy company.
Order-to-Cash activities impact operations throughout the organization such as inventory management and supply chain management. Optimizing the Order-to-Cash process eliminates inefficiencies and can lead to benefits throughout the entire organization.
With the Order-to-Cash app template you get more insight in the actual execution of the Order-to-Cash process, and detailed information to analyze the statuses of orders, deliveries, invoices and payments.
