Once the order is confirmed, the work is a sequence of dated commitments: samples approved, an audit passed, production scheduled, goods shipped. AuroSignal keeps those as tasks with owners and dates, next to the order and a separate payment record.
Organize the work in a project with tasks, priorities, start dates and due dates, assigned to a team member or an assistant. Sampling, audits, production and shipping are ordinary tasks — the point is that each one has a date and a name on it.
02
Track fulfillment as its own state
Follow the order through pending, onboarding, in progress, paused, completed or cancelled, with the associated order and buyer kept in view. Changing a status is a record of progress; it does not by itself mean the buyer inspected or accepted anything.
03
Keep progress, payment and deal stage apart
Sales stage, order settlement and fulfillment never collapse into a single status. The business overview shows open fulfillment work and outstanding orders side by side, so a finished task is never mistaken for a received payment.
A workflow in practice
Running a first order to the delivery date
The buyer accepted the quote. Now the sample, the audit and the production schedule have to land on time.
01
Start from the accepted order
The agreed quote and the fulfillment record are the reference for what was promised.
02
Create the tasks
Sample approval, audit and production each get an owner and a date in one project.
03
Keep the record current
Update fulfillment as things move, and record payment separately against the order.
Illustrative workflow. Fulfillment and execution projects are managed separately, and no customs, documentation or freight-tracking capability is implied.
The practical details
Before you get started.
Is the project created automatically from the order?
No. An accepted quote creates an order and a fulfillment record. Your team organizes the execution project and its tasks separately, which is deliberate — the tasks are yours to sequence.
Does completed mean the buyer has accepted the goods?
It records that the work reached that state. It is not an inspection result, a client acceptance record or a payment confirmation.