Flywheel Sales Process

Overview:

This articles discusses the stages of the Flywheel Platform's sales process. The platform contains modules which will help to track sales activities from the early planning stages all the way through invoices. 

Diagram:

Planned

Crop Plans:

Crop Plans represent early sales plans. They are associated with a Grower (Account) but may have several billing partners based on Splits. 

When a final agreement has been reached with the Grower, the Crop Plan can be closed. 

A Crop Plan can be converted to Booking Order(s) which can be automatically transferred to the ERP. 

Ordered:

Booking Orders:

Booking Orders are generated from Crop Plans. A given Plan will generate an Order for each Billing Partner. 

The Booking Orders can be transferred to Oakland as Oakland Crop Plans. These can then be used to generate Oakland Bookings. 

A Booking Order with a Status of Released will be transferred by the ERP Connector. Once the connector has transferred the order, it will mark it as Complete. 

Booked:

Bookings:

In Flywheel, a Booking is a direct copy of an ERP Booking. It is generally readonly and is mainly used for Forecasting. The ERP connector updates Flywheel periodically from ERP data. 

The value of a Booking decreases as it is fulfilled

Invoiced:

Invoices:

In Flywheel, an Invoice is a direct copy of an ERP Invoice. It is generally readonly and is mainly used for Forecasting. 

The ERP connector updates Flywheel periodically from ERP data. 

Invoice Line Items are assigned to Agronomy Reps based on the Invoice's Account and the Product Category on the Line Item's Product. 

The Line Item assignment influences who gets credit for the items on the Forecast