Business Flows

XBuddy processes span multiple apps. A customer invoice can start in CRM, pass through Sales and Inventory, and post in Accounting — even when those screens live in different packs. This catalog groups flows by the business outcome, not by the subscription pack.

If your tenant has not purchased a destination pack, the business consequence still runs (stock, journals, quantities). What is gated is the working screen, not the result. You can still complete Order-to-Cash without opening every optional app.

How to read a flow

Every flow page describes:

When to use it and which steps you can turn off
Apps involved, with links into product docs
A diagram of hand-offs
Steps, statuses, and what happens when work crosses an app boundary
Related Workflow policies and AI assistants

Catalog

Sell, buy, recognise revenue, move stock, manufacture, and distribute — all posting into the ledger.

ERP & Finance

Campaigns, leads, deals, POS, customer health, and sales returns.

CRM & Sales

Hire through offboarding, payroll to GL, performance, OKRs, and learning.

Human Resource Management

Service contracts, tickets, service orders, field jobs, and contract amendments.

Service Management

Projects, documents, approvals, contracts, and e-signatures that glue other flows together.

Collaboration & Support

Cross-app map

Document hand-offs that most often cross app (and pack) boundaries:

From	To	When
Sales Order	Delivery Order	Goods need warehouse fulfilment
Delivery Order	Invoice	Goods shipped (or billed on delivery)
Purchase Order	Goods receipt	Supplier delivers
GRN + PO + bill	Three-way match	Vendor invoice arrives
Payroll run	Journal	Payroll approved
Work order	Goods issue / GRN	Materials consumed / FG received
Deal won	Contract / commercial docs	CRM close
SM ticket	Service order or field job	Work to execute
Signed contract	Legal record	Last signature collected

Principles that apply everywhere

Document chain. Each commercial document can be created from its parent. You can always walk backward: payment → invoice → delivery → order → quote.

Quantity conservation. You cannot invoice more than you delivered, receive more than you ordered, or issue more stock than you hold (in strict modes). Cancelling reverses quantity impact.

Optional steps. Quotes, delivery orders, RFQs, and GRNs can be switched off for a small company and switched on for a 3PL — same data model.

Approvals sit beside the flow. Thresholds and routing live in Workflow Management; they do not replace the document chain.

Changelog Overview