05 · The Six Stages

Workflow Modules

Each stage of the flowchart is a module. Every module writes through the Status & Ownership Engine, advancing status and — where the baton passes — reassigning the owner.

Static workflows — not a dynamic engine. All workflows are statically defined: stages and transitions are fixed in code via the state machine (04). There is no dynamic / user-configurable workflow builder in scope — adding or changing a stage is a code change, not runtime config.

Required integrations per workflow (static)

WorkflowRequired integrations & components
Cross-cutting (all)Status & Ownership Engine · RBAC + hierarchy · Activity log / audit · Tasks, team estimation (time & expense) & SLA · Notifications · Document service
1 · Lead ManagementLead capture form (+ product/service selection → team routing) + inbound webhook · AI Enrichment Worker (local, deferred) · Manager approval + assignment · Email (drip + follow-up)
2 · Opportunity & Pre-SalesRequirement / spec forms · Attachment / document storage · Cross-functional task assignment · Activity & KPI tracking
3 · QuotationQuote builder (shell + lines) · Purchase pricing routing · TAT / SLA timer · Quote document (PDF) + email send
4 · SamplingSample record + QA inspection checklist · Production → QA → Sales routing · Dispatch tracking · Feedback (approve / reject) + notifications
5 · Vendor Approval & ContractQA document prep + client approval · Contract template engine · Customer conversion
6 · Post-Sales & Buyer PortalProduction / packaging / logistics status · Payment & collection tracking · SAP (deferred) · Invoices / certificates / BL · Buyer portal (scoped auth)

Committed vs. deferred integrations are itemized in Services & APIs.

1

Lead Management

SALES
  • Capture lead (manual + webhook), incl. products / services selected → responsible teams auto-gain access (RBAC §5)
  • AI enrichment (deferred) — manual entry now; local model fills enrichment_data when enabled
  • Manager approval & assignment to a Sales rep
  • Engage: manual follow-up + drip marketing campaign
  • Client reply auto-creates a follow-up task → status CONNECTED
Tracks: source · owner · engagement status  ·  Statuses: NEW_LEAD → ENRICHED → MANAGER_APPROVAL → ASSIGNED → CONNECTED
2

Opportunity & Pre-Sales

SALES
  • Convert lead → Opportunity on a specific request
  • Record requirements; capture product / specification
  • Attach notes, files, communications; track activity & KPIs
  • Assign cross-functional tasks
Tracks: requirement completeness · assigned tasks · owner  ·  Statuses: OPPORTUNITY
3

Quotation

SALESPURCHASE
  • Client requests pricing → Sales creates a quote shell
  • Purchase adds pricing baton: SALES→PURCHASE
  • Sales reviews and sends the final quote baton: PURCHASE→SALES
  • TAT clock tracks turnaround; breach escalates
Tracks: quote status · who priced it · turnaround time  ·  Statuses: QUOTE_REQUESTED → QUOTE_SHELL → PRICING_ADDED → QUOTE_SENT
4

Sampling

PRODUCTIONQASALES
  • Client requests a sample → Purchase/Production prepares it
  • QA inspects the sample baton→QA
  • Sales dispatches the sample to the client baton→SALES
  • Feedback awaited → branch: Approved or Rejected (rejected may re-sample)
Tracks: sample stage · team holding it · outcome  ·  Statuses: SAMPLE_REQUESTED → IN_PRODUCTION → IN_QA → DISPATCHED → FEEDBACK_AWAITED → APPROVED | REJECTED
5

Vendor Approval & Contract

SALESQA
  • Client requests documents/approval → Sales forwards to QA
  • QA prepares & provides documents baton→QA→SALES
  • Client reviews & approves
  • Sales creates a template-based contract
  • Client confirms the contract → CONTRACT_CONFIRMED
Deal converts to Customer here.
Tracks: document readiness · approval · contract status  ·  Statuses: DOCS_REQUESTED → DOCS_PROVIDED → CLIENT_APPROVED → CONTRACT_DRAFT → CONTRACT_CONFIRMED
6

Post-Sales Operations & Buyer Portal

PRODUCTIONLOGISTICSFINANCE
  • Production planning → packaging → logistics/shipping — logistics is timeline-triggered (auto-created at the planned shipping window)
  • Payment & collection
  • SAP integration for inventory/stock
  • Buyer portal: live tracking, all documents, one order number with full history
Tracks: fulfillment · shipment · payment · per-order owner  ·  Statuses: IN_PRODUCTION → PACKAGED → SHIPPED → PAYMENT → COMPLETED