We are in the process of an overhaul of our sales / production processes, switching from a made to order on production items, to an inventory management view. Previously, our sales order and job hard files were one in the same, we will now be splitting these.

I'm looking for best practices from small/mid-sized companies on how sales orders are tracked and managed from start to finish when using an inventory management view for everything from customer PO’s, hard files, electronic data, etc.

Process flow charts are welcome if your company allows them to be shared!

Thanks in Advance!

{Using Sage 100 ERP 2014}