In our industry the Equipment Order process can be very complicated and difficult to automate. If you are still passing around "red folders" see our suggestions below.
One Order Per Host:
To avoid confusion we refer to a "deal" which may have many orders.
We highly recommend one order per host equipment, this is the only way we can tell you an accurate status of a deal (i.e. status of PO, set up, etc.). Use ID634 to auto-create one order per host.
Order Status and Insights:
Use our ID517 dashboard for the status of all your deals.
Use our process ID348 to keep your sales reps updated on the status of their deals.
Set up your net net price, with house pack, discounts with order, rebates, etc. as your Outcost.
Track service buydown etc as a non-inventory line item on your order, more.
Use ID513 to send the manufacturer a copy of the required invoice without giving them all of your customer's details.