Core workflow first
Confirm account setup, pricing, order review, fulfillment, and finance against your actual operating scenario.
THE BAOS Global PLATFORM
Every handoff matters.
Connect the whole journey.
From the account behind the order to the payment behind the invoice, BAOS Global is designed around the operational detail of beverage alcohol.
YOUR WORKFLOW ON THIS PAGE
Follow the account-to-cash journey.
Use these steps to connect the page to a practical buying decision.
Open the detailed app example ↗
- 1
Start with the account
Confirm the customer, locations, and license context.
- 2
Review the transaction
Walk through pricing, order checks, and fulfillment.
- 3
Close the loop
Review invoicing, payment application, and settlement.
EXPLORE THE WORKFLOW
Built for the business behind the bottle.
The modules below describe documented BAOS Global workflows. Your demo and written proposal confirm the current release, available screens, included modules, and any remaining implementation.
01 / Accounts & relationships
Walk into every conversation with context.
Keep customer contacts, bill-to and ship-to locations, licenses, and account history connected. Give sales and operations a common starting point before the next order.
- Account and location records
- Contacts and Account 360 context
- License dates, evidence, and restrictions
Ask to see an account move from setup to its first order.
Explore this workflow ↗02 / Products & price books
Protect the details behind every line item.
Bring SKUs, packaging, units, effective dates, and quantity tiers into the order workflow. Documented server-side pricing checks help keep the saved order aligned with the selected price book.
- SKU and packaging context
- Effective price books and quantity tiers
- Saved order pricing snapshots
Ask to compare a valid tier with an out-of-range quantity.
Explore this workflow ↗03 / Orders & compliance
Know what is holding an order back.
Move from a draft to review with a visible result. The documented workflow evaluates license, route, pricing, and credit conditions and records the approval or block.
- Draft, approved, blocked, and cancelled states
- Recorded checks and status history
- Review and resubmission after correction
Ask to see a blocked order, its reason, and the resolution.
Explore this workflow ↗04 / Inventory & fulfillment
Connect the promise to the product.
Follow the operational handoff from available stock to allocation, release, shipment, and delivery. Scope your warehouses and units before rollout so the workflow matches how you move cases.
- Stock and allocation context
- Release, shipment, and delivery stages
- Inventory movement history
Ask to follow one approved order through fulfillment.
Explore this workflow ↗05 / Invoices & reconciliation
Follow the money back to the work.
Connect fulfilled orders to invoices, payment application, and settlement review. The documented workflow includes duplicate protection and balanced reconciliation checks.
- Order-to-invoice linkage
- Payment import and application
- Settlement balancing and exceptions
Ask to trace an invoice through payment and reconciliation.
Explore this workflow ↗06 / Depletion & exceptions
Give sell-through data somewhere useful to go.
Bring distributor depletion rows into a review workflow. Identify unmatched accounts and SKUs so the team can address mapping issues before relying on the result.
- Distributor sell-through imports
- Account and SKU matching
- Visible unmatched-row exceptions
Ask to see how an unmatched SKU is investigated.
Explore this workflow ↗07 / Company access & accountability
Keep each company’s work in its own space.
The documented architecture resolves an authorized company to a separate operational database. Company membership checks and audit records support deliberate access and traceability.
- Company membership checks
- Separate operational databases
- Material-change audit history
Ask to switch companies and review the access boundary.
Explore this workflow ↗08 / Integration planning
Connect on purpose.
The product documentation describes a provider-neutral finance boundary with Fintech as the initial operational provider direction. Live connections, credentials, formats, and activation must be agreed during scoping.
- Provider-specific configuration review
- File formats and duplicate handling
- Accounting and other connections scoped separately
Ask which connections are implemented, tested, and enabled for your rollout.
Explore this workflow ↗PLAN THE NEXT CHAPTER
A roadmap is a conversation. Not a promise.
Scope the next modules
Purchasing depth, advanced warehouse operations, delivery, returns, CRM, portals, and reporting require release-specific confirmation.
Agree the activation plan
Production providers, accounting exports, advanced tax rules, forecasting, and AI are not assumed to be active or included.
EXPLORE THE PRODUCT VISUALLY
More context. Before the demo.
Illustrative interfaces with fictional sample data. Open the tour to explore each example in detail.
VISUAL REPORTING CONCEPT
Put the review workload in perspective.
Discuss the exceptions your team needs to identify and investigate.
See the reporting examples ↗Illustrative reporting concepts with fictional data. These examples are not live reports or a promise that each chart is included in the current release. Confirm reporting scope in your demo.
SAMPLE REPORT
Items needing review
Fictional example data; reporting availability is confirmed during scoping.
View example values
| Category / period | Sample value |
|---|---|
| License review | 5 |
| Price tier | 3 |
| Payment match | 4 |
| SKU mapping | 2 |
MAKE YOUR NEXT MOVE
See what a connected operation could look like.
Bring one real workflow to the conversation. Let’s walk through where BAOS Global fits.