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Convert ERP procedures
into standardized process manuals

iGenflow helps teams quickly turn procedures from internal business and production systems into clear, standardized process manuals.

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ERP PROCESS EXAMPLEProduction material issue and inventory posting
6 steps · screenshots · transaction result
ERP production material allocation screen

Production material issue procedure

iGenflow/Created/Issue materials to a production work order

Issue materials to a production work order

6 stepsERP · Manufacturing

A released work order needs four BOM components moved from production inventory to the assembly line.

Work order
WO-2026-0718
Product
Atlas X100 Controller
Quantity
240 EA
Result
MI-2026-1842
1

Find the released work order

Open WO-2026-0718 and confirm its due date, quantity, and production line.

1. Find the released work order
The order is released for production.
2

Review the BOM and stock

Check the four required components against current on-hand inventory.

2. Review the BOM and stock
All four material lines are available.
3

Create the material issue

Choose WH-02 as the source warehouse and Line A-03 as the destination.

3. Create the material issue
The ERP loads the order BOM.
4

Allocate each component

Confirm issue quantities and source bins for the housing, PCB, cables, and seal kits.

4. Allocate each component
Four material lines are allocated.
5

Review and post

Verify the warehouse, destination, quantities, and inventory impact before posting.

5. Review and post
The issue passes validation.
6

Confirm the transaction

The ERP creates MI-2026-1842 and records the stock movement to Line A-03.

6. Confirm the transaction
Materials are ready on the production line.
COMMON USE CASES

CRM customer handoff

Document lead conversion, account creation, and owner assignment.

Purchasing and inventory

Document purchase requests, receiving, stock entry, and inventory checks.

New-hire system training

Turn routine back-office procedures into standardized training material.

COMMON BUSINESS SYSTEMS

Document procedures across the systems your team uses

Record browser-based procedures directly, or import a recording when the workflow spans desktop software or multiple applications.

Collaboration / Internal operations

Microsoft 365, Google Workspace, Slack, Notion, Confluence, Jira, ServiceNow, Asana, monday.com

ERP / Finance / Procurement

SAP S/4HANA, Oracle NetSuite, Microsoft Dynamics 365 Finance, Workday Financial Management, Sage Intacct, QuickBooks Online, Xero, Coupa

Manufacturing / MES / Supply chain

SAP Digital Manufacturing, Microsoft Dynamics 365 Supply Chain Management, Oracle Fusion Cloud Manufacturing, Epicor Kinetic, Infor CloudSuite Industrial, Plex Smart Manufacturing Platform, Odoo Manufacturing

CRM / Sales / Customer support

Salesforce, HubSpot, Microsoft Dynamics 365 Sales, Zoho CRM, Pipedrive, Zendesk, Freshdesk, Intercom

WMS / E-commerce / Order operations

SAP EWM, Oracle Warehouse Management, Manhattan Active WM, Blue Yonder WMS, Körber WMS, Shopify, WooCommerce, ShipStation

Product names illustrate common use cases and do not imply native integrations or vendor partnerships.
SCOPE

Workflows this format supports

Designed for repeatable system procedures with clear steps, especially those used for daily operations, training, and process handoffs.

  • Browser-based procedures can be recorded directly.Clicks, inputs, and page changes are used to create the initial steps and screenshots.
  • Cross-application procedures can be imported from a recording.Record the task first, then convert it into an editable Flow.

Create a process manual from your own system

Complete the procedure once, review the generated content, and update any details before sharing the manual with your team.

Create a process manual
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