In this guide, you will learn how to set up and customize your workflows on Holocene, so it can be as close as possible to your operational processes.
Step 1: From the main menu, navigate to the trade lane to begin workflow configuration. In these sections, you can:
create your personalized workflow,
set up Workflow automations,
review email logs.
Step 2: First, select how orders are triggered. POs can be triggered based on:
inventory thresholds
purchase requisitions, or
approved POs
Step 3: This information can be sent via designated emails or by your ERP via API. Just click on Receive Approved PO and insert the designated emails or select API information.
Step 4: Define who sends the order acknowledgement by Selecting the role: Buyer view only, Category Manager, Inbound Logistics.
or inputting the user emails responsible for issuing order acknowledgements. Ensure everyone receives the right notifications.
Step 5: You can start building distinct workflows for Inbound Deliveries according to each Incoterm. Start by selecting your required Incoterm.
Step 6: Choose the transport type and assign transport responsibility:
Self handled,
Logistics supplier, or
nominated forwarder
Workflows will get created in the inbound delivery module according to these settings.
Click Save and Next to continue.
Step 7: Add all required documents for each Incoterm, such as import/export declarations, pro forma invoices, and so on—tailored to each Incoterm.
Step 8: Automate customs broker emails for clearing by activating this option.
Step 9: Enable warehouse actions such as quality checks and post-goods receipt processing at the warehouse for auto-send in case of ERP Connection.