How it works

One order from award to delivery

Follow the work across Sales, Purchasing, Inventory, Quality, Shipping, and Finance.

An illustrative order

Demo Supplier LLC - fictitious example

DEMO-SPE-26-0024

Relay, electromagnetic · Part DS-1024 · 70 EA

Order DEMO-ORDER-0024 · NSN 0000-00-000-0024 · Source CAGE 0DEMO

This is an illustrative workflow using demonstration data.

The fulfillment walkthrough

Enter the award

Enter the intake in O2F or import the Excel template. Check the file before saving. Errors block the import; warnings do not. Keep the original order PDF with the intake.

Confirm the record

Confirmation creates the sales order, its award record, and the first Sales task. Check the contract, quantities, delivery date, and inspection and acceptance points.

Source the material

Create an RFQ, use the request text to contact suppliers, and record their responses. Compare cost, lead time, promised ship date, and terms. Send the proposed supplier for approval.

Buy and receive

Issue the purchase order from an approved selection. Follow its progress and receive the material by line, recording its condition on arrival.

Inspect and release

Record the receipt inspection. Where needed, open an NCR with a severity and disposition. Open NCRs hold the purchase order until cleared. Release the order when the required checks are complete.

Ship the order

Build the shipment from the order's CLINs. Record each carrier and tracking number, and attach the required carrier label and packing list. O2F checks release, quality, and documents before finalization.

Invoice and record payment

Prepare the invoice PDF and WAWF data sheet. You submit in WAWF, then record the submission and payments in O2F. Reconcile award, invoiced, and paid amounts.

Close the order

Complete the remaining work, close the order, and archive it when appropriate. Keep the history available for review.

Keep the delivery date in view

Watch the risk, not just the status

The outlook groups open orders into delivery windows, shows risk and its top reason, and alerts admins and operations managers at 40 days.