Order to Cash (O2C)

The end-to-end set of business processes for receiving and processing customer orders for goods or services and collecting payment.

Process Stages

1

Customer Inquiry & Quotation

O2C_S01
9 Standards

Handling initial customer interest, providing information, and generating quotes or proposals.

• 9 standards required
2

Order Entry & Management

O2C_S02
9 Standards2 DQ

Capturing customer orders, validating order details, checking credit, and confirming product/service availability.

• 9 standards required
• 2 DQ dimensions critical
3

Order Fulfillment & Shipping

O2C_S03
9 Standards

Picking, packing, and dispatching goods, or provisioning services as per the order.

• 9 standards required
4

Invoicing & Billing

O2C_S04
9 Standards

Generating and sending accurate invoices to customers based on fulfilled orders or services rendered.

• 9 standards required
5

Payment Collection & Reconciliation

O2C_S05
9 Standards

Receiving customer payments, managing accounts receivable, applying payments to invoices, and handling discrepancies.

• 9 standards required
6

Returns & Dispute Management

O2C_S06
9 Standards

Handling customer returns, managing claims or disputes related to orders or invoices.

• 9 standards required
Local Network
Total KPIs
0

Measuring this lifecycle

Total Standards
54

Required across stages

Total DQ Dimensions
2

Critical for quality