Order processing made simple: Templates and KPI toolkit in Moxo
At a glance
Order processing teams need to balance speed with accuracy—but building workflows from scratch takes time.
The Moxo Order Processing Template Library and KPI Kit provide a ready-made foundation.
Templates for sales, purchase, exception, return, and service orders standardize operations instantly.
Paired KPI dashboards track cycle times, accuracy, and performance to drive measurable improvement.
The challenge of building order processing workflows
Building order processing workflows from the ground up can feel overwhelming. Every company needs intake, approvals, vendor collaboration, and fulfillment steps, but the details vary by product line, geography, or compliance requirement. Too often, teams start with spreadsheets or disconnected tools, wasting months stitching together processes that never scale.
Moxo changes this dynamic by providing a library of importable templates designed for common order processing scenarios. Whether your challenge is validating sales orders, coordinating purchase order approvals, managing exceptions, or handling returns, the template library provides a structured starting point. Paired with the KPI Kit, you not only automate workflows but also measure their effectiveness from day one.
One G2 reviewer summarized the benefit: “Moxo gave us ready-made workflows we could adapt in hours. The templates and dashboards meant we were tracking KPIs as soon as we launched, without reinventing reporting.”
What’s in the library
The Moxo Order Processing Template Library includes workflows for the most common and complex scenarios organizations face. Each template is designed to be comprehensive yet customizable, so you can adapt it to your policies and system landscape.
- Sales orders: Intake forms, validations, manager approvals, and release to fulfillment. These templates include checks for discounts, customer data accuracy, and synchronization with ERP systems.
- Purchase orders: Multi-level approval chains, vendor confirmations via Magic Links, and built-in change control. Ideal for procurement teams that must balance speed with compliance.
- Exception handling: Escalation workflows for orders that fail validation or exceed risk thresholds. Configurable to route cases to finance, compliance, or operations based on context.
- Returns and RMAs: Structured steps for intake, inspection, approval, and credit issuance. Ensures that returns are processed fairly and consistently while maintaining audit trails.
- Service orders: Scheduling, on-site approval, proof-of-service capture, and billing handoffs. Particularly useful for field service and maintenance teams that rely on mobile coordination.
Every template comes pre-configured with actions (forms, file requests, approvals, eSign), controls (branches, decisions, milestones), and automation hooks to external systems. This means you can deploy a functioning workflow in hours, not weeks.
Comparison table: manual design vs template-based start
How to import into Moxo
Moxo makes it simple to adopt and adapt templates.
- Choose your template: From the library, select the workflow that matches your need, whether sales orders, purchase orders, or exceptions.
- Import with one click: Templates are importable directly into your workspace. The flow appears in the Moxo Flow Builder, fully configured.
- Customize to fit: Adjust approval thresholds, add your branding, or connect to ERP/CRM systems. Most changes require no code.
- Publish and test: Launch the workflow internally or with vendors via Magic Links. Collect feedback and iterate quickly.
Teams that previously spent months debating workflow design can now import and adapt in days, ensuring faster time-to-value.
KPI workbook overview
Automation only delivers value if you can measure it. The KPI Workbook included with the library provides ready-made dashboards for order processing. Instead of building BI models from scratch, leaders get a framework that is aligned to operational and financial goals.
Key KPIs include:
- Cycle time: How long orders take from intake to fulfillment.
- Exception rate: Percentage of orders requiring manual intervention.
- On-time-in-full (OTIF): Proportion of orders delivered as promised.
- Approval turnaround time: Average time it takes for POs or sales orders to be approved.
- Revenue at risk: Value of orders stalled at key checkpoints.
By tracking these metrics in real time, leaders can identify bottlenecks and take corrective action before problems escalate.
Reporting presets (cycle time, exceptions, OTIF)
The KPI Kit also comes with reporting presets, so dashboards are actionable from day one. These presets highlight the most relevant insights for operations, finance, and customer experience leaders.
- Cycle time analysis: Visualizes average order duration by stage, pinpointing where approvals or fulfillment are slowing down.
- Exception tracking: Shows where and why orders fail validation or require escalation, enabling targeted process improvements.
- OTIF performance: Tracks fulfillment reliability, surfacing trends in late or incomplete deliveries.
- Stall points: Identifies orders awaiting documents, signatures, or data inputs, giving managers immediate visibility.
Instead of exporting raw data and building custom reports, organizations get curated dashboards that reduce administrative overhead and keep executives informed.
A G2 reviewer put it simply: “The KPI dashboards let us see bottlenecks in real time. Instead of guessing, we had the data to reassign work and keep orders moving.”
Start with these 3 flows today
If you are unsure where to begin, Moxo recommends starting with three workflows that deliver immediate ROI:
- Sales order validation and approval: Prevent incomplete or incorrect orders from clogging fulfillment pipelines. This flow reduces revenue leakage and improves customer satisfaction.
- Purchase order approvals with vendor confirmations: Automate approvals while enabling vendors to confirm POs directly via Magic Links. This reduces delays caused by email exchanges and manual confirmations.
- Exception escalation workflow: Ensure that problematic orders are routed to the right department quickly, with full audit trails. This minimizes compliance risk and reduces processing time for edge cases.
These three workflows address the most common sources of delay and rework in order processing, making them ideal starting points.
Business case for using the library
Adopting templates and KPI dashboards is not just about speed of deployment. It is also about reducing risks and enabling scalability.
- Lower design overhead: Teams no longer waste weeks designing processes that may miss critical compliance steps.
- Stronger compliance posture: Audit trails, approvals, and eSignatures are pre-configured, reducing exposure during audits.
- Improved vendor collaboration: Magic Links allow vendors to participate securely without system access.
- Executive visibility: KPI dashboards provide leaders with data-driven insights for decision-making.
- Faster ROI: By reducing cycle times and exception handling, companies free up working capital and improve cash flow.
How Moxo helps
Moxo fits by giving organizations both a head start and a measurement framework for order processing automation. Instead of asking teams to build every workflow step from scratch, Moxo provides a workflow library covering common scenarios like sales orders, purchase orders, exceptions, returns, and service orders. Each template comes pre-configured with document collection, approvals, eSign, and vendor collaboration via Embeddables (Magic Links), ensuring that best-practice checkpoints are built in from the beginning. This dramatically reduces implementation time while minimizing the risk of missing critical compliance or validation steps.
Moxo pairs the templates with project management dashboards that deliver instant visibility. Cycle times, exception rates, on-time-in-full delivery, and revenue-at-risk are all tracked automatically. Instead of spending months stitching together BI tools, leaders can see performance from day one and take corrective action when bottlenecks appear.
Standardize operations instantly
Order processing does not need to be reinvented every time. With the Moxo Order Processing Template Library and KPI Kit, businesses get a head start on automation, compliance, and performance measurement. Templates cover the full spectrum of scenarios from sales orders to returns, while the KPI Kit ensures leaders have real-time insight into operations.
For organizations evaluating vendors, the value is clear: Moxo provides both the building blocks and the measurement tools to deliver faster, more compliant, and more scalable order processing.
Book a demo today to explore how templates and KPI dashboards can accelerate your automation journey.
FAQs
How customizable are the templates?
Templates are fully editable in the Moxo Flow Builder. You can adjust approval chains, thresholds, notifications, and integrations to match your existing processes.
Do the templates integrate with ERP and CRM systems?
Yes. Templates can be connected to leading ERP and CRM systems to ensure that data flows seamlessly between order workflows and core systems of record.
How quickly can we start using the KPI dashboards?
The dashboards are available immediately after importing the KPI Workbook. You can refine them with additional filters or metrics, but the presets are ready to use from day one.
Can external vendors or clients use these workflows?
Yes. Vendors and clients can participate securely via Magic Links, without requiring full system access. This simplifies collaboration while maintaining oversight.
What kind of ROI can we expect?
ROI varies by order volume and complexity, but organizations typically see reductions in cycle time, fewer exceptions, and improved on-time delivery rates. The result is stronger customer satisfaction and improved cash flow.
