# Workflow Examples

Workflow templates are pre-built starting points for the most common roles. Each template is shaped around how that role actually works, so users see only what they need.

## Why start from a template

* Faster than building from an empty workflow.
* Each template has been tested in real deployments.
* You can always clone and customise — the template is just the seed.

## Pick the right one

| I need to set up…                               | Start with                                                                                                                                 |
| ----------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------ |
| A POS register for retail staff                 | [Cashier Workflow](/client-admin-guide/workflow-builder-overview/workflow-examples/cashier-workflow.md)                                    |
| A supervisor with full reports and PIN override | [Store Manager Workflow](/client-admin-guide/workflow-builder-overview/workflow-examples/store-manager-workflow.md)                        |
| A portal for wholesale or business customers    | [B2B & B2C Workflows](/client-admin-guide/workflow-builder-overview/workflow-examples/b2b-b2c-workflow.md) → B2B section                   |
| A portal for individual shoppers                | [B2B & B2C Workflows](/client-admin-guide/workflow-builder-overview/workflow-examples/b2b-b2c-workflow.md) → B2C section                   |
| A vendor or partner portal                      | Pick the closest default in [Default Workflows](/client-admin-guide/workflow-builder-overview/default-workflows.md)                        |
| Something completely custom                     | Start with an empty workflow — see [Creating Custom Workflows](/client-admin-guide/workflow-builder-overview/creating-custom-workflows.md) |

## What ships out of the box

The product ships with default templates per entity type:

<table data-view="cards"><thead><tr><th>Entity type</th><th>Common templates</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Employee</strong></td><td>Cashier, Store Manager, Sales Rep, Customer Service, EOD-focused.</td><td><a href="/pages/a473DeoiPpQL2j2vS6ZH">/pages/a473DeoiPpQL2j2vS6ZH</a></td></tr><tr><td><strong>Customer</strong></td><td>B2B, B2C, Business Customer, Accounting, Client Manager, Direct Consumer, Purchasing.</td><td><a href="/pages/UEne0r1JnE5qe4MmfSFy">/pages/UEne0r1JnE5qe4MmfSFy</a></td></tr><tr><td><strong>Vendor</strong></td><td>Drop Ship, Quality Control, Manufacturer.</td><td><a href="/pages/915kEe2q94XDpqET4tRn">/pages/915kEe2q94XDpqET4tRn</a></td></tr><tr><td><strong>Partner</strong></td><td>Sales Rep, Referral.</td><td><a href="/pages/915kEe2q94XDpqET4tRn">/pages/915kEe2q94XDpqET4tRn</a></td></tr></tbody></table>

The exact list available on your subsidiary depends on what's been provisioned. Check the **Workflows** page or the **Use Default Workflow Template** dropdown in **Create Workflow** for what you can pick from today.

## Once you've picked one

Two paths from here:

* **Use it as-is.** Open the Workflows page, find the default workflow row, click **Publish**. Done.
* **Clone and customise.** Click **Copy** on the default's row, edit the copy, publish when ready. Recommended for anything beyond minor tweaks. See [Default Workflows](/client-admin-guide/workflow-builder-overview/default-workflows.md).

Then link the workflow to its role on the Settings tab and assign that role to users — see [Assigning Workflows](/client-admin-guide/workflow-builder-overview/assigning-workflows.md).

## Related

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Workflow Concepts</strong></td><td>The vocabulary before you dive in.</td><td><a href="/pages/0CnIlswuI3IVBo6A8Ejk">/pages/0CnIlswuI3IVBo6A8Ejk</a></td></tr><tr><td><strong>Creating Custom Workflows</strong></td><td>Build from scratch.</td><td><a href="/pages/HXAKNURkKoLjhJP3Y3ht">/pages/HXAKNURkKoLjhJP3Y3ht</a></td></tr><tr><td><strong>Module Types</strong></td><td>Reference for every available module type.</td><td><a href="/pages/g2JG7KMppsgCgHq9QDJ3">/pages/g2JG7KMppsgCgHq9QDJ3</a></td></tr></tbody></table>


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