Three allocated units
Reserved stock remains to be picked and dispatched. Warehouse operations owns that next action.
Software for the work between a quote and a delivered order.
We build software connecting purchasing, sales, inventory and fulfilment. It can be a new operational application, a customer or salesperson portal, or an extension around an existing ERP or CRM. The starting point is the commercial promise and the physical work needed to fulfil it, with the relevant records kept connected.
Connect the commercial promise to delivery
Our experience includes sales and distribution workflows and the systems supporting them. An engagement can improve one handoff or extend an established operation around its actual rules.
Connected operating records
Purchasing
Supplier commitments, expected receipts and replenishment decisions.
Sales and inventory
Agreed quantities and prices, physical stock, reservations and what can be promised.
Warehouse and finance
Receipt, picking and dispatch linked to the agreed invoicing milestone.
See what remains on a partial order
Ordered, allocated, dispatched and invoiced quantities answer different questions. Show the remaining commitment and the team responsible for it.
Reservations, inspection and location can restrict available stock. Agree priorities, substitutions and partial delivery rules; repeated requests must not create a second shipment.
Sample partial order
Illustrative example. Sample records.
- Ordered
- 12
- Allocated
- 8
- Dispatched
- 5
- Invoiced
- 5
Four unallocated units
Purchasing or allocation review must resolve availability and the remaining delivery commitment.
Sample order ORD-1042 uses invoicing on dispatch. Other operations may use a different agreed milestone.
Keep supply and agreement connected
Purchasing and replenishment
Connect supplier, expected dates and agreed quantities to receipts and discrepancies. A partial receipt changes stock without completing the supplier commitment.
Minimum/maximum rules, specific-demand purchases and manual review need different handling. Include pack sizes, lead times and inbound orders; show who reviews proposals and which customer commitments a delayed delivery affects.
Commercial agreement
Retain the accepted quotation version, quantities, expiry and delivery assumptions. Current price lists must not silently replace agreed terms.
Customer, product, quantity and currency rules can require commercial authority. Show how prices were obtained and when changes need renewed approval; a discount approved for one quotation need not apply to later orders.
Dispatch, invoice and return remain distinct
Agreed invoice milestone
Order, dispatch or another contractual event determines invoicing. A shipment does not prove a downstream invoice exists.
Return decisions
Receipt, inspection, acceptance for credit and return to stock are distinct. Partial returns stay linked to original order and dispatch lines.
Invoice recovery retains mappings, prices, quantities and operation identity. A missing finance-account mapping has an explicit review owner. Returns retain the related stock and financial corrections. Credit before inspection follows deliberate policy; reporting uses agreed dates, states and return treatment.
Useful salesperson and customer views
Keep quotation history, customer context, approvals and follow-ups with the record and next owner. Portal statuses and documents must mean the same thing as their internal operating sources.
Mobile priorities follow the task: customer pricing and recent activity may precede a full line history. Keep supporting information accessible rather than shrinking a desktop table.
Extend the ERP or CRM
Keep authoritative stock, order, finance or customer records in their existing platforms where appropriate. Assess interfaces and freshness before duplicating master data, and handle rejected changes in companion applications.
A first release should complete a whole handoff. Handover includes pricing/order rules, interfaces, exception ownership and reporting definitions so quantities and failed transfers can be reconciled.