Selling more does not mean charging more
Sales may rise while liquidity declines due to forward selling or uncontrolled discounts. Therefore, order, delivery, invoice and collection must be read together. Separating them into separate files makes the team chase numbers whose source it does not know.
Create a single document series
Start with a quote that outlines the item, quantity, discount, and payment terms. After approval, record the order, link it to the delivery and invoice, then assign the collection to the correct document. This approach supports keeping track of what the customer ordered, what they received, and what they owe without reinterpreting every step.
- Approval of the discount according to the user's role.
- Review the availability of items before promising delivery.
- Distinguishing collection from issuing an invoice.
- Link the return to the original invoice or delivery.
Example: Partial delivery of one order
The customer ordered 100 units, 60 and later 40 were delivered. Don't make every delivery a new order; Maintain a clear relationship so that the discount is not repeated or the remaining quantity is wasted. Review billing and collection as agreed with the customer, and identify an open order follow-up person.
Follow actionable indicators
Monitor supply turnaround time, backorders, discount margins, and debt ages. Each indicator should lead to clear, specific, accountable action; A plate crowded with dozens of numbers will not address slow collection.
RedERP unifies the sales, inventory and accounts cycle. For field work, Redline is available under the Professional or Custom domain, and not automatically within the first three plans. Test order, collection, and returns with the representative before launching.