Module 03 - Sales and purchasing
A quote that promises a date the floor cannot hit, and a purchase order placed against a figure that was already a week old, are the same failure seen from two sides. Sales and purchasing sit on one set of numbers here because separating them is what causes it.
01Sales
Quote from real prices, convert cleanly to an order, and give the customer an available-to-promise date the floor can actually meet. Lines that are built rather than picked are not flagged as shortages simply because nothing has been reserved yet, which is exactly where make-to-stock systems start misleading you.
02Purchasing
Material requirements become purchase orders, approvals and supplier commitments. The urgent spot buy has its own route through the process rather than around it, so the spend still lands where finance can see it.
03Inbound
Goods are received against the order, at the quantity that actually turned up. Short deliveries, overshipments and split receipts are recorded as what they are, which is what makes the invoice check downstream meaningful.
04Invoice control
The vendor invoice is checked against the purchase order and the goods actually received. Anything inside tolerance passes quietly; anything outside it lands in front of a person with the two documents it disagrees with already attached.
Priced from the real catalogue, with a date that accounts for what is on the shelf and what is already committed.
The quote becomes an order. Built lines go to manufacturing; stocked lines are allocated from inventory.
What is missing becomes a purchase order, routed for approval and sent with the terms already agreed.
Goods arrive against the order, and the invoice is checked against both before it is cleared for payment.
Every document points at the one before it, so nothing is keyed twice and nothing is reconciled from memory.
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