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ERP workflow review

Building Materials

Review mixed units, delivery charges and partial fulfillment in the order-to-invoice workflow.

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Questions to settle in the assessment

  • How do purchasing, stocking and selling units relate for each material?
  • Where are delivery charges and partial deliveries represented in the invoice and margin report?

Work we can scope

Unit conversion review

We agree representative quantity and rounding cases before changing item mappings or importing new catalog records.

Freight and margin reconciliation

We trace an agreed sample from order through invoice and reporting. The output records the treatment of delivery charges, costs and remaining quantities.

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Plan the work with our guides

Use these guides to prepare the questions, examples and decisions for an assessment.

Browse field notes

Bring the transaction that matters.

Tell us your ERP, the workflow in question and which decisions your team needs to make.