Keep customer promises connected to warehouse stock and payment.
FIFO, FEFO & inventory costing →Illustrated business example — not a product screenshot.Illustrative workflow, not a product screenshot.
A practical business example
A distributor receives an order for 100 cartons. Only 70 are available. The team agrees a partial delivery, arranges the remaining 30 and tracks the unpaid invoice balance. Use this scenario to explore the sales, warehouse and finance handover in your demo.
Follow the process
Record the order and agreed delivery dates.
Check available stock and plan the shortage.
Record actual quantities dispatched and delivered.
Match invoices and receipts to the delivery agreement.
Problems, consequences and solutions
Promising stock before checking availability
Consequence: The customer expects 100 cartons while the warehouse can dispatch only 70.
Solution: Confirm quantities and delivery dates before committing; record any partial delivery agreement.
Mixing cartons and individual units
Consequence: A quantity entered in the wrong unit changes stock balances and pricing.
Solution: Agree the stocking and selling units and verify conversion quantities on each document.
Treating an invoice as money received
Consequence: Sales appear complete while customer balances remain unpaid.
Solution: Review outstanding invoices and record receipts against the correct customer documents.
Work through a complete example
Use these illustrative cases to evaluate the workflow with the demonstration team. Confirm the available screens, controls and configuration for your scope.
Follow the quantities and amounts
A distributor accepts 100 cartons at 500,000 LAK each. It delivers and invoices 70 under the agreed terms, giving a 35 million invoice. The customer pays 20 million: 15 million remains on that invoice, while 30 cartons remain undelivered. Separate supply follow-up from collection follow-up. Figures exclude tax and other adjustments.
Read the visual: compare each document or stage separately, then follow the reconciliation shown beside it.
THE EXAMPLE AT A GLANCE
Customer order · 100 cartons
70Delivered
30Outstanding
Keep the remaining delivery commitment visible
Invoice · 35 million LAK
20mCollected
15mUnpaid
35m − 20m = 15m unpaid
Illustrative figures; confirm the agreed business rules. Monetary examples exclude tax and other adjustments.
Documents and team handovers
01
Sales handover
Sales confirms the order, unit, price and partial-delivery agreement.
02
Supply and warehouse
The buyer arranges the shortage and the warehouse records actual dispatch, receipt and any transit differences.
03
Finance follow-up
Finance reconciles invoices, receipts and credits while sales follows the remaining commitment.
When the normal process changes
Case 1: Customer changes the destination
Problem / consequence
The shipment may reach the wrong branch or incur unagreed charges.
→
Correction / prevention
Confirm the revised delivery instruction and responsibilities before dispatch.
Case 2: Supplier delivery is late
Problem / consequence
A backorder date becomes an unsupported promise.
→
Correction / prevention
Review the shortage with purchasing, agree a new customer date and keep the remaining commitment visible.
Case 3: Delivered goods are returned
Problem / consequence
Stock and the customer balance may be corrected independently.
→
Correction / prevention
Link return evidence to the original delivery and review condition, replacement and any approved credit together.
Responsibilities, reports and controls
Modules to explore
Sales, Purchasing, Inventory and Finance; confirm how their document references connect.
Reports to request
Outstanding orders, overdue supply, warehouse movements and customer balances for the same cutoff.
