PointVAL process · Sales and order fulfilment

Order status should come from the workflow, not from chasing colleagues for updates

We connect the campaign, lead, quotation, sales order, purchase requirements, delivery, sales invoice and payment. Every line item retains its own fulfilment history.

One process, not a collection of documents

Each subsequent document is created from its predecessor. Line items, terms and accountability carry forward, while users can see what is in stock, what the business is waiting for and what has reached the customer.

Process flow

From opportunity source to paid sales invoice

Commercial information does not stop in the CRM, and fulfilment does not begin by re-entering the order. Relationships between stages remain part of the operational data.

Campaign, lead and project
01

The source, tasks, dates, owners and opportunity history remain connected to the customer.
Quotation
02

Products, bundles, prices, margins, suppliers and commercial terms provide the basis for the next document.
Sales order
03

Line items, terms and the relationship to the opportunity carry forward from the quotation without re-entry.
Reservation or procurement
04

Available stock is reserved, while shortages across sales orders are consolidated into purchase requirements.
Goods receipt and customer delivery
05

Goods receipts are allocated to the relevant sales-order lines, while goods issue and customer delivery update fulfilment.
Sales invoice and payment
06

The sales invoice retains the order history, and entering payment updates the current open-item status.

Clear division of responsibility

Technology carries data and line-item relationships through the workflow

Creating subsequent documents while carrying forward line items, terms and relationships without repeated data entry.
Reserving available stock and consolidating shortages across sales orders into purchase requirements for the relevant suppliers.
Updating the fulfilment status of every line following purchase order, receipt, goods issue and sales invoicing.
Applying commercial-term, minimum-margin and credit-limit controls according to company configuration and permissions.

People manage the customer and exceptions

Qualifying the opportunity, preparing the quotation and agreeing terms with the customer.
Authorising an exception to minimum margin, credit limit or standard commercial terms.
Selecting how a missing line will be fulfilled and resolving changes to its supplier or expected date.
Handling exceptions such as partial availability, delay, order change, return or correction.

Process control

An overall status does not conceal a missing line item

Status of every line item

Reservation, procurement, receipt, goods issue and fulfilment remain visible instead of being hidden by an overall order status.

Procurement follows actual shortage

Purchase requirements cover lines that are not secured by available stock or an existing purchase order.

The next step is on the list

Separate work queues identify receipts to enter, goods to issue and completed issues awaiting a sales invoice.

Sales connect to payment

Each sales invoice immediately shows whether it is unpaid, partially paid or settled.

Production evidence in PointERP

One order. Two fulfilment paths. One history

When a sales order is accepted, available products are reserved and shortages across orders are consolidated into purchase requirements. Purchase orders, goods receipts, goods issues, sales invoices and payments retain their relationship to the relevant sales-order lines.

PointERP demonstrates this complete flow in production. A PointVAL engagement uses these mechanisms to connect the client’s process to its existing systems.

Measurement before and after

We measure line-item fulfilment, not just document creation time

Creating an order quickly does not solve the problem if nobody can later identify where one line has stopped. Measurement covers the complete flow and the work required to establish its status.

01
Elapsed time from lead to quotation, order and completed fulfilment.
02
Repeated data entry and corrections between successive documents.
03
Waiting time for each line to be reserved, procured, received and delivered.
04
Delays, missing next steps and customer enquiries about order status.

Let us trace one order from quotation to payment

For the first call, a sales order containing one stocked line and one line requiring procurement, plus the systems used by sales, purchasing and finance, are enough.

Let’s discuss sales and order fulfilment →

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