Delivery promisesMore reliable
- Before
- Dates set from memory
- With Milestone
- Dates set from stock and schedule
Commercial · Sales and orders
Promise What You Can Deliver, and Deliver What You Promise
Quotations, orders and delivery schedules sit on the same record as stock, production and billing. Sales commits dates it can keep, and every department downstream sees what has been promised.
1Operational impact
What It Costs Today
- Sales headDates promised from experience
Without stock and capacity in view, a delivery date is a guess that production finds out about later.
- OperationsOrders arrive by email and phone
Planning and stores re-key each order, and changes reach them late or not at all.
- CFOGrowth that hides weak margin
A growing order book can hide thin margins, concentrated exposure and commitments the business cannot meet profitably.
2Milestone capability
What Milestone Does
Each capability works on the same database as the rest of Milestone, so nothing is copied between systems.
- Quotations with revisionsEach revision is kept with its rates and terms until the customer agrees.
- Orders with delivery schedulesItem-wise schedules that planning, stores and dispatch work from.
- Credit and stock in viewCustomer credit position and stock are visible when the order is confirmed.
- Pending orders and commitmentsEvery open line, with what has been dispatched and what is outstanding.
- Dispatch, e-way bill and invoiceDispatch against the order line, with e-way bill and e-invoice from the same record.
- Won quotations from CRMOrders created from the won quotation in Milestone CRM, with nothing keyed in twice.
Everything listed here is available today unless it carries a status tag.
3Process transformation
Order to Cash, from Enquiry to Collection
Select a step to see its document, who acts and the control applied.
Customer
Sales
Planning and stores
Dispatch
Finance
Information moves onControl pointCustomer history informs the next quotationSteps in the same column run in parallel
01 · Enquiry
- Document
- Enquiry, from Milestone CRM or direct
- Who acts
- Customer and sales
- Control
- Every enquiry has an owner and a next step
- 1CustomerEnquiryEvery enquiry has an owner and a next step
- 2SalesQuotationRates checked against the price list and earlier quotations
- 3SalesOrder confirmedCredit position and stock checked before the order is accepted
- 4Planning and storesSchedule and materialMaterial and capacity reviewed against each date
- 5DispatchDispatchDispatch matched to the order line
- 6FinanceInvoiceEvery dispatch billed
- 7FinanceCollectionOverdue amounts followed up by customer↺ Customer history informs the next quotation
Read the steps as text
- Enquiry (Customer). Enquiry, from Milestone CRM or direct; Every enquiry has an owner and a next step.
- Quotation (Sales). Quotation with revisions; Rates checked against the price list and earlier quotations.
- Order confirmed (Sales). Sales order; Credit position and stock checked before the order is accepted.
- Schedule and material (Planning and stores). Item-wise delivery schedule; Material and capacity reviewed against each date.
- Dispatch (Dispatch). Delivery note and e-way bill; Dispatch matched to the order line.
- Invoice (Finance). Tax invoice and e-invoice; Every dispatch billed.
- Collection (Finance). Receipt against invoice; Overdue amounts followed up by customer.
4Management visibility
What Management Sees
- Which orders are pending dispatch, and since when?Open order lines with their schedule and age
- Which delivery dates are at risk?Schedules compared with material and production status
- Where is customer exposure concentrated?Orders and receivables by customer
- Which dispatches have not been invoiced?Delivered but unbilled, listed daily
123Layout sketch · live screen shown in your demo
- 1Customer terms and credit status on the order
- 2Item-wise delivery schedule
- 3Stock and pending orders before you commit
5Business outcome
What Changes
Directions, not percentages. Your baseline is measured during the study, and improvement is measured against it.
Re-keying between departmentsLess
- Before
- Orders retyped by planning and stores
- With Milestone
- One order record used by every department
Unbilled dispatchesFewer
- Before
- Found at month-end
- With Milestone
- Listed daily for billing
See It Running on Your Own Process
Bring one live process. We will walk through it with your documents and show it running end to end in Milestone.