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Industries · Manufacture, trade and execute

One Order, Three Ways to Fulfil It, One Margin

For businesses that trade, manufacture and install for the same customer: one order split into stock allocation, a work order and site execution, with one margin at the end.

Discuss Your Business Process See the journey

What Gets in the Way

  • Business ownerThree systems for one customer

    Trading, factory and site teams each keep their own version of the order.

  • Project managerSite waits on the factory

    Installation is scheduled before anyone checks the work order.

  • CFOMargin in three pieces

    Each part looks fine alone; the whole order may not.

Manufacture, Trade and Execute, One Order Fulfilled Three Ways

Steps in the same column run in parallel. Copper steps are control points. Select a step to see its document, who acts and the control.

Sales
Stores
Production
Site
Finance
Information moves onControl pointSteps in the same column run in parallel

01 · Customer order

Document
Sales order
Who acts
Sales
Control
One order for the whole scope
  1. 1
    SalesCustomer orderOne order for the whole scope
  2. 2
    SalesOrder splitEvery line has a route
  3. 3
    Storesin parallelTraded items from stockAllocated against the order
  4. 4
    Productionin parallelWork order for made itemsPlanned against the site date
  5. 5
    SiteDelivery and installationInstallation tracked against the order
  6. 6
    FinanceBillingEvery part of the order billed
  7. 7
    FinanceCombined marginTraded, made and installed parts in one margin
Read the steps as text
  1. Customer order (Sales). Sales order; One order for the whole scope.
  2. Order split (Sales). Lines marked traded, made or installed; Every line has a route.
  3. Traded items from stock (Stores). Allocation and issue; Allocated against the order.
  4. Work order for made items (Production). Work order; Planned against the site date.
  5. Delivery and installation (Site). Site records; Installation tracked against the order.
  6. Billing (Finance). Invoices for the order; Every part of the order billed.
  7. Combined margin (Finance). Order profitability; Traded, made and installed parts in one margin.

Three controls that matter most

Where Margin Is Won or Lost

  • Order-split visibilityWhich part of the order is traded, made or installed.
  • One customer viewSupply, production and site work for the same customer.
  • Combined marginThe margin of the whole order, not three partial ones.

Modules involved

What You Would Use

Bring Us One Live Process

Pick the process that costs you most today. We will walk through it with your documents and show it running in Milestone.

Discuss Your Business ProcessAll industries

Questions buyers ask

Can one order include traded, made and installed items?

Yes. Each line is routed to stock, production or site execution, and the order is costed as one.