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Industries · Trading and distribution

Know What You Can Promise, and From Where

For traders and distributors with stock across locations: credit checked before the order, stock allocated by location, dispatch and freight recorded, and collections followed.

Discuss Your Business Process See the journey

What Gets in the Way

  • Sales headStock you cannot see

    An order is refused while the item sits in another warehouse.

  • CFOCredit stretched order by order

    Orders ship to customers already over their limit, because nobody checked at the time.

  • OperationsFreight booked later

    The real cost of each delivery is known only when the transport bill arrives.

Trading and Distribution, from Customer Order to Collection

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
Warehouse
Procurement
Logistics
Finance
Information moves onControl pointReturns go back to stock at their locationSteps in the same column run in parallel

01 · Customer order

Document
Sales order
Who acts
Sales
Control
Rates and terms from the price list
  1. 1
    SalesCustomer orderRates and terms from the price list
  2. 2
    FinanceCredit checkOrders over the limit wait for approval
  3. 3
    WarehouseAvailability by locationStock in transit and under inspection shown separately
  4. 4
    Warehousein parallelAllocate from stockAllocated stock is not sold twice
  5. 5
    Procurementin parallelBack-to-back purchaseBought only against a confirmed order
  6. 6
    WarehousePick and packPicked quantity checked against the order
  7. 7
    LogisticsDispatch and transportFreight charges captured against the dispatch↺ Returns go back to stock
  8. 8
    FinanceInvoiceEvery dispatch billed
  9. 9
    FinanceCollectionOverdue amounts followed by customer
Read the steps as text
  1. Customer order (Sales). Sales order; Rates and terms from the price list.
  2. Credit check (Finance). Customer credit position; Orders over the limit wait for approval.
  3. Availability by location (Warehouse). Stock by warehouse; Stock in transit and under inspection shown separately.
  4. Allocate from stock (Warehouse). Stock reserved for the order; Allocated stock is not sold twice.
  5. Back-to-back purchase (Procurement). Purchase order linked to the sales order; Bought only against a confirmed order.
  6. Pick and pack (Warehouse). Picking list; Picked quantity checked against the order.
  7. Dispatch and transport (Logistics). Delivery note, e-way bill, transport record; Freight charges captured against the dispatch.
  8. Invoice (Finance). Tax invoice and e-invoice; Every dispatch billed.
  9. Collection (Finance). Receipt against invoice; Overdue amounts followed by customer.

Three controls that matter most

Where Margin Is Won or Lost

  • Stock by locationWhat you can promise, and from which warehouse.
  • Credit limitsOrders over the limit wait for approval, not for a phone call.
  • Landed cost and freightThe real cost of each delivery, not only the purchase rate.

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 stock be checked across all warehouses before confirming?

Yes. Availability is shown by location, including stock in transit and under inspection.

Can orders over the credit limit be held?

Yes. Orders over the limit wait for approval in the approver's queue.