Sales & fulfillment

Sales Coordinator records the actual account and contact, product, selling unit, price and terms. Reviewed product conversions connect commercial packs to the stock base unit. Applicable customer specifications, label requirements and minimum remaining life stay with the offer.

Prices, discounts and tax assumptions retain their accepted basis. Unknown cost or unavailable margin remains explicit for review, while a reviewed zero cost is a valid input. A discount allocated across accepted lines cannot be subtracted again during partial delivery or billing.

Sales Manager independently approves every accepted order revision, excluding the preparer and material editors. Actual customer agreement is retained separately from the internal approval. Finance Manager provides any additional required credit exception within the approved authority.

Credit review considers open receivables and approved unbilled commitments with eligible offsets, avoiding overlap when shipped scope becomes invoiced. Money received in advance remains its own unapplied financial balance; it cannot replace order or invoice approval.

A material change to the remaining order requires a new review. Completed quantities and accepted values retain their history while unexecuted commitments are reconsidered.

Lot selection considers actual same-company stock, current reservations, required quality release and dates. Suitable earliest-expiring stock can be proposed after those checks; the warehouse still follows the approved exact population and quantity.

Customer remaining-life requirements use the agreed delivery date. Moving that date changes the evaluation and can require another lot. Expiry, opening deadlines and holds are rechecked at the actual operational stages, even if the stock was eligible when the order was first allocated.

Warehouse Operator performs assigned picks and packing against the current approved order and eligible stock claims. These activities change custody while preserving the order’s ownership of the quantity.

Warehouse Manager independently releases the ready shipment after the required quantity, customer, credit, quality and date checks. Changed unexecuted content invalidates stale release instructions. A newly raised hold remains effective even when the product is already picked.

Actual carrier dispatch or customer handover establishes the selected title-transfer event. It owns stock issue and cost of goods sold once; a label, shipment plan or later delivery acknowledgment cannot create that effect by itself.

Each partial handover consumes only its exact remaining order allocation. Confirmed delivery history remains visible when there is a later return, loss or dispute. Those later events do not reopen the original shipment for another delivery of the same goods.

An uncertain outcome is reconciled against actual evidence before releasing its quantity for another attempt or another customer. Another attempt uses only remaining scope confirmed as undelivered and eligible after reconciliation, excluding accepted, returned or lost history.

The allocation and dispatch workflow expands these physical steps. It also shows why planned delivery, warehouse release and actual handover have different responsibilities.

Accountant prepares invoices against eligible title-transferred scope. Independent Finance Manager approval binds each invoice or credit to its current revision. Local invoice posting establishes receivables, revenue and applicable tax without repeating stock or cost of goods sold.

Sales Coordinator can prepare a return request tied to actual shipment history. Warehouse Manager reviews physical authorization, quality decisions govern reuse, and Finance Manager separately approves credit or refund. A replacement is a separately accepted order with its own remaining obligation.

Order and Supply Position helps teams follow accepted demand, supply and remaining handovers. The order-to-cash process follows the same customer commitment through actual cash application.