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What your customer ordered, and how much of it is still to come

What your customer ordered, and how much of it is still to come

See how your invoice matched your customer's goods receipts · presentation 2 of 4 · for the outside party — you are not our staff Read the transcript · Back to the series

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See how your invoice matched your customer's goods receipts · presentation 2 of 4

What your customer ordered, and how much of it is still to come

You can read your customer's purchase order in their own system, work out what is still outstanding without an outstanding column…

The order

Step 1 — Read the order as your customer holds it

You will know what the order screen is good for.

What this step names
  1. The header carries the branch
  2. The transaction date
  3. The credit terms
  4. The due date
  5. Their reference
  6. Their remarks

Step 2 — Notice that there is no outstanding column

You will stop hunting for a figure that is not there.

Where this step sits
    flowchart TD
  s1["1. Read the order as your customer…"]
  s2["2. Notice that there is no outstanding…"]
  s3["3. Understand the Open Qty column…"]
  s4["4. Learn where the live figure really…"]
  s5["5. Know why their figure and yours…"]
  s6["6. Run the check that catches the…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s2 here;

The column that looks like the answer

Step 3 — Understand the Open Qty column, which is not it

You will not be misled by the one column that appears to answer the question.

What this step names
  1. It holds a number stamped onto the line at the moment your…
  2. Recording how much was open right then
  3. Nothing ever changes it afterwards

Step 4 — Learn where the live figure really lives

You will know what your customer can see that you cannot.

What this step names
  1. Their system keeps outstanding quantities in a separate register
  2. Written when a document is finalised
  3. One row for each line
  4. For each kind of document that may follow it

Step 5 — Know why their figure and yours can honestly differ

A disagreement will start in a better place than blame.

Where this step sits
    flowchart TD
  s1["1. Read the order as your customer…"]
  s2["2. Notice that there is no outstanding…"]
  s3["3. Understand the Open Qty column…"]
  s4["4. Learn where the live figure really…"]
  s5["5. Know why their figure and yours…"]
  s6["6. Run the check that catches the…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s5 here;

The check

Step 6 — Run the check that catches the common mistake

You will have a habit worth thirty seconds.

What you do
  1. Settle it from the order quantity minus the receipts…

NarrationSlide 1 of 10

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The portal your customer gave you, and what it will and will not show — transcriptWhat your customer ordered, and how much of it is still to come — transcript