Route invoicing, van stock and historical reporting
A hosted pilot brings invoice entry, distribution workflows and reporting together while financial cutover remains open.
The challenge
What the business needed
Distribution work connects sales routes, stock and financial records. The pilot addresses these processes in a shared operating system.
The work / 01
Route sales and stock
The documented pilot includes route-based invoice entry and van-stock workflows for review against the operating process.
The work / 02
Traceable transaction history
Financial postings and recovered historical reports are handled with emphasis on preserving transaction history. Recovered history remains read-only within the pilot.
The work / 03
A defined next stage
The hosted system is provisional. Full design coverage, financial cutover and final acceptance remain separate milestones.
The outcome
What the work delivered
The current result is a hosted pilot with documented technical checks. Financial cutover remains open, and no operational saving is claimed.
Project evidence
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