One order, five systems
Follow a typical order. The quote lives in a CRM, the order in the ERP, the stock check in a spreadsheet, the delivery in a phone call and the invoice in accounting, typed again. Every handoff is a chance to lose a day, or a number.
Follow SO-0241
In CIRO, quote QT-1188 becomes order SO-0241 with the customer’s own prices. Inventory reserves the stock, the warehouse picks it, Truck 03 delivers it and the customer signs at 9:42. The invoice is created from the delivery, so nobody types it again, and the payment is due on the 24th.
Every handoff you remove is a day you get back and a number you stop arguing about.
What disappears
Retyping. The spreadsheet that tracks status. The call to ask whether it shipped. The month-end hunt for orders that were delivered but never invoiced.
RevOps · Andes Foods
- Prepared
- Shipped
- Delivered
- Invoiced
Every team sees the same order
Sales sees the delivery. Finance sees what is about to be billed. Operations sees what was promised. Because it is one record, a single question answers what used to take a meeting: “Which orders were delivered last week and not invoiced?”
Invoicing and the books are in early access today, built with the customers who asked for them first.
Key takeaways
- One record from the quote to the payment.
- Invoices come from deliveries, never retyped.
- Every team sees the same status.
- Finance apps are in early access.