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End-to-End Transaction Validation: Quotation → Order → Delivery → Invoice

Maintain Complete Accuracy Across All Sales Stages

PrismERP supports seamless validation of the entire sales cycle by matching each step from Quotation through Order and Delivery to the final Invoice. This ensures that sales data is consistent, reducing errors and disputes, and improving customer satisfaction.

🧾 What is Quotation to Invoice Validation?​

This process cross-checks all critical sales documents to confirm that:

  • The order matches the customer’s original quotation terms.
  • The delivery quantity corresponds with the order.
  • The invoiced amount reflects the delivered goods or services.

📌 Example:​

A customer’s order is only invoiced after confirming that the delivery matches the order quantity, which was based on an approved quotation.

Key Features​

✅ Document Consistency Checks Match quantities, prices, and terms at every sales stage.

✅ Discrepancy Detection Alert users when mismatches occur before invoicing.

✅ Approval Gate Require managerial review for exceptions and discrepancies.

✅ Comprehensive Audit Trail Track validation steps and approvals for compliance.

🔗 Integrated Modules​

  • Sales Quotation
  • Sales Order
  • Delivery Management
  • Invoicing & Billing
  • Approval Workflows

🚀 Confidently Close Every Sale with PrismERP​

Guarantee that your invoices always reflect what was quoted, ordered, and delivered—making your sales process smooth, transparent, and error-free.