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🔄 2-way / 3-way / 4-way Matching

Ensure Transaction Accuracy by Matching Quotation, Order, Delivery, and Invoice

PrismERP’s 2-way, 3-way, and 4-way Matching feature provides robust validation of sales transactions by cross-verifying related documents. This multi-step matching process helps detect discrepancies early, reduce errors, and ensure billing accuracy—critical for compliance and customer satisfaction.

🧾 What is Multi-Point Transaction Matching?​

This functionality verifies sales transactions by comparing key documents:

  • 2-Way Matching: Match Purchase Order with Invoice
  • 3-Way Matching: Match Purchase Order, Delivery Note, and Invoice
  • 4-Way Matching: Match Quotation, Order, Delivery, and Invoice

Each level adds an extra validation step to ensure quantities, prices, and terms align perfectly across sales stages.

📌 Example:​

Before finalizing an invoice, PrismERP confirms that the quantities ordered, delivered, and invoiced match, and that the invoice matches the original quotation terms.

Key Features​

✅ Document Cross-Verification Compare quantities, prices, and terms across Quotation, Order, Delivery, and Invoice.

✅ Configurable Matching Levels Enable 2-way, 3-way, or 4-way matching depending on business needs.

✅ Discrepancy Alerts Flag mismatches for review before transaction completion.

✅ Approval Workflow Integration Require approvals when discrepancies are found to prevent billing errors.

✅ Audit Trail & Reporting Maintain detailed logs of matching checks and outcomes for compliance.

🔗 Integrated With​

  • Sales Quotation & Order
  • Delivery & Logistics
  • Invoice & Billing
  • Approval & Audit Modules

🚀 Accurate Sales Validation at Every Step​

With PrismERP’s Multi-Point Transaction Matching, ensure every invoice reflects exactly what was quoted, ordered, and delivered—making your sales process more reliable, transparent, and error-free.