🔄 2-way / 3-way / 4-way Matching

In PrismERP, multi-way matching is used to verify that all sales documents correspond to each other before recording a sales invoice. The system cross-checks the Sale Order, Delivery Note, Quotation, and Invoice depending on the type of matching configured.

2‑Way Matching

Sale Order + Invoice

In 2‑Way Matching, the system compares the Sale Order with the Invoice. Users can check that the items listed on the invoice match the items in the sale order, including quantities and unit prices. This type of matching is used when a delivery note is not involved, such as for digital goods or service-based transactions.

3‑Way Matching

Sale Order + Delivery Note + Invoice

3‑Way Matching adds a verification step for the Delivery Note. The system first compares the items and quantities on the Delivery Note with the Sale Order, then checks that the Invoice matches the items and quantities actually delivered. Users can review each document to confirm alignment before proceeding.

4‑Way Matching

Quotation + Sale Order + Delivery Note + Invoice

4‑Way Matching includes the original Quotation. The system cross-references the quotation with the approved Sale Order, the Delivery Note, and the Invoice. Users can review the complete chain of documents from quotation to invoice to verify consistency across all stages.