Direct B2B sales · Weekly
Sales orders vs. deliveries vs. invoices
Three-way order-to-cash check: everything delivered was invoiced, and nothing was invoiced that wasn't delivered.
Files you need
- Sales orders: Confirmed customer orders (POs received).For example: ERP sales order lines, B2B portal orders.
- Delivery notes / POD: What was actually delivered and signed for.For example: Delivery notes, Proof-of-delivery report, Courier/fleet delivery log.
- Invoice lines: Invoice lines raised against the orders.For example: ERP invoice lines, Sales register (line level).
The Microsoft Dynamics 365 Business Central connector can fill: Sales orders, Delivery notes / POD, Invoice lines.
What Sawwi checks
- Delivered, not invoiced: Unbilled revenue: goods left the warehouse but no invoice.
- Invoiced, not delivered: Customer billed for goods without a delivery record, which leads to disputes.
- Quantity mismatch: Invoiced quantity differs from delivered quantity.
- Open order backlog: Ordered but not yet delivered, past the promised date.
What you get
- Unbilled deliveries value
- Disputed invoice risk list
- Open order backlog
- Excel download of every table
Used for
Bring last month's exports and see what's missing.
Setup takes two minutes. Or try the demo store with invented data first, no sign-up.
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