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The improvement we are making
We order the relationship between sale, document issued, maturity and collection. We define which information the closure needs and how returns or advances are recorded in order not to lose its link to the operation.
DIGITAL TRANSFORMATION · CORDOBA
Digital transformation in Aguilar de la Frontera
Digital transformation in Aguilar de la Frontera: reconcile sales, receipts and closures. We analyze the tour, put forward a first test and accompany your team.
A RECORRID FOR YOUR NEGOTIE
Conciliate sales, charges and closures
Guidance scenario for a trade or company that combines face sales with orders and subsequent payments in Aguilar de la Frontera. An order, an immediate sale and a deferred payment can be recorded in different ways. At the closure, administration must look for which transaction corresponds to each collection and which amounts remain outstanding.
This scenario is a diagnostic proposal, not a client case or an affirmation about all the local companies. The scope, tools and indicators are agreed after you know your business.
Meet Win Innovation ↗DIAGNOSTIC · PILOTO · REVISION
A concrete proposal to start with.
02
How to test the route
The test would include an advance, the collection of the rest of an order and a refund that would affect the closure of the same period.
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What to see next
We would review charges without an identified operation and the differences that require manual checks when the day or period is closed.
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Conciliate sales, charges and closures
This could pass information between the stages of the proposed process. The specific diagnosis of the data and the persons involved.
Sale or order
Point of entry of the application or work.
Document
The operation retains document and conditions of payment.
Cobro
Advances, receipts and returns keep their reference.
Closure
The closure shows which operations require review.
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From work scattered to a shared journey.
It slides to compare the two ways to organize this process. It's a guiding example, adjustable to your tools and your team.
BEFORE · DISPOSAL INFORMATION
Sale or order
Note the operation
Immediate charges and sales are recorded separately.
Locate payment
The collection does not always identify the sale or advance.
Review Differences
The closure depends on manual checks.
The next step requires retrieving information between people and tools.
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Sale or order
Identify the sale
The operation retains document and conditions of payment.
Relating the amount
Advances, receipts and returns keep their reference.
Check the earrings
The closure shows which operations require review.
The proposal maintains the necessary decisions and context to continue.
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WIN INNOVATION SERVICES
Services that can be involved in this tour.
MUNICIPIO UBICATION
Aguilar de la FronteraCordoba.
Open the tab of Aguilar de la Frontera in Google Maps to check your location.
Questions about this process.
How does an advance relate to the final sale?
It defines which document records the advance and how it is applied later. The configuration must be adapted to the agreed administrative circuit and reviewed with the accounting manager.
Can online and face-to-face sales be unified?
Catalogue, customer identification, taxes, returns and means of payment are valued. Unifying screens is not enough if each channel records operations with incompatible criteria.
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Does this tour fit your company in Aguilar de la Frontera?
Tell us what tool you use and in what step the work is stuck. We can review the starting point before defining the implementation.
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