Finance systems
LiveProgramme Invoicing and Delivery Ledger
A vehicle-by-vehicle ledger of what has shipped, been invoiced or returned on a low-volume, high-value programme.
- Role
- Design, build and rollout
- Stack
- Next.jsSupabaseVercelEntra ID
The problem
Delivery notes, scheduling agreements and per-vehicle purchase orders lived in different places. Reconciling what had shipped against what had been invoiced was manual, slow and easy to get wrong.
The approach
- Delivery notes scanned in and matched to scheduling agreements and purchase orders.
- A colour-coded matrix per vehicle showing sent, invoiced and returned parts.
- Option prices taken directly from the quoting platform rather than the ERP, which had proved unreliable.
- Microsoft sign-in with role-based permissions for finance, programme management and logistics, hosted in the UK.
The outcome
- Finance and logistics work from a single view of each vehicle.
- Invoices match quotes by construction.
- Next: forecast, shipped and invoiced trends for revenue tracking.
What they say
What we had shipped against what we had invoiced lived in spreadsheets and people's heads. Mike built a system that tracks it car by car, from forecast through delivery to invoice, with Microsoft sign-in and the right permissions for finance. He brought the history in from the existing tracker rather than making anyone scan 1,500 old delivery notes.
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