Why so many credit notes?

Usually pricing and order data errors at capture. Fixing pricing rules and capture validation removes most of them, and the disputes that come with them.

Should customers order through a portal?

Where order volume and repeat purchasing justify it, yes — it reduces capture errors and internal effort. It needs accurate pricing and availability data to be credible.

How does a sales & order management engagement start?

With a short discovery conversation and a written view of scope, risk and the decisions to be made. That view is useful to you whether or not the work continues.

How is a sales & order management engagement priced?

Scope and, where relevant, rules of engagement are agreed in writing before any work begins, and the engagement is a fixed fee for that scope or phased with a cost envelope per phase — so you know the cost and the boundaries up front. Larger pieces of work are broken into phases with findings delivered early rather than a single invoice at the end.

ERP · Build

Sales & Order Management

We design order-to-cash in the ERP so that the common order passes straight through without manual correction. Pricing and discount authority are configured so overrides become the rare exception rather than the daily habit, which is where most invoicing errors and disputes originate. Credit checks and availability are set up with a defined release process, so legitimate orders are not held while genuine risks still are. Fulfilment and invoicing are designed to reduce credit notes at source, because each one is a dispute, a cost and a dent in customer confidence.

In short

ERP sales and order management covers quotations, order capture, pricing, fulfilment and invoicing. When it works, orders flow from capture to cash without intervention; when it does not, staff correct prices by hand and the business issues credit notes to clean up the mess.

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What we do

The work inside sales & order management.

Quotation and order capture

We design capture across the channels you actually use, including portal and EDI where volume justifies them, with validation that catches errors at entry. Getting clean data in at the point of capture is what prevents the corrections and disputes that surface later as credit notes.

Pricing and discount rules

We configure pricing and discount authority so the right price applies automatically and manual overrides become rare and deliberate. When pricing holds on its own, both invoicing errors and the arguments that follow them fall away.

Credit and availability

We configure credit checks and availability with a clear release process, so decisions to hold or free an order are made by the right person on the right basis. The aim is to stop real risk without blocking sound orders behind a blanket rule.

Fulfilment and invoicing

We design fulfilment and invoicing to produce an accurate invoice first time, matched to what was ordered and shipped. Removing the errors that drive credit notes recovers both the margin and the staff time currently spent reconciling them.

What you receive

Deliverables, in writing.

Documented output your teams keep and can act on without us in the room.

Order capture process design by channel
Pricing and discount rule configuration
Credit and availability configuration
Fulfilment and invoicing process design

When this work helps

You may be facing this.

Prices are corrected manually on most orders
Credit blocks delay legitimate orders
Credit notes are issued frequently for invoicing errors

How an engagement runs

Discover, assess, design, deliver.

01
Discover
Understand the business drivers, decision rights, existing systems, and what the programme must genuinely change. We separate the outcomes that justify the investment from features that only sound useful, so the programme has a purpose to steer by.
02
Assess
Review process, data, integration, controls, governance, and change readiness against the plan. We report plainly where the plan holds and where it depends on assumptions that need evidence before commitment.
03
Design
Set out target processes, control requirements, data approach, integration model, and adoption plan. Each is documented well enough to build to and to hold a delivery partner accountable against.
04
Deliver
Support configuration, testing, cutover, and stabilisation, with independent oversight throughout. We hold the line on scope, data readiness, and controls, and surface drift while there is still time to correct it.

Where we work

Delhi, India — and wherever the work is.

Fidova provides ERP consulting from Delhi, India, and supports multi-entity and multi-country ERP programmes internationally, including businesses with different statutory and reporting requirements per region.

Engagements run in English, are scheduled around your time zone, and can be delivered remotely end to end, with on-site time planned where a phase genuinely benefits from being in the room.

Related services

Often needed alongside this.

CRM Integration

CRM integration connects customer relationship management with the ERP so sales and finance work from the same customer data. The failure mode is familiar: two customer records, quotes the ERP will not honour, and a sales team that cannot tell whether an order shipped.

Human Resource Management

ERP human resource management holds employee data, organisational structure and core HR processes. It is the authoritative source the rest of the business should draw on for who works where, under what terms and with what access.

Payroll Management

ERP payroll management calculates pay, deductions and statutory obligations and produces the required filings and ledger postings. It is unforgiving: an error is visible to every employee on payday and expensive to put right afterwards.

All erp services

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