Find what shippedand was never invoiced.
Orders, deliveries, invoices and payments, each posting to the ledger as it happens. Receivables aging and the open orders come from the same records.
Where agent order-to-cash goes wrong.
01
Shipped, never billed
A delivery goes out and the invoice never follows, so the revenue is missing.
02
Billed before it shipped
An invoice for goods still in the warehouse creates a receivable for something the customer doesn't have.
03
Late payers nobody chases
An overdue invoice sits until someone runs the aging.
Scenarios
Questions a sales ops lead can answer.
How OpenERP answers
SO-0003 shipped 25 brackets to Rivet & Co and has no invoice. post_customer_invoice bills the 25 delivered.
How OpenERP answers
No. An invoice covers delivered quantity that hasn't been invoiced yet. Asking for more is refused.
How OpenERP answers
Meridian Retail owes $1,230.00 on INV-0002, 23 days past its 45-day terms.
What changes.
- Every delivery invoicedShipped-but-unbilled orders are one query away.
- No invoices ahead of deliveryAn invoice bills what was delivered.
- Cost booked on deliveryCost of goods sold posts when stock leaves, at average cost.
- Receivables by due dateAging in current, 1–30, 31–60, 61–90 and 90+ day buckets.
Controls.
Three-way match
A bill posts only if price and quantity agree with the order and the receipts.
Stock floor
A delivery or write-off larger than what's on hand is refused.
Balanced postings
Every document posts a journal entry whose debits equal its credits.
Reversals, not edits
A posted entry never changes. reverse_entry adds a contra entry.
Audit log
Every change writes an audit row in the same transaction.
Self-hosted
One SQLite file on infrastructure you control.
Questions.
Does it calculate sales tax?
Not in v0.1. Line totals are quantity times price. Tax codes are planned for v0.2.
Can it invoice in other currencies?
No. Each deployment has one base currency.
Does it have sign-in?
Not yet. The open-source server has no sign-in or access control, and Docker binds it to localhost. Keep it off shared networks. API keys are planned for v0.2, and Attri adds access control in managed deployments.
Let your agents run purchasing and stock.Keep the rules on the server.
Run OpenERP on a sample business in minutes, or have Attri deploy it inside your environment with access control and approval rules.