This task is one section of Small business workflows for 20 industries, with 19 related tasks on one page.
1. What to record
Keep the customer price, the order, the delivery, and the invoice tied to the same lines.
Do not copy a retail price onto a wholesale order. The price on the order is the price you undertook to charge.
2. People and records
On small screens, scroll the table sideways to see every column.
| Record | Who uses it | What to keep |
|---|---|---|
| Customer price | Sales | Customer, product, price, and the date the price ends. |
| Order | Sales | Ordered quantity, promised date, and price used. |
| Delivery | Warehouse | Quantity shipped, date, and what was short. |
| Invoice | Finance | Quantity billed, price, and the delivery it refers to. |
3. One complete cycle
- Set one product price for one wholesale customer.
- Confirm an order at that price.
- Deliver less than the order and record the shortage.
- Invoice the delivered quantity, not the ordered quantity.
Expected: The invoice quantity matches the delivery, the price matches the customer price, and the shortage is still visible on the order.
4. Check before you add tools
Pick one open order and trace it to the delivery and the invoice. Stop if any line quantity differs without a recorded reason.
5. Frequently asked questions
Do I invoice the ordered quantity?
Invoice what you delivered unless the contract says you bill the order before delivery.
Can two customers have different prices?
Yes. Store the price on the customer, not as a silent edit on one invoice.
What if the delivery is short?
Leave the remainder open or cancel it. Do not hide it by changing the original order quantity.
6. Related articles and next steps
Sample amounts and names in this guide are illustrative. They are not a client result, a price, or legal advice.
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