Situation
The operating context
Onboarding, inventory and sales processes were distributed across spreadsheets and disconnected activities, limiting control and traceability.
Commercial operating platform
A controlled consignment and sales platform
Replacement of spreadsheet-led consignment and sales activity with a consolidated platform designed around the complete commercial record.
End-to-end commercial workflowConsolidated recordsAudit-ready design
A consolidated commercial record connecting supplier agreement, inventory custody, sale and settlement.
EXTERNAL BOUNDARYCustomer payment serviceFinance ledger
- 01RelationshipEstablish accountable terms
- Supplier record
- Onboarding checks
- Contract
- 02InventoryControl physical and listed stock
- Receipt record
- Item register
- Catalogue listing
- 03TransactionRecord commercial movement
- Sale record
- Customer payment
- Supplier settlement
- 04Accounting and auditPreserve traceability
- Invoice
- Ledger hand-off
- Audit history
ASSURANCE BOUNDARYContract approvalStock acceptancePrice authoritySettlement reconciliation
KEY CONNECTIONS
- 01Supplier to contract
- 02Contract to item
- 03Item to listing
- 04Sale to settlement
- 01Commercial teamOnboard
- Input
- Supplier details
- Output
- Approved supplier record
ExceptionChecks incomplete
- 02Commercial leadContract
- Input
- Approved supplier
- Output
- Agreed consignment terms
ExceptionTerms unresolved
- 03Inventory teamReceive stock
- Input
- Contracted items
- Output
- Accepted inventory record
ExceptionCondition or quantity variance
- 04Catalogue teamList
- Input
- Accepted item
- Output
- Controlled listing
ExceptionContent or price missing
- 05Sales teamSell
- Input
- Available listing
- Output
- Paid sale record
ExceptionPayment failed or stock conflict
- 06FinanceSettle
- Input
- Completed sale
- Output
- Supplier settlement and invoice
ExceptionAmount variance
- 07Finance controlAudit
- Input
- Commercial record
- Output
- Traceable close
ExceptionBroken record chain
A fictional interface reconstruction showing the principal operating controls described in this case study.
Mandate
The work to be done
Define and build a coherent workflow from supplier onboarding through contracts, stock, sale and financial record.
Delivered
What the work connected
- Supplier onboarding and contracts
- Stock and listing workflows
- Payment and invoicing connections
- Consolidated operational records
- Auditable transaction history
A useful first conversation