Operations
purchase-ordersmatchingmarginreadyPO → Vendor Invoice → Customer Invoice Matching
Close the loop on every purchase order — from vendor delivery to customer invoice.
How it works
The revenue-recovery skill. For each purchase order it matches (1) the vendor invoice you received and (2) the customer invoice you billed, so you can see exactly which POs completed the full transaction cycle and which ones leaked margin. Catches three high-value problems: vendor billed a different quantity or price than the PO, product was delivered but the customer was never invoiced, and PO closed with a margin below your target. Feeds directly into the Purchase Order Tracking report.
You bring
- Purchase orders (from QuickBooks or CSV)
- Vendor bills / invoices
- Customer invoices
- Optional: target margin %
You get
- PO-to-vendor-invoice match with variance callouts
- PO-to-customer-invoice closure status
- Unbilled deliveries requiring customer invoice
- Margin leakage estimate and prioritized action list
Example
Prompt
"For every open PO from the last 90 days, show me: vendor invoice status, customer invoice status, quantity/price variance, and estimated margin leakage."