Use the three-way comparison
The order captures the agreement. The receiving record captures the delivery. The invoice requests payment. Matching them helps identify price changes, short deliveries and duplicate charges before payment.
Your working checklist
- Check quantities and condition when goods arrive.
- Record a partial receipt without closing the remaining order incorrectly.
- Resolve price and quantity differences with a named owner.
- Keep returns and credit notes linked to the original purchase.
Put it into practice
For example, an order for 100 units may arrive as 80 now and 20 later. Confirm how the system records both receipts and compares the total with the invoice. Approval workflow requirements should be demonstrated for your configuration.
Questions before you decide
Where should I start?
Use the checklist with your operations and finance teams, then bring a representative example to a Crystal ERP demo.
Is this a quotation or professional advice?
This is a practical buying or operating guide. Obtain a written software quotation and use your accountant or relevant adviser for business-specific decisions.