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04

Dealership · Ontario

Trailer dealership

We do not name the organizations we serve. This page describes a real build and what it changed; details that could identify anyone are generalized.

The challenge

Inventory, quoting, and invoicing were separate tools. Numbers were re-keyed between documents, and totals drifted between the quote, the order, and the invoice.

What we built

A dealership module: unit inventory, quotes that become orders that become invoices on a single money model (integer cents end to end), with the sales pipeline wired to the same records.

What changed

  1. 01Quote to invoice without re-keying
  2. 02Money totals agree by construction, not by diligence
  3. 03The pipeline reflects actual unit status

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