The tension we see every week
Warehouse leads want to ship fast, even if paperwork lags. Finance wants every shipment tied to an approved proforma and tax scheme. In most stacks, those goals collide and teams fall back to shared spreadsheets, ad-hoc chats, and late-night reconciliations.
Principles we build with
- Systems over spreadsheets. Keep product IDs, tax slabs, and price lists in one source of truth, not in hidden tabs.
- Guardrails, not roadblocks. Let ops mark "ready to ship" while still requiring an approved proforma before billing triggers.
- Readable for humans. Every doc shows both UUIDs and names so finance can audit and ops can search quickly.
- Audit trails baked in. Who changed a tax scheme, when it happened, and which invoices were touched.
What this looks like in Deckfin
Sales creates an order with customer and product IDs, price list, and tax scheme in one view. Pickers work from a pick list that only shows stock they can actually move. When they mark "ready," finance sees the same lines priced with the chosen tax scheme. Once proforma is approved, invoicing is one click and audit-ready.
Why it matters
The result is fewer Slack messages asking "Is this the right tax?" and more time spent serving customers. Ops gets speed; finance gets confidence. Both see the same truth.