Meridian Supply / Illustrative business story
38 users.
Two warehouses.
One order to follow.
A growing B2B distributor has the information it needs. The challenge is keeping the decisions together as work moves from Sales to Operations to Finance.
- Business
- B2B distribution
- Operating model
- Two warehouse locations
- Core workflow
- Enquiry to invoice readiness
01 / Start with a recognisable transaction
Westbay needs
24 task chairs.
Sales has the customer request. Operations knows where the stock sits. Finance needs to resolve the credit exception before release. Everyone is looking at the same order; each team has a different decision to make.
02 / Make each handoff explainable
Three people.
Three clear responsibilities.
- N
Neha / Sales
Records the customer need and approved commercial details. Keeps the open credit exception attached to the order.
Explore the sales stages - A
Arun / Operations
Coordinates the 12 + 12 stock allocation. Warehouse release follows the recorded approval; the hold is visible until then.
See the warehouse scope - L
Leena / Finance
Owns the credit decision and checks the references needed for invoice preparation. Invoice ready is a distinct state from issued or paid.
Inspect the approval record
03 / What this working model makes visible
Find the decision.
Find its owner.
A shared order reference links the sales record, stock handoff and finance check. Exceptions stop disappearing into separate conversations.
This story demonstrates a proposed operating model. It does not report customer results, a live deployment or measured savings.
Put the next step in focus
Which part of this
looks like your business?
Use your own ordinary transaction to start the conversation. We’ll map the records, owners and decisions around it.