invoq.me

Order to Cash.

End-to-end Order-to-Cash (O2C) process covering order management, claims & returns, and credit control. Based on SAP IO2C implementation approach with 22 specialized agents across 3 process areas.

Book a pilot call →See the 22 agents
BP · ORDER TO CASH5 CHECKPOINTS
  1. G·01Customer onboarding complete48 h
  2. G·02Order validated24 h
  3. G·03Fulfillment complete72 h
  4. G·04Claim resolved120 h
  5. G·05Credit review complete168 h
operations · complex · version 1.0
  • 22 AGENTS
  • 3 PROCESS AREAS
  • 5 CHECKPOINTS
  • 12 MEASURES
  • 3 ASSESSMENTS
  • 3 CHECKLISTS
3 PROCESS AREAS

One agent per job.

Each agent owns one step of the process. Switch on a single one, or run the whole chain.

Order management15 AGENTS
  1. 01Set up Customer
  2. 02Maintain Customer
  3. 03Process Finished Goods
  4. 04Maintain Pricing
  5. 05Maintain Output Conditions
  6. 06Respond to Customer Queries
  7. 07Capture the Order
  8. 08Enter the Order
  9. 09Complete and Validate Order
  10. 10Perform Credit Check
  11. 11Allocate Stock
  12. 12Monitor and Track Order
  13. 13Billing
  14. 14Receive and Apply Payments
  15. 15Manage Export Restitution
Claims, returns and refusals3 AGENTS
  1. 01Receive Claims, Returns & Refusals
  2. 02Resolve Claims, Returns & Refusals
  3. 03Execute Resolution
Credit control4 AGENTS
  1. 01Process Overdues
  2. 02Plan and Manage Bad Debts
  3. 03Payments to Customers
  4. 04Assign and Adjust Credit Limit and Risk Category
PEOPLE SIGN OFF

People sign off where it matters.

Each checkpoint names who votes and how many yes votes it needs. If nobody answers in time, it goes to the next person up.

  1. G·01Customer onboarding complete
    Customer master data validated and credit terms established
    VOTERS
    Set up Customer, Maintain Customer, Assign and Adjust Credit Limit and Risk Category
    TO PASS
    every voter must say yes
    DEADLINE
    48 hours, then it goes to Set up Customer
  2. G·02Order validated
    Order is complete, priced, credit-checked, and stock allocated
    VOTERS
    Enter the Order, Complete and Validate Order, Perform Credit Check, Allocate Stock
    TO PASS
    every voter must say yes
    DEADLINE
    24 hours, then it goes to Complete and Validate Order
  3. G·03Fulfillment complete
    Order delivered, billed, and payment received
    VOTERS
    Monitor and Track Order, Billing, Receive and Apply Payments
    TO PASS
    every voter must say yes
    DEADLINE
    72 hours, then it goes to Billing
  4. G·04Claim resolved
    Customer claim investigated and resolution executed
    VOTERS
    Receive Claims, Returns & Refusals, Resolve Claims, Returns & Refusals, Execute Resolution
    TO PASS
    every voter must say yes
    DEADLINE
    120 hours, then it goes to Resolve Claims, Returns & Refusals
  5. G·05Credit review complete
    Credit position reviewed and limits adjusted
    VOTERS
    Process Overdues, Plan and Manage Bad Debts, Assign and Adjust Credit Limit and Risk Category
    TO PASS
    every voter must say yes
    DEADLINE
    168 hours, then it goes to Assign and Adjust Credit Limit and Risk Category
MEASURES

Know that it works.

Every measure has a default target and an owner. Targets can be set to your own numbers.

  • Order accuracy rate98%
    Percentage of orders entered without errorsOWNER · Enter the Order
  • Order cycle time5 days
    Average time from order capture to delivery (days)OWNER · Monitor and Track Order
  • Perfect order rate95%
    Orders delivered on-time, in-full, with correct documentationOWNER · Monitor and Track Order
  • Credit block release time4 hours
    Average time to release credit-blocked orders (hours)OWNER · Perform Credit Check
  • Invoice accuracy99%
    Percentage of invoices issued without errorsOWNER · Billing
  • DSO days sales outstanding45 days
    Average days to collect payment after invoicingOWNER · Receive and Apply Payments
  • Cash application rate85%
    Percentage of payments automatically matched to invoicesOWNER · Receive and Apply Payments
  • Claim resolution time7 days
    Average time to resolve customer claims (days)OWNER · Resolve Claims, Returns & Refusals
  • Claim rate2%
    Claims as percentage of total ordersOWNER · Receive Claims, Returns & Refusals
  • Overdue ratio5%
    Percentage of receivables past dueOWNER · Process Overdues
  • Bad debt ratio0.5%
    Bad debt write-offs as percentage of revenueOWNER · Plan and Manage Bad Debts
  • Customer onboarding time3 days
    Average time to fully set up a new customer (days)OWNER · Set up Customer
FOR DEVELOPERS

Load it from code.

The blueprint is a manifest in the Python SDK. Load it, adapt the roles and targets, and run it with your own agents.

Read the protocol →
$ pip install invoq-acp

from invoq_acp.manifest import load_blueprint

bp = load_blueprint("order_to_cash", company_id="your-company")
START SMALLStart with a pilot.One part of Order to Cash, one team, real work. 4 weeks, CHF 2,500 fixed. The agents take the routine work and propose; your people check, approve and ask them questions. During the pilot they read exports from your system; a direct link to your ERP comes after.
Book a pilot call →