A credit-blocked distributor order shipped the same day, inside policy
A $268K replenishment order is blocked on credit while stock sits ready. The real cause is a $100K claim nobody has posted. Velocity finds it, clears it and lays out what can ship.
A pharmaceutical manufacturer selling through distributors
Same day
a $268K order released for 16:00 dispatch
Worked example
60%
from 22%
of the order covered by credit, once the claim was posted
Worked example
Up to 90%
faster turnaround on routine cases
Pilot target
Up to 3×
routine cases handled by the same team
Pilot target
Worked example: from a walkthrough on representative data. Pilot target: the success measure a pilot is held to.
The problem
A distributor's order is blocked on credit, but the stock is available and the distributor is good for it. The block is really caused by claims and returns waiting on paperwork — in a spreadsheet, a CRM and an inbox nobody in order management looks at.
What it costs today
- Credit headroom against the order
- $60K of $268K — 22%
- Claims open against the distributor
- $196K, one fully evidenced
The solution: a team of specialist agents
Research
Traces why the order is blocked across the ERP, credit master and claims.
Claims
Validates each claim against invoice, price agreement and returns paperwork.
Credit
Lays out what ships inside policy and what needs an exception.
Execution
Posts the credit note and releases the order once approved.
How it works
One case, step by step, in the systems the team already uses. An illustrative case: names, times and figures are representative.
10:15
Commercial lead
“Why is the replenishment order for distributor 1048 blocked when the stock is there?”
10:16
Velocity · SAP · Credit master · Claims
$60K headroom on a $2M limit — 22% of the order. A $100K claim is fully evidenced but not posted; a $96K claim is missing documents.
10:18
Velocity
Posting the evidenced claim lifts headroom to $160K. Ship the 60% that fits now, or raise headroom by $108K for today only and ship it all.
10:25
Commercial lead
“Post the claim. Approve a one-time exception.”
10:31
Velocity · SAP · Order management · Email
Credit note posted. Full order allocated for 16:00 dispatch. The exception is logged to you, expires at midnight and reverses when the second claim settles.
Before, and with Velocity
| Step | Before | With Velocity |
|---|---|---|
| Finding the cause | Credit, claims and orders checked separately | Traced across all three in a minute |
| Claims | Wait for someone to post them | Evidenced claims cleared first |
| Options | Ship nothing, or escalate | In-policy and exception routes costed |
| Exceptions | Open-ended | Time-boxed, logged, reversed automatically |
What stays with your people
Pricing, credit, claim approval, allocation and every policy exception stay with authorised people. Every exception is time-boxed and logged against the person who approved it.
Works inside
SAP ERP · Credit master · Claims & returns · Salesforce · Order management · Email
How a pilot runs
A four-week paid pilot on one workflow, measured against your own baseline.
Questions
What does Velocity do for distributor order to cash?
A $268K replenishment order is blocked on credit while stock sits ready. The real cause is a $100K claim nobody has posted. Velocity finds it, clears it and lays out what can ship. The work is split between specialist agents: Research — Traces why the order is blocked across the ERP, credit master and claims; Claims — Validates each claim against invoice, price agreement and returns paperwork; Credit — Lays out what ships inside policy and what needs an exception; Execution — Posts the credit note and releases the order once approved.
What results does it deliver?
Same day a $268K order released for 16:00 dispatch — worked example; 60% (from 22%) of the order covered by credit, once the claim was posted — worked example; Up to 90% faster turnaround on routine cases — pilot target; Up to 3× routine cases handled by the same team — pilot target. Every figure is labelled as measured in production, a pilot target, or a worked example on representative data.
Which systems does it work in?
SAP ERP, Credit master, Claims & returns, Salesforce, Order management, Email. Velocity logs in with its own account and the permissions your IT team grants; there is no data migration or integration project.
What stays with your people?
Pricing, credit, claim approval, allocation and every policy exception stay with authorised people. Every exception is time-boxed and logged against the person who approved it.
How does a pilot run?
A four-week paid pilot on one workflow, measured against your own baseline.
