Supplier Credit Desk
Follow the charge through to the credit.
We reconcile selected supplier charges against the paperwork and prepare supported credit queries, so your team can resolve the items still outstanding.
For small distributors, fabrication shops and contractor purchasing teams.
Inspect the delivery format
A small example of the work
Synthetic records and amounts. These examples illustrate the format and are not customer results.
| Transaction | Evidence | Prepared action |
|---|---|---|
| DEMO PO-21 | PO: $240; invoice: $260; terms match | Draft $20 pricing query |
| DEMO RETURN-8 | Return receipt; credit not supplied | Request credit status; amount unconfirmed |
| DEMO INV-32 | Invoice and agreed price match | Close with no discrepancy |
What you receive
Work prepared for your next action.
- Reconciled transactions
- Each selected charge matched to the evidence available.
- Supported queries
- Draft requests with the source records needed to question a discrepancy.
- Credit follow-through
- One follow-up draft per unresolved query and a check of responses you supply.
- Verified outcomes
- Posted credits distinguished from requested or unconfirmed amounts.
Start with one real task.
Choose the work
Agree the records, output, reviewer and delivery date.
Work through the cases
Prepare supported actions and keep questions together for your reviewer.
Finish the handoff
Deliver the reviewed work and an account of what is complete or still waiting.
The pilot
Agree the scope first.
$500scoped first engagement
Up to 25 transactions, 150 line items and three suppliers. Match available quotes, orders, acknowledgments, invoices and credits; prepare queries and reconcile responses supplied during one agreed two-week cycle. One business and one workflow; up to 50 supplied files or 300 pages, within the tighter item limits above. Includes one review call and one correction pass.
What to bring
The selected transactions, written price or return terms, supplier correspondence and any issued credits.
What the pilot covers
A price increase or unmatched record is not automatically an error. Your team approves supplier communications and commercial positions. Missing terms remain unresolved; recovery is not guaranteed.
Do we need new software?
We start with your existing files, exports and working format. Any system access, configuration or integration is agreed separately.
What happens after the first engagement?
We review the actual workload and results with you. A repeat batch or ongoing service has its own agreed scope and price.