See the current position
Work from live order, material, production, stock, and commercial context.
Fulfilment and finance
Keep allocation, dispatch, delivery, invoice, payment, and adjustments connected
Move completed orders through partial or full delivery, invoice generation, collections, and note-adjusted balances.
The operating problem
Revenue is not complete while fulfilment and collection remain unresolved
Plan 2 Yield keeps the decision, transaction, movement, and follow-through in one operating context.
Outcomes
A clearer next action for every team
Act with controls
Use validations, permissions, and transaction rules before moving to the next stage.
Keep traceability
Preserve the relationship between the source decision and its downstream movements.
Review exceptions
Surface unresolved shortages, variance, delays, and commercial value for action.
Connected workflow
Keep context from the first decision through closure
- 01
Capture
Record the business requirement and accountable owner.
- 02
Check
Evaluate availability, dependencies, permissions, and limits.
- 03
Execute
Complete the approved operational transaction.
- 04
Close
Resolve the remaining fulfilment and commercial position.
Capabilities
The operational foundation behind the workflow
- Finished-stock allocation
- Dispatch guards
- Partial deliveries
- GST-ready invoices
- Customer payments
- Receivable position
- Debit and credit notes
- Settlement lifecycle
Next step
See this workflow using your operating scenario
Book a guided demo with one representative order, material, or production example.