From PO to Paid, on One Record
The Product
A deal’s real life runs from purchase order to settlement, a relay of documents, weights, and statuses that today lives scattered across inboxes and spreadsheets. Bridge Harbor runs the whole relay on a single record.
Date
8.12.26
Author
Bridge Harbor Team
Type
Product
Purchase Order
It starts with the order: counterparty, terms, and spec captured once, live for the whole desk from the first call. No re-typing, no side spreadsheet, no version disputes.
Documents and Weights
Scale tickets, contracts, and customs paperwork land on the record as they arrive. Shipments and weights update as the load moves, quoted beside delivered, truck by truck.
Invoice and Settlement
The last leg is money: invoice status and payment tracked on the same board as everything else, what is moving, what is stuck, and what is paid.
One record per deal, from PO to paid. Everything else is just email.
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