Field Reconciliation
Operational activity from field execution, including Van Sales work, can contribute to operational review and closeout where that workflow is supported.
Codithic DMS
Reconciliation
Close the operational loop by bringing execution activity into a structured DMS reconciliation process.
Reconcile field, delivery, collection, return, and unload activity through a connected operational workflow in Codithic DMS. Reconciliation is operational closeout, not financial accounting.
Key capabilities
Close the Operational Loop
Reconciliation brings together the operational activity generated across field sales, delivery, collection, returns, and related processes so teams can complete the operational cycle within DMS.
Delivery Reconciliation
Delivery activity, return collection, and unload records can connect to operational closeout after delivery execution.
Collection Reconciliation
Collection records can be reviewed after cashier settlement. Settlement is the cashier activity. Reconciliation is the later operational review.
Returns & Unload
Return, replacement, and unload activity can contribute to operational closeout. Return and replacement remain distinct paths.
How it works
Field / Delivery / Collection / Returns → Reconciliation → Operational Closeout
Operational reconciliation provides a structured point for reviewing activity after execution and before the field workflow is closed.
Execute → Collect / Deliver / Return → Reconcile → Unload / Close. Accessible operational workflow: Field, Delivery, Collection, and Returns activity, then Reconciliation, then operational closeout. Collection-specific workflow: Field Collection, then DMS, then Cashier Settlement, then Reconciliation. Reconciliation is operational closeout, not financial accounting.
- 01
Execute
Field, delivery, collection, and related operational work is carried out after planning and assignment.
- 02
Collect / Deliver / Return
Collection, delivery, return, and replacement activity feed the operational context for reconciliation review.
- 03
Reconcile
Review and close operational activity after field execution, delivery, collection, returns, and related processes.
- 04
Unload / Close
Unload completes the field operational cycle where the Van Sales or Delivery workflow continues after reconciliation.
This is a conceptual model, not a mandatory sequence or an automated state machine. Not every operational activity occurs on every journey. Operational reconciliation provides consistency and closeout context. It is not financial accounting.
Operational connections
Reconciliation Connects the DMS Workflow
Codithic DMS is the core management platform. Reconciliation is an operational DMS capability that helps close the operational workflow. SFA is the mobile-first field execution layer. Reconciliation does not replace an accounting system.
Keep settlement distinct from operational reconciliation
Cashier Settlement
Collected payments are settled through the DMS cashier workflow after field collection, where supported. Cashier settlement is its own operational activity.
Field Collection → DMS → Cashier Settlement → Reconciliation
Operational Reconciliation
Teams review and close relevant operational activity after execution. Reconciliation reviews operational records and supports closeout. It is not financial accounting.
Field / Delivery / Collection / Returns → Reconciliation → Operational Closeout
Collection & Settlement
Field collection records and cashier settlement can contribute to operational reconciliation. Settlement and reconciliation remain separate steps.
Delivery
Delivery activity, return collection, and unload can contribute to operational closeout where that delivery workflow is documented.
Van Sales
Approved Van Sales activities can include delivery, payment collection, return, replacement, reconciliation, and unload. Not every activity occurs on every journey.
Returns / Replacements
Return and replacement records can connect to operational closeout while remaining distinct operational paths.
Inventory
Inventory supplies stock context for field, delivery, return, and unload workflows, including batch-based inventory where relevant. It does not automatically correct stock.
Order Management
Order records provide operational context for reconciliation. Order Management remains responsible for order processing.
Connected operational context
Delivery
Delivery → Return Collection → Reconciliation → Unload
Van Sales
Van Sales → Reconciliation → Unload
Returns & Replacements
Return / Replacement → Inventory Context → Reconciliation → Unload
These are conceptual relationships, not a universal sequence. The cashier path above remains Field Collection → DMS → Cashier Settlement → Reconciliation. Unload completes the field cycle for Van Sales and Delivery where that workflow continues. Unload is not warehouse receipt, accounting close, or automatic stock posting.
Business value
Better Visibility. Accurate Records. Operational Control.
Improved Visibility
See field, delivery, collection, return, and unload activity in the same DMS operational layer used for closeout.
Connected Records
Keep operational activity connected across DMS so teams can review completed work before closing the field cycle.
Operational Control
Close the operational loop through a structured reconciliation process, then unload where the field workflow continues.
Need a connected operational reconciliation workflow?
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