We have recurring orders, where a large order of units is purchased upfront and then over time, we ship against that original order/PO. The shipments post the original order can be random in total count before the original order amount goes to zero.
As of now, our Operations team doesn’t have a good way to track how many units have shipped to date, against the original order/PO.
In one board, the Sales team captures the original order and then in a separate board (where I foresee this column/solution/formula living), the Operations team manages the shipments. Right now, that information is only that the order shipped or has not shipped. We’d like something that reflects this:
- 100 units were originally ordered
- 10 shipped on 9/1/21
- 22 shipped on 9/1/21
- This now leaves 78 to be shipped