This area all aspects of selling stocks to customers, from the creation of the sales order all the way through the processing of the order towards ready for invoicing.
When selecting “SALES” “Sales” from the main menu you will be presented with the options available on the menu (shown below).
...
The processes involved can all be accessed through the page links below.
| Child pages (Children Display) |
|---|
...
The basic and fundamental workflow of items in the system is.
...
We
have included a PDF document that shows the workflow for an order passing Please see bellow workflow document for the Sales Order processing through the system. Click on the image to display more
| View file | ||
|---|---|---|
|
...
Order Type | |||
|---|---|---|---|
Stock Order | Products being supplied from current stock holdings. [It requires you to have stock available to fulfil the order] Items are either delivery to the customer OR or transferred into the customers reserve account.
| ||
Advanced Order (En Premeur Orders) | Selling goods you do not have in stock, all of these orders will arrive in stock and then despatched.
All Advanced orders allow for invoice in advance an Invoice to be produced for the goods before they have been despatched. Duty and VAT invoices where applicable are raised at the allocation stage of the stock for the customerOrder. | ||
Direct Orders | Goods will go directly from the supplier to the customer | ||
Stock Transfer Order | Transfer stock from one warehouse to another within Vision. |