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Table of Contents

Back to Back Orders

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titleBack to Back Orders ..........

Back to Back

are

Orders

Are purchase or sales orders where your supplier will fulfill the order directly delivering to the customer.

You are invoiced by the supplier, and you invoice your customer

Info

Also known as ex-cellar, direct delivery, ship direct orders

Creation of a New Order

From the main menu: Sales Orders Menu\ExCellar:

  • There are a few tabs along the top of the order, please remember that this is the SALES order:

    • Tab 1 – Enter the information about who is buying the goods and where it is going to.

    • Tab 2 – Who is supplying the goods.

    • Tab 3 – What products and what price you are SELLING them to your customer for.

Save:

  • Open the Purchase Order linked to this Sales Order by clicking the Open Purchase Order button.

    • Go to the Details tab and check the prices are what you expect.

    • Adjust as required and Save at the end.

    • Go to POP Documents to send to your supplier and your warehouse etc.

    • Go to SOP Document to send an acknowledgement to your customer.

Goods Shipped / Received:

  • You would normally start this stage when you are informed the goods have shipped / arrived in the UK or perhaps you have your suppliers invoice.

  • Go to the Purchase Order and receipt the goods, you just need to confirm the quantities

  • At this point the sales invoice is available to invoice in SOP Documents but its wise to just check your prices are correct by opening the SALES order, make any changes but if you are happy that pricing is working this is not always required.

    • First check the next step, if you have the purchase invoice then leave this step to last.

  • If you have the invoice at this point when you are in the Purchase Order you can goto the invoice tab and enter the quantity that you have been invoiced, and perform the VAT analysis after checking it to the invoice you have received.

  • At this point save the Purchase Order and if required open the SALES ORDER (bottom left corner on PO form) if not required the Invoice will be ready in SOP Documents.

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