Customer and Sales (SOP)

This section deals with all aspects of selling stocks to customers, the allocation of the orders, the despatch, and the invoicing.

The workflow for ordering is shown below for your information

You can download a PDF copy of this below.

We mention various order types throughout this document, on the whole the majority of orders are for stock orders which is the movement of goods from your stock holding to the customer usually as a sale or a transfer to a customer reserve account.

Order Type
Stock Order	The items are coming from the warehouse stock holdings and being despatched to the customer or transferred into the customers reserves, moved into another stock holding location or from the customer reserves to the customer. It requires you to have stock available to fulfil the order Stock Orders use Order Underbond Type to determine what the order requires (information) and what to do with the order and what pricing will be used.
Advanced Order (En Premeur Orders)	This is similar to Stock Orders however there is no current stock. It's an advanced sale where the goods are expected to arrive in the future. Advanced Orders will be linked to Advanced Purchases (EP Sales orders are linked to EP Purchase orders.) You will be able to enter Advanced (EP) Sales orders up to the quantity on purchase order for each item. (So you cannot sell what you have not purchased on this type of order). Orders are invoiced prior to stock being delivered and the stock is allocated. Once goods are delivered, duty and VAT (where applicable) invoices are generated automatically.
Back to Back Orders	You will generate a purchase for the stock at the same time as the sale. Goods will go directly from the supplier to the customer
Stock Transfer Order	This type of order is used to transfer stock from one warehouse to another. The ownership of the stock is not transferred, so no invoice is generated and the order is completed once delivery is confirmed.