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 ready for invoicing.
When selecting “Sales” from the main menu you will be presented with the options available on the menu.
The processes involved can all be accessed through the page links below.
Workflow
The basic and fundamental workflow of items in the system is.
Please see bellow workflow document for the Sales Order processing through the system.
Explanation of Order Types
Below is a list of the order types used within Vision Commerce and a brief explanation of what they are used for.
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 transferred into the customers reserve account. Use the UNDERBOND Type field on the order to indicate the type of order. |
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 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 Order. |
Direct Orders | Goods will go directly from the supplier to the customer |
Stock Transfer Order | Transfer stock from one warehouse to another within Vision. |