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 | |
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Stock Order | The items are coming from the warehouse stock holdings and being despatched to the customer or transferred into the customers reserves, or moved into another stock holding location or from the customer reserves to the customer. It requires you to have stock available to fulfill 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 order however there is no current stock, its an advanced sale where the goods are expected to arrive in the future. Advanced Orders will be linked to Advanced Purchases You will be able to enter Advanced (EP) Sales orders up to the quantity on purchase order for each item. |
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. |