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Completed SO base doc

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eeintech 2021-08-23 14:18:55 -04:00
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docs/companies/po.md
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@ -4,10 +4,13 @@ title: Purchase Order
## Purchase Orders ## Purchase Orders
Purchase orders allow to track which parts are bought from suppliers and manufacturers, therefore converting externally bought items into stock items / inventory.
To access the purchase order page, click on the <span class="badge inventree nav main"><span class='fas fa-shopping-cart'></span> Buy</span> navigation tab and click on <span class="badge inventree nav main"><span class='fas fa-list'></span> Purchase Orders</span> option in the dropdown list. To access the purchase order page, click on the <span class="badge inventree nav main"><span class='fas fa-shopping-cart'></span> Buy</span> navigation tab and click on <span class="badge inventree nav main"><span class='fas fa-list'></span> Purchase Orders</span> option in the dropdown list.
!!! missing "TODO" ### Create Purchase Order
This section requires further work
### Purchase Order Flow
## Line Items ## Line Items

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docs/companies/so.md
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@ -4,12 +4,39 @@ title: Sales Order
## Sales Orders ## Sales Orders
Sales orders allow to track which stock items are sold to customers, therefore converting stock items / inventory into externally sold items.
To access the sales order page, click on the <span class="badge inventree nav main"><span class='fas fa-truck'></span> Sell</span> navigation tab and click on <span class="badge inventree nav main"><span class='fas fa-list'></span> Sales Orders</span> option in the dropdown list. To access the sales order page, click on the <span class="badge inventree nav main"><span class='fas fa-truck'></span> Sell</span> navigation tab and click on <span class="badge inventree nav main"><span class='fas fa-list'></span> Sales Orders</span> option in the dropdown list.
!!! missing "TODO" ### Create Sales Order
This section requires further work
## Line Items Once the sales order page is loaded, click on <span class="badge inventree add"><span class='fas fa-plus-circle'></span> New Sales Order</span> which opens the "Create Sales Order" form. Fill out the form with the sales order information then click on <span class="badge inventree confirm">Submit</span>
!!! missing "TODO" ### Add Line Items
This section requires further work
On the sales order detail page, user can link parts to the sales order selecting the <span class="badge inventree nav side"><span class='fas fa-list'></span> Order Items</span> tab then clicking on the <span class="badge inventree add"><span class='fas fa-plus-circle'></span> Add Line Item</span> button.
Once the "Add Line Item" form opens, select a part in the list.
!!! warning
Only parts that have the "Salable" attribute enabled will be shown and can be selected in this step
Fill out the rest of the form then click on <span class="badge inventree confirm">Submit</span>
### Allocate Stock Items
After adding line item and connecting a part to the sales order, user can either:
* allocate stock items for that part to the sales order (click on <span class='fas fa-sign-in-alt'></span> button)
* or create a build order for that part to cover the quantity of the sales order (click on <span class='fas fa-tools'></span> button)
### Ship Order
After all parts and stock items have been allocated, click on the <span class='fas fa-paper-plane'></span> button on the main sales order detail panel and confirm the order has been sent.
The sales order will be marked as __shipped__ and can __not__ be edited anymore.
### Cancel Order
In the event that the order won't be shipped out, user has the option of cancelling the order instead.
To do so, simply click on the <span class='fas fa-times-circle'></span> button on the main sales order detail panel and confirm the sales order has been cancelled.