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Sales order shipments

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eeintech
2022-01-10 09:24:14 -05:00
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docs/companies/so.md
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@@ -19,9 +19,9 @@ A sales order is linked to a specific customer, select one in the list of existi
Fill out the rest of the form with the sales order information then click on <span class="badge inventree confirm">Submit</span>
### Add Line Items
#### Add Line Items
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.
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-ol'></span> Line 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.
@@ -30,20 +30,38 @@ Once the "Add Line Item" form opens, select a part in the list.
Fill out the rest of the form then click on <span class="badge inventree confirm">Submit</span>
### Allocate Stock Items
#### Shipments
After adding line item and connecting a part to the sales order, user can either:
After all line items were added to the sales order, user needs to create one or more shipments in order to allocate stock for those parts.
In order to create a new shipment:
1. Click on the <span class="badge inventree nav side"><span class='fas fa-truck-loading'></span> Pending Shipments</span> tab
2. Click on <span class="badge inventree add"><span class='fas fa-plus-circle'></span> New Shipment</span> button, fill out the form with the shipment number (tracking number can be added but is optional) then click on <span class="badge inventree confirm">Submit</span>
Repeat the two steps above to create more shipments.
#### Allocate Stock Items
After shipments were created, 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
During the allocation process, user is required to select the desired shipment that will contain the stock items.
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.
#### Complete Shipment
The sales order will be marked as __shipped__ and can __not__ be edited anymore.
To complete a shipment, click on the <span class="badge inventree nav side"><span class='fas fa-truck-loading'></span> Pending Shipments</span> tab then click click on <span class='fas fa-truck'></span> button shown in the shipment table.
Fill out the "Complete Shipment" form then click on <span class="badge inventree confirm">Submit</span>.
To view all the completed shipment, click on the <span class="badge inventree nav side"><span class='fas fa-truck'></span> Completed Shipments</span> tab. In the completed shipments table, click on the <span class='fas fa-plus'></span> icon next to each shipment reference to see the items and quantities which were shipped.
### Complete Order
Once all items in the sales order have been shipped, click on <span class="badge inventree add"><span class='fas fa-check-circle'></span> Complete Order</span> to mark the sales order as complete.
### 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.
To cancel the order, click on the <span class='fas fa-tools'></span> menu button next to the <span class="badge inventree add"><span class='fas fa-check-circle'></span> Complete Order</span> button, then click on the "<span class='fas fa-tools'></span> Cancel Order" menu option. Confirm then click on the <span class="badge inventree confirm">Submit</span> to cancel the order.