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Added PO doc, added note about selecting customer in SO doc

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eeintech
2021-08-23 15:28:50 -04:00
parent 045c40bf9c
commit b9a26a462e
2 changed files with 65 additions and 7 deletions
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docs/companies/so.md
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@@ -10,7 +10,14 @@ To access the sales order page, click on the <span class="badge inventree nav ma
### Create Sales Order
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>
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.
A sales order is linked to a specific customer, select one in the list of existing customers.
!!! warning
Only companies with the "Customer" attribute enabled will be shown and can be selected
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
@@ -19,7 +26,7 @@ On the sales order detail page, user can link parts to the sales order selecting
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
Only parts that have the "Salable" attribute enabled will be shown and can be selected
Fill out the rest of the form then click on <span class="badge inventree confirm">Submit</span>
@@ -32,7 +39,7 @@ After adding line item and connecting a part to the sales order, user can either
### 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.
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.