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50 lines
2.5 KiB
Markdown
50 lines
2.5 KiB
Markdown
---
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title: Sales Order
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---
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## Sales Orders
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Sales orders allow to track which stock items are sold to customers, therefore converting stock items / inventory into externally sold items.
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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.
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### Create Sales Order
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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.
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A sales order is linked to a specific customer, select one in the list of existing customers.
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!!! warning
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Only companies with the "Customer" attribute enabled will be shown and can be selected
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Fill out the rest of the form with the sales order information then click on <span class="badge inventree confirm">Submit</span>
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### Add Line Items
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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.
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Once the "Add Line Item" form opens, select a part in the list.
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!!! warning
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Only parts that have the "Salable" attribute enabled will be shown and can be selected
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Fill out the rest of the form then click on <span class="badge inventree confirm">Submit</span>
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### Allocate Stock Items
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After adding line item and connecting a part to the sales order, user can either:
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* allocate stock items for that part to the sales order (click on <span class='fas fa-sign-in-alt'></span> button)
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* 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)
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### Ship Order
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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.
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The sales order will be marked as __shipped__ and can __not__ be edited anymore.
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### Cancel Order
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In the event that the order won't be shipped out, user has the option of cancelling the order instead.
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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.
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