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* Add information on build order reference * Add reference field description for purchase order * Add reference information for SalesOrder * Updated images for build orders * Update settings information * Add note regarding python string formatting * Add some more screenshots * Improved BOM documentation * Improve BOM documentation further * Split "BOM Export" onto separate page * Rearrange docs pages * Add image to fill TODO entry * Split out part scheduling page
79 lines
4.2 KiB
Markdown
79 lines
4.2 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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{% with id="sales_order_list", url="sell/so_list.png", description="Sales Order List" %}
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{% include "img.html" %}
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{% endwith %}
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### Sales Order Reference
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{% with prefix="SO-", label="Sales Order" %}
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{% include "reference.html" %}
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{% endwith %}
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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-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.
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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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#### Shipments
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After all line items were added to the sales order, user needs to create one or more [shipments](./shipment.md) in order to allocate stock for those parts.
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In order to create a new shipment:
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1. Click on the <span class="badge inventree nav side"><span class='fas fa-truck-loading'></span> Pending Shipments</span> tab
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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>
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Repeat the two steps above to create more shipments.
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#### Allocate Stock Items
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After shipments were created, 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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During the allocation process, user is required to select the desired shipment that will contain the stock items.
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#### Complete Shipment
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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 on <span class='fas fa-truck'></span> button shown in the shipment table.
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Fill out the "Complete Shipment" form then click on <span class="badge inventree confirm">Submit</span>.
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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.
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### Complete Order
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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.
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### Cancel Order
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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.
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