Difference between revisions of "Sales Processes"

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(Sales order document types and field descriptions.)
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''Quotations''
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== Orders ==
  
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Customer orders and quotations are entered through the '''Quote to Invoice >> Sales Orders >> Sales Order''' window.  There are eight target document types, each of which initiates a different process upon completion:
  
''Sales Orders''
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'''Quotations'''
  
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''Proposal'': A non-binding quotation for a sale, it provides a printable quote document but does nothing else.
  
''Delivery Advice/Packing slips''
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''Quotation'': A binding quotation, similar to the proposal but it reserves stock when it is prepared.
  
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'''Sales Orders'''
  
''Customer Invoices''
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''Standard Order'': Upon completion, creates a confirmed customer order that will generate shipment documents.  (Prints an 'Order Confirmation').
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''Warehouse Order'': As for Standard Order ''and'' creates and completes the corresponding shipment document.  All goods must be in stock, as the created shipment is to fulfill the whole order.  (Prints a 'Customer Shipment').
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''On Credit Order'': As for Warehouse Order ''and'' creates and completes the corresponding invoice.  (Prints an 'Invoice').
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''POS Order'': As for On Credit Order ''and'' creates and completes (and allocates) the corresponding payment.  (Prints a 'Receipt'?).
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''Prepay Order'':  As for Standard Order ''and'' creates and completes the corresponding invoice.  The shipment will only be generated once the invoice has been paid.
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'''Customer Returns'''
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Return Material: '''Currently broken'''. Intended to create a return material authorization for handling the receipt of customer returns.
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=== Order entry ===
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The <Business Partner> field is the partner who is receiving the order.  Optionally, another partner can be invoiced for the order by changing the <Invoice Partner> field.  Most of the other fields will default to those set in the Business Partner window for the chosen partner.  A new business partner can quickly be created from a template by right clicking on the <Business Partner> field and selecting ''New Record''.
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The <Delivery Rule> field determines the conditions under which a shipment is generated for this order.  ''Availability'' will ship goods as they come into stock, regardless of whether there will be outstanding quantities for the order or not.  ''Force'' will cause a shipment to be generated for the full quantities specified in the order, regardless of whether they are in stock or not. ''Complete Line'' will generate shipments whenever stock to fulfill any individual order line is available.  ''Complete Order'' will create a shipment when the stock to fulfill the entire order is available. ''Manual'' will prevent shipments from being automatically generated. ''After Receipt'' requires the order to be paid for before the shipment will be created.
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=== Order line entry ===
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== Shipments ==
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== Customer Invoices ==

Revision as of 20:35, 18 December 2006

Orders

Customer orders and quotations are entered through the Quote to Invoice >> Sales Orders >> Sales Order window. There are eight target document types, each of which initiates a different process upon completion:

Quotations

Proposal: A non-binding quotation for a sale, it provides a printable quote document but does nothing else.

Quotation: A binding quotation, similar to the proposal but it reserves stock when it is prepared.

Sales Orders

Standard Order: Upon completion, creates a confirmed customer order that will generate shipment documents. (Prints an 'Order Confirmation').

Warehouse Order: As for Standard Order and creates and completes the corresponding shipment document. All goods must be in stock, as the created shipment is to fulfill the whole order. (Prints a 'Customer Shipment').

On Credit Order: As for Warehouse Order and creates and completes the corresponding invoice. (Prints an 'Invoice').

POS Order: As for On Credit Order and creates and completes (and allocates) the corresponding payment. (Prints a 'Receipt'?).

Prepay Order: As for Standard Order and creates and completes the corresponding invoice. The shipment will only be generated once the invoice has been paid.

Customer Returns

Return Material: Currently broken. Intended to create a return material authorization for handling the receipt of customer returns.

Order entry

The <Business Partner> field is the partner who is receiving the order. Optionally, another partner can be invoiced for the order by changing the <Invoice Partner> field. Most of the other fields will default to those set in the Business Partner window for the chosen partner. A new business partner can quickly be created from a template by right clicking on the <Business Partner> field and selecting New Record.

The <Delivery Rule> field determines the conditions under which a shipment is generated for this order. Availability will ship goods as they come into stock, regardless of whether there will be outstanding quantities for the order or not. Force will cause a shipment to be generated for the full quantities specified in the order, regardless of whether they are in stock or not. Complete Line will generate shipments whenever stock to fulfill any individual order line is available. Complete Order will create a shipment when the stock to fulfill the entire order is available. Manual will prevent shipments from being automatically generated. After Receipt requires the order to be paid for before the shipment will be created.

Order line entry

Shipments

Customer Invoices