Sales Processes

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Revision as of 22:36, 18 December 2006 by Phib (Talk) (Shipments)

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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

Raising shipment documents

Customer shipment documentation can be automatically created using the Quote to Invoice >> Shipments >> Generate Shipments process. All completed orders that match the entered conditions which have undelivered quantities will have a new shipment created according to the delivery rule specified in the order. Selecting the <Consolidate to one document> option will result in multiple orders for the same business partner to be delivered under the one shipment. If you only want to generate shipments for specific sales orders you can use the Quote to Invoice >> Shipments >> Generate Shipments (Manual) form to find and select the required orders. The <Document Action> field determines whether the newly created shipment will be completed immediately (which will update the stock levels as well) or just be prepared (which allows the shipment to be changed).

Note that Warehouse, POS, and On Credit Orders will automatically create and complete the necessary shipment documentation upon completion of the order.

The created shipments can then be accessed (and edited if not completed) using the Quote to Invoice >> Shipments >> Shipment (Customer) window, where new shipments can also be manually raised.

Picking slips

It is possible to use a copy of the shipment document (perhaps with an alternate print format) as a picking slip for each shipment. Alternatively the Quote to Invoice >> Shipments >> Shipment Details report can be used to create a consolidated picking slip.

Customer Invoices