Sales orders and delivery notes
needs the Accounting plan
(Accounting plan):
- Sales → Sales orders → «New sales order»: the customer (a registered one), the delivery date asked, the customer PO number, the delivery address and the items with prices. Or on an open quotation press «Make a sales order». The order posts nothing and does not move stock.
- «Deliver (delivery note)»: the quantity delivered now of each item (deliveries in parts are fine), driver, vehicle and received by; the delivery note prints for the customer to sign. Delivered quantities are held off the stock until invoiced.
- «Invoice delivered»: one tax invoice (credit by default) for everything delivered and not yet invoiced; stock, cost and the entry are booked as any sale.
- Status: open → partly delivered → delivered → invoiced. «Cancel the rest» closes what was not delivered.
- Late orders (past the delivery date) show under «Late», and the Delivery notes tab lists every note to print or cancel.
- «Down payment»: record the advance on the order (cash/card/transfer); it is deducted from its invoice automatically. Orders check the customer credit limit, an admin can allow going over.
- A delivery note can carry a shipping charge (invoiced with VAT), and «Return» on the note brings the quantity back to stock and to the order.
If you get stuck on any step, ask the smart assistant inside the program.
Applies to these systems
Related lessons
