Open sales orders

As soon as a sales order changes its status to Open, you need to fulfill the obligations under this order and issue an invoice.

To complete a sales order, you need to do these steps:

• Delivery

• Billing

Delivery

If a sales order contains physical goods, you need to ship them by creating an outgoing delivery. After a sales order changes its status to Open, the amount of goods contained in this sales order will be reserved for it. The reserved amount of goods will be excluded from the available amount in the warehouse.

When creating a sales order, you can automate the creation of an outgoing delivery.

To create an outgoing delivery, you need:

1. Open the sales order for which you want to ship the goods.

2. Click Create delivery

By default, the created outgoing delivery contains all the goods from the sales order.

After the outgoing delivery is created, specific product units are reserved for it. The quantity and storage places for reserved units are displayed in the pick list.

You can customize the logic for reserving product units in warehouse management.

Partial shipment

If you want to ship the product with several outgoing deliveries, activate the option Allow partial deliveries.

If this option is deactivated, you can create and ship only one outgoing delivery, which contains all the goods from the sales order.

To create a partial shipment, you need:

1. Open a sales order for which you want to ship the goods.

2. Click Create delivery

3. Click Edit

4. Remove products you don't want to ship now or reduce their quantity.

Outgoing delivery linked to a sales order can contain only goods from a sales order.

5. Click Done

After all goods have been shipped, the delivery step will be marked as complete.

Billing

You can create an outgoing invoice for a sales order manually at any time.

When creating a sales order, you can automate the creation of an outgoing invoice.

To create an outgoing invoice, you need:

1. Open a sales order for which you want to create an invoice.

2. Click Create invoice

By default, the created outgoing invoice contains all positions from a sales order.

Partial billing

You can create multiple invoices for one sales order.

To do it, yоu need:

1. Open a sales order for which you want to create an invoice.

2. Click Create invoice

3. Click Edit

4. Remove positions, that you won't bill or reduce their quantity.

Positions that aren't included in a sales order

If you want to add positions to an invoice that aren't included in a sales order, you need:

1. Open a sales order for which you want to create an invoice.

2. Click Create invoice

3. Click Edit

4. Click Add position

5. Activate an option Add position, which isn't contained in the sales order.

6. Select the position you want to add.

7. Click Add position

The position amount in an invoice cannot exceed the amount of this position in a sales order. If you want to bill an additional position amount, add it as a separate position.

After all positions have been billed and paid, the step Billing will be completed.

Complete sales order

Once the Delivery and Billing steps are completed, a sales order status will be transferred to the Completed status.

Edit

You can edit an open sales order at any time.

Click Edit to edit the sales order.

Actions with open sales orders

Click More Actions to view the list of actions you can do with the open sales order.

Clone

Click Clone to create a new sales order with the same information and positions.

Cancel

Click Cancel to cancel a sales order.

You cannot cancel an open sales order if an outgoing delivery or outgoing invoice has already been created for it. To cancel a sales order with linked documents, cancel or unlink these documents.