Sales Order & Delivery Order Process
- Hashmato Team
Sales Order :-
Backend Sales (B2B Customers):-
Sales Order :-
a) Sales Order will be recorded against the B2B customer.
User need Approve the Sales Order in order to do the Delivery Order.
b) Stocks will be reserved against the Sales Order whenever the Sales Order was created.
c) User can pay the advance money against the Sales Order by click on the Action and Pay link.
Select the payment method to do the Advance payment.
Delivery Order :-
c) Multiple Delivery Order can be issued against the Sales Order. Click on the Action and Create Delivery Order in order to create the DO.
If the Sales Order is partially delivered then system will show the Delivered Qty and Balance Qty while creating the balance DO.
DO to Invoice :-
d) Delivery Order will be converted to the Sales Invoice.
Select Action and Create Invoice to Create Sales Invoice.
User can combine multiple DO by selecting other DO numbers.
System will combine the selected DO items.
e) Customer can do the payment against the Sales Invoice.
User can do partial or full payment after selecting the payment method as Cash/Cheque.
RetailPlan (POS) :-
User need to enable the Sales Order module in the POS settings
2. User can switch from POS to Sales Order by click on the Sales Order button at the top.
the buttons background color will be changed to red once switched to Sales Order.
To save the Sales Order, add the items and click on the Total amount below. It’ll prompt for the Pickup location, Status and Remarks.
After saving the Sales Order, user can view it by click on SO List.
Same Sales Order will be sync to backend also.
By Click on the Pay button, user can get the advance payment against the Sales Order.
Once the payment was done, the Paid amount and Balance amount to the Sales Order will be changed.
User can view the payment details against the Sales Order.
User can void the Sales Order advance payment.
To Create Delivery Order, User need to click the DO button against the Sales Order.
User can do partial or full Delivery. User need to scan or choose the serial numbers if the item type is serial number.
Delivery Order will be created once click on the Save button.
Same Delivery Order will be created on the backend also.