Advanced sale

This post goes through the difference between simple sale and advance sale.

When creating a new sale, you must first choose which customer you’re selling to. The rest of the details, contact, phone, email etc, should fill in the contact form.

If any of these details are missing they can be added to from the customer/edit section.

You can also click on the + button to add details on the fly.

The terms mean the number of days the client have to pay the invoice.

If you need to ship to a different address you could ship to a different company address or to a different company altogether

 

Once the contact details are complete, you can hide them by clicking on the drop down arrow on the top right hand side.

On the order the section, you have to press the plus sign to add the products and the quantity.

The price and VAT auto fill from the product card.

The margin is the difference between the cost price and the sales price i.e your profit.

 

Cin7 Core does not allow negative stock, so when there aren’t enough products in the warehouse, it will suggest to ‘split’ or ‘backorder’. Split means it will create a new sales order linking to the existing one, so you can deliver what is in stock, with remaining being on backorder. A backorder shortcut that will create a purchase order to the default suppliers for the quantities required to fulfil the sales order. The status of the sales order is classified as backordered to see all existing backorders go to purchases->reorder/backorder to see the current list. Then you could filter by customer, tag or warehouse.

 

Choose products you want Reorder and then that would create a purchase order automatically

 

The items you want to order would be shipped directly to you from your supplier to your warehouse when it’s available.

below is the purchase order, this has been authorized, awaiting stock fulfilment.

 

Now the stock has been received, it can be shipped to the customer.

 

A link is created from a purchase order to the sales order.

 

 

If you are in a simple sale, and you need to deliver at different times, that’s when you press ”covert” to switch to advanced sales. an advanced sale allows you to vary the sequence of events so you can invoice, receive, deliver in different stages. this happens when not all of the products are ready for delivery or when the customer has to pay you by instalments.

 

In our current example, now the backorder has arrived you can now pick and pack the item and ship directly to the customer. You cannot do this using the simple sales moduel.

 

 

You enter the shipping details e.g., the address you are shipping to a company or contact details.

The tracking number and URL fields are provided by the delivery company i.e., DPD, Amazon. This can provide Geo mapping to track your delivery location

 

 

You can now invoice for the remaining amount of the delivery as a separate process.

 

If the customer has prepaid a deposit for that order, you can now allocate that payment.

 

If you click yes, it will show the invoice that the payment has been allocated to.

 

 

This is how the payment looks within the history of the advanced sale. The remaining balance is 0 so the invoice has been paid.

The history of the transaction can be seen as a visual at the bottom of the page.

 

 

The below is when the pick, pack and ship happened at different times, all the invoices associated with that order and the different dates and payments involved