Stock follows the order

What moves

A confirmed order reserves stock, a cancelled one releases it, a dispatched delivery ships it and a completed return puts it back or scraps it. Sales orders also asks inventory how much can be promised.

Before you start

• Inventory and Sales Orders both in your plan
• Order lines linked to stock items (products that track inventory)
• At least one internal location and one customer-type location, so deliveries can move stock
• For returns, a stock location to put goods back
• Inventory and Sales Orders in your plan
• Order lines linked to stock items
• An internal stock location to reserve from and a customer-type location for shipments

Step by step

1. Sales managerSales Orders & Fulfilment

   Confirms the order.

   You see:Each stocked line is reserved at the default stock location, even if the stock is short.

2. SystemInventory, Purchasing & Warehousing

   Drafts a purchase order for any shortfall, once per order, unless an administrator has turned this off.

   You see:A draft marked Backorder, naming the sales order, appears on the purchase order list.

3. Order clerkSales Orders & Fulfilment

   Opens the Fulfillment scan on the order list.

   You see:On hand, reserved and available are shown per product, with the stock that can be reserved now.

4. Warehouse userSales Orders & Fulfilment

   Dispatches the delivery.

   You see:A shipment movement posts for each reserved line at the item's real cost and the reservation is allocated.

5. SystemAccounting & E-Invoicing

   Books the cost of what left the building.

   You see:Cost of goods sold is debited and stock credited from the shipment.

6. Sales managerSales Orders & Fulfilment

   Cancels an order that has not shipped.

   You see:Its reservations are released and the units are available again.

7. Order clerkSales Orders & Fulfilment

   Completes a customer return and marks each line restock or scrap.

   You see:A return movement puts the goods on a stock shelf, or into the Scrap location.

Related

• Inventory, Purchasing & Warehousing
• Sales Orders & Fulfilment
• Stock movements, purchase orders and bills line up
• Stocked products get stock items, and online orders move stock
• Suppliers come from the shared party register
• A stock entry that could not post is fixed by accounting
• A storekeeper issues materials and the site manager sees the job's cost
• Connections between modules