Plur‐e Sales Manual - MS-Cloud-Experts/Plur-e-Docs GitHub Wiki
This document provides a comprehensive guide for using the Plur-E sales application integrated with Business Central. It outlines procedures for managing sales orders, returns, invoices, and credit memos.
Table of Contents
1. Introduction
Plur-E is a sales application integrated with Business Central.
User Requirements
- Users must have:
- Sales-related permissions in Business Central.
- Be listed in the Salespeople/Purchasers window.
Important Notes
- All document types follow similar attachment and printing procedures.
- Verification in Business Central is required for each transaction.
- Payment batch configuration is essential for processing payments.
2. Sales Orders
Create Sales Order with Partial Shipment
1. Create Sales Order in Plur-e Mobile
- Open the Plur-e Mobile application.
- Go to the "Sales Orders" section.
- Click on "New Sales Order".
- Select or verify the customer information.
- Choose the delivery address and billing details.
- Set the desired delivery date.
2. Adding Items to the Order
- Manual Entry: Click on "Add Item" and search for the product by code or name.
- Scanning Function: Click on the scan icon and use the camera to read the product barcode. Confirm the product before adding it.
3. Item Configuration
- Location Selection: Choose the warehouse and verify availability.
- Unit of Measure: Select the appropriate unit of measure.
- Quantity: Enter the total quantity needed.
4. Picking Process
- Set up the picking location and verify that quantities match the order.
- Confirm the picking list and generate necessary documentation.
5. Business Central Validation
- Verify that the quantities and shipping details are correct.
- Approve the order in Business Central.
Create Sales Order with Complete Shipment
1. Start the Order
- Open Plur-e Mobile, go to "Sales Orders", and select "Create New Sales Order".
- Configure order information in the new tab.
2. Adding Products
- Manual Entry: Search for the product and select it from the catalog.
- Scanning: Use the camera or Zebra scanner to read barcodes.
3. Item Configuration
- Specify the warehouse location, unit of measure, and total quantity to be shipped.
4. Picking Process
- Assign the full quantity for each item. No quantity splits are needed as everything will be shipped together.
5. Final Validation
- Ensure all quantities are correct and confirm the shipping location.
- Validate the order in Business Central.
Key Differences with Partial Shipment and Recommendations
- In complete shipment, no quantity splitting is needed.
- All picking is done in a single operation.
- Verify available stock before creating the order and ensure shipping capacity for the entire order.
3. Sales Return Orders
Create New Return Order
- Open Plur-e Mobile and navigate to the "Sales Return Orders" section.
- Click on "Create New Return Order" and have the original sales order reference ready.
Customer Selection
- Search by customer name or original order number.
- Verify account status and shipping address.
Adding Items
- Manual Entry: Click "Add Return Item" and select from the original order.
- Scanning: Use the camera or Zebra scanner to read the product barcode.
Item Configuration
- Select the return warehouse location, unit of measure, and return quantity.
Business Central Validation
- Review return items and quantities.
- Generate return authorization and update the inventory system.
4. Sales Invoices
Creating New Sales Invoice
- Open the Plur-e Mobile application and go to the "Sales Invoices" section.
- Click on "Create New Invoice" and prepare the customer order details.
Customer Selection Process
- Identify the customer by name, ID, or account number.
- Verify the account status and billing information.
Adding Items to the Invoice
- Manual Entry: Click "Add Item" and search by code, name, or category.
- Scanning: Use the scan function to read the product barcode.
Item Configuration
- Select the warehouse location and verify stock availability.
- Set up the unit of measure and ordered quantity.
Business Central Validation
- Ensure that all quantities and customer details are correct.
- Validate the invoice in Business Central.
5. Sales Credit Memos
Create New Credit Memo
- Open Plur-e Mobile and navigate to the "Sales Credit Memo" section.
- Click on "Create Credit Memo" and have the original sales invoice reference ready.
Customer Selection
- Search by customer name or original order number.
- Verify account status and shipping address.
Adding Items
- Manual Entry: Click "Add Return Item" and select from the original order.
- Scanning: Use the camera or Zebra scanner to read the product barcode.
Item Configuration
- Select the return warehouse location, unit of measure, and return quantity.
Business Central Validation
- Review that all quantities and customer details are correct.
- Validate the credit memo in Business Central.
This manual provides a structured guide to managing orders, returns, invoices, and credit memos in the Plur-e application. The structure facilitates navigation and is suitable for training a chatbot AI.