Sales - creativepath/smp GitHub Wiki
Summary of Process
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Setup Lookup tables
Create a material for sale
Materials, also known as Goods, can be added into the Lookup table in order to appear in pop-up list.
Menu path: Lookup > Goods
Optionally, you can enter a Buying or Selling price of the material so that it can be copied into transaction screens.
Create a Sales Order
Sales orders are work orders for the delivery of goods. You can define your own process in the delivery and billing of these goods.
Menu path: Workspace > Work Order > Add button
Save your order now.
Tips: Only enter the minimum information required for a product sales. For example, Defects are relevant for services but not product sales.
Select the recently created Sales Order then enter the materials to be delivered.
Menu path: Workspace > Work Order > Components button
Add the materials/components to be delivered.
Menu path: Workspace > Work Order > Components button > Add button
Materials are copied from a pop-up list entered in the Lookup table.
Tips: Materials can be manually entered but the pop-up has the ability to auto populate the fields.
Enter the quantity and selling price
Pricing tab
Identify the Partners and Party Types
You must identify all the Partners (Actors) participating in this transaction.
In addition, you must define the Party Type (Role) they are playing in this transaction e.g. do we ship to this Partner or is this Partner our customer.
Party Type (Roles)
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Sold to - The partner who raised the purchase order to your company i.e. the Customer.
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Ship to - The partner that will receive the delivery.
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Bill to - The partner that will receive, and optionally pay, the invoice.
For example, BHP mining can be our customer who ordered the goods but it is delivered to Transfield Services their subcontractor. Later, the invoice will be sent to CitiBank for payment.
Tips: Ideally, you should be using values from the Lookup table. However to simplify data entry, the system allows you to enter any values.
Create Full or Partial delivery
Copy a Delivery order.
Menu path: Workspace > Work Order > Select > Copy button
Copying the Sales Order to a Delivery order will establish a parent-child relationship between orders.
Modify the order type into a Delivery Order
You can adjust the delivered quantity or remove materials that is not part of this first delivery.
Print the delivery list.
Menu path: Workspace > Work Order > Reports button > Delivery report > Print button
Sample PDF Output
Tips: Automatically open the PDF reports or CSV exports.
Invoice Delivery
Copy the delivery order into a billing order.
Modify the Order Type
Print the Invoice.
We provided standard reports that can either generate a PDF or CSV file for display or download.
Alternatively, we can customise reports to suit your business requirements.
Sample PDF Output
Tips: Automatically open the PDF reports or CSV exports.
