- Step 1. Go to Order list menu under Omni Sales module from the left sidebar.
- Step 2. Click Create order button
- Step 3. In the Order manual page, fill in the required details and click Save
1. Select the Estimate (optional)
2. Select the Customer
3. Select the Payment methods
4. Select the Discount type: No discount, Before Tax, After Tax
5. Select the Sale Agent
6. Selec the item, enter the Quantity and click - Step 4. Go to order detail -> click Create invoice button
- Step 5. If you are using the Inventory module, you can create inventory delivery voucher ==> The inventory delivery voucher is automatically Approved
Go to order detail, click Create export stock button.
Note: If the product is not a service product (not check the "Do not update inventory numbers" option), The inventory delivery voucher is only generated when the warehouse has enough available quantities for all items in the sale order
If the product is a service product (check the "Do not update inventory number" option), you can create inventory delivery voucher regardless of the available quantity. - Step 6. View shipment detail and add activity log
In the sale order detail, click Shipment button
You can add activity log in shipment detail page by click - Step 7. Create packing list
Go to Packing lists menu under Inventory module from the left sidebar -> Create a packing list from the above inventory delivery voucher and approve the packing list. - Step 8. Change shipment status to Product Delivered.
Change the Delivery status of packing list or delivery voucher to Delivered or Received → shipment status changes to Product Delivered
- Step 9. Change order status Go to sale order detail and select a status
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Create Manual Order
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