Hi guys,
If I have a customer who pays in Cash and picks up what he buys at my store, do we need to make a SO? Or can we just make a Customer Invoice directly? Will my stock be updated if I make an Invoice directly?
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The SO is the mechanism that drives financial entries (invoice) and product moves. (delivery order) Out of the box it works like this. Only creating an invoice will not update your stock. You could change the workflow and/or automate some actions when needed. Did you check out the POS already? It creates a customer receipt and keeps your stock up to date by delivering the order.
OK. So if we want to update our stock as well, we need to do the SO -> DO -> Invoice
Correct?
That would be the default in OpenERP. According to the configuration you can either set it so that the invoice can be made manually, automatically after confirming the sale order or after delivery. Depending on you company you may choose any of those 3. The option for this can be found on the sale order, under the tab "Other information". Look for the fields "Shipping Policy" and "Create invoice" to configure how you would like to handle the Sale Order.
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