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On demand / No product

It is possible to accept orders without first creating any product

  1. Create new order group from main navigation bar

    • Click Create order group on the main navigation bar
    • In the opened drawer
      • Under Booking tab, ensure that Stock allocation is set to On-Demand
      • Product code is not required and can be left blank
      • Under Sales order tab, set status to Draft (Order not completed)
      • Click Save to create order group with the sales order
    • System will redirect you to order group page

  2. Accept payment and issue invoice from order group page

    • [OFFLINE] Receive payment from customer
    • Under Statement tab, click Add invoice / Receive payment
    • In the opened drawer
      • Fill in Company account receiving payment
      • Fill in Company account transaction ref
      • Invoice number will be automatically assigned and can be left blank
      • The remaining fields should have been automatically filled for you
      • Ensure status is Posted (Payment received)
      • Click Save to create invoice
    • Under Statement tab, click Download to download PDF invoice
    • [OFFLINE] Send the invoice to the customer

  3. Create purchase order for suppliers from order group page

    • Under Sales order tab click Attach purchase order
    • In the opened drawer
      • Select the appropriate supplier
      • Edit the transactions table with purchase details
      • Click Save to create purchase order
    • Click Download purchase order beside the newly created purchase order
    • [OFFLINE] Send the purchase order to the supplier

  4. Post purchase order from order group page

    • [OFFLINE] Receive reservation details from supplier
    • Under Sales order tab click Edit button beside the purchase order
    • In the opened drawer
      • Update Reference for customer and Essential info for customer
      • Change status to Posted (Goods received)
      • Click Save to update purchase order
    • Under Sales order tab > beside the purchase order > click Download customer voucher

  5. Post sales order from order group page

    • [OFFLINE] Send customer voucher to customer
    • Under Sales order tab click Edit
    • In the opened drawer
      • Under Sales order tab > change status to Posted (Order completed)
      • Under Booking tab > change status to Reserved
      • Click Save to update sales order status.