Sales order to invoice processing
When following general best practices, Sales Order processing entails Quotations, Sales Orders, and Invoicing, which links to the inventory process of the shipment of goods to the customer. The menu options for sales processing are accessed through the Order Management menu item in Compiere:
The Sales Order window is the originating Control Document in the sales process, from which other documents flow. An overview of the process is as follows:
You can create a quote, copy or convert it to a Sales Order, and then generate the Shipment or Invoice individually or simultaneously. This all depends on the target document types selected during the processing. The standard document types that are created by the system are shown below:
|
Document |
Document Type |
Narrative |
|---|---|---|
|
Proposal Quotation |
Non-Binding Offer Binding Offer |
Inventory is not reserved. Inventory is reserved. |
|
Sales Order |
Standard Order Warehouse Order On Credit Order POS Order Prepayment Web Order... |
