Last updated 01/02/2021
Every sale that you make will be recorded in the Sales Order module.
Sales Orders can be created manually or come from a number of sources:
Sales Orders, once dispatched can be invoiced - this means that you will be able to send an invoice to a customer, and import the invoice into your accounting software.
While this article explains how to create a Sales Order for a basic product, you can find more information about Creating a Sales Order for Fashion Products, Creating a Sales Order for Batch and Serial Products, and Creating a Sale in Different Units of Measure.
To make a Sales Order:
The Sales Order is now an open. This means that the quantities of product in the Sale will affect the Stock Available quantities; effectively reserving some products for this order.
Draft Sales Orders
If you start a Sales Order, but want to complete it at another time, you can do so by clicking Save as Draft. Draft Sales Orders do not affect the Stock Available - and must be Approved before the goods can be dispatched.
Once you have sent the goods to a customer, you can then dispatch stock in Cin7. Dispatching the stock reduces the stock in the system for the products that have been removed.
You can either dispatch all items at once or one item at a time.
To dispatch all items at once:
To dispatch line by line:
When an item is dispatched, the stock available remains the same, but the Stock on Hand (the amount physically in stock) is reduced.
Finally, once you have dispatched the goods, you will want to invoice your goods.
Invoicing a Sales Order will allow several things to happen:
No. Only one invoice per sales order is supported. If you require multiple invoices, an option would be to create multiple invoices in your Accounting System instead (be sure to set the invoice in Cin7 to "Do Not Import" to avoid duplication).
This can be done from the Sales Order Admin page. Locate the order in the Sales Order module, select the cog icon next to the order's Reference ID, and select Admin. Using the drop-down, change the QBO/Xero Invoice Status to Do Not Import.
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