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foreign [Music] variations of scenarios using sales order so even in the future we will be seeing a lot of videos on sales order with the real life scenarios and different variations of scenarios using a sales order so now let's uh quickly create a sales order on that one customers okay the warehouse everything is selected so that's the sales order and I believe it is of all the type it is a water type sales order okay uh so now let's uh try to add some item in stock so 10 quantity let me add another item uh that one let's say there is 10 quantity as well let's add one more item that one let's also keep it the 10 quantity so there are three lines of item that needs to be delivered to a customer so we are also confirming this so um due to such a certain reason uh I'm not able to uh even though I committed to deliver all of this order I confirmed it with the customer but for some reason I will not be able to deliver all of our ship do the shipment of all of this order in one go right so I'm going to partially do multiple shipments for all of this order I already communicated with the customer and the customer agreed to it right so uh this particular uh the product right it has some additional discount which is of a 10 discount right so I'm promising the customer that the discount period is almost going to be finished so to avoid any problems and uh uh you know to avoid that the discounts may get over I'm promising the customer that as a high priority I will deliver you the entire line that is in the entire alloy wheel 14 inch as soon as possible so um of course we have already reviewed this during the procurement module uh tutorial that there is a concept of deliver now where I can fill in the delivery quantity that I am planning to deliver right away to the customer so I'm going to just put the deliverer now as 10 because that's the quantity and that's a line that I'm planning to deliver right away so once the deliverer now is put I am now asking the warehouse worker to just go and pick this item by printing the picking list and sharing it with the warehouse worker so while printing the picking list the system will show initially all the items that are available in the system uh that sorry available in the the sales order line but I do not want to of course deliver all of them in one shot right so we need to be very careful here and we need to make sure we change it to deliver now when we change it to deliver now here you see that the line is automatically changed to a 10 quantity of the alloy wheel so uh now I'm going to communicate this to my warehouse worker and I'm going to print a picking list and share it with the warehouse worker so the picking list is getting printed and also getting posted so that's the picking lesson that picking list is only having one and once they pick it they will mark it and maybe pass it to a person responsible for updating the system and once they pass it back to the person responsible uh to update in the system since it's being picked successfully I will quickly do a registration to mark that it has been already picked so going here and then updating it to all of this action is completed and it's being picked now it's not in the Shelf anymore once the registration is posted you will already see there is an impact in the inventory in the transaction it's been detected and issued from the inventory so now that it's been picked uh now I'm going to post the packing slip meaning I'm going to deliver it to the customer so I'm going to post the delivery so in the delivery also it is marked as picked so it will only show you the picture quantity right um so that's going to be 10 of that particular item so I am going to just pick it and once the picking is done finally I will be sending an invoice to the customer and the customer will be doing a payment or customer would be waiting for all the shipment to to complete and then consolate all the um invoices and he'll pay the invoice if needed but in this case I'm going to be sure invoice per shipment so this shipment I'm going to issue an invoice so the invoice the packing slip is selected so it will only invoice those quantity which are packing slip posted in this case it is only going to be a 10 quantity of alloy wheel which is clearly displayed in the invoice report so now this is perfectly done and you will see that um there is a packing slip which is get which is here and there is also uh invoice which is posted and if you also go to the general Tab and check the line quantity it will give you a whole full picture of what's going on with your sales or whenever you're dealing with a partial shipment this particular sales order have three lines and one line particularly this item is already it all has 10 quantities already invoice already delivered okay so the other two are yet to be delivered and they are still on order in a sales order line so if I now go back it's not that the deliver now work for just one line on delivering it it will also work partially for multiple lines let's say I want to partially deliver 5 and 5 each of first line and the last line because the second line is fully fulfilled completely so it's also possible to put five and five here and just save it now confirm it foreign list sorry picking list and change it to deliver now so you will have only two lines which are five five each then just post uh post it okay so now I'm registering this is two lines here for this registration sorry update all so as soon as you update all you will see that the registration is refreshed and you see only one line here don't get confused since there are multiple registrations right the system by default opens the first registration that you have done so if you're confused if you go to the grid view you will see both the registration that have happened the 5 7 is for the first line the middle line that we have registered and 5 8 is the the last line that we registered for the partial quantity okay so this is done now let's post the packing slip for the delivery Okay so let me just not print anything to the screen so that's done and you see that there are multiple delivery packing slips and likewise we are going to generate an invoice which is pointing to the packing slip and in that case it's only two lines and then just go and say okay so do two items invoice so if you check the invoice now you will find two items here right so now if you go and check the general Tab and line quantity you will see that this is completely fulfilled but this one only five is invoice five is invoice delivered there are remaining five five in the first slide and the third line let's now go ahead and process the first line so you don't need to always necessarily give deliver now here if you want to deal with a partial shipment it's also possible that you go directly to the picking list system will by default give you uh like two lines right up and down so what you can do is let's say you want to partially a ship right so I'm just going to delete this line and only ship this this one so I can even do the correction in the picking list form so I'm just not printing the picking list I'm just going to directly go and register it so out of two reminder first and last I'm only going to deliver one line out of it so if it is registration will also be pointing to the five quantity so update all and that's completed and you will see in the grid view there are three registration that have happened and now let's do the packing slip posting see the packaging slip is posted you see there are three packing slips so with this delivery I'm not going to invoice because I know that I'm going to also immediately deliver the next quantity on the same day let's say for example so in this scenario I can just directly go and post the picking list I don't need to change anything it's simply keep it as all because system knows that there is only one line with a delivery reminder left uh left for now so I can just go and directly post this picking list as a separate shipment and then register it update all now let's post the packing slab 71 and it's posted so we have posted last two packing slip but we haven't invoiced them right so if you check that last two are at the moment there is no delivery reminder uh delivered is everything is delivered but the invoice reminder is this and this we did shift them as a two separate packing slip but they are now that's why delivered but they need to be invoiced so we did see that we create a separate uh packing slip and then we invoice separate packing slip and then we invest it is also possible that you can create multiple packing slip together and together you can invoice to inward to create one invoice where all the packing slips gets Consolidated right so that's what we are going to do now so meaning we are going to try to invoice it so in this invoice there will be two different packing slip available right so that's the reason why under the packing slip section you will find multiple as an option and you don't find a packing slip number for a normal invoice with one packing slip you will find a pack and slip number but in this case you have multiple packing slips as you can see um this and this uh this packing slip is having roof rack this packing slip is having another items that's the reason why there is a multiple that's displayed while you are trying to invoice so let's say that I'm invoicing it and okay and there are two items even though they are part of different shipments but they are Consolidated one invoice report and there's only one invoice that got generated as per both the shipments so um now if I go and check the item quantity you will see that all the item quantities are now delivered invoiced okay so this is just a one quick example of how we can deal with multiple shipments multiple shipment but one invoice but there are a lot more scenarios that are possible we will be covering all of them in future in the same video series so keep watching guys um so apart from this maybe I want to give you some quick uh tricks related with the sales order processing so if you know or if you're already aware uh there are only two customers that we have created so far so let's say uh that customer it's also possible to insert a notes into a customer so if you go here um so let's say notes and let's keep it as customer notes so I'm putting a command I'm putting a notes let me make it an external as well I'm saving it um so this is something that I'm doing it on uh on a customer Master data likewise it is also possible that you go to the sales and marketing release products and if you go to the let's say alloy wheel and you're trying to add a note to it say item notes let's keep it as fast moving item let's say for example there is a note that I have returned for the item as well so under the customer we have ability to add a note under the item we have ability to add a note so if you now go and create a sales order I should make sure that I choose the customer with the notes so that one and if I go to the sales order you see that in the sales order there's no attachment here meaning the notes is not copied from a customer even though the sales order is associated with the customer so let's say you have a requirement where you want to you have special notes against a particular customer and maybe a particular item and you want that notes also to be kind of an attachment within a sales order in such situation what you can do is you can come to the accounts receivable parameters and under the general tab you can enable this particular parameter copy notes when transferring to the sales order after saving the parameters if I go to the sales order again and create a sales order let's choose the sorry this customer that is having the attachment and if I go in now I'll see that the nodes is automatically oh sorry the notes of the customer which is regular customers automatically also transfer into the sales order okay here there's a note so likewise you can also add an item uh which item that was I think this one I'm not sure whether this or this let's check so yeah the item notes which is fast moving item is also copied into the sales order both the notes from the customer and the item both of them are copied over to the sales order from the relevant Master data so that is the significance of transfer through the sales order uh parameter that you are having within the parameter section so now that you you have this all notes so it is also possible that for example if you go into the account receivable form notes we already noticed it and created some notes for the purchase order process similarly even for the sales order process let's say it is a sales order confirmation because I already have a sales order which is ready to confirm so let me use a confirmation and let's copy the same terms and conditions uh let's just change it to so must be delivered within seven days after the uh confirmation let's say that's a term and that's when the sales order gets confirmed right so what you can do is once you have this in the bomb notes and you are saved it or maybe there's a spelling mistake okay let me save it and close it and go to the sales order that was just open so that I think that's the last one uh let's say that I'm confirming it uh yeah let's print it as well so when the confirmation is printed to the screen you will see the terms and condition in the form nodes are also copied into the confirmation likewise you can do it for inverse report packing slip people for any customer facing report you can do populate some comments uh from the form notes section guys so these are some of the additional uh areas relate or some of the important areas as beginner everyone should know and utilize all of this feature in your customer implementation so that's it for today guys uh more on the sales order Basics and more on sales order different scenarios you will be seeing in the forthcoming videos thank you for watching this video guys [Music]