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Invoice microsoft for Marketing

you able to see my screen yes i do okay then now let's get started with the sales process so we've covered everything in procurement and now since now we're talking about sales so the first thing is we need to talk about customer creation the process is exactly as the vendor creation and now we'll be doing it for the sales side so hopefully we don't have to go into that much details in the accounts payable we have purchase orders and vendors similarly in the accounts receivable we have customers and we have the sales orders also in the sales and marketing module we have on the customers we have the quotations the sales orders the sales agreements and rest of the things that we need to do so we'll first go on to the customer and we'll try to create a customer now this page is exactly similar to the creation of vendor so the same thing so we can go and create a new customer so the customer account is already populated a reason because we have the number sequence set up for that so if you look on look into the accounts receivable and setup and the receivable parameters in the sequence we'll find the number sequence we'll find customer account if we have a quick look at the number sequence code so we've defined it in this way so c and then a hyphen followed by alpha numeric uh till the five digits and we have to make sure that it is continuous so once you do that now you don't have to specify the name of customer account number again and again and this is what every uh in every implementation companies do because this is something that should be automatically generated just like purchase order sequence or sales order sequence so we'll click on new and we already have three generated or two generated with that so the next number is three so now we can type the name for example let me say many random name seven sees customer group exactly like vendor group we have to define customer group it's a mandatory field and you can see it's marked in red also so the same thing you can have every company can have a various you know list of customers the way in which those customers are segregated for example right now we have wholesale customers major customers retail customers other customers maybe a good category might be the export customers import customers you know some sort of those things and all of these customer groups are going to have so if you want them to group ingly uh with respect to the terms of payment then it's a good idea to have a separate group for them so this is exactly like you know the vendor group so similarly we have customer groups so where we can group the customers you know if they they fall into the same category so anyway so we'll select a random customer group here so let me select a custom group as wholesale customers once we do that similarly we can specify the addresses here so i hope you all are familiar with what i'm doing right now okay because i'm not going to into every detail i've explained what zip code postal code how you can edit these all right so let me since the region is selected as ind so it will pre-populated these things let me just click on save or you can click on save and open and if you have a drop down here then you'll see open a sales order then a sales order will be added so this is our customer page so guys everything is similar with respect you know just like vendor so we have addresses here so we added one address we can add multiple addresses the way which in which we added you know uh for the vendor so any kind of uh queries or any kind of doubts in this section because this is like a repetition of what we did in a vendor card nelson krishna like you guys family i hope you guys are familiar with what i'm doing right now yeah yeah actually yeah i work on this also in office so okay okay so totally fine nelson about you i'm good okay okay so i don't have to create these again and again so similarly we have these addresses here so actually the sales process is like pretty much reverse of the purchase process so if you really know what is going in purchase process moreover you really like know what's on the sales side similarly we can have the contact information where you can add emails and addresses and fax and that sort of information we can have miscellaneous details just as we had the purchase order defaults similarly we have the sales order defense how do we add a person for an email like uh if there is a person for an email contact so is there so this is the question that nelson asked so we have contacts with here so we can add all those contacts and the details of these contacts so we can add the contact person and also we can add the contact information for that particular contact here so this you'll find in the contacts similarly for the vendors also we have these contacts okay so you can have as many contact persons as you want for this particular customer all right okay okay so this is this is the place where you'll find that you need you'll find ways to add contacts and the contact information email everything can be added here so similarly i was talking about we have the purchase order defaults we have the sales order defaults so uh if you want that there is always a particular warehouse inside from where the sales order has been placed so you can add that site and warehouse so if there are some charges groups that you want to be applied so those charges loops can be applied here so this charge group is nothing like it is very much like the order charges um you know automatic charges so you can specify the charges group here we'll talk about this in upcoming lectures also like how to add various uh types of auto charges we've already discussed a little bit about auto charges but still there is a way for example you don't want to add auto charge entry for everything now let me explain you for example accounts receivable these are the auto charges so right now if i click click on new okay so it's a kind of a header charge so instead of defining a particular you know a particular customer or in the process of purchase a particular vendor i want to define a group so what is this group so this group then we'll have to define several groups so then we'll add so this this is one group okay customer charge group number one let it be so if we define you know we'll select this group then if i click on save let me see a charge code of freight a value of 20 so right now i'm not defining this for a particular customer i mean accounts receivable so we'll be talking about the so this these are the auto charges for the uh for the customer and not the vendor but we are defining it for a certain group and the group is zero one so once you click this so now what will happen is it's refined for the group but how will that group be related so this is the way so you tag the group on to a particular customer then this particular customer will become a member of this charge group and we added in the auto charges that anyone belonging from this charge group should get an auto charge so this is how these charge groups are functioning you guys getting an idea what i did just now i do yes yeah okay so this is like the charge group similarly whenever we uh so table group and all all means for everyone table means for a specific customer or a specific vendor or a specific item and whenever we'll uh we'll try to post anything and like try to create a header or a line using the group it means uh now somewhere we are going to tag these groups so similarly these are all all of these things are very simple whenever it is coming item customer group commission group sales group so group means like there is a way where we are going to specify groups and then we are going to specify the postings by tagging that group and finally we are going to tag the customers vendors or items with that group similarly the line discount group multi-line discount group when we'll talk about trade agreements then we'll talk about those so this is just to get you an idea so in this way like you guys can you know you can just add all the sales order defaults so in this way once the sales order defaults are added so so there is line discount rebate group and all of these total discount and all so you can add the sales order groups here you can add the you can add the payment defaults this vm seems to be running slow what is the sales order pool functionality hey guys are you able to hear me now oh yes i'm really sorry you know this i just don't know why this is happening again and again there's really an issue here so just connected with my mobile now so i hope uh i think it should not disturb us for the rest of this i will quickly share my screen now okay but i think it's breaking in the middle your voice uh is it still breaking no it's fine but sometimes it just goes mute into okay okay yeah you know uh the wi-fi is actually not working there is some issue with transmission so right now i'm just like you know connecting with the mobile so yeah asking about the sales order pool sales order pool yeah we have sales pool we have sales order pools also if you want to you know group your sales orders into various pools for example the default order the internet or the wholesale it's just like a grouping and for reporting purpose so if you want to do that so you can do that also most of the customers like you know they always want any every kind of sales order to be tagged onto a you know onto a specific order pool so that jk knows what okay so from what what type of uh what sort of category is our sales order coming from so you can have your sales order pools for that purpose so basically it is very good for reporting purpose so whenever you want to you know print the reports or you want to make a customized report so on that for that purpose like you can use these things there are actually tons of features available here so you know so i was just talking about similarly we can have we've already gone through this in a vendor so we can have terms of payment methods of payment you know it's very much like the opposite of vendor card with all those things present so i think i think there is no issue i think we can i can we can wrap up this customer creation and move on to the sales process right so this is uh okay now let's let us move on to the sales order where our sales process will start so this is like we've created a customer that is fine so if we navigate to the sales and marketing so now we'll find we have various uh you know orders we have the sales quotations that we'll talk about in upcoming session we have sales agreements very much like purchase agreements about that also we'll talk about but for now the main uh process order to cash cycle as we call it in procurement we say it's procured to pay so so any kind of idea nelson and smriti so what is a typical order to cash cycle like could you explain me if you have a bit of an idea about that yeah i think order to cash process starts with first entering a sales order then printing a pay slip then it goes to uh shipment then confirming the shipment during the shipment confirmation then the inventory gets deducted uh uh yeah and then finally invoice and then hitting the uh gl all right so yeah that is typical um like ordered to cash cycle so what we'll do is uh we already had our item and that so we'll we'll try to sell that item now so we'll go through the processes of first we'll try to confirm the sales order it will generate us a confirmation document or the sales order confirmation report so that is very much like purchase order confirmation report but then sales order yes sales order confirmation so that that is needed you know important formal document let me select our customer that we just created we'll select the customer and these are auto populated based on the default settings for that customer well click on so here we have the various things you know you can have the pool you can have the sale sticker you want to tag and user the sales person responsible so right now it is picking up everything uh as per my id all right so i'll click on okay so the first step will be adding the line so just like in a purchase order we have the header view which have all these settings that directly affect the sales order so setup address delivery in each and all of these things and then we have the line view where we will specify the lines and also the line details where we can overwrite the final values of all the lines so if i so i think this was our item which i think we brought in inventory now we are going to sell this so we have okay so right now in the product search it is showing us that we have a few quantity available i think we are available for this one oh no and also for this one we'll select this one and click add lines and close just didn't get selected properly let me okay so once we've added our line item and we how much quantity you want to sell let me say i want to sell a quantity of let me say 10 the sales price you could have specified the sales price on the item card and here we can see that we already specified a sales price so the sales price was specified here in item number and if we go to the sales tab we specified the sales price here also guys one more important thing to note is like this is not the only price that you can specify you can have various prices there's other things so uh that that you can that can be taken care of with the res with respect to if you navigate to the manage costs and you can click on the item price so there you can specify various costing versions and various ways of various costing types for example right now if i click this is somewhat an advanced topic we really don't need to do this but you know costing type can be defined as the cost of the item or the purchase price of the item or the sales price of the item for example i want to define the sales price costing version is something which you want to keep track of your various costs for example one financial year can have one costing version so standard cost and plan cost are the two types of costs so current fiscal year new fiscal year or next fiscal year so basically this is like versioning you are you are versioning the various costs so in costing and pricing is a very detailed topic but still we will touch on that a little bit so right now for let me say if i select any version version 10 it's for the current fiscal year okay the standard cost so version has some of these things for example uh you want to just group them uh for example this financial year i was having this particular cost for this particular item the next financial year i just want to revisit my course so maybe i'll create a separate costing version for that recording will tell you what type of prices are allowed the purchase prices allowed costing prices allowed sales price is not allowed here so it will not it will not allow us to do that okay so this is what a costing version is it will keep track of your prices so costing version 10 let me try to specify your basic costing or like you know if based on if you don't give anything at the journal uh i mean trade agreement level this is the pricing that standard cost okay yes so this is basically you are defining the prices you can define the prices you can override the price it is it's very much like right now i want to define the sales price so i'm defining a sales price for this particular item for this item that i've created and ing to this version i am going to define it so and for any particular site if you want to define it so because all of these you know if if and but scenarios cannot be taken care of all of these scenarios so i have various ways of defining this price right now i am not it's not a kind of agreement or a trade agreement because i'm not defining it for a particular customer or a group of customers right but i want certain prices to be defined for the item and we can have a number of prices so all of those things cannot be taken care of with this just one field okay okay so this is one thing like instead of defining it here so the correct prices will be picked up from here as well because when you go deep into the costing and pricing you definitely need these features so right now for example purchase price i want to define it for a particular version i want to define it and for a particular site i want to define it now how you will define it onto your item card you won't be able to do that but here you can do it okay so this was you know uh uh just to give you a hint that guys we have something called this is like a full a very detailed process where you can specify exactly what you want for what particular version from what particular date you want those prices to be active or you want them to be you know blocked or what so all of these things are readily available so if i click on sales price if i let me select a costing version if i select let me say for site 11 we are preparing okay and so not found okay site 11 okay the site one that was also level prices costing is another topic that we will discuss in detail i mean in another costing they're like costing uh with uh i just wanted to say that costing is a very detailed topic so we are anyway discussing the prey uh the in agreements the pricing and costing are already discussed there so yeah definitely we will be having a separate uh you know session dedicated for all the prices the discounts and various other things related to costing also during the production order how to estimate the costs and all will be decisions yeah bombs and right so we will like continue like we'll keep adding on to that whenever the costing is required so right now we are talking about costing in production order we will be talking about costing in trade agreements pricing and costing so yeah there will be places it's like an uh i an add-on in every module so it just lingers on so yeah i just remembered okay this is something guys that you should know you know and this is where you can specify all of these things also let me uh let me make it active from okay any date so i'll click on save and then these are the pending prices and you can see the error price type sales price is not allowed in costing version 10. guys why because in costing version if you look at this properly uh recording and this was not enabled right so you can restrict so this is the costing version you can actually restrict okay this question version can have only these prices if i click on save now i can use this costing version and i can define it so once you click on save and now there is something called activate prices so these are the pending prices and when you click on activate they will shift from pending prices to active prices here so if i click on to the activate prices now they will vanish from here and these are the active prices that we have so in this way on all the various scenarios from various types of things for example for multiple sites we can have different prices so basically we can make use of these versions uh during production order estimation that you want to estimate okay uh using word costing version using this costing version then this price will be picked up on what side on this particular site so there are you know various times where we want uh these these sort of pricings and costings to come into action so i just wanted to touch base on that that we have you know this separate uh form for filling the costing and pricing and almost every type of costing pricing scenario can be taken care of so right now we have a sales price for this version and for this costing okay so i guess this thing is clear to you guys that we can specify the pricing and costing here also yeah there are some details but we can continue okay sure yeah you'll you'll get familiar with this as soon as we you know talk about production order cost estimation and all so once we have specified the price and also you can see uh hold on so once you specify this 80 000 and you can see this this automatically gets updated to 80 000 okay so now we can move on to create a sales order we already created one let me try to edit that customer account was let me filter it with customer name so we already have so we already have this okay so the same status is right now here it's open order which means still the transactions are remaining open so we'll see how this status changes it changes to invoice it changes to received uh not received delivered or received within the purchase order so anyway uh we have specified uh 10 quantity that is all now we'll click on if you want to make additional changes to the lines you can do that or you can just click on confirm so that as to confirm the sales order and this will generate a sales order confirmation document so you want to confirm it okay you can click on confirmation showing us a warning you are not going to print anyway i'm really not going to print this one i don't have printer attached right now to this machine so once this order is confirmed so you can see we have sales order confirmation and correspondingly we'll have a sales order confirmation report which is the formal document for official sales order confirmation also this is a report which every customer will you know will ask us consultants to modify because they'll be having their own template their own design so purchase order confirmation purchase invoice purchase product receipt sales order confirmation sales and voice sales packing slip these are the reports which are almost every time modified by every customer so yeah keep that thing in mind so let me try to see if it is able to print [Music] yeah it's processing sales order confirm [Music] report okay so this is the sales order confirmation report it's pretty much standard and very much simple i think even the dynamics ax community know that this is anyway going to be modified with some good amount of logos and some formatting but this is like the official sales order confirmation document okay so once we've done that now let me say it's time to pick the goods and ship the goods so advanced picking and shipping we will discuss it into in the warehouse management when we will be you know configuring the warehouse for proper picking and work will be generated for proper shipping and confirmation of shipment but for now let us suppose that this is once the sales order is confirmed now the user will go and pick the items so that process so we were registering it in a purchase scenario and here what we are going to do is as we can already see that registration is disabled and packing is enabled so we are going to pick that particular item so i'll add a picking line okay so and just want to make sure to show you the inventory status as of now so when you when you add a purchase order line it will show you or dirt so right so you can always have a look at the line and go to the inventory and transactions so it is showing you right now on order means the inventory of 10 for this particular item is like after some time this will go out of inventory in case of purchase it would have been ordered during the purchase order confirmation okay so this is a place where where a consultant should definitely look whenever there is a kind of a scenario and when he or she is confused of exactly what is going on with the particular sales order line so once you do that and now it is the time to pick the items and create a packing slip well click on pick i'll click on order line and then uh now it's asking us so okay so you want to pick a certain quantity let me say i really don't want to pick a 10 out of 10 right now i just want to ship a five quantity that is it i can click on picked quantity as five also we'll have to specify the batch number and location is already there so let me see if this is the correct location so batch numbers and location let me try to remove this one let me see the available inventory so on hand range so view available so these are all the available inventories so we can see available physical here we can pick from these locations and range inventory dimensions means if you click on this one it will filter out rest of the details so ing to the location 11 it will filter out so a1 is having 47 and this is having 1 0 3 0 we can pick from either one of them so we we have two batches we created two batches and we received it multiple times therefore we have this inventory i just want uh a2 i'll click on a2 here i can manually type 11 or again you can click on to the locations and type the on hand when it will give you it was already showing you location 11. so this is how this is the main thing from where the user is picking so at this time user is actually picking the items and you know taking those items to the truck or any kind of vehicle where you know like so that you know inventory is going to be picked up from this stage so i'll click on confirm pick all once this is confirmed as you can see we have one order line if we had picked everything then this line would have been not there okay only picked but right now it is showing us the inventory transaction said okay there was a total of ten so on order still is five and picked is five so we have picked on the five so let me say so this time we are only going to one question can you go straight to the location instead of uh going through the warehouse and batch and after that location yeah definitely we can go to the location not an issue and i'll click on this one you can definitely go on to the location you don't need to like this will be auto populated that will not be an issue so like but in the end it is giving you all the options maybe you don't want to pick from a particular way our house for a particular order also also there is one common scenario you don't want to you know go through all this process you want the inventory to be reserved automatically so that is again a scenario so for that particular thing what we do is um usually that is the most common scenario what this is i was just trying to explain you because as a consultant you should know the exact step when what exactly is going on otherwise you can uh manually for example if i click this one and let me click yes uh picture yes so one very common scenario is the users you know they just want as soon as you create a sales order it should get it should it should be reserved so for that you have to enable the automatic inventory reservation and the system will automatically reserve as soon as you just add the order line so right now you can see that there is no reservation enabled here but all of these values will be auto updated and the reservation will happen so once you do that so you don't have to you know manually go and do all sort of those things reservation is also one important thing and that that setting is present in accounts receivable if you navigate to the account receivable parameters i think this is the place where that setting is located reservation is just a soft committing right it's not uh yes and that too you can have if you have advanced warehouse management so you can have whether you want to reserve the batch or you want to reserve the location first so that is something we'll talk in warehouse management which is called a reservation hierarchy so what you want to reserve so there are the two main settings the batch before location the batch above location or batch below location sometimes you just want to reserve the batch and maybe you want to later on reserve the location for that particular batch so the batch number will be reserved sometimes you want to reserve only the location but you are not like yet committing what a batch number you want to so yeah there is a lot of things that goes in reservation so i think we have that setting here in inventory preservation in sex orders sales order reservation is manual so if we click on reservation automatic so automatically those lines will be reserved so system will instruct you okay go and you know so this is the thing you need to do but right now i wanted you to walk through this process so that you know like each and every step of what goes on or you know so i think the process of picking so you can just click on pick and this is how you you are picking the items once you have done the pick so you can click on to the pic post packing slip so this will actually generate a packing slip now also before that we should have a look at you know inventor always always you know try to look at the transactions of an inventory so you'll get a good idea so right now so that one line splits into two the line is saying minus five quantity is picked so in since everything will come in negative side because inventories anyway going out so on order is still minus five so it's picked now so once that picking is done also there is one more thing uh we have that batch number here so we were you know manually picking it if you don't have batch number only saturn warehouse you can directly click on post packing slip exactly like purchase order you can directly click on the product receipt if you don't uh uh want to perform these additional stuff for the item which are not having a batch number or serial number then you don't have to manually you can direct click on post post product receipt similarly you can directly click on post packing slip so you can see confirmation is like same both sales orders and purchase order that registration process and purchase order is you know it's here we have a picking process and that product receipt there is right now here we have post packing slime so they are all like you know antonyms of each other so i want to post a packing slip for the quantity that i picked okay so if it is picked then only those lines and that quantity will be updated and filtered all right so once i do this now my packing slip will be generated and packing slip will be posted as well inventory is out of the system that minus 5 inventory and here we have some errors let us see why order has not been stand to create okay so again there is some credit management setup enabled here order has been sent to credit management so credit management is another feature and i think this is enabled by default let me see so it is like okay how much on how much credit uh you know the maximum credit that uh you can assign to a customer so that sort of uh feature is enabled because of which it is it's not like letting me to post the packing slip so credit management on hold list so i'll just you know i'll skip this let me say release this one do not block it once that is done so packing slip form appears so that is a kind of setting that you you know it's the kind of feature if you want it to enable you can enable it for specific customers but right now we are not talking about that anyway so we were going to post the packing slip and if i click ok here my packing slip will now be posted so you know you can see a lot of errors in dynamics 365 they are self explanatory even if you copy those errors and google it there will be like almost 10 to 20 responses and you'll you'll get the solution it's very much simple it's okay so now our packing split is posted and let me see so once the packing slip is posted just as we had a product receipt general in purchase we'll be having packing slip general here so this will give us of what exactly went out of inventory so delivered is five ordered was ten delivered is five similarly we have you can view the report it's a very simple report packing slip report can be viewed from here and varies you know in the very same way we can correct the packing slip we can cancel the packing slip cancel it just as we could correct the product receipt and we could cancel the product receipt so if you want to correct it maybe you want to do a little bit of like you want to sell some more or some less if you want to if you want to cancel it the prod the packing slip will be cancelled okay so this is exactly same as product receipt so once you do the packing slip now it's time to do the invoice i'll click on invoice so what you want to invoice well we want to inverse the quantity that is in the packing slip so right now it will filter the packing slips and since we've already only made one packing slip so this is that particular packing slip number 279 if we had multiple packing slips here it would have showed us the multiple packing slips the line details the packing flips and the sales orders everything can be reconciled here finally for the account people they usually like to view the totals what exactly is going and how much invoicing are we going to do and for what so everything is right now here i'll click ok so once we do that i'll click on ok so in this way you know we are doing the sales invoicing so i'll click on okay so you could see like we have the process we have the confirmation then we are doing picking then we are posting the packing slip which means loading the uh inventory onto some cargo and then finally we are doing the invoice so once the invoice is done in west general will be created and there you can see the voucher entries also along with the standard report so this is also like usually customized but anyway dynamics is providing you this so this is the sales and voice okay so we have is not delivered because of our printman okay so we have some print management setup issues anyway it's not an issue you can just click on view on your site and you'll get that report just as we printed the sales order confirmation report so guys any kind of doubt in this process because this is the like uh the complete process of sales what exactly happens when you are having a customer order and finally to the final delivery and invoicing of that i think after running the process i'm i'm going to have some yeah definitely meanwhile meanwhile you know just try to run that process and let me let me you know finish the rest of this so i'll click on pick so five five inventory was yet left so you can pick it as many times as you want so i'll click on add a picking line let me try let me try to i think the batch number was a2 okay let me say i want to [Music] this time i just want to ship these three so i'll click on confirm pick all still i have i will have the two on order so once we do that let me try to post packing slip on picked okay you can see the same process here if i click on close here if i don't click on close here that two line that open that on order that status will remain intact and because of which the matching will fail so right now a deal has been done a deal has been made that okay so this is the final delivery that we are going to give you uh we are not going to provide the rest of the two quantities maybe because we don't have or maybe because the vendor is saying okay just give us the eight quantities if i click on close then that transaction will vanish that on order transaction will vanish and the status also will get updated otherwise the status will will also not get updated to delivered because if you remember i told you that status only gets updated when everything of a particular status is done if all the lines are delivered then only the status will convert to a delivered otherwise it will it will not be delivered it will still be on order so if i click on close and let me say okay so this is like you know short closing uh the patch on the sales order very similarly uh we shot closed uh this one i think that same issue under delivery okay so now we have this under delivery issue because we haven't specified any under delivery so we didn't specify on the item so because of which it was not on the lines so let me try to specify the under delivery um delivery and delivery let me say on a delivery of 50 percent you should do this so once is it mandatory that we have to mention under delivery yep it is mandatory because unless because see you've specified there is no under delivery here so first in the uh you know first you have to you can specify it only one time on the item so it is very much mandatory and that setting will be carried on to the order line so you have to make sure that you specify otherwise it will not allow you under delivery and over delivery because otherwise see how will the system know for example let us consider a scenario see right now that if if you don't have that close button how will the system know whether like i think everything is done with this order or yet it is like some some more process has to be done there should be a kind of boolean a check mark also the under delivery and over delivery is uh like it's a major issue for every company some of them are actually having pretty much strict rules that no under delivery no over delivery some of them are flexible for some items it's flexible for others it may be not so right now what i'm trying to do is on the line i have specified that low under delivery is possible and i'm trying to short close the sales order because of the system is throwing errors since you are already short closing it please specify the under delivery whether you are allowed or not so once i specify the under delivery percentage and i think let me confirm this again it will generate a second revision of the document that okay uh this time under delivery is also defined not an issue we can reconfirm it confirmation only means it will generate a snapshot of that document into the sales order confirmation so pick and pack let me try to post the packing slip picked and if i click on close now it should not throw an error but it will it may throw an error of that credit posting so we'll release that also okay not an issue this is done so right now now if we look at this line status will turn to delivered this would have never changed its status to delivered if we if you are not you know clicking on that close because then it is expecting okay two more quantities will uh will be sold and then i will make this status delivered so this is important and second if you look at the transactions now it will only show you uh it will not it will show you sold sold is the one uh because of which we did the invoice and this is deducted deducted means the packing slip is done it is not showing you that uh other you know other quantity of quantity of two that on order so this is also important so if you if you need to short close something so you will have to go through this process because then only accounting will be perfect and the inventory transactions will match so if you didn't close on that if you didn't click on that close and another line would definitely show up here as uh on order which means okay maybe after sometimes you will sell the remaining two items as per the formal agreement of the sales order confirmation document so is this process clear yes okay so once you click on that sold now we can do this invoicing of what we just packed so this is the new packing slab and if i just let me click on ok without editing any other information here so this status was delivered and now it will convert itself into invoiced because now nothing is left to deliver so the status was delivered now nothing is left to invoice because all whatever could have been delivered is delivered and all what that was delivered is invoiced so now if you look at the status it will show you invoiced so guys this was all about the sales order process the various transactions under delivery over delivery and you know the cycle which through which we process these orders so i think uh i think we've covered everything here the charges we've already covered similarly you know just as you add the charges on purchase order similarly you can add the charges on sales order maintain charges allocate charges i think we we had some charges here let me see some charge was posted maybe it was on the order line because i think we made kind of an auto charge so just to see where the charges are let me see maintained charges okay no charge not an issue so you know this is how the things take place so any kind of doubts or questions we'll definitely we'll pick up it in the next session and meanwhile you know just go through this process of creating a customer and creating a sales order and walking through all these various scenarios try to pick up under delivery over delivery try to short close them try to deliver or try to over deliver them and try to invoice them you can invoice one packing slip you can invoice multiple packing slips in one go so you know just feel free to explore these things and let me know in the next session all right yeah sure