Create and Manage Your Sales Order Invoice for Engineering Seamlessly

Sales order invoice for Engineering

foreign [Music] business Central we can create a sales invoice from a sales order let's go take a look under sales we're going to create a sales order now a sales order is a document that's used to turn around and track orders that are outstanding within your system some businesses just prefer to use sales invoices however if you're running inventory and you're requiring to keep a log of work in progress that's that's being picked and and put through your business processes sales orders is the right place to start let's click new from the sales order we have a customer name and we're going to go straight to picking uh adderton and as common within business Central there's uh data broken down into pins otherwise known as tabs and you get this show more feature so we're going to have a look here at the sales order we've got the customer's details we've got the sell to is who we're building for the transaction we can see here the order and due date requested delivery date an external document number is common where we would enter the customer's purchase order under show more you're going to see more things that are relevant for example references you've got responsibility centers campaigns opportunities and so on and these features generally come down to preference of use let's go back to the sales order I'm going to sell this customer a conference table I can see here that we've got a few columns here I've got the item I've got the description which can now be edited you can write in that description field we're going to select one of these we're going to scroll over and select warehouse location and for this transaction I'm not using warehousing so I'm going to keep this simple but if you did use multiple warehouses you would select your Warehouse that has that stock the unit of measure the tax that's applicable for this transaction we can see the unit of measure and we can see the unit price excluding GST a few other things that are a little bit different to a sales invoice now is that you can see a quantity to ship quantity shipped quantity invoice and quantity invoice quality sine quantity assigned we can see also posting dates we can also see our Dimensions that are added here all right going down a little bit further common theme here to do with sales documents is a discount amount underneath the totals underneath the invoice details we can see the currency of this transaction we can see payment terms we can see posting groups Etc as we go further down we can look at the puping and billing and this is where we can change to an alternate delivery address that belongs to the customer I'm going to set this address here okay and right now we've got the address but I want more information so I'm going to show more and depending on your workflow and whether you have a warehouse management system you might want to say how it's been shipped okay and at the point of shipment what the tracking number is so it's emailed to the customer or appended to the invoice all right we've got a few add-ons here that are available through extensions one very interesting one here that sets sales invoices apart from sales orders you can take a sales order and you can choose whether or not you do a prepayment on it prepayment means if we use prepayment that this must issue an invoice as a customer liability before the order will be accepted and released to the warehouse I'm going to leave this and we'll cover this in another tutorial we have our sales order that's ready to go we have decided that over here on the line we're going to ship one and it says that I can invoice one the sales order gives us the ability to post and as we go to post we can see here do I want to ship and invoice or shipping invoice what are we doing so I'm gonna ship this one item I'm going to hit OK and as you'll see here now quantity of this ship is one quantity the invoice so quantity to ship is blank quantity shift is one so it means it's shipped quantity invoice is one so we haven't built them yet and you can see now per line how that plays out now in the scenario where we reopen this transaction and we decide to add a few more of these conference tables because they love them and we're going to ship two and three we have ourselves now a bit more of a comprehensive transaction that we can see here I'm just going to set the GST to gst10 just because I'm an Australia that's weird all right now here we're sitting here and Webb decided that we want we've got two items on the second line and three on the third we've already shipped the first lines here and I can decide I'm now going to ship the two on the second line but I'm going to ship 0 on the third line okay and we can go post ship if we hit ship in invoice it's going to invoice three units just here so let's do that hit okay you'll notice now this is all been quantity shipped quantity invoiced we're now going to put the three units here to ship and let's read it invoice and again posting I could do that as a shipment I could do that and there's an invoice altogether now depending on your implementation we usually will configure that on trigger of shipment the customer receives a shipping docket via email and on a process of invoice the invoice is sent automatically to the customer so this means the process of sales order being posted will complete both shipping notification and an invoice in the same step let's now complete this document as soon as I do this document is going to be archived there is an option in here with sales orders within your sales and receivable setup to have archives traditionally a sales order when it's completed is deleted I'm going to turn on archive sales orders archive return orders I'm going to Archive quotes I'm going to go back now and now when we post this final transaction here and this invoice is out this sales order is going to be stored as a archive instead of being deleted from the system let's go post post shipping invoice off she goes that document is now gone it's no longer a sales order and you can search our archive sales order quick and here is our sales order that we had and we can see the lines that were on it previously and that's how you invoice from a sales order thank you foreign [Music]