Despatch stock and create an invoice from a sales order
Description
When you've allocated a sales order, there are different ways to record its despatch.
Cause
Resolution
Despatch notes
Use Despatch Notes to record deliveries for one or more sales orders. It also prints a delivery note, updates stock levels and creates an invoice for the despatched items.
Amend allocations
You can use the Amend allocations option to record a part-delivery of goods against a sales order. This option also prints a delivery note, updates the stock on product record and creates an invoice for the items despatched.
Despatch orders
You can use this option when you want to despatch the selected sales order. This option also prints a delivery note, updates the stock on product record and creates an invoice for the whole order.
Despatch notes
Select Sales orders then press Despatch notes.
Select the Customer A/C dropdown and select the required customer.
Enter the Date Despatched and if required, enter a Customer's Ref.
Enter the quantity for each item in the This Despatch column. To despatch all items, select Despatch All.
Select Save. If prompted to print a Goods Despatched Note, choose Print Now or Print Later.
Depending on your options, this message may not appear.
Select Close.
Each sales order shows a Despatched status of COMPLETE.
Amend allocations
Select Sales orders, select the orders you want to despatch then press Amend allocations.
In the This Despatch column, enter the required values for each item then select Despatch.
To create an invoice, update stock and record despatch, press Yes.
To print a delivery note only, press No.
If prompted to print a Goods Despatched Note, select Print Now or Print Later as required.
Depending on your options, this message may not appear.
Select Close.
Each sales order shows a Despatched status of COMPLETE.
Despatch orders
Select Sales orders and select the sales orders you require then press Despatch orders
What happens next depends on your Goods Despatched Notes settings in Settings > Invoice and Order Defaults > Options > GDN and GRN Options > Goods Despatched Notes.
Option
Steps
Generate for all despatches (Default)
or
Do not generate
The following message appears:
'Do you wish to create invoice details, update stock and record despatch for the selected order(s)?' To print a delivery note only, click 'No'.'
To record the receipt of the goods, and print a GRN, select Yes.
If you don't want to record receipt of the goods, or print a GRN, press No.
Prompt at each received
The following message appears:
'Do you wish to create invoice details, update stock and record despatch for the selected order(s)? To print a delivery note only click 'No'. Generate Good Despatch Note(s)?'
To record receipt of the goods without printing a GRN, select Yes.
If you don't want to record receipt of the goods or print a GRN select No.
If you want to record receipt of the goods, and also want to print a GRN, select the check box and press Yes.