Last updated 16/08/2017
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.
This article explains creating a Sales Order for a basic product, but 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.
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:
Cin7 only supports one invoice per sales order. If you require multiple invoices, you could consider creating multiple invoices in your accounting system instead - just 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, hover over the cog next to the order's reference number, and click Admin. Using the dropdown, change the QBO/Xero Invoice Status to Do Not Import.