Shipping The Sales Order In Opentaps

Shipping The Sales Order In Opentaps

Shipping the sales order is the Last step in any CRM system, As after adding an Product in system, create order with that Product, and Packing that Order, it comes here to ship the sales Order through the system.

scheduling shipments and closing the order are in either manual process, or the automated scheduling interface of certain major shipping companies which can be set up for use with opentaps.

This include two types of the Shipping services in opentaps:

1). Fulfilling Drop-Shipped Orders

If a Product is defined in drop-ship product and a valid supplier exists for the same product in the currency of product store provided to the that Product, then the purchase Orders will be automatically generated from the sales order by following the process:

1). A customer adds a drop-ship item in shopping cart or an employee adds the same in the CRMSFA application.

2). Item must be included setup Details.

3). At the time of the checkout shopping cart, the system divides the order into several ship Groups one per person. Items are assigned to different ship groups by supplier.

4). When a customer or staff to complete the sales order, the system detect whether there is a shopping / drag-and-drop the order of groups and create a purchase order for each / set shipping supplier wagon.

5). Items associated with the purchase order items to the original sales order. This can be seen in CRMSFA display sales order. Purchase orders can be seen in the application of procurement. Purchase items are created using the resource price order.

6). After a purchase order is approved a link appear for ship group of the purchase order.

7). On clicking the link, it will complete all the purchase order and linked Sales order for that ship group.

8). The completion of the purchase order will generate an invoice from the supplier to the company. The completion of the sales order will generate an invoice from the company to the customer.

2). Fulfilling Orders for Services

Orders for services or other non-physical products do not have inventory reserved against them and that he does not have to be packed to the bill. Or this can be done in given way:-

1). Approved an order.

2). Use “mark as performed Screen” to marked the service as performed.

3). then, use Invoice Performed Order Items to create a new sales invoice for these items.

Every time you use this link, the sale will generate a new invoice for the items that have recently been determined to perform, and then will be marked on the items as completed. If your system is set products Store "autoApproveInvoice" science "yes", then your sales bill will be automatically set to ready and posted to the ledger, and it will not be adjustable. Therefore, if you want to modify the bills, this flag is set to "No."

Then, you can periodically use the link [Invoice Performed Order Items] to create sales invoices.