Creating Invoices, Stock issues / Receipts from orders
Click the merging arrows button at the top of the order list to create an invoice, stock receipt, stock issue from the selected order. A popup will let you select the type
Sales Orders
For sales orders / quotes you have the option of creating an invoice, purchase order or stock issues :-
Invoices
When you create an invoice it is not editable after you have saved it. To change it you will need to delete it and re-create it
OCAT Will create an invoice with the quantities, prices etc from the original order. If you want to partly invoice simply change the quantities and at a later date you can create a second invoice
In some EU countries deleting invoices is forbidden by law. OCAT Currently doesn’t support credit notes. In this case you will need to use your accounts system for invoices and credit notes
Stock Issues
When you create a stock issue it is not editable after you have saved it. To change it you will need to delete it and re-create it
OCAT Will create a stock issue with the quantities outstanding from the original order. If you want to partly issue products simply change the quantity sent and at a later date you can create a second stock issue
Child Purchase order
Create a back to back purchase order based on the quantities costs etc of the sales order. This is editable after saving. You can then create stock receipts and invoices based on this new purchase order. If required don’t forget to specify the supplier
Purchase Orders
For purchase orders you have the option of creating an invoice or a stock receipt :-
Stock Receipts
When you create a stock receipt it is not editable after you have saved it. To change it you will need to delete it and re-create it
OCAT will create the stock receipt with the quantities outstanding from the original order. If you want to partly receive products simply change the quantity received and at a later date you can create a second receipt
If all the items ordered are received OCAT will automatically change the status to OCAT Despatched
Status changes – Sending & Receiving items
When you send items or receive items OCAT automatically changes the status of an order:-
- All the stock has been sent or received – Status changes to OCAT Despatched / Received
- Stock has been partially sent or received – Status changes to OCAT Partially Despatched / Received
- Stock has been over sent or received – Status changes to OCAT Over Despatched / Received
More information on order statuses click here