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

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. 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. IMore information of order statuses here

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
  • Stock has been partially sent or received – Status changes to OCAT Partially Despatched
  • Stock has been over sent or received – Status changes to OCAT Over Despatched