Shipments and invoices
Sales shipment
The shipment records the goods leaving the warehouse for the customer. It is usually made from an order, but can also be made from an invoice. The list is in .
| Status | Meaning |
|---|---|
| Waiting for shipping | The shipment is prepared, the goods are still in the warehouse. |
| Shipped | The goods are shipped, the invoice isn't made yet. |
| Closed | The goods are shipped and invoiced. The shipment is locked. |
Shipping
When the shipment is Waiting for shipping, with Next progress choose:
- Ship – the goods leave the warehouse.
- Ship + Make an invoice – shipping and invoicing in one step.
- Make an invoice – an invoice for a shipment that has already shipped.
Sales invoice
The invoice is what the customer owes. It can be made from an order, from a shipment, or directly from .
Processing
An invoice made from an order or a shipment is processed right away. A direct invoice is approved first, then with Next progress choose:
- Process invoice – the invoice enters the customer's balance.
- Process invoice + Make a shipment – and the goods ship, in one step.
- Process invoice + Make a shipment(Wait for shipping) – the invoice is processed, the goods wait to leave.
Processing a direct invoice checks the customer's credit limit again. An invoice made from an order or a shipment isn't checked, since the limit was checked when the order was approved.