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Re: Shipping after making a sale



This actually applies to all of our clients, including those not (yet) on LedgerSMB.  None of our clients let merchandise out of their warehouse unless paid for.

Thanks.
Brian

Brian Wolf
Phone: 410.367.2958
Email: ..hidden..
Try out Activus Secure Payments™, our recurring payments application.
On 12/04/2012 09:24 PM, Chris Travers wrote:


On Tue, Dec 4, 2012 at 4:08 PM, Brian Wolf <..hidden..> wrote:
One of our clients asked about shipping products after making a sale.
They created a sales order, and then a sales invoice (from the sales order).   Now, how do they ship it?  The sales invoice is not displayed in Under Shipping > Ship.

The currently supported workflow is that workflows can be shipped, not sales invoices.  The problem I see as far as our support right now is that payments can't be attached to orders.  In other words shipping happens prior to invoice.  I suspect that the shipping routines could be modified to track shipping of invoices.

I can see this might be a common requirement since very often you take a payment prior to shipping.  I have generally wanted to redo this as a part of redesigning order management with the idea that invoices could be issued after shipping (and I still want to do that) but I think we could really use something more immediate because this is a significant limitation.  Let me see what is involved in this and see whether we can offer this as a new feature in 1.4 and maybe a backport for 1.3.  My gut says this shouldn't be too difficult but I won't know for sure until I get into it.

Question for everyone else:  Is a "ship after invoice" workflow something that would be generally helpful to everyone else?

Best Wishes,
Chris Travers


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