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Re: Can sales orders affect inventory?
- Subject: Re: Can sales orders affect inventory?
- From: Stroller <..hidden..>
- Date: Thu, 16 Nov 2006 20:20:16 +0000
On 16 Nov 2006, at 19:42, Chris Travers wrote:
I'm afraid I haven't been quite fully aware of this issue before now
- I have only just gone live with SL this week - but I'm not quite
clear how one can entirely avoid reposting an invoice.
In a week, it is highly unlikely that you will have messed up your
inventory figures in any meaningful way. The problem usually occurs
with volitile-priced goods and has to do with the way cost is
unallocated when the invoice is reposted.
I should have mentioned that inventory figures aren't that important
to me, anyway - I just wanted to be sure that I somewhat have the
right "process" when using SL.
Note that in a future
version, we probably won't give the ability to repost invoices at all
(instead, one will have to void, convert to credit, etc). However,
reposting of invoices is *not* recommended under any circumstances due
to accounting concerns.
I think you're saying that I shouldn't be editing my posted invoices
in the way I (long-windedly) described in my previous message.
In this case, is there any chance of a "confirm" screen when the
"Post" button is pressed?
As I said in my previous message I kinda find the "Add Sales Invoice"
screen hard to check... I guess because all the text-entry fields
make it kinda "cluttered". This is especially the case if I have a
long invoice of 20 or more items. It would be ideal for me to be see
something like the confirm screens used by online shopping services
when I click "Post".
If I "Print" an invoice in "html" to "screen", for instance, it is
much easier to read, but I'm kinda paranoid about doing that - I
think there's something that makes me want to post as soon as
possible in case, in a moment of inattention, I close my browser
window having forgotten to do so. Ideally, if I were to do this, the
un-posted invoice would be saved as a "draft", and be shown
incomplete the next time I log into SL.
In particular, being a sole-trader, a one-man-band and basically
service-orientated, I never maintain prices for the hardware I sell.
I mostly only buy things when my customers needs them, so I usually
base my price on whatever I happened to pay for the item, but also my
pricing is flexible. I often sell at little over cost but other
customers expect to pay premium rates, or I might well bump-up the
price on parts if, for instance, the customer has inconvenienced me
I don't want the hassle & regimen of maintaining price-structures for
all the "stock items" that I don't really keep in stock, I just want
to enter the price at the time of invoicing (this is usually the time
of sale). But if I forget to do so - particularly easy if I'm filing
a long invoice of pre-priced services with only one or two hardware
items amongst them - then it is possible to file an invoice with
items unpriced. An "are you sure?" screen would be very helpful - I
appreciate it should be possible to sell things for £0.00, but this
is not the same (to me!) as an empty field that I've forgotten to fill!!
It is my understanding, however, that if I now close this window the
invoice will be lost. Is that not the case?
You are correct.
I think this affects the automatically-generated invoice numbers,
then? It would be possible to have numbers missing from the invoice
if I decided not to invoice at that time.
As others have pointed out, the
Cash->Payment/Payments/Receipt/Receipts screens are the places to
enter the payments against invoices.