Creating a sales order¶
Creating a new sales order is simply a matter of creating a new Sale and adding the lines that are required. Most of the fields are optional or have sensible default values.
The sale’s reference field is intended to be used to keep track of the customers reference for the sale. This can be filled in at any time even when the sale is done.
Changing a sales order¶
The Sale needs to be in a draft state in order to change the values in most of the fields.
There are also few fields, such as the Party and Currency, which become read-only when any lines are added to the order. In order to change these without needing to remove the sales lines you can use the Modify Header button to start the Modify Header wizard.
Shipping a sale¶
Depending on the shipment method chosen for the sale, the customer shipment may be created for you automatically.
The customer shipments that have been generated from the sale can be found using the sale’s Shipments link.
The Shipments and stock Moves related to a sale can also be found using the items in the sale’s Open related records menu.
In some cases you may want to send a sale to a customer in stages. If you want to do this then you just need to make sure that the shipment’s inventory moves are correct. Once the shipment is packed, or the sale is processed again, the sale will automatically create a new shipment that contains any remaining quantities. This new customer shipment, often referred to as a back-order, can then be shipped at a later date, split up further, or cancelled.
Invoicing a sale¶
The invoices that have been generated from the sale can be found using the sale’s Invoices link or the Invoices item found in the sale’s Open related records menu.
Handling shipment and invoice exceptions¶
Sometimes you may have cancelled items from a Sale’s Shipment, or cancelled a sale’s Invoice, and need to recreate them. Other times you may have cancelled things because you no longer want to ship, or invoice, them. As Tryton does not know if a cancelled item needs to be recreated, or not, it shows this as an exception in the sale’s shipment or invoice state.
When using the wizard the moves and invoices to recreate will, by default, already be selected. This means you will need to deselect any that you do not want to recreate.