More actions for items in customer sales order

More actions for items in customer sales order

Summary

It is possible to do several actions on the sales lines of a sales order, such as reserve, automatically reserve, assign to shipping, schedule releases, add an invoice or change the unit of measure for one or more items. These actions are used to track the different statuses of a sales order. To learn more about sales orders, see How to create, edit, delete and cancel a sales order.

 More actions

In a sales order, you can select one or more items to which you want to assign actions. To assign actions to items you must be in sales order read mode.

Here's how to access the different actions: 

  1. Select one or more sales lines.

  2. Click on « More Actions ».

  3. Select the action.


    1. Reserve

When you select a single item, you can select which inventory(ies) you wish to reserve for this order. You can reserve only inventories with the status "In inventory" or "To be received". You can book in several inventories. 
  1. Select the sales line.

  2. Click on the « Reserve » button.


    2. Reserve automatically

The "Auto Reserve" action reserves inventories with the status "In inventory" or "To be received". If the quantity ordered is greater than the "In Inventory" quantity, the action will create cards for manufactured items and "To order" inventories for purchased items. Inventories will be automatically reserved for the sales order when they are manufactured or received.

    3. Assign to shipment

This action allows you to schedule the shipment of inventories. You can create a new shipment or assign an existing shipment to a "New" status. The statuses "To be shipped", "Partially shipped" and "Shipped" depend on this action.

      3.1 Assign to shipment

  1. Click on « Add ».

  2. Click on « Assign ».


      3.2 Assign to an existing shipment

  1. Click on the desired shipment.

  2. Click on « Assign »

    4. Schedule releases

This action allows you to schedule daily, weekly, or monthly article releases. The periodicity range as well as the number of occurrences can be adjusted to better meet your delivery needs.

4.1 Periodicity range

Select the date you wish to start the scheduled releases. If you want to avoid fractions for your item deliveries, keep the selector checked.



4.2 Periodicity

Select the desired periodicity for the scheduled releases. If a weekly period is selected, please select the release day(s). If a monthly period is selected, please select the date/weekday as well as the frequency of release.



4.3 End of program

Indicate the number of occurrences you wish to have scheduled. A fixed quantity per line can also be selected to determine the number of occurrences required to complete the sales order.


    5. Add an invoice

Order lines can be in the status of "To be invoiced", "Partially invoiced" and "Invoiced". These statuses can be modified with the "add an invoice" action. You can use this action whether ALIX is integrated with Zoho Books or not. If ALIX is integrated with Zoho Books, the invoice will be created in "draft" status. If ALIX is not integrated with Zoho Books it is possible to enter billing information into your accounting system. It is also possible to create a new invoice or add the items to an existing invoice for the customer.

5.1 Create the invoice in Zoho Books

  1. Set the selector to the right when creating the invoice.

5.2 Create a new invoice

  1. Select the invoice date. By default, the current date is selected.

  2. Click on « Add ».

  3. Click on the bottom « Add » button.

5.3 Add to an existing invoice

  1. Select the invoice date. By default, the current date is selected.

  2. Click on the invoice you want to edit.

  3. Click on the « Add » button.


5.4 Partial Invoicing

By default, the total quantity is charged. To make partial billing, please follow these steps :  
  1. Select the invoiced quantity.

  2. Modify the invoiced quantity.

  3. Click on the « Save » button.



6. Change the unit of measurement

The unit of measurement of a non-standard item (Weight, Length, Area, Volume) can be changed directly on the sales line with this action. When this action is performed, the associated costs will be automatically updated.




    • Related Articles

    • How to create, edit, delete and cancel a sales order

      Summary Sales orders are all the sales made by the organisation. It is possible to associate one sales order to « Sales project » and multiple sales orders to « Standard » project. To know more about project types, see the article on this subject. ...

    • Introduction to items

      Summary Items are products or services that the company uses in its business. These may be manufactured and/or sold and/or purchased. The item contains inventory information (unit of measure, SKU, unit cost, unit weight, etc.). If it is manufactured, ...

    • Link a customer and a vendor

      Summary If a vendor is also a customer (or vice versa), it is possible to link them together. Link a customer and a vendor Go either to Sales -> Customers or Purchases -> Vendors. OR Click on the customer/vendor to link. The information of this ...

    • How to create and send a purchase order

      Résumé This article explains how to create and send purchase order to vendor. Purchase order ensure supply of inventories. Once the purchase order is at status "Issued", the inventory are at status "Ordered". Create a purchase order Go to Purchases ...

    • Release August 11th, 2022 (v10.0.0)

       August 11, 2022 - 12:30 EDT  Context This major update brings a redesign of projects and sales with the brand new sales orders section. As announced in our ALIX July 2022 newsletter, projects are now considered operations management entities to ...