Most of the time I am setting up direct retail systems where the Sales Invoice is used and the Sales Order step is skipped. The customer walks away with the final sales invoice moments after initial contact.
Other times I am setting up Manufacturing systems that also were not concerned with Sales Orders.
Now I am trying to understand how the Sales Order process works and most specifically the chain of recorded possession involved in the delivery of products to the customer when it comes to selling large items that require delivery. For example major appliances, furniture, or possibly farm equipment.
The process (as I understand it):
- Sales Order is created for customers order
- Sales Invoice is created so Customer can pay for the order
- Deliver Note is created when product is delivered
What part of the process closes the Sales Order and completes the transaction?
Is the completing of the transaction an automatic function or do I have to do it manually?
How do I account for the product being moved from the source warehouse to the delivery truck?
Is there a step the delivery drivers need to do to complete the transaction?
I guess what I would like is to hear from others that are using the Sales Order process to see how they have their process mapped out. Since I have not had to setup this type of transaction before, I am curious about what might be the best way to handle the sale and the chain of possession.
Any advice from experienced users will be greatly appreciated.
Thanks in advance.
BKM