We sell custom made doors and furniture. Frequently, a customer building a new home will hire us on a Quotation for X number of doors, so we will issue the Sales Order with let’s say 30 doors, and collect payment for 70% of the balance as advance deposit. The manufacturing process takes 8-12 weeks.
But as the project advances it is common that the quantity of doors will change; sometimes to more doors, and other times to less doors. Also the specs of the doors can change (think height and width) which changes the price; again, sometimes in favor of the client, and sometimes against.
What is the recommended method for inputting this situation into ERPNext? I can think of a couple of alternatives:
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Cancel and Amend the Sales Order: I’m not sure this would be very clean since at this point a Payment Entry has already been entered and linked to the Sales Order; but a Sales Invoice has not yet been generated since the SI only gets generated much later when items are getting ready to be delivered.
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Wait until it’s time to generate the Invoice, and then after generating it, immediately issue a credit note against it: This seems odd because we need to Invoice the client for the final corrected amount that takes into account all credits and debist due to Change Orders.
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Generate a Sales Invoice, and then simply edit it with negative quantity to the “return” items, and then add the new correct items: do we have to select the ‘Is Return (Credit Note)’ check box at the beginning of the form? What does checking this box do?
Thank you for any thoughts.
Regards,
