Problems with Sales Invoice

Frappe Framework Customization
1

Good Day Everyone.

Case Scenario:
After I submit a Sales Order, the customer occasionally requires additional “items” or additional quantity.
Is there a way to add the requirements without creating another Sales Order??

Also, Could I create more than 1 invoice from the same Sales Order?
(P.S: Not every invoice is the same Items, due to the previous question)

Is Subscription helpful in this case? If so, How?

Thank You

2

You can cancel the Sales Order and ammend it to a new revision…

3

This is not a solution, I need to keep the Sales Order. It is considered as an Open Contract.

Thank you for your reply though.

4

Ok, you dont want to cancel the SO because its an open contract, but you will add new items to the contract, so technically seen you will make a new revision of the contract. So why wont you do exactly this with the SO? Sorry, i dont understand this :thinking:

2 Likes
5

Interesting… How would someone go about amending a Sales Invoice to a new revision?

Or does this require using a Sales Order first? (we have been going straight to Sales Invoice and by-passing the Sales Order).

We saw Sales Orders as a wasted extra step when we are selling and immediately handing over products to the customer. We thought Sales Orders were to be used when a customer calls in an order to be shipped and invoiced at some later date. That is a rare occurrence in our business, so the Sales Order step was dropped in favor of directly writing the Sales Invoice instead.

BKM

6

Hi @bkm

For a new revision of an Sales-INV it is the same process (for all submitable records):
Cancel > Amend > Save > You got a new revision :wink:

7

Thank you! Thant gives me project to work on today. I may be able to simplify some of our processes now.

BKM