Need Advice in Buying and Selling

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1

Hi,

I have a customer and told me he wants the minimal steps for Buying and Selling,
That means instead of using

  • Purchase Order
  • Purchase Receipt
  • Purchase Invoice

he wants to use just Purchase Invoice directly, is there any issue in (Accounting or Stocking) if using direct purchase invoice?

Same thing for Selling, direct use Sales invoices?

the customer Industry is Grocery

2

Any help ?

3

You can use Server script to auto generate next document while submit first document
For auto create sales invoice while submit delivery note

facture = frappe.call(‘erpnext.stock.doctype.delivery_note.delivery_note.make_sales_invoice’, source_name=doc.name)

facture_doc = frappe.get_doc(facture)
facture_doc.insert()
facture_doc.save()

facture_doc.submit()

doc.reload()

For auto create Purchase Invoice while submit purchase receipt

facture = frappe.call(‘erpnext.stock.doctype.purchase_receipt.purchase_receipt.make_purchase_invoice’, source_name=doc.name)

facture_doc = frappe.get_doc(facture)
facture_doc.insert()
facture_doc.save()

facture_doc.submit()

doc.reload()

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4

Receipt is Stock Module document
And Invoice is account module Document
You need both for handling stock alone with accounts ledger
Thanks

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5

Thank you @GGR

6

You can use check update stock features in each doc.

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7

Thanks

8

In sales invoice you’ll want to customize the DocType and set the default for “update stock” to 1.

Do you plan to maintain inventory?

You may want to look into POS invoice as well.

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