I wanted to see how other users treat sample products that are either given or lent to other parties. I am particularly wondering about what stock-related document you use so that:
stock movement out is tracked and deducted from warehouse
we can track if the item is still in the hands of the party that borrowed the sample, or if it has been returned
we can mark an item returned
Was thinking of sales invoice rather than material issue -- but I didn't want to declare something as sold when it wasn't really. Any thoughts?
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You can use Delivery Note/Sales Invoice, if taxes applicable when you deliver sample items. On return make "Stock Entry" of type "Material Receipt/Sales Return".
If taxes not applicable, you can use "Stock Entry" of type "Material Transfer". In this case, you should maintain a warehouse for customer, hence you will able to track all the sample items. On return make reverse "Material Transfer".
On 27-Aug-2013, at 3:51 PM, lxnow wrote:
I wanted to see how other users treat sample products that are either given or lent to other parties. I am particularly wondering about what stock-related document you use so that:
stock movement out is tracked and deducted from warehouse
we can track if the item is still in the hands of the party that borrowed the sample, or if it has been returned
we can mark an item returned
Was thinking of sales invoice rather than material issue -- but I didn't want to declare something as sold when it wasn't really. Any thoughts?
–
You received this message because you are subscribed to the Google Groups “ERPNext User’s Forum” group.
If taxes not applicable, you can use "Stock Entry" of type "Material Transfer". In this case, you should maintain a warehouse for customer, hence you will able to track all the sample items. On return make reverse "Material Transfer".
This would imply we make a warehouse per customer? Otherwise, one "samples" warehouse and we track by stock ledger. I guess it will depend on the volume of samples a company issues. I prefer the latter than creating multiple warehouses... but not very elegant i guess
On Tuesday, August 27, 2013 6:32:24 PM UTC+8, Nabin Hait wrote:
You can use Delivery Note/Sales Invoice, if taxes applicable when you deliver sample items. On return make "Stock Entry" of type "Material Receipt/Sales Return".
If taxes not applicable, you can use "Stock Entry" of type "Material Transfer". In this case, you should maintain a warehouse for customer, hence you will able to track all the sample items. On return make reverse "Material Transfer".
On 27-Aug-2013, at 3:51 PM, lxnow wrote:
I wanted to see how other users treat sample products that are either given or lent to other parties. I am particularly wondering about what stock-related document you use so that:
stock movement out is tracked and deducted from warehouse
we can track if the item is still in the hands of the party that borrowed the sample, or if it has been returned
we can mark an item returned
Was thinking of sales invoice rather than material issue -- but I didn't want to declare something as sold when it wasn't really. Any thoughts?
–
You received this message because you are subscribed to the Google Groups “ERPNext User’s Forum” group.