Should we create a Sales Order before selling medicine to a patient

Healthcare
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1

We are implementing a system for healthcare management (Including pharmacy management),
My colleague says it is mandatory to create a sales order. I say since the transactions will be fast-paced, direct invoicing is better and that’s why healthcare has given the patient field in the Sales Invoice.

He says to start from sales order. And developing the functionality to auto create delivery note and sales invoice after the submission of Sales Order.

Is this the correct way?

Also, Is sales order a mandate required by the Indian government?

2

A Sales Order represents a request made by a customer to make a purchase. It does not generate any accounting entries.

I have no idea what regulations in India are, especially in healthcare, but I’ve never heard of any jurisdictions where Sales Orders are mandatory. They’re not mandatory in ERPNext, in any case. It’s just another step in the workflow you can track if you want.

4 Likes
3

yes, Sales Order is optional