Hello,
If I choose that the Sales Order is not required, what is the process to sell without a Sales Order?
And if I choose that the Delivery Note is not required what is the process to deliver the goods and remove them from the stock?
Thanks in advance,
Nuno
Hi,
I think it indicates if Sales Order or Delivery Note are mandatory,
If not you can directly make an invoice to deliver goods and decrease stock from the warehouse.
If yes, ERPNext will refuse a new invoice, you need to create a Sales Order firstly, then convert it to Delivery Note and then convert DN to Invoice.
Regards
3 Likes
Hi,
Just go through this link:-
https://frappe.github.io/erpnext/user/manual/en/selling/setup/selling-settings.html
On āSale Invoiceā ,you can directly do āUpdate Stockā without creating Delivery Note.
1 Like
Hello,
I see. Thanks. I tried to Update Stock and it worked fine, it blocked the submit because I didnāt have enough stock. Perfect.
But now Iām confused⦠I just tried to create a Sales Invoice without the āUpdate stockā flag, submitted it, made the payment and the Sales Order is now green and ready to be forgotten. But I never got to deliver the goods and the stock didnāt change. So I just got paid for something I didnāt deliver and there is nothing pending. Isnāt this dangerous? I imagine it would be very easy for someone to forget to set the āUpdate stockā flag on the Sales Invoice. Or am I missing something?
Thanks again,
Nuno
Hi @nununo
You can customize the Form for āSales Invoiceā and set default value to ā1ā for field āUpdate Stockā
Then it is always set.
You also can enter some rule to check, that this option is set if the item depends on.
2 Likes
Thank you very much for the thorough explanation. Iāll make a note of that.
So much to learn! I still didnāt start exploring the rules. Itās really cool how things can be customized so easily and in such an unified way. I have to say Iām really impressed with ERPNext and enjoying it a lot.