Hi there, my company most of the time uses delivery notes, consolidate them into 1 sales invoice to a customer and send it to them.
This is particularly important when we have a promotional agreement with one of our customer who will sell goods by consignment for a period of time and return the remaining goods unsold afterwards. Consolidation is helpful for us to know what goods have been given to them and have the added benefit of being connected together in the ERP.
However, the issue arises when it is time to do Sales Return on goods unsold. While I can create a sales return, I can’t update the stock based on the consolidated Invoice. It will be a hassle to go through every delivery note as there are multiple repeat orders, etc. Is there a way around this?
I’m not following the above statement. Are you saying when you create a sales invoice, mark it as a return, the items you add to it don’t change the stock quantities?
Are you sure “update stock” is checked?
So we issue delivery notes, then send out an invoice afterwards. I have noticed that when you create a Sales Invoice from delivery note, checking the “update stock” will give you an error message that you can’t (See image Below)
I thought I could just check the “Update Stock” as well, but it seems not. I also thought I could create a Sales return and checking the “update stock” for it, but I get an error message like this:
Any help would be great. Thanks!
As you can see, the stock is updated via the Delivery Note, therefore you can’t update stock again via the sales invoice. This means you’ll need to issue
the credit using Delivery Note Return (which you don’t want).
Perhaps substituting Sales Order (don’t update stock) for Delivery note, then use Update stock on the sales invoice will help with your workflow.
It doesn’t appear you can choose “don’t update stock” for delivery note. If this is what you want, you’ll need a customization for delivery note.
@MakeRich , I was in your situation earlier while evaluating ERPNext. I solved this using custom script. After submitting the sales return (without the update stock), script will look in to the items in that return and will identify the delivery note and automatically makes Return delivery. This is the only way to solve (y)our problem.
Hi Raja,
That sounds great. Would you mind showing me the custom script? How should I implement it? Thanks!
