Control of deliveries and invoicing¶
Configuration of orders¶
Depending on the configuration of the order, several different possible consequences can follow. Three fields determine the future behaviour of an order:
Packing Policy : Partial Delivery or Complete Delivery,
Shipping Policy : Shipping & Manual Invoice, Payment Before Delivery, Invoice on Order After Delivery, and Invoice from the Packing,
Invoice on : Ordered Quantities or Delivered Quantities.
If you work in the Simplified View mode, only the Shipping Policy field is visible in the second tab on the order. To get to the Extended View mode, assign the group Usability – Extended View to the current user.
The packing mode determines the way that the storesperson will do the packing. If the order is put into Partial Delivery mode, the packing order will appear in the list of things for the storesperson to do as soon as any of the products on the order is available. To get the list of items to be done you can use the menu Stock Management ‣ Outgoing Products ‣ Available Packing.
The storesperson will then be able to make a partial delivery of the quantities actually available and do a second packing operation later when the remaining products are available in stock.
If the packing mode is Complete Delivery, the packing list won't appear in the list of packings to do until all of the products are available in stock. This way there will only be a single delivery for any given order.
If the storesperson wants, the delivery mode can be modified on each packing list even after the order has been confirmed.
In the case of invoicing on the basis of packing, the cost of delivering the products will be calculated on the basis of multiple deliveries. This risks incurring a higher cost because of each delivery. If invoicing is on the basis of the orders, the customer will only be invoiced once for the whole delivery, even if the delivery of several items has already been made.