Sales
About Requisitions for Sales & Purchase Invoices
Requisitions for Sales and Purchase invoices enable adding an inventory inbound or outbound requisition to manage and track inventory movements from and to the warehouse(s), before receiving products in for stocking/ restocking or selling products. Hence, the requisition can be confirmed or rejected.
- Sales Invoices by default create an Outbound Requisition with the status “Under Delivery” before being accepted or rejected and “Received” or “Rejected” accordingly.
- Purchase Invoices create an Inbound Requisition with the status “Under Delivery” before being accepted or rejected and “Received” or “Rejected” accordingly.
Enabling Requisitions For Sales and Purchase Invoices
- Select “Inventory” from the navigation menu.
- Select “Inventory Settings“.
- Click the card “General“.
- Check the checkbox “Enable Requisitions For Invoices And Purchase Invoices“.
- Click “Save“.
Confirming or Rejecting a Requisition
- Select “Inventory” from the navigation menu.
- Select “Manage Requisitions“.
- Click the sales or purchase invoice requisition you wish to accept/ reject.
- Click the button “Confirm“ in case you wish to accept the requisition
- Click the button “Reject” in case you wish to reject the requisition.
Partially accepting a requisition | Sending & Receiving partial stock quantities
- Select “Inventory” from the navigation menu.
- Select “Manage Requisitions“.
- Click the required requisition.
- Click the button “Edit“.
- Edit the product’s quantities or remove the rejected items as required.
- Click “Confirm“.
- Note that in the case of accepting partial stock in sales or purchase invoices, a new requisition is created with the remaining amount to be confirmed or rejected.