Use the Confirm despatch options to record the despatch of goods to your customers.
You must record the despatch of:
To prevent customers being invoiced for goods or services before they have received them, you can choose to record the despatch of:
You can set the sales order item to require despatch processing. The order line is then marked as Pending Despatch until you Confirm Despatch. The order is then marked as despatched and the invoice can be printed.
You can choose how to record the despatch of free text and service/labour items. This is set by default in the SOP settings Order Processing tab. You can also change the despatch method on the Sales Order. You can despatch these items in the following ways:
Confirm with goods despatched/received |
Service and free text items are despatched with stock items.
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Confirm as service / free text |
Service and free text items are despatched separately.
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No confirmation required |
The despatch of service and free text items is not recorded.
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You can choose to print despatch notes automatically as part of the despatch process. You must have selected Print despatch notes when order despatch is confirmed. This option is set in the SOP settings Printing tab.
You do not record the despatch of the goods for a trade counter order. When you save a trade counter order, the invoice is produced automatically. All lines on the order marked as despatched.
What do you want to do?
Despatch stock (non traceable item)
Despatch stock (traceable item)
Despatch free text items/confirm services completed
Reference
Order processing (SOP settings)