Let's suppose I have a sales order that contains 4 items and I invoiced it but there remained a little quantity that is still not invoiced and need to be delivered first. But, the client doesn't need this remaining quantity anymore. So, I need to close the sales order. What I am doing is cancelling the sales order in order to close the order. Is this considered right? or there is another method to do it? Help Please
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Kirjanpito
- Varastointi
- PoS
- Project
- MRP
Tämä kysymys on merkitty
2
Vastaukset
3411
Näkymät
Hey Moe,
What do you mean by closing the sale order ?
As Alouna explained, if the invoicing policy is set on quantities delivered, you have nothing else to do. Just invoice what you delivered and don't create a backorder.
If you are using ordered quantities, just adjust the initial quantity of the SO.
Yup I got the idea, I was confusing my mind with another concept. Thanks anyway!
I have a question, I see that you are an odoo expert and I would love to enhance my knowledge and expertise in odoo. I have watched odoo courses but I still need more to enhance myself. Do you have any platform that could help me better please?
Hey Moe,
Odoo's official content is really great if you want to learn best practices.
There are also a lot of great content creators on YouTube that talk about Odoo.
You can also wander on the forum and look for answers/guides provided by member of the community.
Thank you for your answer! Appreciate it
If I created a backorder and then the client decided not to take them later on. How can I get rid of the backorder?
Cancel it
Hi,
1. basically when you process quantity less than specified in delievery transfer the system will tell you if you need to create a back order or not => so choose not to create back order
2. In order to create invoice with quantities which has been delievered only you have to set invoicing policy on "delievered quantities"
Note: we have deliever only one product line with "10" qty
3. the invoice will be:
Note: only deleivered product line has been invoiced
Hope this will help.
Thank you! But what if product 1 has quantity 10 and I delivered and invoiced 7 out of them and the remaining 3 are no more needed from the client side, how to close the sales order and set the quantity to deliver to 0?
Nautitko keskustelusta? Älä vain lue, vaan osallistu!
Luo tili jo tänään nauttiaksesi yksinoikeusominaisuuksista ja osallistuaksesi mahtavaan yhteisöömme!
Rekisteröidy| Aiheeseen liittyviä artikkeleita | Vastaukset | Näkymät | Toimenpide | |
|---|---|---|---|---|
|
0
kesäk. 21
|
3008 | ||
|
CANCEL QUOTATIONS
Ratkaistu
|
|
4
heinäk. 24
|
1756 | |
|
|
1
toukok. 23
|
5969 | ||
|
1
maalisk. 15
|
6146 | ||
|
14
syysk. 24
|
39199 |
