Sales invoice is an essential part of the business process. This indicates that the ownership of the goods has been transferred from our company to the customer, and our company has formed an account receivable to the customer.The sales invoicing of this system can handle different business processes, direct sales andNegative inventory sales and other complex situations.

Click the " Sales Business " - " Sales Invoice " menu, and the following figure will pop up:

1. Handling Sales Invoice under Short Process

When selling Item, open a sales Invoice order directly, enter the quantity and unit price, and save it to increase accounts receivable and decrease inventory accounts.

Operation using serial number: Under this process, the serial number is also processed on the sales outbound order. You can see the "Serial Number" button appearing on the "toolbar". For specific operations, please refer to the basic operations of document editing  - Serial Number.

Select order: In the short process, the system has set sales outbound as the associated object with the sales order. For specific operations, please refer to the basic operations of order editing  - order selection.

2. Handling Sales Invoice under Long Process

When selling item, the salesperson issues a sales outbound order to increase accounts receivable, while the warehouse keeper issues a warehouse order through order selection to reduce inventory accounts.

Select order: In the long process, the system has set the outbound order to be associated with sales outbound. For specific operations, please refer to the basic operations of order editing -  order selection.

3. Direct Sales Processing

Direct sales is used to handle situations where goods are sent directly from the headquarters or suppliers to branch customers, as well as negative inventory sales . This method does not reduce the inventory of the warehouse.

Business features:

a. Shipment from headquartersTo non-independent segment customers:Generally, the headquarters issues a transfer to another place to reduce the headquarters inventory account; after the branch confirms that the customer has received the goods, it issues a sales delivery (the sales method is direct sales) to increase the branch's accounts receivable . This forms a "shipping at the headquarters, sales at the branch".

b. Delivery from headquarters to branch customers with independent accounting: Generally, the headquarters issues an internal sales order to reduce the headquarters inventory and increase the branch's accounts receivable. After the branch confirms that the customer has received the goods, it issues a sales order (the sales method is direct sales) to increase the branch's accounts receivable, and at the same time, an internal purchase order to increase the branch's accounts payable to the headquarters. This creates a "shipping at the headquarters, sales at the branch".

c. Delivery from suppliers to branch customers: generally purchased by the headquartersInvoicing (the purchasing method is direct purchase) increases the accounts payable of the headquarters. After the branch confirms that the customer has received the goods,Open sales delivery (sales method is direct sales) to increase the accounts receivable of the branch. This forms "purchasing at the headquarters, sales at the branch".

Direct sales are not affected by business processes , whether it is a long process or a short process . As long as this method is selected for sales delivery, the inventory account of the warehouse to which the organization belongs will not be reduced.

In order to ensure that the revenue and costs of the current period are in line with the matching principle, the direct sales method requires users to enter the unit cost price, which will be used as the basis for calculating the cost and gross profit of this part of the sales.

For specific operations, please refer to the basic operation of document editing, sales delivery confirmation function before saving, which needs to be set in the server parameter "Confirmation before saving sales invoice". When this option is selected , a window will pop up to reproduce the entered goods, quantity, unit price, amount, and ask for confirmation when saving the sales invoice.

4. How to deal with negative inventory sales

Negative inventory sales refers to a special sales method in which the inventory of a certain product in the warehouse is insufficient for this sale, but the product is still sold out first to increase accounts receivable.

5. How to reverse sales

When a sales delivery is found to be wrong and has been reviewed, it can only be processed by backflushing. Regardless of whether the serial number is processed or not, a negative sales delivery can be backflushed.

6. Prepayment function

    a. Only sales orders and sales shipments have the prepayment function. When orders and sales orders are opened, you can use the "Collect Payment" button to collect payment using multiple payment methods. Test whether the payment method can be saved. Select the sales order in the sales shipment. The balance of payment should be the invoice amount minus the order payment amount.

    b. When a sales order is selected for sales delivery, the prepayment in the original sales order will be treated as part of the sales delivery receipt.