Cédric Krier
418a7bd898
Since 57b1872a62fb the wizards display a list to be ignored and another to be recreated.
145 lines
4.9 KiB
ReStructuredText
145 lines
4.9 KiB
ReStructuredText
.. _Creating a sales order:
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Creating a sales order
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======================
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Creating a new sales order is simply a matter of creating a new
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`Sale <model-sale.sale>` and adding the lines that are required.
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Most of the fields are optional or have sensible default values.
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.. tip::
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The sale's reference field is intended to be used to keep track of the
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customers reference for the sale.
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This can be filled in at any time even when the sale is done.
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.. _Changing a sales order:
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Changing a sales order
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======================
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The `Sale <model-sale.sale>` needs to be in a draft state in order to change
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the values in most of the fields.
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There are also few fields, such as the `Party <party:model-party.party>` and
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`Currency <currency:model-currency.currency>`, which become read-only when any
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lines are added to the order.
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In order to change these without needing to remove the sales lines you can use
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the :guilabel:`Modify Header` button to start the
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`Modify Header <wizard-sale.modify_header>` wizard.
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.. _Sending a quotation:
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Sending a quotation
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===================
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A draft `Sale <model-sale.sale>` can be set to a quotation state with a
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validity period to calculate an expiration date based from the quotation date.
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The quotation can then be sent to the customer for confirmation.
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The validity of a quotation can be extended by resetting to draft and edit the
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:guilabel:`Quotation Validity`.
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In order to change the quotation date, you can use the :guilabel:`Modify
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Header` button to start the `Modify Header <wizard-sale.modify_header>` wizard
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which will update the prices.
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.. note::
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A quotation with a sale date after the expiration date cannot be confirmed.
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.. note::
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If an quotation reaches its expiration without being confirmed, it will be
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automatically cancelled by a `scheduled task <trytond:model-ir.cron>`.
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.. _Shipping a sale:
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Shipping a sale
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===============
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Any goods that were sold as part of the sale are
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`sent to the customer <stock:Sending and receiving deliveries>` using a
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`Customer Shipment <stock:model-stock.shipment.out>`.
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Depending on the shipment method chosen for the sale, the customer shipment
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may be created for you automatically.
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.. tip::
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The customer shipments that have been generated from the sale can be found
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using the sale's :guilabel:`Shipments` link.
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The :guilabel:`Shipments` and stock :guilabel:`Moves` related to a sale
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can also be found using the items in the sale's
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:guilabel:`Open related records` menu.
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.. _Part shipments:
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Part shipments
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^^^^^^^^^^^^^^
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In some cases you may want to send a sale to a customer in stages.
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If you want to do this then you just need to make sure that the shipment's
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inventory moves are correct.
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Once the shipment is packed, or the sale is processed again, the sale will
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automatically create a new shipment that contains any remaining quantities.
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This new customer shipment, often referred to as a back-order, can then be
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shipped at a later date, split up further, or cancelled.
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.. _Invoicing a sale:
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Invoicing a sale
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================
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The `Sale's <model-sale.sale>` invoice method determines whether the sale will
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automatically generate `Invoices <account_invoice:model-account.invoice>`.
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.. tip::
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The invoices that have been generated from the sale can be found using the
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sale's :guilabel:`Invoices` link or the :guilabel:`Invoices` item found in
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the sale's :guilabel:`Open related records` menu.
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.. _Handling shipment and invoice exceptions:
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Handling shipment and invoice exceptions
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========================================
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Sometimes you may have cancelled items from a `Sale's <model-sale.sale>`
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`Shipment <stock:model-stock.shipment.out>`, or cancelled a sale's
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`Invoice <account_invoice:model-account.invoice>`, and need to recreate
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them.
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Other times you may have cancelled things because you no longer want to ship,
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or invoice, them.
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As Tryton does not know if a cancelled item needs to be recreated, or not,
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it shows this as an exception in the sale's shipment or invoice state.
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For sales that have a shipment or invoice exception you can use the
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`Handle Shipment Exception <wizard-sale.handle.shipment.exception>` or
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`Handle Invoice Exception <wizard-sale.handle.invoice.exception>` wizards
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to recreate the items that need recreating, and ignore those that must be
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ignored.
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.. tip::
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When using the wizard the moves and invoices to recreate will, by default,
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already be selected.
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This means you will need to deselect any that you do not want to recreate.
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.. note::
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If you have ignored by mistake a move or an invoice, you can remove them
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from the corresponding ignored list and after click on the
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:guilabel:`Process` button.
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.. _Finishing a sale:
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Finishing a sale
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================
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In Tryton once a `Sale <model-sale.sale>` is being processed there is no
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button that moves the sale into a done state.
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This will happen automatically once the sale's
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`Shipments <stock:model-stock.shipment.out>` and
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`Invoices <account_invoice:model-account.invoice>` are completed.
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