82 lines
3.2 KiB
ReStructuredText
82 lines
3.2 KiB
ReStructuredText
Sale Module
|
|
###########
|
|
|
|
The sale module defines the Sale model.
|
|
|
|
|
|
Sale
|
|
****
|
|
|
|
The sale is mainly defined by a party to which the products will be
|
|
sold and a list of sale lines, each one containing a product and a
|
|
quantity. Here is the extensive list of the fields, most of them are
|
|
optional or completed with sensible default values:
|
|
|
|
- Party: The customer.
|
|
- Invoice Address: The invoice address of the customer.
|
|
- Shipment Address: The address where the shipment will be sent.
|
|
- Description: An optional description for the order.
|
|
- Reference: The internal reference of the sale (will be generated
|
|
automatically on confirmation).
|
|
- Sale Date: The date the sale is made.
|
|
- Payment Term: Define which payment term will be use for the future
|
|
invoice.
|
|
- Warehouse: Define the warehouse from which the goods will be sent.
|
|
- Currency: define the currency to use for this sale. All product
|
|
prices will be computed accordingly.
|
|
- Sale Lines:
|
|
|
|
- Type: The type of the line. The default value is *Line* which
|
|
means that the current sale line contains the fields defined
|
|
hereunder. The other values of Type (*Comment*, *Subtotal*,
|
|
*Title*) are used to add extra lines that will appear on the
|
|
report, thus allowing to easily customise it.
|
|
- Sequence: Allow to order lines. The value of this field is also
|
|
updated with a drag and drop between the lines.
|
|
- Product: An optional reference to the product to sale.
|
|
- Description: The description of the product to sale.
|
|
- Quantity: The quantity to sale.
|
|
- Unit: The unit of measure in which is expressed the quantity.
|
|
- Unit Price: The unit price of the product expressed in the
|
|
currency of the sale.
|
|
- Amount: The amount of the current line (Unit Price multiplied by
|
|
Quantity).
|
|
- Taxes: The list of taxes that will be applied to the current line.
|
|
|
|
- Invoice State: The state of the invoice related to the sale.
|
|
- Shipment State: The state of the shipment related to the sale.
|
|
- Untaxed: The untaxed amount.
|
|
- Tax: The tax amount.
|
|
- Total: The total amount.
|
|
- State: The state of the sale. May take one of the following
|
|
values: Draft, Quotation, Confirmed, Cancelled.
|
|
- Company: The company which issue the sale order.
|
|
- Invoice Method: May take one of the following values:
|
|
|
|
- On Order Confirmed: The invoice is created when the sale order is
|
|
confirmed.
|
|
- On Shipment Sent: The invoice is created when the shipment is sent
|
|
and will contains the shipped quantities. If there are several
|
|
shipments for the same sale, several invoices will be created.
|
|
- Manual: Tryton doesn't create any invoice automatically.
|
|
|
|
- Shipment Method: May take one of the following values:
|
|
|
|
- On Order Confirmed: The customer shipment is created when the sale
|
|
order is confirmed.
|
|
- On Invoice Paid: The customer shipment is created when the invoice
|
|
is paid.
|
|
- Manual: Tryton doesn't create any shipment automatically.
|
|
|
|
One should note that choosing *On Shipment Sent* for the Invoice
|
|
Method and *On Invoice Paid* for the Shipment Method is an invalid
|
|
combination.
|
|
|
|
- Comments: A text fields to add custom comments.
|
|
- Invoices: The list of related invoices.
|
|
- Moves: The list of related stock moves.
|
|
- Shipments: The list of related shipments.
|
|
|
|
The *Sale* report allow to print the sale orders or to send
|
|
them by mail.
|