erp-manual:cloud:sales:dispatch
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
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erp-manual:cloud:sales:dispatch [2026/01/18 08:09] Kalpesh Popat |
erp-manual:cloud:sales:dispatch [2026/01/18 11:17] (current) Kalpesh Popat |
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| * System will validate the dispatch and approve or reject | * System will validate the dispatch and approve or reject | ||
| * After dispatch entry is approved, the **Sales order document status** is updated to **Part dispatch started** or **Full dispatch done** | * After dispatch entry is approved, the **Sales order document status** is updated to **Part dispatch started** or **Full dispatch done** | ||
| + | * Print the Dispatch detail | ||
| ===== Step 1: Create New Dispatch ===== | ===== Step 1: Create New Dispatch ===== | ||
| - | * Open the Sales Order for which Dispatch has to be created. Click on Document Actions and click on Dispatch. | + | |
| Line 23: | Line 24: | ||
| Each item has 2 actions: Edit and Remove, Repeat the below step for each item: | Each item has 2 actions: Edit and Remove, Repeat the below step for each item: | ||
| - | * Remove Item: Scroll to the item that you don't want to dispatch and then Click on the remove icon (X) for that item | + | |
| - | * Edit Quantity: Specify the quantity that you want to dispatch, default is 1 quantity | + | |
| - | ===== Step 3: Review and Save the Document ===== | + | **For partial dispatch**, ensure to choose only the items and the quantity that are dispatching now, remove all other items |
| + | |||
| + | ===== Step 4: Review and Save the Document ===== | ||
| **Review** the list of Dispatch Items: **Item ID** should be correct, **Quantity** should be correct | **Review** the list of Dispatch Items: **Item ID** should be correct, **Quantity** should be correct | ||
| Line 37: | Line 40: | ||
| + | ===== Step 5: Print ===== | ||
| + | * **Open** the Dispatch that need to be printed | ||
| + | * Click the **Print** button | ||
erp-manual/cloud/sales/dispatch.1768723770.txt.gz · Last modified: 2026/01/18 08:09 by Kalpesh Popat
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