Sale Packing Lists can generate an invoice
for the related transaction by a simply action:
Ship Packing List
, if the number of items shipped (in the Sale Packing List) matches the number of items ordered (in the Sale Order). This means that you do not have to bother clicking on anything, the invoice will be automatically generated after you ship the Packing List.
The same as the "Related Sale Packing List", you can
reach the "Related Sale Invoice Transaction" from the "Jump ..." menu
.
However, ERP5 also allows you to manage the difference that can exist between what has been ordered and what has been exactly shipped.
For example, your client ordered 1000 products from you, but after the sales manager registered the Sale Order and confirmed it, the warehouse agent discovers that there is only 900 products left, due to a strike that obstructed your shipment to be delivered on time.
The warehouse agent, who is in charge of preparing the shipment, verifying the Sale Packing List on ERP5 and shipping the goods, decides to pack the 900 products available, and changed the quantity in the Sale Packing List. Technically speaking, this means that the order and the shipment are not convergent, because 1000 products have been ordered and only 900 have been shipped. For this reason, the invoice generation will be up to the sales manager. If he/she approves the shipment, he/she can first "Split and Defer" the initial Sale Packing List
, which will create another Sale Packing List for this order with the quantity left to be shipped later. The warehouse can
then "Ship" and finally "Deliver" the first Packing List
. After the second part of the products are prepared, the warehouse can
"Ship" and "Deliver" the second Packing List
. In this way, the diverged Packing List can be solved.