CAS 308: From Quote to Invoice

Doing an entire sales order from start to finish 1 A sales order is part of the process to complete a sale with a customer or contractor. The "quote" is the first stage. If there is a commitment on the quote then we can "confirm" that quote into a sales order. In general, this means that the customer has paid some or all the money towards this order. If this order is also leaving the building (either pickup or delivery) at the same time as the commitment was made for the sales order then we would move on to invoicing it. If the commitment was made, but the products are leaving later, either in pickup or delivery date, then we leave the sales order but invoice it later when the products leave the building. 2 Navigate to https://www.american-stone.com/web?#view_type=list&model=sale.order&menu_id=252&action=324 3 Click "Sales" 4 Click "Orders" 5 Click "Create" 6 Type in the customer making the purchase. If they are a new customer/contractor refer here: Contractor: Customer: https://scribehow.com/shared/How_to_create_a_retail_customer__UlvxmPRyQgWrp8bqhJb3AA 7 Click "Add an item" to add the product they are purchasing 8 Click on item 9 Enter the amount they are purchasing. Pay attention to the units on the item; lbs, sq ft, each, lineal feet, etc. 10 It should look like this. 11 Click "Save & Close" or "Save & New" if another item is being purchased. 12 Click "Save". This will create the SO and save it as a quote with a number associated with it. 13 Stopping here will create a quote. 14 Click "Confirm Sale" if they are immediately purchasing the product or putting a down payment. 15 Confirming the sale will create a Sales Order 16 FOR DELIVERIES OR DEPOSITS/DOWN PAYMENTS USE THE REGISTER PRE-PAYMENT OPTION. How to push through an order w/ a registered pre-payment:https://scribehow.com/shared/How_to_Create_an_Invoice_for_a_SO_w_a_Registered-Pre-Payment__FTGLec_MSua2ZjIYgDbvjA How to here:https://scribehow.com/shared/How_to_Register_Pre-Payment_and_Make_Manual_Payments_in_American-Stone__uRRDY95-RdCjUBDCJesMnw 17 Click "Create Invoice". 18 Click "Create and View Invoices" 19 Click "Edit" 20 Click the "Invoice Date" field. 21 Typing in "T" will invoice for that day. 22 Click "Transfer & Pay" 23 Click "Genius TSYS - (American Stone Sales, Inc.)" and select your specific store to sent the payment to the card reader 24 If the payment is taken through recurring billing, or through the virtual terminal, it will be a manual payment. This will not send it to the card reader but will register a payment in Odoo. How to here:https://scribehow.com/shared/Accessaccountdetails_Workflow__abPyQbNzTjuH8rF1hou9hw 25 If they pay in cash you can type in your store and it should pop up. 26 Validate the payment to send to card reader, or to show a manual or cash payment has been made. 27 Click "Save" 28 Click "Print" 29 Click "Invoices" 30 Print the invoice from this page because it includes our policies, this helps avoid confusion on return dates, restock fees, etc. 31 Once you hand the invoice to a customer, the sales order is done!