Table of Contents

Create an Invoice and Print Delivery Note

Paul Ontong Updated by Paul Ontong

Introduction

Once the Distributor's order has been picked, captured and checked by security; a Distributor/Customer invoice needs to be created by the Orders Clerk.

Responsible Team

  • Sales Order Clerk
  • Warehouse Manager
  • Security (Physical Checks)

Navigate to your Odoo dashboard and click on this application: Sales

Please navigate as follows to get to the correct screen:

To Invoice / Orders to Invoice

In the search bar at the top, type in the code of the Order, you should now land on a screen that looks like this:

Process

  1. Select the Sales order record and click [CREATE INVOICE], you should now see this screen:
  2. Ensure that the Account release field says "Yes", As shown on the screenshot above
  3. Review that all information in the invoice is correct.
  4. Click [CONFIRM].
  5. If the Account Released field has "No", you will not see the [CREATE INVOICE] Button. If this is the case, ensure to take this up with the Warehouse Manager
  6. When your computer starts up, there is a little black window which opens up as can be seen below. This is the Dot Matrix application and should remain open, it can be minimised but visible on your task bar.
    1. To print the Credit note, click on [DOT MATRIX].

FAQs

Why am I unable to print?
Ensure that you have the Dot matrix appv.2 installed on your computer and that it is running properly. Only one of the printing app windows should be open at a time.

How did we do?

Picking from Picking Slips and Out of Stock Report

Validate picking for Sales Orders - Out of Stock report

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