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Schedule a Physical Return
Capture a Physical Return and Print a Returns Checking Slip
Validate a Physical Return
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Capture a Virtual Return and Print a Returns Checking Slip
Validate a Virtual Return
Issue a Distributor Credit note and Re-Invoice
Return to Supplier
Return to Supplier (Manual)
Internal Breakages
Distributor Breakages (Replacement)
Capture a Distributor Breakage (Replacements) and Print a Return Checking Slip
Validating a Distributor Breakage - Replacement
Distributor Breakages (Credit Note)
Capture a Distributor Breakage and Print a Returns Checking Slip
Validate a Distributor Breakage (Credit Note)
Create a Distributor Breakage Credit note
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Create and print pay-in sheets pack
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Campaign Planner
Table of Contents
- All Applications
- Sales
- Orders
- Sales Force Orders
- Capture an Order and print Sales Picking Slips
Capture an Order and print Sales Picking Slips
Updated by Dilshaad Daware
Introduction
Once the order forms have been received and checked by the warehouse manager, the quotation can be updated, meaning that the complete order can then be captured onto the system with all products and quantities.
Responsible Team
- Warehouse Manager
- Sales order clerks
- Order Controller
Navigation
Navigate to your Odoo dashboard and click on this application: Sales
Please navigate as follows to get to the correct screen:
Orders / Quotations
You should now land on a screen that looks like this:
Process
- Select the relevant Quotation and click [EDIT] to be able to add products and quantity, you should see the screen below.
- In the 'Order Lines' tab, click on 'Add a product', then capture each product codes and quantity before proceeding to the next product until completed.
- Click [SAVE].
- Once all order information is finalised, click [CONFIRM]. This Quotation has now become a Sales Order and is ready for picking.
- Where Bulk Deals are ordered, a picking slip will exist for the product's brand as well as a Sales Tool plastic bag.
- Before printing the Sales Printing Slip, Click [CHECK AVAILABILITY] found on the Delivery Transfer.
- Click on the 'Print' dropdown and select 'Sales Picking Slip'.
- Select the PDF document that appears in your browser downloads. NB: 2 reports will be printed:
- Sales Picking Slip - shows all products ordered with stock available for picking in QTY to be picked.
- Out of Stock Report - shows all products ordered that could not be fulfilled due to no stock or partial stock being available. The Qty needed column reflects the remainder of the stock needed for the order quantity to be fulfilled.