Advanced Sales - Multiple Fulfilments

In addition to a standard sale, DEAR Inventory offers a type of sale with advanced features. Advanced sales are designed to handle sale orders where multiple invoices and/or fulfilments are to be considered part of the same sale. Any sale order that is to be made and delivered in multiple fulfilments should be made as an Advanced Sale. 


Advanced Sales also allow multiple credit notes to be issued for a single sale order. 


Any order that requires multiple fulfilments should be made as an advanced sale. A normal sale can be converted into an advanced sale, but the conversion cannot be reversed. If you are using a standard sale to fulfil an order with fewer items than what is stated in the sale order or invoice, you will be given the option to convert the standard sale to an advanced sale. Standard sales can be converted to advanced sales at any point in the sales process. 


This article assumes that the reader is familiar with the standard DEAR Inventory sale process. See Processing a Sale for more information.


Prerequisites:


Table of Contents:


Generate an Advanced Sale

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An Advanced Sale can either be created anew or converted from an existing purchase. The customer details and sale quote/sale order lines are displayed and filled in in the same way as for the standard sale process, however the fulfilment, invoice and credit note functions are now displayed in a sidebar on the right. In an Advanced Sale, multiple fulfilments, invoices and credit notes can be created for the sale order. 


Transactions, History, Attachments and Manual Journals can be viewed and edited in the same way as in the standard sale process, but are also now located in the sidebar on the right.



Creating a new Advanced Sale

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To create a new advanced purchase, navigate to Purchase -> New -> Advanced Purchase. Leave the Skip Quote box unchecked to start with a Sale Quote, or check to start with a Sale Order. 


Convert an existing sale

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You may not realise a sale order is to be shipped in multiple fulfilments or with multiple invoices until after the sale quote or sale order has been authorised. In this case, you can easily convert a simple sale quote/order to an advanced sale quote/order. 


To convert an existing Sale:

  1. Navigate to Sale -> Sales.
  2. Choose a sale to convert.
  3. Click Convert.
  4. The change from standard sale to advanced sale is irreversible. Click Yes to confirm the conversion.



Fill in the document header 

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Select a customer in the top left-hand corner to pre-fill customer fields. If you are converting a simple sale to an advanced sale, the document header information from the simple sale will be brought across to the new document. 


See Processing a Sale - Fill in the document header for more detailed information about the document header fields. 




Add items to the sale quote/order

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Adding items to the sale quote or sale order is done in the same way as for a simple sale. Products can be added individually, imported from a CSV file, added to the order using a barcode scanner, or multiple product variants can be added by clicking +Family. See Processing a Sale - Add items to the sale quote for more information on any of these steps. The process is the same for adding items to a sale quote or a sale order. 


Additional charges (non-inventory items or services such as shipping, insurance, gift-wrapping, etc.) are added in the lower section of the sale order. Authorise the order when you are ready to continue. 


If the sale has a sale quote, Show Sale Order in the top-right box. The sale order will be automatically pre-filled with the sale quote lines. Authorise again to continue. Sales where quote is skipped can ignore this step. 


NOTE: When authorising a sale order, you will be given the option to allocate stock. Allocating stock will reserve the sale order items for this sale once the sale is authorised. If stock is not allocated, the sale order items will be allocated during picking. 



Customer Credits

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Once a sale quote has been saved or authorised, you can add customer credit (e.g. to reflect a prepayment or deposit) to use against the sale invoice. See Customer Credits for more information. This field is NOT for regular payments – regular payments are added when processing a sale invoice


NOTE: If using Xero as your accounting system, ensure Xero payment settings are set to Synced both ways or Pushed to Xero. QuickBooks Online payments are set by default to sync both ways. Some users prefer to entirely manage their payments through their accounting system. If this is the case, you can leave this section blank, the payment details will be imported from your accounting system and applied to the order once a payment is made.




Invoicing

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Invoices can be processed before or after fulfilments. You can change the default order for the sales process in Settings -> General Settings -> Sale process customisation


With a multiple fulfilment order, invoices can be generated for the entire sale, a single fulfilment, or more than one fulfilment. 


To invoice a multiple fulfilment sale: 

  1. In the sidebar on the right, go to the Invoice section.
  2. Click the automatically generated invoice or +Invoice.



  3. Enter the Invoice Date.
  4. In the Fulfilment # field, choose the fulfilment you want to invoice. If you have not processed any fulfilments yet, this field will be greyed out. You can choose more than one fulfilment per invoice. Items can be manually added to the invoice by clicking Add more items. Click Invoice Remaining to invoice all remaining uninvoiced items.
  5. Add any Additional Charges if required. Only Service type items can be added to Additional Charges. 
  6. Authorise the invoice. Repeat Steps 2-6 until all items have been invoiced.


Payments

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Once an invoice has been authorised, you can apply payments to the invoice at the bottom of the invoice screen. If an unused customer credit is associated with this customer, you will be able to use it as a payment towards the invoice balance. 


NOTE: If using Xero as your accounting system, ensure Xero payment settings are set to Synced both ways or Pushed to Xero. QuickBooks Online payments are set by default to sync both ways. Some users prefer to entirely manage their payments through their accounting system. If this is the case, you can leave this section blank, the payment details will be imported from your accounting system and applied to the order once a payment is made.




Fulfilment (Pick, Pack, Ship)

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Fulfilment of the order in DEAR is controlled by the Pick, Pack and Ship steps. Orders can be shipped in full or in parts depending on product availability or at your discretion.



To fulfil a sale:

  1. In the sidebar on the right, go to the Fulfilments section.
  2. Click +Fulfilment to begin.
  3. Pick the stock and Save or Authorise the Pick.
    • To pick the stock that has already been invoiced, choose one or more invoices from the For Invoice(s) menu.
    • To scan an item, click Scan.
    • Manually add items to the list by clicking Add More Items.
    • Click Pick Remaining to pick all sale order items that have not yet been picked.
    • Click Pick Available to pick all sale order items that have not yet been picked and are in stock.



  4. Pack the stock, specify the quantity and box numbers, then Save or Authorise the Pack.
    • Click Scan to include the stock in the Pack. If there are multiple boxes, enter the Box # to which the added stock items will be added.
    • Click Copy from Pick to add items to Pack automatically. Click Add More Items to add items manually.



  5. Ship stock when orders are ready to be dispatched. Save or Authorise the Ship.
    • Click Auto Fill to populate the Ship tab with default information automatically.
    • If the current shipment is being sent via multiple carriers, you can click New Shipment to create a new line and add the details of the Ship Date, Carrier, Tracking number and Boxes being shipped.



To add one or more additional fulfilments, repeat Steps 2-5 until the entire sale order has been fulfilled.


NOTE: When an exchange is processed in DEAR POS, a new fulfilment will be triggered and processed in the advanced sale module, completing the Pick, Pack and Ship process automatically. See Handling an exchange in POS for more information. 



Generating Credit Notes

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One or more credit notes can be generated for each sale. See Customer Credit Notes and Refunds for more information. 


NOTE: Items in the credit note with a Bill of Materials showing their component parts will be auto-disassembled during restock. For more information, see Disassembly.


To issue one or more credit notes to a customer:

  1. In the sidebar on the right, go to the Credit Note section.



  2. Click New Credit Note.
  3. Enter the Credit Note Date.
  4. In the Credit Note for field, choose the invoice the Credit Note relates to. This automatically copies the items from that invoice to the credit note.
  5. Create the credit note. See Customer Credit Notes and Refunds for more information about how to generate the right credit note for your transaction.



  6. The Restock function will be automatically filled in from the credit note item details. Change the quantity to reflect the actual number of items restocked (removing damaged items, etc.) if necessary. NOTE: If Restock quantity is 0, delete the restock line.

        
  7. Authorise the credit note. To associate more credit notes with the same sale, click +Credit Note in the sidebar, then repeat Steps 3-7.


Refunds

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Refunds are applied to credit notes in the same way that payments are applied to invoices. Credit notes must be authorised before a refund can be issued.


NOTE: If using Xero as your accounting system, ensure Xero payment settings are set to Synced both ways or Pushed to Xero. QuickBooks Online payments are set by default to sync both ways. Some users prefer to entirely manage their payments/refunds through their accounting system. If this is the case, you can leave this section blank, the refund details will be imported from your accounting system and applied to the order once a refund is made.


Credit notes can be issued as a refund payment or as a customer credit to be used against future invoices.


To issue a credit note refund to the customer:

  1. Return some or all of the value of the credit note to a customer credit by clicking +Customer Credit.
  2. A pop-up window will open, fill in the fields and click Create to continue.
  3. The customer credit value will be added to the Refund section.


To issue a credit note refund as payment:

  1. Return some or all of the value of the credit note to the customer's payment accounts by clicking +Refund.
  2. Enter the account details and date paid, then click Save to finish.



Attributes, attachments and logs

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Attachments, attributes and logs are accessed from the right of the screen. 


Attachments can be manually attached by the user. Any documents created from DEAR in relation to the sale order (invoice, shipping labels, etc.) are saved to this tab for easy reference. 


Additional attributes fields are also found in this section. Using additional attributes, you can add up to 10 custom fields to customers. If you have no additional attributes applied to a customer, this section will not be visible. 



Click History to show all activity relating to this sale order. All user activities from the creation of the new Sale Order onwards are logged. Workflow History logs notifications and emails sent related to the sale order. 



Click Transactions to see all accounts transactions generated from the sale process. 




Sale order actions

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Most sale order actions are accessed by clicking the SO number in the top right-hand corner of the screen. 


Save

Saves the sale order. 


Undo

Returns the purchase order to the Draft status. Order lines, invoice lines, payment information etc. will remain in the document if it has previously been entered and authorised. 


Void

Drops all current changes and deletes the inventory, invoice and payment records. The order status is changed to Voided and the order can no longer be edited.


Clone

Makes a copy of the current sale order. The new sale order will not be authorised. 


The other purchase actions are Print and Email. These buttons are shown on the sale quote, sale order, invoice, fulfilment and credit note screens. 


Print

Allows printing the chosen document. The document is generated in PDF format for printing or saving to your device. 


Email

Allows emailing the chosen document to the customer. Documents are attached to the email as PDFs. You will be prompted to enter a subject line. You may wish to set Email templates to use for the email body. 




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