Trading Sale (Raw Material)

This document is for trading purpose in which material is not manufactured but sourced or used from stock to sell to customers.

• Click on Marketing and Sales
• Click on trading Sale (RM)
• Click in New Order (this will open a new window)

• Select your customer and fill the other general details
• Fill the delivery related details
• Save the in information

• Click on Products tab
• Click on + to add the products
• Fill the product details (product, qty, price etc.)
• Save

• Click on Agent tab to enter agent name and commission (if any)
• Click on + to add agent details
• Enter agent details
• Save

• Go to attachment and notes tab to attach document files and notes (if any)

• Approve the Trading Sale order (this will generate the BOM for the added product)

• Click on Next Action and then Go To BOM

• This BOM can be sourced or fulfilled from stock, bulk PO etc. as we do in case of sale orders (refer Material fulfillment document for more details)

• After material fulfillment Click on Next Action on Trading Sale
• Click on Pack it! to pack the product

• Packing and Invoicing can be done in same manner as we do in case of sale orders (refer packing and sale invoice document)
• Report print can be taken from Reports drop down

Created with the Personal Edition of HelpNDoc: Full-featured Kindle eBooks generator