You’re offline. This is a read only version of the page.
Hello! I'm wondering which I should use regularly in our business. I"m in test mode right now (meaning, I'm only using 2 stores in Nav before the big overhaul in January) and I do sales invoices, I don't post them until they are delivered. 80% of our sales are hammered deals. But sometimes we get deposits on Items that end up cancelling a day or a year later. A lot of times we get layaways and we hold the item until it's paid in full and then we deliver it. So, we have a lot of variables in our business so I'm wondering if just doing sales orders for all orders would keep it cleaner, until it's delivered? I tried looking up opinions on the subject but couldn't find anything. My business is retail piano stores if that helps with reasoning.
Thank you!
*This post is locked for comments
you can do a mix form. in most cases you have a simple buy-pay situation. for that using sales invoices is best and simple. using sales orders give you - for other cases - more options to handle commercial events, especially shipping and invoicing in a couple of steps. you can also reserve items in sales lines. for returning items you can use return orders.
That's something to think about too. thanks!
Hello,
You can have multiple Invoices for the same Sales Order, so if you create a Sales Order first then you can have an Invoice for each deposit/payment as it comes in yet while having the Sales Order keep track of the remaining balance. If the customer cancels then you could use the Credit Memo function for refunding the payments that had been made, and then cancel the Sales Order. This is one method that could work, though this is a standard method.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,253
Super User 2024 Season 2
#2
Martin Dráb
230,188
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (