Managing Stock movements on invoices

When selling products that are stocked the stock control system is engaged. At this time the location and warehouse features are used.

DSA Line Item with Stock Levels

The available units are shown per warehouse. Green = stock available; red = no stock available

Daylite Sales Assistant does not stop the selling of products when there is no stock available. The stock value will, however, go into negative.

*To fix negative stock, either perform a manual stock adjustment from the product or perform a stocktake.

Fulfilled and Pending Values

When a draft invoice is created the stock is set to PENDING. This reserves the item for this invoice and any new invoices made during this time will take this reserved stock into account. When the invoice is processed there are 3 workflow options to address the 3 common invoicing scenarios.

DSA Invoice with Stock Control

1. The invoice is processed with the stock remaining as pending – No Action Required. This is used when the invoice is sent to a client and is awaiting payment. Once payment is received the goods will be shipped and marked as Fulfilled
2. Fulfil All Stock. Marks all the items on the invoice as supplied (Fulfilled). This assumes that all the items were available to supply to the customer.
3. Fulfil available stock… only fulfills those line items that can be supplied from the selected warehouse. Items that can not be fulfilled are left as pending

!Failure to run this process will result in stock levels not being controlled. And all invoices showing as having pending stock levels