Processing stock when invoicing

When generating an invoice, not when adding the draft invoice, Daylite Sales Assistant prompts for the stock to be processed, if if has not already been processes on the line items. The following video shows the process…

There are 3 Options for Stock control:

1. Do nothing (will not enter any stock control)
2. Fulfil all stock (can result in negative stock)
3. Fulfil available stock (will only fulfil the available stock, but the invoice will be for the full amount)

What to do if there is not enough stock to fulfil?

In the scenario that a line items quantity exceeds the available stock. The following workflows are available:

1. When adding the line item the line item editor will show that the user is going into the red…

1. If the invoice needs to be just for the available stock set the quantity to the available stock, then process the invoice as normal.
2. If the invoice is for the full amount and the unfulfilled units will go on a customer order awaiting fulfilment

*Remember to check the other warehouses as stock might be available in another warehouse. An invoice can have line items to be fulfilled from various warehouses.

2. When invoicing just fulfil all the line items and let the stock levels go into negative. This is needed if the system says that their is not enough stock but in reality there is enough stock. This is an indication that a stock take is required to bring the system back into balance with the actual count.

*The actual count always takes precedence over the system value as there are many reasons why any inventory system becomes inaccurate. Stock takes are required to fix this.

The final option is to do nothing and ignore any system level stock control. This maybe the case when stock is being managed outside of DSA.

Related Topics

Stock Taking in DSA
Stock Level Report
Products and Inventory Section