You can manage your stock sales from the stock sale dashboard page. From the dashboard you can search for the stock sale client and number and refine the sales by Approved, Draft, Dispatched and All status tabs. Add a new stock sale by clicking Add Stock Sale. Invoiced stock sales are indicated on the dashboard by the "page" icon.
Clicking on the stock sale Number will open the stock sale detail page.
Overview
The Overview tab displays the stock sale information, product line items and forecast financials. Key fields that impact available functionality and determine the current state are the Invoice and Dispatch Date.
- Edit - Edit stock sale (Draft only)
- Approve - Approve stock sale (Draft only)
- Complete Sale - Raises an approved invoice and fully dispatches all products completing the sale in one click. Only available to use when:
- ALL product lines are in stock and available to dispatch.
- The Allow Payment from Add Stock Screen setting is not enabled.
- Revert to Draft - Revert approved stock sales back to draft to be able to edit.
- Partial Dispatch - Manually select which product lines to dispatch.
- Create Backorder - Only displays when products have been partially dispatched. Allows you to move un-dispatched products to a new, linked, stock sale and invoice only what has been dispatched to date.
- Create Approved Invoice - Raise a full approved invoice for the sale without dispatching any stock.
- Create Draft Invoice - Raise a full draft invoice for the sale without dispatching any stock.
- Delete - Delete stock sale. Will not display once fully or partially dispatched or invoiced.
- Print - Print stock sale
- Credit Note - Raise a client credit note.
- Back to List - Back to the stock sale dashboard.
- Purchase Stock - Raise a stock purchase order for out-of stock products linked to the stock sale.
- Create Related Cost PO -
- New Stock Sale - Create a new stock sale
- Convert to Project - Convert the stock sale to a project
Dispatches
The Dispatches tab displays the stock sale's stock movements.
Related Purchases
The Related Purchases tab displays any product purchase orders raised to fulfil the sale.
Notes
The Notes tab displays both notes and emails added to the stock sale.
Files
The Files tab displays any files added to the stock sale.
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