Narayani Help

This page is read only. You can view the source, but not change it. Ask your administrator if you think this is wrong.
====== 🧾 Sales Order Workflow ======

CushionsERP has a full UI-driven workflow for creating and processing a Sales Order, with built-in progression to Delivery Notes and Invoices. Here's how it works:

===== ✅ 1. Create Sales Order (Customer Order) =====
Go to:  
**Commercial > Orders > New Order**

**👇 Steps in the UI:**
  * Select Customer (must be created first)
  * Choose Warehouse (if stock is managed)
  * Add Products or Services:
    * Select from existing items (searchable)
    * Quantity, price, tax, discounts are editable
  * Click ''Add line'' for each item
  * Optional: Add free text lines or comments

**✅ Once lines are added, Validate the order.**

===== ✅ 2. Confirm and Track the Order =====
After validation:
  * Status becomes ''Validated''
  * You can print/export as PDF
  * Options available:
    * Modify (if allowed)
    * Clone
    * Create delivery
    * Create invoice

===== ✅ 3. Delivery (Optional) =====
If you manage stock, you can:
  * Go to ''Create shipment''
  * CushionsERP will auto-suggest product lines
  * You can partially or fully deliver
  * Warehouse stock is updated

===== ✅ 4. Create Invoice from Order =====
When ready to invoice:
  * Click ''Create invoice'' from the Sales Order
  * Choose:
    * All lines or partial billing
    * Combine multiple orders into one invoice (if applicable)

Once the invoice is created:
  * You can validate, send to customer, and register payment
  * Invoices are managed under:  
    **Billing > Customer Invoices**

===== 📦 Extras =====
  * Stock deduction is handled when the delivery is created
  * PDF templates are customizable
  * You can also automate follow-up emails, reminders, etc.

===== 📸 Yes, the Item Picker UI is Included =====
When adding product lines in Sales Order:
  * You get a searchable dropdown or modal
  * Can filter by product ref, label, category, etc.
  * Price, tax, discount, and description auto-fill