.. Prashanti ERP Documentation documentation master file, created by
   sphinx-quickstart on Tue Oct 21 13:01:14 2025.
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======================================================
Orders
======================================================

About
======

The Orders menu is used to manage all confirmed sales orders. It enables users to monitor order status, update order details, manage deliveries, generate invoices and maintain a seamless sales workflow from order confirmation to fulfillment.

Menu Path
==========

To access the orders, go to :menuselection:`Sales --> Orders --> Orders`

List View
==========

.. image:: image/sale_order_list_view.png

Form View
==========

.. image:: image/sale_order_form_view.png
.. image:: image/sale_order_form_view_1.png

Selecting Pricelist in Sale Order:
==================================

After entering the customer name in SO, the default Pricelist comes.  After scanning the products for transfer, if we want to change, we can change in the drop down menu and click on Update Prices. 

.. image:: image/pricelist_saleorder.png

Workflow of Creating Sale Order and Receiving the Product in Purchase Order
=================================================================================

Go to :menuselection:`Sales --> Orders --> Orders`

Click for new Sale Order

.. image:: image/1open_sale_order.png

Create a sale order by giving customer location and add the Products.

.. image:: image/2create_so.png

Then go to other info and give the location from which the stock is going.

.. image:: image/3change_warehouse_orderlines.png

After giving all the details Save the Order and Confirm.

.. image:: image/4comfirm_so.png

Now the sale orders locks and then click on delivery

.. image:: image/5go_to_delivery.png

Then check the lot/serial numbers and validate the delivery.

.. image:: image/6validate_delivery.png

After validating the delivery, it goes to done state.

.. image:: image/7goes_to_done.png

Then go to Purchase Order of destination location, login with that user.

Then Open Purchase Order with that source document.

.. image:: image/8po_at_reciver_location.png

After that, give Approval Type and receive the Products.
This is receiving the products by clicking the *Receive Product* button or we can directly go to *Receipt* button to receive the products. 

.. image:: image/9recive_products.png

After receiving the products, click on receipt

.. image:: image/10go_to_reciept.png

Then validate the receipt by clicking the validate button.

.. image:: image/11validate_order.png

After validating the receipt, it goes to done state.  The products are received in the destination location.

.. image:: image/12goes_done.png

The above process of receiving the products by clicking `Receive Product` or `Receipt` is for demo purpose.  Actually, the product is received by scanning each and every product in `Barcode Module` in destination location. 


Demo Video for inter company transfer SO-PO
===========================================

.. video:: video/demo_intercompany_transfer_so_po.mp4
   :width: 650
   :align: left 

Workflow of receiving the products by scanning in `Barcode` module
===================================================================

For documentation, SO S15683 from HO to T.Nagar is taken and the PO generated is P23642.

Take the `Receipt` of PO generated and go to `Barcode` module.

Click on `Operations`.

.. image:: image/1goto_barcode_operations.png

Search with the Receipt number from PO.  It will be in `Ready` state and open that `Receipt`.

.. image:: image/2open_with_receipt_no.png

On opening that `Receipt` it shows all the products.

.. image:: image/3products_open_toscan.png

Start scanning the product one by one.  After scanning each product, the line changes color to Green.
 
.. image:: image/4scan_barcode_onebyone.png

After all products are scanned, click on `Validate` button.

.. image:: image/5all_scanned_barcode.png

After validating, the receipt number shows `Done` state indicating the products are received in that location.

.. image:: image/6validation_po_done_inbarcode.png

The Purchase Order also goes to `Done` state.

.. image:: image/7po_receipt_done.png


Demo Video for inter company transfer SO-PO in Barcode Module by scanning
==========================================================================

.. video:: video/inter_company_transfer_barcode_scanning20260327.mp4
   :width: 650
   :align: left