Instead of issuing inventory and collecting the sales order payment through separate steps, you can complete both actions together within the same sales order process.
Issuing and Paying Sales Order
First, make sure that the sales order is approved, unissued, not fulfilled, not canceled, created from a warehouse rather than a sales Store, and contains stock items rather than service items only.
Go to the “Sales” module.
Open the “Sales Order” page.
Search for the sales order using the “🔍” icon or the arrows at the bottom of the page.
Click on “Issue & Pay”.
An issue document will be created automatically using today’s date and applying the warehouse settings, such as the document number and the Salesperson.
Notes:
If the issue document cannot be created, an error message explaining the reason will appear. Close the message to return to the sales order.
If the sales order data is modified before saving the process, a warning message will appear indicating that another user has changed the data. In this case, refresh the page before continuing.
Click on “Pay”.
Click on “Save”.
If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.