IQStore Workflow: Job to Store Item to Invoice
Workflow – Job to Store Item to Invoice
1. At any point during the production process, you can transfer some/all of the job into stock.
To do this, use the action on the All Jobs or Production board called “Receipt into stock”:
To do this, use the action on the All Jobs or Production board called “Receipt into stock”:
2. From the modal, you can choose the inventory item that you wish to replenish.
The inventory item must exist and be available for ordering via IQstore for this to function.
Note, you can do this once the job has been created or at the point that you are completing the transfer.
You have full control over the quantity that you wish to transfer into stock. Simply enter the quantity to receipt.
The process can optionally create a sales order for you directly from the job.
The order will use the quantity entered, the job’s customer account and the delivery address from the job.
Alternatively, you can create a sales order upfront and then have it go onto backorder which the stock replenishment will then adjust.
The inventory item must exist and be available for ordering via IQstore for this to function.
Note, you can do this once the job has been created or at the point that you are completing the transfer.
You have full control over the quantity that you wish to transfer into stock. Simply enter the quantity to receipt.
The process can optionally create a sales order for you directly from the job.
The order will use the quantity entered, the job’s customer account and the delivery address from the job.
Alternatively, you can create a sales order upfront and then have it go onto backorder which the stock replenishment will then adjust.
3. You will see a record of the transaction. You can click on the sales order number to open the order:
Or use the ‘Sales Order’ board to manage:
The items ‘Quantity On Hand’ will also update:
4. The ‘Receipt into Stock’ workflow can be completed as many times as you like. In the modal you will see a list of sales orders that have been linked to the job:
5. Once the ‘Receipt into Stock’ has been completed, the standard IQstore workflow continues, i.e. you work from the Sales Order board to Pick, Pack, generate a delivery label and dispatch from the ‘Dispatch Board:
6. You can then use the ‘Awaiting Invoice’ board to invoice the days orders delivered:
7. The job's history will show the records of any transactions:
8. Once the ‘parent’ job is complete and all stock has been delivered, change the ‘parent’ jobs dispatch status to ‘Dispatched’:
9. Finally, on the ‘Awaiting Invoice’ board, change the job status via the dropdown to ‘Mark as invoiced’:
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