If a client is placing a custum order.

Purchase order - what we create with our supplier to get the stock made

Sales Order -We create this in CIN7 to get an SO number.

Invoice - The Sales Order then lets us generate an 'invoice' to send to the client for them to make payment.

Step one 

Create a Purchase order to have the stock made at the manufacturer

Go to Purchases - Simple Purhcase  (you may then already have a preset which can be used- if it says 'Confirmation it will remove current valeues thats fine say yes)

If we need by certain date add this in - or can make notes lower down.

Add products - quantities, and generally the price is set and this is what we pay for the goods.

We don't need to check but be aware of CPROD, price and labels etc 

When confident it is all correct, we save and authorise 

(NEED TO ADD MORE NOTES HERE ON HOW TO DO THIS)

Once authorised click on the Email - Nutribl Email and send the PO to the manufacturer.

Step two

Create a draft of the Sales Order which will eventually go to the client

So to Sales - Simple Sale (again at this point we may have a preset)

Check details - 'Reference' is the customers reference so only use if they have given us something to put here.

Terms - does this client have terms or not? 

Move down and add the products - this time the price should appear as to what the client pays for this stock - but you can change if for example they have a pricing structire for higher volume.

We will add shipping later when we know the number of pallets etc

In notes add the associated Purchase Order number (from Step One) so we have a reference.

Select the green tick to SAVE.

Step three 

ONLY complete step 3 when stock is made, and is ready to go out to the client.

We will create and send an invoice now. (If they have terms we may be sending stock - if not we wait for payment before releasing stock).

Open the SO the Sales Order.

Scroll down and check that the quantities match exactly what has been made- we may need to +/- alter quantities.

We are now ready to 'Authorise' the Sales Order.

Click 'Authorise'

As the stock is not actually coming into Northstar it is going directly to the client we need to authorise both the pick and Pack as this action will not happen.

Click on 'Pick'. Click +Auto Pick. Click 'Authorise

Now Pack. Click on Pack, click on 'Copy from Pick' and then 'Authorise'.

Now to Ship. See a Green arrow and 'To Ship' and then Auto Fill. Now 'Authorise'.

We have successfully authorised the Sales Order. 

Step four

On the same page as the 'Sales Order' which we have just authorised. We now need to create and send the invoice.

Click 'Invoice' Click 'Authorise'

We have now authorised the invoice.

Click 'Email' - 'Nutribl Invoice' and send the invoice to the relevant contact (can also cc in yourself or 'hello@' if you want to).