By umair on November 9, 2019
Intermediate
Scenario: Our Business has 2 sister companies where SAS is handling clients and sales orders and BV is handling stock, purchases but also some local clients.
 
using ERPNext we wish to implement the following workflow.
  • Client contacts SAS
  • SAS generates a Sales order
  • SAS turns the SO into a Purchase order for BV
  • BV receives PO > SO from SAS
  • BV Fulfils order from Stock to end-client
  • BV Invoices SAS
  • SAS pays to BV
  • SAS invoices end- client and bills

Answer:

You can manage this scenario by using Drop Shipping feature of ERPNext. Check following link to learn how it functions in ERPNext.


Steps:

  1. For the SAS Company, create a Sales Order for the Customer. Ensure to check "Drop Shipping" for the item.
  2. For the Company SAS, add BV as a Supplier
  3. Create a Purchase Order (PO) against a Sales Order. In PO, select BV as a Supplier. But shipping address will be the client's address.
  4. SAS will create a Purchase Invoice, as they are liable to pay to BV.
  5. Against the original Sales Order, SAS will create a Sales Invoice for Customer, and create Payment Entry later.
  6. The company BV will add SAS as their Customer. They can create a Sales Order to book income in their accounts. Make Delivery Note for the Customer. Make Sales Invoice for SAS.


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