[Vtigercrm-developers] vtiger CRM Deduct Product Quantity (should we do it for Invoice or Sales Order?)

[Brett Hooker]

Prasad,

Very good question, and the reason for the debate is that the answer is 
different depending on your situation.  Very small businesses are likely 
to run on invoices only.  Larger businesses will require a more 
sophisticated workflow that goes from Potential to Sales Order to 
Invoice.  The smaller ones will want Invoices to control inventory, the 
larger ones will want sales orders to reserve inventory and invoice to 
deduct it.

Here are my answers to your specific questions:
1. Should we deduct for Invoice or for Sales Order?
Both.  If invoice with no matching sales order, then deduct on invoice.  
If invoice has matching sales order, then deduct on sales order.  There 
are more complicated flows that this, such as, reserve stock on sales 
order and deduct on approved invoice.

2. Should we deduct when it (Invoice/SalesOrder) is created or when its 
status is changed to Approved?
Reserve on create, deduct on approved or higher (sent, paid).

3. Does it make sense to have 'Cancel Invoice' button to automatically 
restock (add) the deducted inventory
Yes, if the invoice had previously deducted inventory.


Thanks,
Brett
Phone 0404 067 421

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Prasad wrote:
> Dear vtigers,
>
> We are looking for your advise on the following. Currently, when an 
> invoice is saved, vtiger CRM deducts the items from the available 
> stock under Product Inventory.
>
> We are getting feedback on the blogs and the forums that this is not 
> correct or not sufficient. We would like to get your views on this 
> matter.
>
> 1. Should we deduct for Invoice or for Sales Order?
> 2. Should we deduct when it (Invoice/SalesOrder) is created or when 
> its status is changed to Approved?
> 3. Does it make sense to have 'Cancel Invoice' button to automatically 
> restock (add) the deducted inventory
>
> We welcome your suggestions. Thanks for your input.
>
> Regards,
> Prasad
> vtiger Team
> ------------------------------------------------------------------------
>
> _______________________________________________
> Reach hundreds of potential candidates - http://jobs.vtiger.com 

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