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

[Prasad]

Hi Brett, John

Thanks for your feedback.

Regards,
Prasad
vtiger Team

On 11/6/08, Brett Hooker <brett.hooker at roarz.com> wrote:
>
>  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
>
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