[Vtigercrm-developers] Inventory update post.

[Prasad]

Hi Dave,

Thanks for the detailed feedback.

Regards,
Prasad
vtiger Team

On 11/6/08, Dave Karlsven <dave at bruzergear.com> wrote:
>
> I am not sure how to post my comment on the developers list, as I am new to
> the community, but hopefully this works.
>
> I think the biggest issue with the inventory is that as it stands right
> now, there is a potential of deducting more than you should on a sales order
> if you create more than one invoice for that sales order.
>
> That is the #1 problem that gets inventory off track with vtiger right now.
>
> No matter what you decide as to when the inventory is deducted,  you have
> to make sure that it can only be deducted one time per sales order.
>
> It makes more sense to me to deduct the inventory by changing a status in
> the sales order OR the status in the Invoice to "Delivered" because it will
> fit any business model.
>
> The key is that you can't deduct from inventory twice for the same sales
> order.
>
> So if someone wants to mark an invoice as "Delivered" then it can deduct
> from inventory.
> If that same person on another sales order marks "Delivered" in the sales
> order status, then it would deduct from inventory.
>
> However, if that person has already marked a sales order as "Delivered" and
> deducted from inventory and then also marks their Invoice as "Delivered"
> then it should not allow them to deduct from inventory again.
>
> To take this concept further for more types of business models, you could
> also have a "Reserved" setting that deducts from inventory on both the sales
> order page or the invoice page.  However once again, if the order is marked
> "Reserved" and inventory is deducted, then you have to make sure that when
> they mark "Delivered" as the status in the future, that it does not deduct
> more inventory.
>
> So I think the bottom line is this:  Give more flexibility to all business
> models out there by having a "Delivered" and a "Reserved" status in both the
> Sales order and the Invoice, but only let inventory be deducted one time per
> sales order in the system.
> Once the inventory has been deducted from a sales order, it can not be
> deducted again for that sales order unless there is some kind of manual
> override to the system.
>
> As far as adding to inventory goes, I think you can take the same concept
> by allowing the sales order and invoice to have the status settings of
> "Returned" and "Canceled". When one of those is selected in either area,
> then it will add the inventory back into the system.  However, make sure
> that once the inventory has been added to the system for a sales order, that
> it can not be added again if one of the settings is changed to the another.
>
> You could make it so someone changes a status to "Reserved" and inventory
> is deducted and then if the customer cancels you mark the status as
> "Canceled" and inventory is added back into the system, then if the customer
> changes their mind again and decides to purchase the order you can mark it
> as "Reserved" or "Delivered" and have the system deduct from inventory.
> The key here is that once inventory is deducted for a sales order, it must
> be added back into the system before it can be deducted again.
>
> An order history log could also be a nice thing to keep track of all this
> and make it nice for the user to view any modifications to the order by
> date.
>
> Hope this helps.
>
> Dave
>
>
>
>
>
>
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