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Prasad,<br>
<br>
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.<br>
<br>
Here are my answers to your specific questions:<br>
1. Should we deduct for Invoice or for Sales Order?<br>
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.<br>
<br>
2. Should we deduct when it (Invoice/SalesOrder) is created or when its
status is changed to Approved?<br>
Reserve on create, deduct on approved or higher (sent, paid).<br>
<br>
3. Does it make sense to have 'Cancel Invoice' button to automatically
restock (add) the deducted inventory<br>
Yes, if the invoice had previously deducted inventory.<br>
<br>
<br>
Thanks,<br>
Brett<br>
Phone 0404 067 421<br>
<br>
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<br>
Prasad wrote:
<blockquote
id="mid_39d18b250811051029s7fa0ca56m5331abadfa85a19c_mail_gmail_com"
cite="mid:39d18b250811051029s7fa0ca56m5331abadfa85a19c@mail.gmail.com"
type="cite">Dear vtigers,<br>
<br>
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. <br>
<br>
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. <br>
<br>
1. Should we deduct for Invoice or for Sales Order?<br>
2. Should we deduct when it (Invoice/SalesOrder) is created or when its
status is changed to Approved?<br>
3. Does it make sense to have 'Cancel Invoice' button to automatically
restock (add) the deducted inventory<br>
<br>
We welcome your suggestions. Thanks for your input.<br>
<br>
Regards,<br>
Prasad<br>
vtiger Team<br>
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