Invoice shows Quantity Ordered AND Quantity Supplied
When sending an invoice to a customer, you should have the ability to add the original “Qty Ordered” and also a second column showing “Qty Dispatched”
I have tried to get cin7 to customize the native invoice but they say they can't do this.
Selling B2B, its important to show customers what they originally ordered against what we can supply them, as opposed to just showing them the quantity we have sent them
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Hi Dion,
Sharon here - Beyond Expectations Ltd, Partner for Cin7.
Are you using the backorder function? If you backorder you would be able to show this on the documentation as to what was not able to be fulfilled. You can then either wait till the backordered items are available and ship separately, or alternatively delete the backorder and the customer can just re-order. Depends on your workflow naturally.
Hopefully that helps. Thanks!
Hi Sharon,
Yes, we do use the backorder feature, but it would be better displayed in a qty ordered vs qty dispatched column as opposed to squashing it into a tiny corner box on the bottom left hand side of the invoice
Thanks Dion,
That's great to hear you use that feature. Keep this in the Feature Request and if they get more interest, then they may update the document functionality at some point to accommodate this.
Thanks.
I like Dion's idea. I would like to see the backorder feature simplified by being able to select backorder in the format column without having to approve sales order, select items to back order, approve back order, then go back to original sales order to dispatch original invoice. This would speed up manual entry of data.
I agree too. It's a long winded process, to create a back order & then go back to the original sales order to print & despatch it (and to remember to print the version that shows back orders) To have a quantity despatched column on the invoice would simplify it and save the queries from customers when they don't see the back orders at the end of the printed sales order
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