Do I need to have quantity in Stock to sell a part through a Sales Order?
You can manage sales operations in Smart145 by creating a Sales Order. You just have to go to the corresponding browser and select the option "New Sales Order" Once you do that, make sure to fill in all the mandatory fields (marked with a red asterisk).
The next steps to follow will depend on whether you want the items being sold to be pulled from the Inventory or not.
When selling an inventory item, you will need to set an Inventory GL for it. Inventory GLs are those accounts that will always save or take parts from or into your Stock. The most used ones in our system are 1200, 1210, and 1220, but you can set other GLs as inventory ones in the Defaults module. When selling items from your stock, you have to make sure that you have quantity for those items in the system Warehouse, if not, you can create a PO to enter them, or you can add them manually by following the steps in the image below.
Another thing you have to verify is that the link between the SO item line and the inventory is correctly made. Click here to learn more about it. After that, you'll be able to enter the SO. Lastly, if you want to sell an item that is not part of your inventory, you just have to set a non-inventory GL for it. You can consult or add GLs to your company's GL list in the Administration Tab.
