The latest version (24.6.28.1694) allows to mark invoices, credit notes and debits notes to act as delivery notes (or goods receipts) at the same time.
If you are using inventory locations, then after selecting the checkbox, you will be able select inventory location too.
The same has been implemented for purchase invoices and credit notes except the checkbox is named Also acts as goods receipt.
If sales invoice or credit note is marked as Also acts as delivery note, then these documents will have no effect on Qty to deliver and make entry to Qty on hand instead.
Similarly, if purchase invoice or debit note is marked as Also acts as goods receipt, then these documents will have no effect on Qty to receive and make entry to Qty on hand instead.
You can mark all previous invoices, credit notes and debits notes to act as delivery notes and goods receipts using Batch Recode function.
But I have an issue with one of my clients stocks, there stock balance is yet to rectify till now with I have created a topic about it but I couldn’t have anyone respond, please can you help me review the topic with the link Inventory qty by location issue - #2 by Najrash
…Or is it nice for me to edit all previous sales invoices and purchase invoice and use this new update method to act as delivery note and goods receipts? is that advisable for me?
@lubos The act-as-delivery note for sales invoice and act-as-goods receipt is having an issue, I create a sales invoice and act as a delivery note and when I view stock balance the sales invoice show twice and remove the stock twice, and same thing happens when I act purchase invoice as goods receipt.
Below is the screenshot of the transaction.
Would it be possible to also have an option to create a Packing List? I just need a copy of the invoice minus any dollar amounts or payments showing - just them items and their quantity. Right now I have to save a PDF and then go to another program to edit that. It would be great if I could do it inside Manager.
Thanks!
From what I understood in the past, using turning on Delivery Notes required me to do one for every single invoice or my inventory ended up off. In my case I only need a Packing List for about 1/3 of my invoices. I had a bad tendency to forget to do a Delivery Note for things picked up directly or for small invoices that were mostly services but had a single physical item on them (one of the things we do is create DVDs from peoples home videos). Because of that, I had to turn Delivery Notes back off.
I really am just looking for a quick print of an invoice minus any pricing without having to go into another program entirely to make that happen. Perhaps when the new Themes concept is truly implemented that will be an option?
Thanks.
Manager v24.6.29.1700 includes the following option for Sales invoices;
So you can start with Sales Quote → Delivery Note (= Packing list, just rename it) → Sales Invoice but you can also bypass the Quote and Delivery note and keep quantities in check by selecting for that Sales Invoice “also acts as Delivery note”
Looks like that update just came out yesterday- I’ve now updated my system.
So - I’d have to turn on the Delivery Note option in the program. What happens if I do that mid-year? Does it take effect only for invoices moving forward from when it’s turned on or will it go back to every invoice I’ve done for the year-to-date and cause me to need to do a large batch to clear everything up? If so, I’m likely better off doing it via my current method until Jan. 1 when my new year starts.
Thanks.
