Your salesman sold a material (new or second-hand) to his customer but belongs to your cousin company. Nothing easier, we are going to transfer this material between the two entities/companies from the sale and automatically generate the purchase and sale invoice so that this material can be sold.
This example concerns the sale of second-hand material :
Go to the validated quote of your salesman. This second-hand material has been configured with preparation, scroll down all the lines and click on “second-hand / owner” :
The transfer request window opens, click on “transfer request” :
On your transfer request, select your type of material interlocutor then one of your collaborators will automatically receive a notification. Click on “save” :
Your transfer request is integrated into the document, the item availability “in demand”.As you make up the Sales Administration Team, you have the right to manage its request and validation, click on your “pending” request :
On your transfer request, click on “accept” :
Acceptance generated :
the interco stock transfer logistic order (between two entities) in “in delivery” status, the customer invoice and the supplier invoice, based on the purchase price of the material.
Click on “validate” :
On your material transfer request, the logistic form as well as the purchase and sale invoices between the two entities have been incremented, go back to your logistic form in “in delivery” state :
On your equipment transfer logistic order, click on “modify state” and then on “delivered”, thus the material will integrate your fleet of new or second-hand equipments and will become your property :
Your logistic form is now delivered, click on the link in your sales document to go back to it :
Back to the validated quote by your salesman, the equipment is now received, your transfer request is in “accepted” status.
Now all you have to do is prepare the material, deliver it (generate a “stock removal” logistic form) and then invoice your customer :