You have one or more agents, they order parts from your suppliers and benefit from purchase and sale conditions that you have negotiated with them. This agreement results in an Agent customer sales invoice and a supplier purchase invoice.
Before carrying out the buying and selling process, remember to establish your specific buying and selling terms Agents (from administration/terms).
Step 1 : Create a sales document of type store / parts :
Your client being your Agent (tag on CRM file). Increment the parts your agent has ordered from you.
Step 2 : Click on “generate a document” then “purchase order” :
On purchase order creation window, select its order type if several types are declared on the supplier, click on “new order form” :
On your Agents parts sale, your purchase order has been incremented :
Step 3 : Declare the entry in stock of parts by generating a DN (delivery note) :
Enter in your purchase order and click on “generate a document” then on “logistic form” :
On your BL stock entry creation window, indicate the DN number and click on “delivered” :
Step 4 : Report the removal from inventory of parts related to the Agent sale :
Click on “take out the parts on sales” then on OK :
Click on “deliver” in order to declare the parts output of your Agent parts sale :
Step 5 : Generate the customer sales invoice Agent :
Go back to your Agent parts sale in “to be invoiced” status, all the parts are out of stock, click on “generate on document” then on “invoice” :
On the creation window of the Agent sales invoice, check the payment methods and terms then click on “save” :
Step 6 : Creation of the supplier purchase invoice linked to your agent’s order :
Go back on the purchase order linked to its sale, click on “generate a document” then “supplier invoice” :
On the supplier purchase invoice creation window, enter the invoice number, the dates, check and modify if necessary the amounts by article line, then click on “save”.
Note you can link other suppliers DN on the same invoice :
Confirm your supplier purchase invoice, if there is an error click on cancel to recheck the quantities of items delivered, the amounts of each item line and its global amount :
The process is finished.