Production Processing 'Book Out' Finished Goods to Clients

Once your factory has finished goods ready to deliver to your Client search for the Production Order Number in Production, Production Processing 

 

Open and select the 'Book Out' tab.

A 'Book Out' can only be created once a 'Book In' has been completed

Each delivery / movement has to be booked out

Select the movement. The 'Qty Received' will display in the book out by size

The 'Qty Out' can be edited if required.

Select Book out details. Location and Carrier are mandatory

'ADD Movement'

Success Message will display 

Movements will then display 

Close Pop up. book Outs display in Movements box

A Book Out can be edited by using the below 

NOTE; A Book Out can only be edited if an invoice has not been created for that delivery

To edit the quantity of a 'Book Out' Select 'Corrections'

Enter the quantity that you would like to deduct and 'Add Corrections'

 

Correction will display in the movements table

To edit the location or 'Book Out' details enter details and 'Save'

Once 'Book Outs' have been completed the Invoice can be created. Select 'Create Invoice'

Pop up will display with all 'Book Outs' created by Location

Select which ones to be added to this invoice

NOTE; All deliveries selected to be included in the Invoice have to be at the same location 

Select 'Save'

The Invoice will then display as 'Pending' 'Cancelled' or 'Issued' based on actions in the Bookout History table 

 

 

To view the Invoice select 

 

Pop Up will display

• Select 'Open Invoice' to view Invoice
• Select 'Amend Invoice' to change the deliveries included in the Invoice
• Select 'Cancel Invoice' if you wish to cancel the Invoice

NOTE; You cannot cancel an Invoice once it has been 'Issued'

 NOTE; The Standard 20% rate will automatically be applied to the proforma (pending) invoice but can be edited in Finance/Invoices as required

To Amend which movements are included on the Invoice Select 'Amend Invoice'

Select additional movements to add to invoice 

'Save'

Once the Invoice is ready for Issuing to Clients for payment use Finance/Invoices

Once 'Production Order' status has been changed to 'Completed' it will no longer display in the Production Processing List View