Introduction
Welcome to this comprehensive guide on how to effectively use the Create Delivery from Sales Invoice feature in Empress. This guide is designed with business users in mind, focusing on practical applications that will enhance your everyday operations.
Introduction
Empress offers a streamlined process to manage your item delivery and invoicing concurrently. This is achieved through a feature facilitated by the Update Stock field in the Sales Invoice interface. From a business perspective, this feature ensures that your stock records are always up-to-date, saving you time and reducing potential errors.
Using the Update Stock Field
The Update Stock field is conveniently located just before the Item table in the Sales Invoice interface. Should you choose to check this field, the stock of the particular item will be deducted from the selected warehouse once the Sales Invoice is submitted.
While using the Update Stock feature, you will notice that the Sales Invoice Item will display relevant fields such as Warehouse, Serial No., Batch No., and Item Valuation among others. This allows for a comprehensive overview of your inventory and aids in effective stock management.
Stock Ledger Updates
The benefits of using the Update Stock feature are not limited to the Sales Invoice interface. Upon submission of the Sales Invoice, a stock ledger posting will also occur. This means that your stock records will always be current and accurate, reflecting the real-time state of your inventory.
User Roles and Permissions
In Empress, roles and permissions can be customized to suit your business needs. Depending on your role or the permissions granted to you, you might be allowed to view, edit, sort, and track information in the Sales Invoice and Stock Ledger. This ensures that sensitive information is only accessible to authorized individuals, maintaining the integrity and security of your business operations.
Conclusion
The Create Delivery from Sales Invoice feature in Empress simplifies your invoicing and inventory management process, reducing multiple steps into one efficient operation. Remember to check the Update Stock field before submitting a Sales Invoice to ensure accurate reflection of your stock levels.
Empress is continually committed to providing you with tools that streamline your operations, improve productivity, and enhance your business performance. For further assistance, feel free to reach out to our support team or use our additional non-technical resources.