发货和开票设置

订单相关参数设置

以下字段决定订单的下一步流程:

• Picking Policy 装箱方式 : Partial Delivery 分批交货 或 Complete Delivery 一次性交货,

• Shipping Policy : Shipping & Manual Invoice, Payment Before Delivery, Invoice on Order After Delivery, and Invoice from Delivery,

• Invoice on 开票基于 : Ordered Quantities 已订数量 或 Shipped Quantities 已发数量.

  小技巧

  配置界面

  如果您在“简化界面”下工作，只能看到销售订单的装箱方式 Shipping Policy 字段。 可以通过配置向导配置界面为“扩展”，或把当前用户添加到组“可用性－扩展视图”，就可以切换到“扩展”视图模式。 您也可以点击“首选项”选择并切换试图。

装箱方式

The picking mode determines the way the storesperson will do the picking. If the order is put into Partial Delivery mode, the picking order will appear in the list of things for the storesperson to do as soon as any of the products on the order is available. To get the list of items to be done, you can use the menu Warehouse ‣ Outgoing Deliveries. By default, the Available filter button is selected, so you immediately see the list of available pickings.

The storesperson will then be able to make a partial delivery of the quantities actually available and do a second picking operation later when the remaining products are available in stock.

If the picking mode is Complete Delivery, the picking order will not appear in the list of pickings to do until all of the products are available in stock. This way, there will only be a single delivery for any such order.

If the storesperson wants to do so, the delivery mode can be modified on each picking list even after the order has been confirmed.

In the case of invoicing from picking, the cost of delivering the products will be calculated according to multiple deliveries. This risks incurring a higher cost because of the separate deliveries. If invoicing is done from the order, the customer will only be invoiced once for the whole delivery, even if the delivery of several items has already been made.