Transactions with CreataCRM - Sales Order - Taking Stock Off
Transaction in CreataCRM, when taking off stock starts with sales orders,
Sales Order Process
Sales Order Process has 3 stages
- Committed (Open Sales Order)
- Allocated (Picking)
- Removes Amounts for (onHans, Allocated, Committed) (Shipping)
Creating a Sales Order
When Creating a Sales Order , the sales order starts on draft. this will not create a Transaction
Transaction Created - Committed Stage
When you convert the Sales Order to a be Open it will create a Tranaction, in this example it will create you can see below, it creates a transaction that is Committed.
Tranaction Allocated
When moving the from Committed to Allocated. You need to create fulfillment to move to Allocated
Transaction Allocated
If you have selected manual Pick process, it will start on Picking stage, which does not add to allocate
Moving Transaction from Committed to Allocated
This willl just add 2 to allocated with a new Tranaction
Moving to Packing, Doesnt effect any transactions
When Shipping, create another Transaction
- Committed -2
- Allocated -2
- On hand -2
