Paying the supplier Driving a Purchase Sales Flow

87 Then click the Process button to reach the Process Document window, where you click the Validate button to transfer the 6 radiators to the customer. To analyze stock movements that you have made during these operations use Warehouse → Product → Product and find this product then click on the action Stock by Location which is at the right most side to see that your stocks have reduced to 4 radiators and the generic Customers location has a level of 6 radiators.

8.6.7 Invoicing Goods

Use the menu Accounting → Customers → Customer Invoices to open a list of Sales invoices generated by Open ERP. If they are in the Draftstate, which means that they do not yet have any presence in the accounting system. You will find a draft invoice has been created for the order SO00008 once you have despatched the goods because you would selected Invoice on Order After Delivery . Once you confirm an invoice, Open ERP assigns it a unique number, and all of the corresponding accounting entries are generated. So open the invoice and click Validate to do that and move the invoice into an Open state with a number of SAJ2011001. You can send your customer the invoice for payment at this stage. Click Print Invoice to get a PDF document that can be printed or emailed to the customer. You can also attach the PDF document to the Open ERP invoice record. Save the PDF somewhere convenient on your PC such as on your desktop. Then click the Add button to the top right of the invoice form it looks like a clipboard. Browse to the file you just saved record.pdf if you did not change its name. This gives you a permanent non-editable record of your invoice on the Open ERP system. Review your chart of accounts to check the impact of these activities on your accounting. You will see the new revenue line from the invoice.

8.6.8 Customer Payment

Registering an invoice payment by a customer is essentially the same as the process of paying a supplier. From the menu Accounting → Customers → Customer Invoices, click the name of the invoice that you want to mark as paid: 1. Use the Payment button which opens new window Pay Invoice. 2. Select the Payment Method, for this example select Cash then validate the entry.