In DEAR Inventory, you can determine the Sales Status & Sales Type when an order is created. Using Prospect CRM System Settings, you can choose the default options you'd like to use when an order is confirmed via the CRM.

Sale Order Status

For orders within DEAR Inventory, you can set the order status to either 'Authorised' or 'Draft' Order.

Sale Order Type

DEAR Inventory has two different sales types; "Simple Sales" and "Advanced Sales". An "Advanced Sales" are designed to handle sales orders where multiple invoices and/or fulfilments are to be considered part of the same sale. Any sales order that is to be made and delivered in multiple fulfilments should be made as an "Advanced Sale". These types of sales also allow multiple credit notes to be issued for a single sales order. You can read more about DEAR Inventory's "Advanced Sales" here.


Prerequisites

  • You'll need CRM Admin rights in order to follow the steps in this article

Step 1: Navigate to Settings

Select the System Settings under the Settings drop-down.

Step 2: Search for 'DEAR Inventory Order Confirmation Status and Sale Types'

Click on the search icon in the top right-hand corner and search 'DEAR Inventory Order Confirmation Status and Sale Types'.

Step 3: Select Defaults

Choose your default Sales Status and Sales Type for orders that are confirmed from the CRM into DEAR Inventory.

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