Create a Commodity Sales Order
Step 1: Start a New Order
Go to the Sales Orders module.
In the action dropdown, select New Commodity Sales Order.
Step 2: Enter Order Details
A new sales order will be created with the type set as Commodity Trading.
Fill in customer details and add items to the order.
Click Save at the top right to place the order.
Once created, the order will display a water icon in the Sales Order listing page, along with shipment and payment status.
Issue Commodity trading Shipment
Step 1: Issue Delivery Order
From the shipment dropdown, select Pack all standard items to generate a delivery order.
The control panel at the top will show all related data: invoices, shipments, deposits, purchase orders, tasks & notes, and history log.
You can track shipment status and related documents directly from their respective tabs.
Step 2: Confirm Delivered Quantity
If the shipment was fully delivered, simply click Deliver to confirm completion.
If there was a loss during shipment, click Edit and enter the actual quantity the customer received. Click Save when finish.
The invoice will be automatically calculated based on the actual delivered quantity.
Once done, click Deliver again to confirm the order as fully delivered.
Issue Customer Invoice for Commodity Trading Order
Step 1: Issue Invoice
After fully delivered, you can now select Invoice everything in the Invoice dropdown list to Issue Customer Invoice.
Step 2: Confirm the Invoice
At this step, you can adjust the actual quantity received appropriately because the total bill will be calculated based on this number.
Click Save to confirm the invoice.
Step 3: Receive and Close Customer Invoice
Once the customer has fully paid, click Receive Payment to issue a Receipt Note for the invoice.
After that, click Close Invoice to complete the transaction.
