Phreesoft Support Forum

Hello Dave,

How is it possible for you to control your stock in a situation when your customers comes to your store to buy say 20 unit of your product and pays for them but carries only 13 unit balance 7 units. how do I use phreedom to track this procedures.

thanks.

popsicles1

He pays for 20 units, takes only 13 with him?

And has credit for 7 units?

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Alvin

Hello Alvin,

Yes, he pays for 20units and takes only 13 units.
Yes, he has a credit of 7 units.

Now the question is how do I use Phreedom 3.3 to track this to reflect that the customers still has a balance of 7 units to collect.

pls, help.

thanks.
popsicles1

A back order system for the customer.

I think is would be a good feature.

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Alvin

Hello Alvin,

how do i get the backorder system.

I need it.

thanks.
popsicles1

Currently there is no backorder system. Nevertheless, you can handle it this way:.
1. Create a sales order for the total quantity.
Customers->Sales Orders
2. Invoice the quantity of items delivered.
Customers->Sales Order Manager->Press Invoice button
3. Accept payment for the total quantity
Banking->Customer Deposits
4. Apply the deposit to the invoice
Customer->Invoice Manager->Press payment icon

The remainder of the order will appear on the inventory list and sku screen as Qty on Sales order. Then, when you deliver the rest of the order,
5. Invoice the remaining quantity
Customers->Sales Order Manager->Press Invoice button
6. Apply the remaining portion of the initial deposit to the invoice
Customer->Invoice Manager->Press payment icon

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Ruben.

Very good Ruben. Good procedure.

You should an also be able to do it this way:
1. Create a Sales Order for 20 units.
2. Create and invoice for 13 units.
3. Receive payment for 20 units. This will leave the invoice open as there is still a balance left (negative as they overpaid).
4. When they take delivery for the remaining 7 units, create an invoice and Save (Do not press the payment icon or the credit will no show up).
5. Banking -> Customer Receipts -> Select customer. You should see the newly generated invoice and the over payment from the first invoice. Check both boxes (for a net zero total) and Save the receipt.

Dave

Hello,
thanks very much Dave and Reuben. It is a very wonderful solution. I really appreaciate it. thanks once again.
Please Dave, you still have not answered my question in Receivables with topic "POS ERROR". Please help me out. I am stock.

thanks
Popsicles1

Hello Dave and Reuben,

Thanks for your reply on how to control stock of customer who buys and picks them twice. How do I handle this same issue if the customer decides to pick the balance 7 ( as used in my example) in 3 instalments. say from the 7, he picks 3 packs, then it balances 4, and when he comeback he either picks the 4 or decides to pick 2 cartons.
When I try to carry out this proceduce, it works but when I print the customer's report, the balance due, will be showing 0.00, when I am supposed to be owing the customer the said amount of the balance 4 cartons which he has not carried.
What is the way around this.

Thanks,

Popsicles1.

This sounds more like a report problem versus a journal problem. If you open the Sales Order, it should show the number ordered and the number invoiced. You should be able to invoice from the Sales Order as many times as you want until all items have been invoiced. If the report is not reflecting the proper balances, I'll need to address that issue separately. Let me know.

Dave

Hello Dave,

thanks for your all your support. I just discovered that using Sales Order, it deducts the stock accurately but the challenge here is the Customer Statement. Take for example, a customer buys 50 cartons and on the day of purchase, he took 20 cartons, and then 10 cartons and then another 10 cartons leaving a balance of 10 cartons. The balance carton is supposed to be reflected in monetary terms in the Statement as money owe the customer but it shows 0.00 in dollar even when I have changed the currency to my local currency.

I attached a file to explain the above scenario.
How do I correct this?

thanks

popsicles1

Sales Order information shouldn't show on the statement as a Sales Order 'reserves' the product. It's not until an invoice is generated that it will show up. If the customer took delivery in parts, and you invoice in parts. Each part should show up on the statement. I cannot understand your statement unless I know what the transactions behind the statement listing are.

Dave

Thanks Dave for your reply.
This is the explanation of the attached statement i sent to you.
The Cash/Receipts Journal (18) (DP20120517) N191,625.00 is the total amount for the 50 cartons that the customer paid when he first came to buy.
I raised a Sales Order for the 50 cartons and Invoiced 20 cartons (Invoice No. 26) which he carried on that very day. He paid for everything which I stated above (191,625.00).
the 20 Cartons invoice is Sales/Invoice Journal (12) --76,650.00 (invoice No. 26)
The next time he came he carried 10 cartons Sales Invoice No. 27 - N38,325.00.
The next time he came he carried 1o cartons Sales Invoice No. 28 - N38,325.00.
He is supposed to have 10 cartons balance, which statment is supposed to be like this.
down payment for 50 cartons (191,625)
first invoiced 20 cartons 76,650 (114,975)
Second Invoiced 10 cartons 38,325 (76,650)
Third Invoiced 10 cartons 38,325 (38,650)
Statement Balance is supposed to be -N38,650.00 as amount we are owing the customer. but it is saying that it is 0.00 balance which is not correct.

Please help as it will negatively affect the customer statements sent to such customer which the statement is requested for.

Thanks.

expecting your response.

Popsicles1.