Selling
The selling document records the release of goods from the warehouse to a buyer. It is used for both wholesale and retail sales through the warehouse module.
How to Access
Navigate to: Sidebar > Warehouse > Selling
Route: /warehouse/documents/selling
Quick actions:
Overview
A selling document deducts items from the warehouse and registers the buyer's debt. After conducting, the warehouse stock decreases.
Document List
Columns
| Column | Description |
|---|---|
| No. | Document number |
| Date | Document date |
| Organization | Selling organization |
| Linked Doc | Linked document number |
| Supplier | Buyer |
| Income/Expense Type | Cash flow category |
| Conducted | Posting status |
| Created | Creation date |
| Total | Document amount |
| Employee | Responsible employee |
| Note | Comment |
Creating a Document
Main Fields
| Field | Description | Required |
|---|---|---|
| Date | Sale date | Yes |
| Organization | Selling organization | Yes |
| KNP | Payment purpose code | No |
| Warehouse | Source warehouse | Yes |
| Buyer | Customer/buyer | Yes |
| Income/Expense Type | Cash flow category | No |
| Note | Free-text comment | No |
| Total | Amount (auto-calculated) | — |
| Cook Dishes | Flag to send to kitchen | No |
Invoice Data
| Field | Description |
|---|---|
| Invoice Number | Outgoing invoice number |
| Contract | Contract number |
| Payment Terms | Payment terms |
| Attorney | Power of attorney number |
| Issued By | Who issued the power of attorney |
| Delivery Responsible | Person responsible for delivery |
| Carrier | Carrier company |
| Delivery Invoice | Delivery invoice number |
Item Grid
| Column | Description |
|---|---|
| # | Row number |
| Item | Item name |
| Quantity | Quantity |
| Remains | Current warehouse stock |
| Unit | Unit of measurement |
| Multiplier | Conversion factor |
| Price | Unit price |
| Total | Row total |
Printing
Available print forms:
- Default
- Invoice (multiple variants)
- Consignment Note
- Payment Invoice
- Certificate of Completion
- Expenditure Invoice
Step-by-Step Guide
- Go to Warehouse > Selling.
- Click Add.
- Select the Organization, Warehouse, and Buyer.
- Search for and add items in the table.
- Enter quantity and price.
- Click Save, then Conduct.
FAQ
What if there is not enough stock?
The system shows the current stock in the "Remains" column. Attempting to conduct with a quantity exceeding stock may result in a posting error.
How do I print an invoice?
Use the Print button and select the desired format from the dropdown.
How do I print a VAT invoice (schet-faktura)? Is it linked to ESF (Kazakhstan)?
In the dashboard the invoice is a print form. Open a Sales document (or an Order/Invoice), click Print, and choose Invoice (RK). The number on the form comes from the Invoice # field; if it is empty, the document number is used.
The dashboard has no export or submission of invoices to the ESF information system.