Sales orders in Inventory management track product sales. They include information about products, prices, sale dates, and customers.
You can organize the sales process in different ways. Here are the most common workflows:
Manager-seller
One employee manages deals, communicates with customers, and ships products from the warehouse. This employee combines the roles of salesperson and storekeeper. In this workflow, the employee creates sales orders in deals or in the Inventory management section.
Manager-storekeeper
The manager sells products, while the storekeeper handles shipments. The workflow can be set up so that the manager creates a draft sales order, and the storekeeper processes it when the products are shipped.
This article explains how to create a sales order in the Bitrix24 web version and mobile app.
Go to CRM > Inventory > Inventory management > Sales orders and click Create.
Add a product, select the warehouse, and specify the quantity and selling price.
Open the General tab, add customer information, and select the employee responsible for the sale.
You can:
- Click Save to save the document as a draft.
- Click Save and process to record the sale immediately.
When you process the document, the available product quantity in the warehouse decreases.
To check the current stock balance:
- Open the Products tab in the sales order.
- Click the product name to open its form.
- Open the Inventory tab.
To create a document:
- Open the Inventory management section.
- Tap the button in the lower-right corner of the screen.
- Select Sales orders.
Add customer information, select products, and tap Create.
The document is saved as a draft, and products are not written off yet.
When the customer receives the products, process the document to record the sale in Inventory management.
- Sales orders in Inventory management record product sales. They include information about products, prices, sale dates, and customers.
- In the Manager-seller workflow, one employee both sells products and creates sales orders.
- In the Manager-storekeeper workflow, responsibilities are split between two employees: one handles sales, and the other processes documents and writes off products.
