A sales order is automatically generated when a deal is closed. The system writes off products from the warehouse and records the services provided. This helps manage inventory and avoid accounting errors.
In this article, we will explain how products and services are processed when closing a deal and discuss potential errors.
Processing products and services when closing a deal
When you close a deal, Bitrix24 checks product availability in the warehouse. Then a sales order is automatically created. Products are written off, and the deal is closed.
If there are not enough products in the warehouse, the deal cannot be closed. A notification will appear in the timeline.
Insufficient product at the selected inventory. This notification appears if the deal specifies more products than are available. In this case, you can reduce the quantity or select another warehouse.
Services added to the deal are unavailable. This notification appears if a service is marked as unavailable for sale. To close the deal, go to the service form and enable the Availability option. After that, the service can be included in the sales order.
In brief:
- A sales order is automatically created when a deal is closed.
- Product is written-off automatically if it is available in the warehouse.
- If products are insufficient or services are unavailable, the system will notify you of the error and suggest the solution.