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On 24/09/13 12:02, ferdinand wrote:
On 09/24/2013 11:05 AM, Pedro Manuel Baeza Romero wrote:Well, I think it's a good practise to always make a sale order before a customer invoice, because: * Create customer invoice is only one click. * You can have correct sale reports. * Salesman can make these sale orders without having access to Accounting. * Internal workflows are simpler.
This is sensible and makes sense; thanks for explaining your reasoning. (I particularly like the 3rd point)
In small companies however, where the "salesman" is the owner, or in a senior position, then creating an SO is just an extra step that isn't really necessary.
But I can certainly use your reasoning in future discussions ;-) Thanks Alan
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