Create a Stand Alone Invoice/Cash Sale without Affecting Inventory

Scenario

For instance, a user wants to create a standalone Cash Sale or Invoice transaction without having it affect the inventory count or the Cost of Goods Sold.

Solution

To create standalone Invoices or Cash Sales without having it affect user's inventory count or user's Cost of Goods Sold, user can set the quantity of the transaction to zero (0).

Since it is a standalone transaction, the process of Fulfillment and billing is combined or done on the same transaction. If the quantity is set to zero, it it as if no item was delivered so the GL Impact will only be for Sales based on the amount specified on the transaction.

Note: This is not applicable if Inventory Detail column is displayed on the transaction when Advanced Bin/Numbered Inventory Management feature is enabled. If the Inventory Detail is displayed on the form and the item has bin/lot, user will be required to enter a Bin/Lot Number and Quantity entered should be greater than zero.