Trying to migrate from CRM / Quickbooks to CRM / Zoho Books / Inventory...
Query #4
How can I ship a back ordered item if I've not yet received a bill? My setup...
- Using Inventory / Books
- Serial Number item tracking enabled (settings>preferences>items)
- Setup to track serial numbers on Track in Packages, Purchase Receives and Return Receipts.
We don't receive a bill normally until a week later.
Expected Workflow
1. Issue PO with back ordered item (from a Sales Order)
2. Receive in back ordered item
3. Package and ship sales order with ordered item
4. Invoice shipped item
5. Receive bill and enter into system
Actual Workflow
1. Issue PO with back ordered item (from a Sales Order)
2. Receive in back ordered item
3. STUCK: Unable to ship or Package Sales Order as item is on backorder, yet we've received in but we don't have a bill.
Many thanks in advance for suggestions or guidance.