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Clickable Source Document in Sale
The Clickable Source Document in Sale module enhances the connection between sales and delivery operations by introducing a clear, accessible source document link across sale orders and delivery orders. It allows users to navigate seamlessly between related documents with a single click, streamlining workflow efficiency and reducing time spent searching for references.
Features
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Features
Add Source Document to Sale Orders
This feature introduces a dedicated option within the quotation and sale order form where users can input or reference a source document. It strengthens document traceability by keeping the origin of each order easily accessible.
Auto-Populate Source Document in Delivery Orders
Once a sale order is confirmed, the linked sale order number automatically appears in the delivery order as the designated source document. This eliminates manual entry, prevents data-entry errors, and ensures that warehouse users always have the correct reference at hand.
Source Document Printed on Delivery Slip
The source document information automatically carried from the sale order appears on the delivery slip as well. This addition supports transparency for both internal teams and customers by providing a clear reference for each shipment.
Screenshot
1.) Quotation View - Add Source Document
The quotation form includes a dedicated field where the user can enter or select the source document tied to the sale order.
2.) Delivery Order View - Source Document from Sale Order
After the sale order is confirmed, the delivery order reflects the sale order number as its source document.
Navigation : Sale → Quotation → Delivery
3.) Delivery Slip - Auto-Linked Source Document
The printed delivery slip includes the same source document reference, ensuring complete transparency for logistics staff and customers.
User Guide
