Step 8: Allocate your Product stock to your Customers and raise invoices

After you receive the product units placed on your Production Orders (Dockets) you can start distributing them to your Customers.

For the small amount of Sales Orders, you can manually create delivery notes for each Sales Order but when time is of the essence, when you cannot afford mistakes where you allocate stock you do not have on your premises or simply need to minimise carrying costs, storage expenses and losses, you must use the Stock Allocation module.

We will go through both the manual process and the automated process (with the Stock Allocation module).

#Allocate your stock manually

To allocate stock to your customer's sales orders, go to the Orders module and open the Order Tracker to generate delivery notes.

When you create a delivery note, specify the product quantities that you want to ship.

Tip: Note, that you can create multiple delivery notes if your customers agree to accept partial shipments.

• Delivery Notes - Add Delivery Note
• Delivery Notes - Print
• Sales Orders - Email Multiple Customer Documents

You can use the 'Shipped' status on the Delivery Note to inform Zedonk of whether the Delivery Note is still on your premises (the 'Shipped' tickbox on the Delivery note is not ticked) or has been shipped (the 'Shipped' tickbox on the Delivery Note is ticked).

• Delivery Notes - Mark as Shipped

#Allocate your stock with the Stock Allocation module

Manually creating delivery notes is prone to making mistakes. To avoid this, the Stock Allocation module can help you allocate/run pick for only the products that are available to be allocated/picked. You can prioritise the allocation based on the customer/order priority.

Firstly, ensure you have booked in the quantities on the Production Orders to inform Zedonk of the received stock:

• Book In - Create a Book In

Go to the Stock Allocation module to see orders that are ready to have stock allocated to/picked for:

• Stock Allocation - Order Selection

Run the pick to allocate the inventory for the selected orders:

• Stock Allocation - Products Selection Before Running Pick
• Stock Allocation - Running the Pick
• Stock Allocation - Editing the Pick

At any point you can save your allocation progress by clicking on the 'Save' button. This will save the allocated quantities and you can always return to where you've left off.

Once you have run your pick, you can generate pick tickets and/or delivery notes in bulk or convert existing pick tickets to delivery notes:

• Stock Allocation - Managing Order Selection
• Stock Allocation - Create Pick Tickets/ Delivery Notes
• Stock Allocation - Convert a Pick Ticket to a Delivery Note

Tip: For the full training video on the Stock Allocation module, watch:

• Stock Allocation

#Invoice your customers

Once a Delivery Note has been created you can raise an invoice from Zedonk:

• Invoices - Add an Invoice

You can also generate duty and export invoices:

• Invoices - Duty and Export Invoices

Then mark the invoice as paid and locked to prevent any accidental/further changes:

• Invoices - Mark as Paid
• Invoices - Mark as Locked

#Manage returns and credit notes

In the event of a customer needing to return an item(s) (whether that's due to a human mistake, delayed delivery, damage, end-of-season returns, swaps etc.), you can create a return authorisation document on the sales order and specify what you agreed to be returned:

• Return Authorisations - Add a Return Authorisation

When you receive the goods from your customer, you can mark them as received and if you can re-sell them, put them back into stock:

• Return Authorisations - Received Quantities & Back to Stock

You can then create a credit note and mark it as applied when the credit was used (for example, in the next season):

• Credit Notes - Create a Credit Note From an Invoice
• Credit Note - Mark as Applied

You can also create a credit note without the Return Authorisation document:

• Credit Notes - Create a Credit Note and Return to Stock without Return Authorisation