Order To Invoice & Order to Upsell

In AureusERP, the Sales module provides two key flows after a sales order is confirmed:

• Order to Invoice – for managing invoicing post-delivery
• Order to Upsell – for managing scenarios where more products are delivered than originally ordered (e.g., additional quantities)

This guide explains how each of these flows works in AureusERP.

Order to Invoice

1. Quotation Creation

• Navigate to: Sales → Orders → Quotations
• Users create a quotation with product details, pricing, and terms.
• This is a draft offer and not a confirmed sale.

2. Quotation Confirmation

• When a quotation is confirmed:
  • It becomes a Sales Order.
  • A Delivery Order is auto-created.
• Path to view Sales Order: Sales → Orders

3. Delivery Validation

• Navigate to: Inventory → Delivery Orders
• Locate the delivery related to the sales order.
• Click Validate once the goods are dispatched.

⚠️ Note: In AureusERP, there is no manual option to create an invoice from the sales order.

4. Automatic Invoice Generation

• After delivery validation:
  • The system automatically generates a customer invoice.
  • This invoice is found under Sales → To Invoice or Invoicing → Customer Invoices.
  • The invoice is initially in Draft state.

5. Invoice Processing

• Users open the draft invoice and click Validate to post it.
• Upon receiving payment, click Register Payment to mark it as Paid.

Order to Upsell

The Order to Upsell flow is used when more quantity is delivered than was originally ordered. This might happen due to customer requests or manual changes in delivery.

When Does It Happen?

• During delivery, the quantity delivered is increased beyond the ordered quantity.
• AureusERP detects this and flags the order for upselling.

Example:

• Sales Order: 2 units of Product A
• Delivery: 3 units of Product A
• The extra 1 unit is treated as an upsell

Upsell Workflow

1. Overdelivery on Delivery Order

   • Navigate to: Inventory → Delivery Orders
   • Increase the quantity delivered beyond what was ordered.
   • Validate the delivery.

2. System Flags Order to Upsell

   • The system recognizes the overdelivery and creates a new invoiceable line for the extra quantity.
   • The order is added to: Sales → Orders → To Upsell

3. Manage Upsell

   • Navigate to Sales → Orders → To Upsell
   • Open the order.
   • Review and confirm if the additional quantities should be invoiced.

4. Invoice Generation

   • Upon approval or confirmation, the system generates an invoice for the upsold quantity.
   • The invoice appears in Sales → To Invoice or Invoicing → Customer Invoices

Notes

• Invoice generation is fully automated in AureusERP and tightly coupled with the delivery validation process.
• Upsell detection ensures that all overdelivered items are accounted for and invoiced properly.

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