To create an Order to Receive cycle in RealBooks, follow the steps given below:
- Open your RealBooks account
- Go to Settings > Configuration > Inventory > Order Management
- Enable the toggle next to Order Management
- Enable Sale Order and the other options as per the requirements
- Enable the Delivery Order and other options as per the requirements
- Navigate to Settings > Configurations > Miscellaneous > Process > Create Process
- Name the template
- Select the drop-down list and choose the suitable voucher type for every process
- Press the checkbox next to each process type to use the entire chain of SO-DO-Sale, which marks that the user wishes to activate every step of the process cycle
- Navigate to Transactions > Inventory > Sales Cycle > Sales Order
- Input the required details in every tab
- Click on Save
- Navigate to Transactions > Inventory > Sales Cycle > Delivery Order
- Input the required details
- After adding a party ledger, you will be sent to the ‘Reference’ tab, which will show you all the open sales orders for that vendor
- Click on the checkbox on the left side of each entry to tag the Sales Order reference
- Click on Go
- Click on Save
- Navigate to Transactions > Inventory > Sales Cycle > Sale
- Input the required details
- After adding the party ledger, you will be redirected to the ‘Reference’ tab, which will show you all the open delivery orders for that vendor
- Click on the checkbox on the left side of each entry to tag the delivery Order reference and clicking on ‘Search’
- You will be redirected to the ‘Item’, there you can make the required changes
- Click on Compute
- You will be redirected to the ‘Accounts’ tab
- The tax ledgers will automatically update in the accounts tab
- If you wish to add any additional ledgers, Press the '+’ icon or hit enter to add a new row
- Click on Submit