Sale to customer

To create a goods issue that records a sale to customer:

1. Do one of the following:
   • To generate a goods issue based on a single source document, select or open the document. Then click Generate > Goods issue.
   • To generate a goods issue based on multiple source documents, select them while holding down Shift or Ctrl. Then click Generate > Goods issue.
   • To create a goods issue from scratch, use either of the following options:
     • Go to Sales and under Sales, click Goods issues. Then, in the Goods issues list, click Create.
     • Go to Warehouse and under Warehouse, click Goods issues. Then, in the Goods issues list, click Create.
2. Specify general details:
   • Set Operation to Sale to customer.
   • Specify Counterparty.
   • Fill in other fields as necessary.
3. Specify products to deliver to a customer:
   • To populate products automatically from an order, go to general details. Then, in the Order field, specify an order and click .
   • To fill in products directly, go to the Products tab and do one of the following:
     • To import product list from a spreadsheet file, click and follow the data import wizard instructions.
     • To select products from the Products catalog, click Select > Goods.
     • To select products that you want to ship for the sale orders not yet shipped by the company in full, click Select > Ordered goods and then, in the Select ordered goods window, select the checkboxes for the goods you want to add and enter the quantities.
     • To add products manually, click Add and fill in product details.
     • To find products by barcode, click .

   To automatically fill batches for inventory items, use the Fill batches by FEFO tool. For details, see Autofilling product batches.

4. Optional: On the Delivery tab, specify delivery terms.
5. Optional: On the Additional information tab, specify additional information.
6. Click Post and close.