Scenario:

Our Business has 2 sister companies where SAS is handling clients and sales orders and BV is handling stock, purchases but also some local clients.

Using BizCentric we wish to implement the following workflow.

1. Client contacts SAS
2. SAS generates a Sales order.
3. SAS turns the SO into a Purchase order for BV.
4. BV receives PO > SO from SAS
5. BV Fulfils order from Stock to end-client.
6. BV Invoices SAS
7. SAS pays to BV.
8. SAS invoices end- client and bills

Answer:

You can manage this scenario by using Drop Shipping feature of BizCentric. Check following link to learn how it functions in BizCentric

Steps:

1. For the SAS Company, initiate a Sales Order for the Customer, ensuring to mark “Drop Shipping” for the item.
2. Add BV as a Supplier for the SAS Company. Generate a Purchase Order (PO) corresponding to the Sales Order.
3. When creating the PO, designate BV as the Supplier, while specifying the client’s address as the shipping address.
4. SAS will generate a Purchase Invoice since they are responsible for payment to BV.
5. Subsequently, against the original Sales Order, SAS will issue a Sales Invoice for the Customer and create a Payment Entry at a later stage.
6. BV will add SAS as their Customer.
7. They can then generate a Sales Order to record income in their accounts. Create a Delivery Note for the Customer and generate a Sales Invoice for SAS.