Create the invoice as normal, ensuring you select all details of the customer being invoiced. For more details on how to create an invoice for a customer see https://infusion.helpjuice.com/en_AU/360003516674-Customer-Invoices/create-a-customer-invoice
We recommend selecting the location of your invoice, quote, transfer prior to adding products. This ensures the available quantity for that location is checked, ensuring the correct quantity is used.
Depending on selected settings, if there is still stock of the product that is superseded at the chosen location will determine what happens when selecting the product. These settings are located in the Product Settings - https://infusion.helpjuice.com/en_AU/products-settings/settings-%7C-product-settings
If the setting to assess stock in all product locations for backorders is enabled, all locations are checked for on hand quantities. Only if there is no stock on hand across all locations will the prompts appear.
If this setting is disabled, only the on hand quantity in that location will be checked before determining whether the prompt will appear
If the setting to run out stock first is not enabled
When an item that has been superseded by a newer one and has not been set to run out, then message will appear when adding the product to the invoice:
Choosing Use Superseded Code will swap it to the newer product. In contrast, selecting No will use the entered product code. As there’s no stock on hand, the automatic quantity of one will be placed into the backorder column.
Adding a product that’s been superseded, that has stock, and is set to run out the stock first
The product will be added to the invoice without a prompt. If more items are added to the invoice than are currently available, the excess will be added as a backorder
New product, with a product that has been superseded having available stock and set to run out stock first.
This will behave as a normal line item, with no prompt to switch to the product that has been superseded. Additionally, if more products are included on the invoice than the available quantity, this will generate a back order.
