Overview

The Orders & Inventory package extends Accounting Seed with inventory tracking, order management, and purchase order processing. An Orders & Inventory license is required in addition to Financial Suite. For more information, see the Orders & Inventory Average Cost and Orders & Inventory Standard Cost articles.

In this article:

• Inventory Tracking
• Sales Orders
• Purchase Orders

Inventory Tracking

Inventory Tracking lets you manage quantities of physical products across one or more Warehouses and Locations. Accounting Seed extends the Salesforce Product object to support three product types:

• Purchased Products - products your organization distributes.
• Kitted Products - items bundled together and sold as a single unit. With the weighted-average cost method, up to 249 parts can be associated with a Kit Product.
• Manufactured Products - products your organization builds.

Additional inventory capabilities:

• Products can be flagged as serialized items.
• Products can be recorded as Assets on a customer Account record.
• All inventory is tracked using Weighted-Average Cost accounting methodology.
• Accounting Seed supports single-level Bill of Material manufacturing.

Sales Orders

Sales Orders represent customer demand for physical products and track whether each order has been fulfilled.

• Generate a Sales Order directly from a Closed/Won Opportunity using Create Sales Order. Opportunity Product Lines are converted into Sales Order Lines.
• Convert a Sales Order to a Billing using Create Billing. Sales Order Lines are converted into Billing Lines.
• Allocate or de-allocate inventory to a Sales Order from your choice of Warehouses and Locations.
• Track shipment status on Sales Orders and generate packing slips.
• Supports barcode scanning of serial numbers on shipment or receipt.
• With the weighted-average cost method, Sales Orders generated from Opportunities can have up to 250 lines.

Purchase Orders

Purchase Orders represent approved vendor requests for products or services. In Accounting Seed, they are primarily used to procure inventoried products.

• Create a Purchase Order from a Sales Order using Create Purchase Order, or in bulk from the Sales Order list view using Create Purchase Orders. A single Purchase Order can cover multiple Sales Orders with the same product.
• Accounting Seed supports two Purchase Order types:
  • Standard - used to receive physical goods into a Warehouse and Location.
  • Drop Ship - used when your vendor ships goods directly to your customer, bypassing your warehouse. When a Drop Ship PO is received in full, Accounting Seed automatically allocates inventory to the originating Sales Order and creates a Shipment record. Drop Ship POs must be created from a Sales Order and received in full in a single receipt. For the full workflow, see Process a Drop Ship Purchase Order (Average Cost).
• Serialized products on a Purchase Order can be individually scanned into inventory upon receipt.
• Convert a Purchase Order to a Payable for the same vendor using Create Payable. Purchase Order Lines become Payable Lines.

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