Transaction Flows

Overview

BOS Professional provides several fixed transactions that can be used to manage a business, including accounting and inventory.

When Branches are used, every transaction must be linked to a Branch. A warning is displayed if a Transaction is not linked to a Branch. 

The Status Note field is situated in Transaction List Views, hidden by default. The Status Note remains editable, even when the Transaction is in a read-only status.
 

Transaction Flows refer to transactions that are copied from each other.

Customer Transaction Flow

• Quotation

• Sales Order

• Material Movement (Optional - Goods Issued)

• Delivery Note (Optional - the Customer Invoice could serve as a Delivery Note)

• Customer Invoice (From Sales Order or Delivery Note)

Supplier Transaction Flow

• Purchase Orders

• Material Movement (Goods Received)

• Supplier Invoices (From Purchase Order or Goods Received)

Production Transaction Flow

• Work Order

• Material Movement (Goods Issued and Goods Returned)

• Purchase Order

• Materials Movement (Output Received)

• Delivery Note (Optional)