Sample Sales Scenario

[Former Member]

The following is the Sample Scenario

Client sent smaple to customer which are small sample & big sample.

Small Sample would be 10 gm to 20 gms. for which they does not maintain stock .. they also dont want excise for such a small qty.

where as FG is maintained at UOM KG.

For Big sample 1 kg & above they are doing proper sales cycle up to excise invoice .

How can i map the process for the small sample ? Also they have new material sample for which new material to be created & then send to the customer ..we alo planning to implement PP module .. there iwll be process order .?

Vishal

[Lakshmipathi · Accepted solution]

If this requirement is for a manufacturing industry, then irrespective of material weight (be it 5 gm, or 10 grm), as and when the materials are being sent out for any purpose, it should be accounted in a proper way for excise purpose. So you have to create an excise invoice even if it is a sample despatch.

Of course, if you dont want to debit the customer, then you can generate a delivery related proforma (document type F8) so that you will have pucca inventory at any point of time.

thanks

G. Lakshmipathi

[Former Member]

Close

[former_member749126]

You can map the the small sample selling through order related billing.

In this case first create the sales order for sample sales then created billing with reference to billing.

At billing level accounting entries:

Customer Dr (500)

Sales revenue Cr (500)

Expense account Dr (500)......

If you want to avoid the accounting entries copy proforma billing document and do the process.

Regards,

Sagar Wairagade

[Former Member]

Vishal

Can you not use standard order with Free of Charge Item (Item cat TANN in the standard) for this purpose. That way you can let the transaction be handled properly in inventory management, while ensuring it is free to customer (as it is a free sample). With regard to Excise Exemption, I am sure by now India Version (CIN) would have some remedy. Of course, I never worked in CIN after the initial years of development -1997- and can not vouch that it exists.

[csaba_szommer]

The following is the Sample Scenario
Client sent smaple to customer which are small sample & big sample. 
Small Sample would be 10 gm to 20 gms. for which they does not maintain stock .. they also dont want excise for such a small qty. 
where as FG is maintained at UOM KG. 
For Big sample 1 kg & above they are doing proper sales cycle up to excise invoice . 
How can i map the process for the small sample ? Also they have new material sample for which new material to be created & then send to the customer ..we alo planning to implement PP module .. there iwll be process order .?
Vishal

It's strange that your client doesn't want to use sales cycle for samples of small quantities and at the same time they want to use process order for them.

If you want to sell the stock items w/o modifying the stock levels and posting goods movement you can use an item category behind which there's no movement type (you have to assign proper shcedule line category to the item category). In this case you will get the delivery as normally, you have to press the PGI buttion but there will be no goods movement - invoice will be based on delivery.

Regards,

Csaba

Edited by: Csaba Szommer on Jun 23, 2010 10:41 AM