💡 To sell products, you will go through a certain flow across different modules in Douano.
Sales: entering the order
Logistics: shipping the order
Invoicing: creating and sending the invoice
We start by creating a sales order.
Sales Order
⇢ Go to Sales - Orders and click on the green plus icon.
💡 The process of creating a sales order is described in this 👉 guide.
Logistics
💡 After confirming a sales order, the order will appear as In progress in Logistics.
💡 The Logistics module covers all product movements in Douano. This can involve products shipped to a customer, products returned, or products moved between storage locations.
The order also needs to be confirmed in Logistics. This acts as a go-ahead for shipping.
💡 By confirming, a delivery note/packing slip is generated for the shipment (or receipt), and you can create the invoice for this shipment.
⇢ Go to Logistics - Orders.
💡 You don’t need to open the order to confirm it—you can do this directly on the order line.
💡 If you want to pick from other lot/batch numbers, you can open the order and adjust the stock item.
To confirm the order, click the green arrow on the right-hand side of the order line. In the new window, click Confirm.
Under the All tab, you can now:
Have the customer sign the Delivery note via the orange form icon on the order line.
Download the Delivery note via the menu icon on the order line.
Send the Delivery note to the customer via the send icon on the order line.
💡 To send the delivery note from Douano, you must set up the email templates for orders in the customer’s language. If you haven’t done so yet, follow this 👉 guide.