Managing Item Fulfillments for sales, transfers, and returns
I mentioned earlier that a Sales Order is not a posting transaction, and that is because, as per most modern accounting standards, the sale is not final until the goods or services that were sold are delivered to the buyer.
For physical goods, we record that event in the system via Item Fulfillments. These are relatively simple transactions with a copy of the items list from our Sales Order, for those items that are configured as fulfillable and either inventory or non-inventory type items. Sometimes we do want to fulfill non-inventory items, such as in the case of software or some other item we sell but don’t store in a warehouse. Remembering that Sales Orders are not GL posting transactions, we sometimes use Item Fulfillments to record the transfer of the items, even when we didn’t ship anything.
For clients who do a lot of shipping, you’ll want to be familiar with setting up shipping...