We are spending too much time manually shipping virtual products that are non-qty bearing and are looking at using the Counter Sale process to streamline these shipments. I am looking for a way to separate the counter sale invoices created in a unique invoice group as documentation seem to indicate we should.
I have setup Counter Sales invoice Group Prefix and Ship Via in company configuration and I was expecting to see invoices in an AR group but are not.
What I do see are the following two scenarios for invoice creation depending on how you check the sales order counter sale section.
Alternative 1: Invoice Directly at time of order entry
Sales order is entered and marked as counter sale at time of order entry. After counter sales lines are added. User will check Pack and/or Invoice checkbox. The important box here is Invoice. When Process Counter Sale box is checked to process sale a Pack Id is created and AR Invoice is created an immediately posted. No going back to check anything – it is posted to customer account.
Alternative 2: Invoice during regular invoice run
Sales order is entered and marked as counter sale at time of order entry. After counter sale lines are added. Only Pack is checked.
In this scenario only the pack id is created and shipped. No invoice is created. No new AR Invoice Group is created - which I expected there to be. Created a new AR Invoice group and selected Get Shipments to pull in any shipped pack id’s for invoicing. In this alternative accounting still have control of posting invoice to customer account but counter sale shipments are not separated from physical inventory shipments.
Am I missing something? Did functionality change and documentation just isn’t updated?
TIA