Options

Inventory integration for invoices and out-of-stock rules involves connecting the inventory app with the invoicing app to ensure accurate tracking of stock levels and appropriate handling of out-of-stock situations.

Out-of-stock rules determine how the system handles situations where items on an invoice are unavailable in sufficient quantities.

— Stop: The system prevents the creation of the invoice if any items are out of stock, requiring the user to resolve the issue before proceeding with the sale.
Continue: The system allows the invoice to be created even if some items are out of stock. It may trigger back-ordering or other actions to fulfill the order later.
— Negative: The system allows the creation of the invoice, but it records a negative stock adjustment for any out-of-stock items. It indicates that items can be sold despite not being available in inventory.

Allowing or disabling options such as using a scanner, adding charges, taxes, shipping notes, and a signature gives you more flexibility.

— Allow or turn off the built-camera as a scanner during a transaction that uses items.
— Allow or turn off Charges, Taxes, Shipping, and Notes from the transaction.
— Allow or turn off the option to capture signatures manually directly from the app.

Shippings

Enable 'Allow Shipping' to include shipping in orders. Shipments are initially set to 'Draft'. Use the 'Draft Until' option to specify when the shipment should change to 'Pending'—either when the order is released or paid.

Set 'Manage Status' to 'Yes' if you want to manage the shipping status from the order. Otherwise, select 'Display' to only show the shipping status without managing it, as the shipping app handles status updates. The shipping icon will always be displayed.