Goods moving without an invoice — job work, samples, goods on approval. The owner is whoever has to bring the paperwork back.
What you would route on
Any field on the module can be used, including ones you have added yourself. These are the ones businesses reach for:
| Field | Why you would route on it |
|---|---|
| Customer | Keep a customer’s paperwork with their account manager. |
| Total | Large documents to somebody senior. |
| Branch | If you run more than one place of business. |
| Place of supply | Interstate vs within the state. |
| Vehicle number / Transporter | Route by carrier where you use several. |
A worked example
A job-work business routes challans to the person responsible for that vendor, so the challan and its return are chased by one person rather than falling between two.
Caps and overflow
| Setting | Worth it here? |
|---|---|
| A cap per person | Rarely. |
| An overflow owner | Rarely. |
Nothing stops you setting either — they are offered on every module. It is simply that a daily limit answers a question this module rarely asks.
Where to go next
Something missing or wrong here? Tell us. A question that needed asking usually means a page that needed writing.