Van sales and reconciliation
Field reps open a session, load goods onto the van, record sales on the spot, and close the session to reconcile at end of day.
Beta. Van sales record quantities and cash for reconciliation only. They do not deduct stock, transfer stock to the van, or create invoices or journal entries.
When to use
Use this for daily route selling from a van where you need to match the cash a rep hands in with what they sold.
Before you start
- Permissions:
van_sales:readto view sessions,van_sales:writeto open, load, sell, close, and reconcile. - Toggles: none for this app.
- Know the unit price of each item as loaded; cash is accumulated using the price at loading time.
Statuses
| Status | Meaning | Next step |
|---|---|---|
| Loading | Session open; goods can be loaded and sales recorded | Close the session |
| Closed | Closed with cash within tolerance | None |
| Pending reconciliation | Closed but cash differs by more than 5% | Reconcile |
| Reconciled | Difference reviewed and settled | None |
Steps
Open a session
In Distribution → Van Sales, create a session for the rep.
Load the van
Record the goods loaded. This is only allowed while the session is in Loading status, and it does not move stock in Inventory.
Sell in the field
Record each sale as cash or credit. You cannot sell more than the quantity loaded.
Close the session
Close the session and enter the cash collected. If the cash differs from expected by more than 5%, the session goes to Pending reconciliation.
Reconcile
Open the session and reconcile the discrepancy so it becomes Reconciled.
Tips & common mistakes
- Load all goods before selling; loading is only possible while the session is in Loading status.
- Do invoicing and goods issue in Sales and Inventory, since the session does not do it.
- A session in Pending reconciliation is not an error; it is a flag for the operations manager to review.
- The Distribution Manager assistant can surface reconciliation discrepancies.