You can now easily generate invoices associated with transfers and sales to franchises in Stockagile, whether it's a firm sale or consignment.
This functionality allows you to maintain clear and professional management of the commercial relationship between the central office and each franchise, centralizing invoicing and facilitating accounting tracking.
Additionally, it improves stock traceability and simplifies income control per channel, optimizing both daily operations and strategic decision-making.
Requirements to Create Transfer and Franchise Sales Invoices
Franchises must be configured: only the Owner can do this.
The relationship between locations and warehouses must be configured: can be done by the Owner, Store Manager, Wholesale Manager, and Inventory Manager.
Ability to create invoices: can be done by the Owner, Store Manager, and Wholesale Manager.
You can see the different role types in the section Create or Edit a User.
Step 1: Configure the Franchises
Go to Company Settings and register the franchises.
Fill in all the information in the pop-up window.
Within the company details, at the bottom, choose the invoicing method, either firm sale or consignment sale.
⚠️ It's important to enter the franchise's billing contact.
Once the information is filled in, click Save.
Step 2: Configure the Relationship Between Locations and Franchises
Go to the Inventory module > Locations.
Click on the franchise. If you haven't created it yet, read this article on how to create it.
Scroll down to see the Billing Settings card.
In "Invoice settings" select the franchise's fiscal company address.
Once selected, the Save button will be activated at the bottom right of the card; click it to configure.
Step 3: Firm Sale Invoice
Go to the Billing module > Invoices.
Click the "+ New Invoice" button.
First, complete the details:
Enter the contact name linked to the franchise's fiscal company.
Define the rest of the fields as you normally would.
Select the rate you want to apply to the invoice.
⚠️ Note: If you select an incorrect rate and want to change it later, you must delete all products added to the invoice and recreate it.
Then click on "+ Add Delivery Note" and a pop-up window will open to select the transfers.
Go to the "Franchise Transfers" tab, and only transfers between firm franchises and the parent company will appear.
Select and add the transfers to the invoice.
You will see the added products in the invoice.
Once the information is verified, generate the invoice.
In the generated PDF, you can see the delivery notes separated by blocks with gray line distinctions.
Notes: If you want to add an extra discount/early payment/etc., enter the details in the card next to the invoice summary and click "Generate Invoice" again.
Step 4: Consignment Invoice
Follow the steps from Step 3, but use the contact details of the consignment franchise, up to "+ Add delivery note"
Go to the “Franchise Sales” tab — only sales between consignment franchises and the parent company will appear.
Select and add the sales to the invoice.
The added products will display with their sale price.
After verifying the information, generate the invoice.
Note: Ensure the contact has a billing address set, either before or during invoicing.