{"id":234664,"date":"2023-09-27T14:45:38","date_gmt":"2023-09-27T12:45:38","guid":{"rendered":"https:\/\/guide.jtl-software.com\/jtl-wawi\/sales\/creating-partial-invoices-and-splitting-sales-orders\/"},"modified":"2023-09-27T14:46:05","modified_gmt":"2023-09-27T12:46:05","slug":"creating-partial-invoices-and-splitting-sales-orders","status":"publish","type":"page","link":"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/sales\/creating-partial-invoices-and-splitting-sales-orders\/","title":{"rendered":"Creating partial invoices and splitting sales orders"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column width=&#8221;1\/3&#8243; responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;order-md&#8220;: &#8220;1&#8220;, &#8220;col-lg&#8220;: &#8220;4&#8220;, &#8220;order-lg&#8220;: &#8220;12&#8220;}&#8221; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;]<div id=\"toc\">\n\t<div class=\"card border-0 bg-rysywhite mt-0 mt-lg-5 mb-5 w-100\" data-toc-element>\n\t\t<div class=\"d-none d-lg-flex flex-column\">\n\t\t\t<span class=\"fa-layers mx-auto mt--4 fa-fw fa-3x text-shaftblue\">\n\t\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t\t<span class=\"fas fa-inverse fa-list-ul\" data-fa-transform=\"shrink-8\"><\/span>\n\t\t\t<\/span>\n\t\t\t<span class=\"font-weight-bold text-shaftblue text-center h5 mt-3 mb-0\">Contents<\/span>\n\t\t<\/div>\n\t\t<div class=\"d-block d-lg-none\">\n\t\t\t<a class=\"text-decoration-none card-header-link collapsed\" data-toggle=\"collapse\" href=\"#collapse-toc\" aria-expanded=\"false\" aria-controls=\"collapse-toc\">\n\t\t\t\t<div class=\"card-header d-flex bg-white align-items-center\" role=\"tab\" id=\"heading-toc\">\n\t\t\t\t\t<span class=\"h4 mb-0 d-flex align-items-center\">\n\t\t\t\t\t\t<span class=\"fa-layers fa-fw fa-2x mr-2 text-shaftblue\">\n\t\t\t\t\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t\t\t\t\t<span class=\"fas fa-inverse fa-list-ul\" data-fa-transform=\"shrink-8\"><\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t<span>Contents<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<span class=\"flex-shrink-0 ml-auto fas fa-caret-down text-gray\"><\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div>\n\t\t<div id=\"collapse-toc\" class=\"collapse show\" data-parent=\"#toc\" role=\"tabpanel\" aria-labelledby=\"heading-toc\">\n\t\t\t<div class=\"card-body p-4 table-of-content\">\n\t\t\t\t<ul data-toc-headings=\"h2,h3\" data-toc class=\"list-wawi\"><\/ul>\n\t\t\t<\/div>\n\t    <\/div>\n\t<\/div>\n<\/div><div class=\"card\">\n\t\t\t<div class=\"card-body p-4\">\n\t\t<h3 class=\"d-flex align-items-center hl-wawi\" id=\"videos\">Videos <span id='anchor-videos' data-href='#videos' class='far fa-link' data-anchor><\/span><\/h3><h6 class=\"d-flex align-items-center hl-wawi\" id=\"partial-invoices-in-the-erp-system-and-splitting-sales-orders\">Partial invoices in the ERP system and splitting sales orders <span id='anchor-partial-invoices-in-the-erp-system-and-splitting-sales-orders' data-href='#partial-invoices-in-the-erp-system-and-splitting-sales-orders' class='far fa-link' data-anchor><\/span><\/h6><div class=\"embed-responsive embed-responsive-16by9\">\n\t\t\t<div class=\"embed-responsive-item\" data-youtubeCover=\"{&quot;player&quot;:{&quot;videoID&quot;:&quot;WgNVFohtnek&quot;}}\">\n\t\t\t\t\t\t\t<div class=\"cover max poster\">\n\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/youtube-thumbs\/WgNVFohtnek-maxresdefault.jpg\" width=\"560\" height=\"315\">\n\t\t\t\t\t<span class=\"fab fa-youtube video-icon\"><\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t<\/div>\n<\/div>[\/vc_column][vc_column responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;col-md&#8220;: &#8220;8&#8220;, &#8220;order-md&#8220;: &#8220;12&#8220;, &#8220;order-lg&#8220;: &#8220;1&#8220;}&#8221; width=&#8221;2\/3&#8243; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;]<h1 class=\"d-flex align-items-center hl-wawi\" id=\"creating-partial-invoices-and-splitting-sales-orders\">Creating partial invoices and splitting sales orders <span id='anchor-creating-partial-invoices-and-splitting-sales-orders' data-href='#creating-partial-invoices-and-splitting-sales-orders' class='far fa-link' data-anchor><\/span><\/h1><div class=\"mt-1 mb-5 d-print-none\">\n\t\t\t<small>Stand: JTL-Wawi Version 1.6.32.1<\/small>\n\t<\/div>\n<div class=\"custom-box\">\n\t<div class=\"d-flex align-items-center mb-4\">\n\t\t\t\t\t\t\t<span class=\"mr-3 fa-stack flex-shrink-0 fa-1x\">\n\t\t\t<span class=\"fas fa-circle fa-stack-2x text-shaftblue\"><\/span>\n\t\t\t\t\t<span class=\"flex-shrink-0 fas fa-clipboard-list text-white fa-stack-1x\"><\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\n\t\t\n\t\t<h3 class=\"mb-0 \" id=\"your-task-initial-situation\">Your task\/initial situation <span id='anchor-your-task-initial-situation' data-href='#your-task-initial-situation' class='far fa-link' data-anchor><\/span><\/h3>\t<\/div>\n\t<div class=\"box-content\">\n\t\tA sales order has been partially delivered. Therefore, you want to create a partial invoice for the quantity already delivered or create a new sales order for the remaining quantity to invoice it differently for tax purposes, for example.\t<\/div>\n<\/div>\n<h5 class=\"d-flex align-items-center hl-wawi\" id=\"requirements-restrictions\">Requirements\/Restrictions <span id='anchor-requirements-restrictions' data-href='#requirements-restrictions' class='far fa-link' data-anchor><\/span><\/h5><ul class=\"list-reset ml-3 list-icons list-wawi\">\n\t<li >\n\t\t\t<span class=\"list-icon fas fa-check\"><\/span>\t\tYou have created a sales order. Read more on the topic <span style=\"color: #f68b25;\"><a style=\"color: #f68b25;\" href=\"https:\/\/guide.jtl-software.com\/jtl-wawi\/verkauf\/auftrag-anlegen\/\">here<\/a><\/span>.\t<\/li><li >\n\t\t\t<span class=\"list-icon fas fa-check\"><\/span>\t\tYou have already delivered part of the sales order.\t<\/li><\/ul><h2 class=\"d-flex align-items-center hl-wawi\" id=\"create-partial-invoice\">Create partial invoice <span id='anchor-create-partial-invoice' data-href='#create-partial-invoice' class='far fa-link' data-anchor><\/span><\/h2><ol start=\"1\" class=\"list-reset step mb-5 list-wawi normal-step\">\n\t<li >\n\tClick on the&nbsp;<span class=\"highlight\">Sales<\/span> icon to go to the sales management of JTL-Wawi and click on the <span class=\"highlight\">Sales orders<\/span> folder in the overview on the left.<\/li><li >\n\tSelect the desired sales order from the table. To search for a sales order, you can use the drop-down lists <span class=\"highlight\">Process<\/span>, <span class=\"highlight\">Customer<\/span> and <span class=\"highlight\">Line item<\/span>.<\/li><li >\n\tIn the <span class=\"highlight\">Line items<\/span> tab, you can see the sales order details highlighted in green. Here you can check which items have already been shipped.<\/li><li >\n\tClick the arrow next to <span class=\"highlight\">Create invoice<\/span> &gt; <span class=\"highlight\">With preview<\/span> above the line items. The <span class=\"highlight\">Invoice details<\/span> open.<\/li><\/ol>\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/Rechnung-erstellen-mit-Vorschau-jtl-wawi-1.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/Rechnung-erstellen-mit-Vorschau-jtl-wawi-1.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/Rechnung-erstellen-mit-Vorschau-jtl-wawi-1.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/Rechnung-erstellen-mit-Vorschau-jtl-wawi-1-1024x535.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/Rechnung-erstellen-mit-Vorschau-jtl-wawi-1-768x401.png 640w\" width=\"1913\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"1000\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/Rechnung-erstellen-mit-Vorschau-jtl-wawi-1.png&quot;,&quot;w&quot;:1913,&quot;h&quot;:1000}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<ol start=\"5\" class=\"list-reset step mb-5 list-wawi normal-step\">\n\t<li class=\"media-single-line\">\n\tClick <span class=\"highlight\">Remove undelivered line items\/quantities<\/span>.<\/li><li class=\"media-single-line\">\n\tConfirm with <span class=\"highlight\">Save and formalise<\/span>.<\/li><\/ol>\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/Nicht-gelieferte-Positionen-entfernen-jtl-wawi.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/Nicht-gelieferte-Positionen-entfernen-jtl-wawi.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/Nicht-gelieferte-Positionen-entfernen-jtl-wawi.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/Nicht-gelieferte-Positionen-entfernen-jtl-wawi-1024x561.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/Nicht-gelieferte-Positionen-entfernen-jtl-wawi-768x421.png 640w\" width=\"1683\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"922\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/Nicht-gelieferte-Positionen-entfernen-jtl-wawi.png&quot;,&quot;w&quot;:1683,&quot;h&quot;:922}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<p>You have now created an invoice exclusively for the items\/quantities that you have already shipped. You have removed the undelivered items\/quantities from the invoice.<\/p>\n<h2 class=\"d-flex align-items-center hl-wawi\" id=\"split-sales-order\">Split sales order <span id='anchor-split-sales-order' data-href='#split-sales-order' class='far fa-link' data-anchor><\/span><\/h2><ol start=\"1\" class=\"list-reset step mb-5 list-wawi normal-step\">\n\t<li >\n\tAbove the items, click the arrow next to <span class=\"highlight\">Sales order &gt; Split sales order &gt; Add open sales order quantity to new sales order<\/span> or <span class=\"highlight\">(duplicate shipping costs)<\/span>.<\/li><\/ol>\t\t\t\t\t\t<div data-gallery>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/uploads\/Auftraege-splitten-jtl-wawi.png\" itemprop=\"contentUrl\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/guide.jtl-software.com\/uploads\/Auftraege-splitten-jtl-wawi.png\" srcset=\"https:\/\/guide.jtl-software.com\/uploads\/Auftraege-splitten-jtl-wawi.png 1600w,https:\/\/guide.jtl-software.com\/uploads\/Auftraege-splitten-jtl-wawi-1024x534.png 1024w,https:\/\/guide.jtl-software.com\/uploads\/Auftraege-splitten-jtl-wawi-768x400.png 640w\" width=\"1914\" sizes=\"auto, (max-width: 20em) 30vw, (max-width: 30em) 60vw, (max-width: 40em) 90vw\" height=\"998\" data-pswp=\"{&quot;src&quot;:&quot;https:\\\/\\\/guide.jtl-software.com\\\/uploads\\\/Auftraege-splitten-jtl-wawi.png&quot;,&quot;w&quot;:1914,&quot;h&quot;:998}\" class=\"border-defaultgray border-w-1 border img-fluid mb-5\">\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<p>The quantity that has not yet been delivered is now listed in a new sales order in the sales order table. You can make changes as usual in the new sales order, for example changing tax data.<\/p>\n<div class=\"mt-5 card\">\n\t\t\t<span class=\"fa-layers mx-auto mt--4 fa-fw fa-3x text-wawi\">\n\t\t\t<span class=\"fas fa-circle\"><\/span>\n\t\t\t<span data-fa-transform=\"shrink-8\" class=\"fas fa-link fa-inverse\"><\/span>\n\t\t<\/span>\n\t\t\t<div class=\"card-body p-4\">\n\t\t<h4 class=\"d-flex align-items-center hl-wawi\" id=\"related-topics\">Related topics <span id='anchor-related-topics' data-href='#related-topics' class='far fa-link' data-anchor><\/span><\/h4>\n<ul class=\"list-reset list-icons list-custom-square list-wawi\">\n\t\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/sales\/changing-or-cancelling-invoices\/\" title=\"Changing or cancelling invoices\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tChanging or cancelling invoices\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/sales\/creating-invoices\/\" title=\"Creating invoices\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tCreating invoices\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/sales\/printing-and-sending-invoices\/\" title=\"Printing and sending invoices\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tPrinting and sending invoices\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li>\n\t\t\t\t<a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/sales\/marking-invoices-as-paid\/\" title=\"Marking invoices as paid\">\n\t\t\t\t\t<span class=\"list-icon fas fa-square\"><\/span>\t\t\t\t\tMarking invoices as paid\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t<\/ul>\t<\/div>\n<\/div>[\/vc_column][\/vc_row]<\/div>","protected":false},"excerpt":{"rendered":"[vc_row][vc_column width=&#8221;1\/3&#8243; responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;order-md&#8220;: &#8220;1&#8220;, &#8220;col-lg&#8220;: &#8220;4&#8220;, &#8220;order-lg&#8220;: &#8220;12&#8220;}&#8221; advanced=&#8221;{&#8220;class&#8220;: &#8220;&#8220;, &#8220;hash&#8220;: &#8220;&#8220;}&#8221;][\/vc_column][vc_column responsive=&#8221;{&#8220;col&#8220;: &#8220;12&#8220;, &#8220;col-md&#8220;: &#8220;8&#8220;, &#8220;order-md&#8220;: &#8220;12&#8220;, <a href=\"https:\/\/guide.jtl-software.com\/en\/jtl-wawi\/sales\/marking-invoices-as-paid\/\">[&#8230;]<\/a>","protected":false},"author":16,"featured_media":0,"parent":251734,"menu_order":486,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"tags":[],"class_list":["post-234664","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Creating partial invoices and splitting sales orders &#8211; 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