Good afternoon, We need to be able to sell to internal people/employees inventory and non-inventory items without having to create Customer numbers for them. We will not be taking cash, only checks. It looks like if we use Sales Orders, Invoices, Cash Sales and Statement Charges we need a Customer number all the time and this is something finance doesn't want to do. • Have any of you had a similar situation? • What do you recommend we do? I will appreciate your help.

Can you make one default customer record that can be used on all internal transactions?

That was my suggestion to them for now, and we could add a field to link it to internal employees when that is the case. I will need to also find a what to take the check payments.

They should probably create a new customer for every employee, it will likely cause more issues down the road if they don’t 🙂

We also use one dummy internal customer record for all employees. We use a custom field to track the actual employee to whom the item was sold.

It sounds we will go that route. I need to test the payment process and if we are going to use SO and then Invoice or straight to invoice. Never used direct invoicing. I need to check how the inventory is removed if there is no SO Fulfillment.

A standalone invoice affects the inventory and stock on hand. It acts like an invoice linked to an SO AND an item fulfillment.

Perfect. That will work. Thank you all for sharing.

I am in 100% agreement with @Luis recommendation.