Пульс

A B2B set transfers goods to a buyer organization in the same account. The sale is recorded after the buyer accepts. This is a separate process; a retail sale or an office transfer does not replace it.

Prepare goods and parties

  1. Select the seller's working office. In “Products → Product catalog”, select electronics or other store goods from one accessible office of that organization. Jewelry and vehicles are excluded.
  2. Every item needs a positive appraisal amount. That amount becomes the item's B2B sale amount. The display sale price, its approval and minimum price are not substituted for the appraisal amount.
  3. Read the reasons for unavailable rows. An item in another active B2B set or otherwise blocked from sale cannot be added. Creating requires separate permission and product access; sending requires permission to process B2B sets.
  4. Check the seller's active B2B contract with the buyer. Both organizations must be in the same account, the buyer active and the destination office operational. The current form validates a TIN.

Create and send a set

  1. Choose the bulk action “Sell to organization”. Select the buyer, its office and an active B2B contract. Add notes if needed.
  2. Check the list and total. Amounts come from appraisals and cannot be edited in this dialog. Create the set and open its card.
  3. Check “Draft”, the seller, buyer, offices, contract and every item. A draft already prevents adding the goods to another B2B set, but does not yet reserve them for shipment. The card cannot edit contents or prices; cancel an incorrect set and prepare a new one.
  4. Click “Send” and check the awaiting-acceptance status. The goods are reserved for B2B sale and recipients get tasks. Hand over the goods through your agreed process. Sending does not create a completed sale or bank transfer.

Cancel before acceptance

The seller can click “Cancel” for a draft or a set awaiting acceptance and provide an explanation. The set remains canceled, shipped goods are released from reservation and recipient tasks close. The reason prompt cannot safely abort this action: closing it or pressing Escape currently still cancels with an empty reason. Do not click “Cancel” until you have decided to cancel. Agree on the physical return first: canceling a record does not bring goods back.

Buyer rejection also cancels the set with a reason. The same set cannot be sent again; resolve the reason and prepare a new set. Accepted sets cannot be canceled through this action.

Check completion

After acceptance, the set becomes accepted. Its card shows both parties' results: the seller's original goods and the buyer's new goods. “Seal of the act” opens the acceptance act even before acceptance, so a printed document does not prove completion.

Accounting entries for bank-account payments are created at acceptance. Verify actual receipt of money separately against bank records. After an error, refresh the card and establish its current status before retrying.