Sales
A sale in Bimp is a chain of documents: Customer order (invoice) → payment → Sales of goods and services or a certificate of completed work → a return if needed. Start with the process overview, then follow the instructions for each step.
- Customer order: how to issue an invoice for goods and servicesHow to create a Customer order in Bimp: fill in the header, add goods and services, set up payment and delivery, and reserve the goods.
- Extended item descriptions in sales documentsHow to turn on the "Product content, additional details" column in a Customer order and a sale, and add an extended description of a service or a tariff to an item.
- "Data is filled in incorrectly" error after changing a discountWhat to do if Bimp does not save a customer order after a discount change and shows "Data is filled in incorrectly": check the prices on the accounting tab.
- Automatic warehouse selection by line of businessHow to turn on automatic warehouse selection in a Bimp Customer order by line of business, and how to assign a warehouse to a line of business in the reference list.
- Sales plan: how to create and fill it inHow to create a Sales plan document in Bimp: choose the plan type and frequency, set the period, managers or product subgroups, and the planned amount.
Reservations
- Reserving goods: how a reservation works and how to manage itHow a reservation works in Bimp: how stock differs from available quantity, how to set the reserved quantity and period, and how to create or release it.
- Order statuses: approval, closing, and the effect on reservationsHow order statuses work in Bimp: how to approve and close an order, create a custom status, and why the "Completed" status releases the reserved goods.
- Goods are not reserved: causes and solutionsWhy Bimp does not reserve goods even though they are in stock, and how to fix a negative reserve: check the date, settings, status, and linked documents.
- Selling goods that are out of stock: invoice and bookingHow to issue an invoice for goods that are not in stock without a false reservation, and how to set up booking so goods are reserved for the customer after they arrive.
Payment
- Customer payment: how to record, allocate and account for an advanceHow to create a Customer payment document in Bimp, allocate one payment across several orders and count an overpayment as an advance on the contract.
- One payment for several orders in different currenciesHow to close Customer orders in different currencies with one payment: separate contracts, choosing contracts, allocating the amount, settlement rate and advance.
Shipment
- Shipment: the Sales of goods and services document and writing off from the warehouseHow to record a shipment in Bimp: create a Sales of goods and services document based on an order, check the warehouse and prices, and write the goods off the warehouse.
- Providing services: the certificate of completed work in BimpHow to record the provision of services in Bimp: create Sales of goods and services from an order, set the service date, print the certificate, and see income in reports.
- Packing an order with a scanner: packing control and waybill scanningHow to check the contents of a parcel by barcode before shipping in Bimp: the "Packing control" button and automatic sale packing by scanning the waybill.
Document printing
- Printing an invoice and a delivery note, and exporting to ExcelHow to print an invoice and a delivery note in Bimp, which print forms are available in an order and a sale, and how to export a document to Excel.
- Printing a goods and transport waybill (form 1-TN)How to print a 1-TN waybill for road transport in Bimp: fill in the "Vehicles" reference book and the "Print" block in a sale, then generate the waybill.
Printing documents
- Bulk printing documents from the orders and sales journalsHow to print invoices, delivery notes and packing lists for several documents at once in Bimp: select rows in the journal, choose a form and print one PDF.
- Proforma invoice and packing list for exportHow to set up and print international export documents in Bimp: a proforma invoice and a packing list with weight, HS code (UKTZED) and Incoterms data.
Returns
- Customer return: how to issue the documentHow to issue a Customer return document in Bimp: create it from a sale, specify the warehouse and items, return part of the goods and move on to the customer refund.
- Customer refund: how to issue the documentHow to issue a Customer refund document in Bimp: create it from the Returns tab or from Finance, and specify the amount, the method and the paid invoices.
- Returning a specific series from a sold batchHow to return only one series from a sold batch in Bimp, and what to do about the error "Such serial number has already been created" with series control.
Commission trading
- Dropshipping in Bimp: supplier goods without a warehouse and a commission agent price listHow to set up dropshipping in Bimp: mark the product, create a commission agent price list with a commission percentage and record a sale without posting goods to stock.
- Bimp Ecosystem: who it is for and whyWhat the Bimp Ecosystem is, who it suits, and how a supplier sees a partner's stock and sales in real time without Excel reports.
- Ecosystem setup: connecting the supplier and the sellerStep-by-step Bimp Ecosystem setup: switches in accounting settings, exchanging company IDs, counterparties and the shared warehouse for the supplier and the seller.
- Transferring and receiving goods in the EcosystemHow to transfer goods on consignment to a partner in the Bimp Ecosystem: the Goods transfer document, receiving, the statuses Received and Rejected, and report effects.
- Selling consignment goods and reporting in the EcosystemHow to sell consignment goods in the Bimp Ecosystem: the sales document, the Sales report, confirmation by the principal, debt to the supplier and the effect on reports.
- Prices and cost price in the Ecosystem: who sees whatWhich price in the Bimp Ecosystem is the seller's cost price and the supplier's income, why the supplier does not see the markup and where the debt currency comes from.