We are in the process of replacing an old internal parts ordering system with Dolibarr.
There’s one last thing I need to figure out before we setup a production system.
I have bank (charge account) info entered in the payment method tab under a thrid party client.
I can seem to find a way to use those bank accounts. The only way I get bank accounts is if they are created under the Bank/Cash module.
I would like to have my users select the bank account when creating a new sales order.
I presume you are referring to purchase orders and not sales orders and want your employees to be able to designate using a charge account [ie. credit card] to pay for the purchase.
A credit card is a bank account in and of itself [source of money] and needs to be setup as one.
You will need to set that credit card up as a bank account in the Bank/Cash module. As you have noted, this will allow your employees to select that account when issuing a purchase order.
Bear in mind that to keep your books balanced, you don’t create a payable to the credit card when the cards invoice arrives each month, you simply pay the invoice in a timely fashion. You will be doubling the payable amount if you don’t.
Is there a way to use those accounts? I want my sales people to select the account when they create a sales order so when my warehouse people get the order they know what account to invoice.
So more like a charge account.
I can’t seem to find any way to use the accounts listed under
third party/customer → payment type → bank accounts.
I guess I am confused as to what you want to accomplish.
Are you wanting to have your sales people make a sales order with your customers and for your company to extend credit to the customer to be paid at a later time of your choosing [ie. on delivery, 1 week, 2 weeks, etc.]?
