Cost-Plus Sales

Cost-Plus Sales currently runs in testing mode. It saves drafts and invoice numbers and generates invoice previews/PDFs. It does not send an invoice, create a Shopify order or accounting record, collect payment, or apply customer sales tax.

Prepare a draft

1. Open Cost-Plus Sales and create an invoice.
2. Search for and select a Shopify customer.
3. Choose one source purchase order.
4. Select the quantities allocated to this customer.
5. Review the cost basis, allocated PO charges, and handling fee.
6. Add the sales representative, customer reference, and memo as needed.
7. Review the invoice number, save the draft, and open Preview Invoice.

The preview shows customer-facing unit prices. The handling fee is included inside the selected units’ prices rather than as a separate invoice line. Receiving information is visible but does not block previewing unreceived items.

Allocation limits

One PO can be the source for several saved customer drafts. The current draft workflow does not subtract quantities promised on other Cost-Plus invoices from availability. Check existing allocations yourself before using an invoice outside testing.

The customer identity comes from Shopify. The PDF and draft can contain personal or commercial information; share them only with the intended recipient.

Use purchase orders for procurement and receiving for stock. An invoice preview does not perform either workflow.