Difference between revisions of "How do I Retrieve a Customer Parts Order?"
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Go to {{Menu|Stock Control|Invoice and Customer Orders}}. | Go to {{Menu|Stock Control|Invoice and Customer Orders}}. | ||
* Make sure that the {{DataPrompt|Account :}} is set to the [[How do I Find a Customer?|customers]] account. ''Please see [[How do I Find a Customer?|How do I Find a Customer?]]''. | * Make sure that the {{DataPrompt|Account :}} is set to the [[How do I Find a Customer?|customers]] account. ''Please see [[How do I Find a Customer?|How do I Find a Customer?]]''. | ||
| − | *Press {{KeyPress|Enter}} to access | + | *Press {{KeyPress|Enter}} to access {{Menu|Invoice and Customer Orders}}. |
* Now press {{KeyPress|C-F3}} or click {{Button|Retrieve}} at the bottom of the screen, to search for the customers backorder reference. | * Now press {{KeyPress|C-F3}} or click {{Button|Retrieve}} at the bottom of the screen, to search for the customers backorder reference. | ||
* This will bring up a reference search. | * This will bring up a reference search. | ||
**Either type in the {{DataPrompt|Search on:}} and press {{KeyPress|Enter}} to do a specific search. | **Either type in the {{DataPrompt|Search on:}} and press {{KeyPress|Enter}} to do a specific search. | ||
| − | **Or select a reference that appears by pressing {{KeyPress| | + | **Or select a reference that appears by pressing {{KeyPress|Down}}. |
*Then press {{KeyPress|Enter}} or click the {{Button|Choose}} button at the bottom of the page. | *Then press {{KeyPress|Enter}} or click the {{Button|Choose}} button at the bottom of the page. | ||
* This will bring up the "Sales Order Retrieval" Screen with a list of all outstanding backorders for the customer reference. | * This will bring up the "Sales Order Retrieval" Screen with a list of all outstanding backorders for the customer reference. | ||
| Line 19: | Line 19: | ||
**On the "Document Control" screen Check the {{DataPrompt|Invoice Totals}}, and press {{KeyPress|F7}} or click {{Button|Invoice}}. | **On the "Document Control" screen Check the {{DataPrompt|Invoice Totals}}, and press {{KeyPress|F7}} or click {{Button|Invoice}}. | ||
**If the {{DataPrompt|Invoice Total}} is positive select the correct {{DataPrompt|Payment Allocation}} and press {{KeyPress|F7}} or click {{Button|Post}} to complete. | **If the {{DataPrompt|Invoice Total}} is positive select the correct {{DataPrompt|Payment Allocation}} and press {{KeyPress|F7}} or click {{Button|Post}} to complete. | ||
| − | |||
{{Note|text=If payment has previously been taken as a deposit, this will be shown in {{DataPrompt|Previously paid deposit}}.}} | {{Note|text=If payment has previously been taken as a deposit, this will be shown in {{DataPrompt|Previously paid deposit}}.}} | ||
| − | == See | + | == See also == |
* [[How do I Order Parts for a Customer?]] | * [[How do I Order Parts for a Customer?]] | ||
* [[How do I Find a Customer?]] | * [[How do I Find a Customer?]] | ||
Revision as of 09:39, 26 August 2011
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
This Article will guide you through retrieving a previously created in "Invoice and Customer Orders", once the items have been received into stock.
More Information
Go to " Stock Control Invoice and Customer Orders".
- Make sure that the "Account :" is set to the customers account. Please see How do I Find a Customer?.
- Press <Enter> to access " Invoice and Customer Orders".
- Now press <Ctrl+F3> or click [Retrieve] at the bottom of the screen, to search for the customers backorder reference.
- This will bring up a reference search.
- Either type in the "Search on:" and press <Enter> to do a specific search.
- Or select a reference that appears by pressing <Down Arrow>.
- Then press <Enter> or click the [Choose] button at the bottom of the page.
- This will bring up the "Sales Order Retrieval" Screen with a list of all outstanding backorders for the customer reference.
- Press <F5> or click the [Tag] button at the top of the screen to tag all the orders you wish to transfer.
- Now press <F2> or click [Accept]to transfer all the tagged orders to the "Invoice and Customer Orders" screen.
- A prompt will appear asking "Do you want to transfer tagged items to invoicing?" click [Yes].
- When ready, press <F7> or click the [Invoice] button to complete the transaction as per a normal stock invoice.
- On the "Document Control" screen Check the "Invoice Totals", and press <F7> or click [Invoice].
- If the "Invoice Total" is positive select the correct "Payment Allocation" and press <F7> or click [Post] to complete.
 | If payment has previously been taken as a deposit, this will be shown in "Previously paid deposit". |
See also
