Difference between revisions of "How do I Retrieve a Customer Parts Order?"

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{{Review}}
 
 
== Summary ==
 
== Summary ==
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This Article will guide you through retrieving a previously created in "Invoice and Customer Orders", once the items have been received into stock.
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This article explains how to retrieve a customer order.
  
 
== More Information ==
 
== More Information ==
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Go to {{Menu|Stock Control|Invoice and Customer Orders}}.
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Go to {{Menu|{{ST}}|Invoice and Customer Orders}}.
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* 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?]]''.  
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* Make sure that the {{DataPrompt|Account :}} is set to the [[How do I Find a Customer?|customer's]] account. ''Please see [[How do I Find a Customer?|How do I Find a Customer?]]''.  
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*Press {{KeyPress|Enter}} to access {{Menu|Invoice and Customer Orders}}.
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* Press {{KeyPress|Enter}} to access {{Menu|Invoice and Customer Orders}}.
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* Now press {{KeyPress|C-F3}} or click {{Button|Retrieve}} at the bottom of the screen, to search for the customers backorder reference.
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* From the {{DataPrompt|Stock Code}} field, press {{KeyPress|C-F3}} or click {{Button|Retrieve}} at the bottom of the screen to search for the customer's order reference.
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* This will bring up a reference search.   
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* This will bring up the Reference Search.   
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**Either type in the {{DataPrompt|Search on:}} and press {{KeyPress|Enter}} to do a specific search.
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**Either type part of the customer's name or telephone number in the {{DataPrompt|Search on:}} and press {{KeyPress|Enter}} to do a specific search.
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**Or select a reference that appears by pressing {{KeyPress|Down}}.
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**Or select the default reference by pressing {{KeyPress|Enter}}.
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*Then press {{KeyPress|Enter}} or click the {{Button|Choose}} button at the bottom of the page.
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* Press {{KeyPress|Enter}} or click the {{Button|Choose}} button at the bottom of the page.
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* This will bring up the "Sales Order Retrieval" Screen with a list of all outstanding backorders for the customer reference.
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* This will bring up the "Sales Order Retrieval" Screen with a list of all outstanding orders for the customer reference.
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*Press {{KeyPress|F5}} or click the {{Button|Tag}} button at the top of the screen to tag all the orders you wish to transfer.
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* Press {{KeyPress|F5}} or click the {{Button|Tag}} button at the top of the screen to tag all the orders you wish to transfer.
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* Now press {{KeyPress|F2}} or click {{Button|Accept}}to transfer all the tagged orders to the "Invoice and Customer Orders" screen.
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* Press {{KeyPress|F2}} or click {{Button|Accept}}to transfer all the tagged orders to the "Invoice and Customer Orders" screen.
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**A prompt will appear asking ''"Do you want to transfer tagged items to invoicing?"'' click {{Button|Yes}}.
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**A prompt will appear asking ''"Do you want to transfer tagged items to invoicing?"''. Click {{Button|Yes}}.
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*When ready, press {{KeyPress|F7}} or click the {{Button|Invoice}} button to complete the transaction as per a normal stock invoice.
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* Check that the customer does not want to buy anything else.
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**On the "Document Control" screen Check the {{DataPrompt|Invoice Totals}}, and press {{KeyPress|F7}} or click {{Button|Invoice}}.
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* Press {{KeyPress|F7}} or click the {{Button|Invoice}} button to complete the transaction as per a normal stock invoice.
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**If the {{DataPrompt|Invoice Total}} is positive select the correct {{DataPrompt|Payment Allocation}} and press {{KeyPress|F7}} or click {{Button|Post}} to complete.
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**On the "Document Control" screen, check the {{DataPrompt|Invoice Totals}}, and press {{KeyPress|F7}} or click {{Button|Invoice}}.
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**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}}.}}

Revision as of 14:52, 15 November 2011

Summary

This article explains how to retrieve a customer order.

More Information

Go to " Stock Control Invoice and Customer Orders".

  • Make sure that the "Account :" is set to the customer's account. Please see How do I Find a Customer?.
  • Press <Enter> to access " Invoice and Customer Orders".
  • From the "Stock Code" field, press <Ctrl+F3> or click [Retrieve] at the bottom of the screen to search for the customer's order reference.
  • This will bring up the Reference Search.
    • Either type part of the customer's name or telephone number in the "Search on:" and press <Enter> to do a specific search.
    • Or select the default reference by pressing <Enter>.
  • 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 orders 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.
  • 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].
  • Check that the customer does not want to buy anything else.
  • 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


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Keywords AND Misspellings
Retrieve, Order, Customer, Parts, Items, Back Order, creating, adding, Order, Back, Retrieving, Back Order
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