Difference between revisions of "How do I Retrieve a Customer Parts Order?"
From Catalyst
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{{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?]] | ||
* [[Selling Stock at Point of Sale]] | * [[Selling Stock at Point of Sale]] | ||
| − | + | {{KB_Tags|Retrieve, Order, Customer, Parts, Items, Back Order, creating, adding, Order, Back, Retrieving, Back Order}} | |
| + | {{FAQ}} {{KB_ST}} | ||
Revision as of 16:17, 25 September 2013
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
