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}}|Invoicing 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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* At {{DataPrompt|Customer}}, enter or [[How do I find a customer?|search]] for the customer's account code.
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*Press {{KeyPress|Enter}} to access {{Menu|Invoice and Customer Orders}}.
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* Press {{KeyPress|ENTER}} to move onto the {{Tab|Items}} screen.
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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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* Click {{Button|Retrieve}} on the tool-bar at the at the top of the screen or {{KeyPress|C-F3}}.
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* This will bring up a reference search.
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* This will bring up a 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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**If the reference is not the correct one, type part of the customer name or telephone number and press {{KeyPress|ENTER}}.
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**Or select a reference that appears by pressing {{KeyPress|Down}}.
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** Select the customer's reference and press <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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* This will bring up a list of all outstanding orders for the customer.
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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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** The colour of the order will indicate if it is now in stock. Generally if it is in green, then it is all available; if it is red/pink, then not all the items are yet available.
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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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**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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**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.
 
  
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{{Note|text=If payment has previously been taken as a deposit, this will be shown in {{DataPrompt|Previously paid deposit}}.}}
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{{Note|title=Note|text=Where the order is red/pink, you can click on the {{Button|Items}} button at the top of the screen to check whether all the items are still unavailable. You will see a screen with the items displayed in the same colours as for the order, i.e. green is available, red/pink is not. You can then tag individual items to transfer if you or your customer so wish.}}
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*Press {{KeyPress|T}} to tag all the orders you wish to retrieve.
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{{Note|text=You can only retrieve an order once. You should only retrieve the orders/items which are available to invoice.}}
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*Click {{Button|Accept}} or {{KeyPress|F2}} to transfer all the tagged orders or items to the Invoice and Customer Orders screen so you can continue adding items.
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*When ready, click {{Button|Invoice}} to get to the Delivery Address screen then click {{Button|Invoice}} again.
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*If payment has previously been taken, this will be shown in {{DataPrompt|Previously Paid Deposit}}. If you need to take payment, select the relevant centre and click {{Button|Post}} to complete the transaction.
  
 
== See also ==
 
== See also ==
 
* [[How do I Order Parts for a Customer?]]
 
* [[How do I Order Parts for a Customer?]]
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* [[How do I Find a Customer?]]
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* [[Processing a Purchase Order]]
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* [[Selling Stock at Point of Sale]]
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* [[Taking a Parts Deposit]]
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* [[Why can I not Retrieve a Customer Parts Order?]]
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* [[Dealing with Backorders in Invoicing and Customer Orders]]
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* [[How do I find a customer?]]
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* [[Selling stock at point of sale]]
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{{KB_Tags|retrieve, order, customer, parts, items, back order, creating, adding, back, retrieving}}
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{{FAQ}}{{How}}{{KB_ST}}{{ZN_PartsCounter}}
  
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{{FAQ}}{{KB_Tags|Retrieve, Order, Customer, Parts, Items, Back Order, creating, adding, Order, Back, Retrieving, Back Order}}{{KB_ST}}
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{{KB_Ref|SO03, ST09, ST17 ST94}}

Latest revision as of 05:31, 19 June 2019

Summary

This article explains how to retrieve a customer order.

More Information

Go to " Stock Control Invoicing and Customer Orders".

  • At "Customer", enter or search for the customer's account code.
  • Press <Enter> to move onto the [Items] screen.
  • Click [Retrieve] on the tool-bar at the at the top of the screen or <Ctrl+F3>.
  • This will bring up a reference search.
    • If the reference is not the correct one, type part of the customer name or telephone number and press <Enter>.
    • Select the customer's reference and press <Enter>.
  • This will bring up a list of all outstanding orders for the customer.
    • The colour of the order will indicate if it is now in stock. Generally if it is in green, then it is all available; if it is red/pink, then not all the items are yet available.
Note: Where the order is red/pink, you can click on the [Items] button at the top of the screen to check whether all the items are still unavailable. You will see a screen with the items displayed in the same colours as for the order, i.e. green is available, red/pink is not. You can then tag individual items to transfer if you or your customer so wish.
  • Press <T> to tag all the orders you wish to retrieve.
You can only retrieve an order once. You should only retrieve the orders/items which are available to invoice.
  • Click [Accept] or <F2> to transfer all the tagged orders or items to the Invoice and Customer Orders screen so you can continue adding items.
  • When ready, click [Invoice] to get to the Delivery Address screen then click [Invoice] again.
  • If payment has previously been taken, this will be shown in "Previously Paid Deposit". If you need to take payment, select the relevant centre and click [Post] to complete the transaction.

See also


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Keywords AND Misspellings
retrieve, order, customer, parts, items, back order, creating, adding, back, retrieving
Tags

SO03, ST09, ST17 ST94

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