Difference between revisions of "How do I Retrieve a Customer Parts Order?"
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== More Information == | == More Information == | ||
| − | Go to {{Menu| | + | Go to {{Menu|{{ST}}|Invoicing and Customer Orders}}. |
| − | * At {{DataPrompt|Customer}}, enter or [[How do I | + | * At {{DataPrompt|Customer}}, enter or [[How do I find a customer?|search]] for the customer's account code. |
| − | * Press {{KeyPress| | + | * Press {{KeyPress|ENTER}} to move onto the {{Tab|Items}} screen. |
* Click {{Button|Retrieve}} on the tool-bar at the at the top of the screen or {{KeyPress|C-F3}}. | * Click {{Button|Retrieve}} on the tool-bar at the at the top of the screen or {{KeyPress|C-F3}}. | ||
| − | * This will bring up a reference search. | + | * 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 {{KeyPress| | + | **If the reference is not the correct one, type part of the customer name or telephone number and press {{KeyPress|ENTER}}. |
** Select the customer's reference and press <Enter>. | ** Select the customer's reference and press <Enter>. | ||
* This will bring up a list of all outstanding orders for the customer. | * 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. | ** 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|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.}} | + | {{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.}} |
*Press {{KeyPress|T}} to tag all the orders you wish to retrieve. | *Press {{KeyPress|T}} to tag all the orders you wish to retrieve. | ||
| − | {{Note|text=You can only retrieve an order once. You should only retrieve the orders/items which are available to invoice.}} | + | {{Note|text=You can only retrieve an order once. You should only retrieve the orders/items which are available to invoice.}} |
*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. | *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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*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. | *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 | + | == See also == |
* [[How do I Order Parts for a Customer?]] | * [[How do I Order Parts for a Customer?]] | ||
* [[Processing a Purchase Order]] | * [[Processing a Purchase Order]] | ||
| Line 29: | Line 29: | ||
* [[Why can I not Retrieve a Customer Parts Order?]] | * [[Why can I not Retrieve a Customer Parts Order?]] | ||
* [[Dealing with Backorders in Invoicing and Customer Orders]] | * [[Dealing with Backorders in Invoicing and Customer Orders]] | ||
| − | * [[How do I | + | * [[How do I find a customer?]] |
| − | * [[Selling | + | * [[Selling stock at point of sale]] |
| − | {{KB_Tags| | + | {{KB_Tags|retrieve, order, customer, parts, items, back order, creating, adding, back, retrieving}} |
| − | {{FAQ}} {{KB_ST}}{{ZN_PartsCounter}} | + | {{FAQ}}{{How}}{{KB_ST}}{{ZN_PartsCounter}} |
| − | {{KB_Ref| | + | |
| + | {{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
- How do I Order Parts for a Customer?
- Processing a Purchase Order
- Taking a Parts Deposit
- Why can I not Retrieve a Customer Parts Order?
- Dealing with Backorders in Invoicing and Customer Orders
- How do I find a customer?
- Selling stock at point of sale
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Tags
SO03, ST09, ST17 ST94
