Difference between revisions of "How do I Retrieve a Customer Parts Order?"
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== Summary == | == Summary == | ||
− | This | + | This article explains how to retrieve a customer order. |
== More Information == | == More Information == | ||
− | Go to {{Menu| | + | Go to {{Menu|{{ST}}|Invoice and Customer Orders}}. |
− | * Make sure that the {{DataPrompt|Account :}} is set to the [[How do I Find a Customer?| | + | * 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?]]''. |
− | *Press {{KeyPress|Enter}} to access {{Menu|Invoice and Customer Orders}}. | + | * Press {{KeyPress|Enter}} to access {{Menu|Invoice and Customer Orders}}. |
− | * | + | * 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. |
− | * This will bring up | + | * This will bring up the Reference Search. |
− | **Either type in the {{DataPrompt|Search on:}} and press {{KeyPress|Enter}} to do a specific search. | + | **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. |
− | **Or select | + | **Or select the default reference by pressing {{KeyPress|Enter}}. |
− | * | + | * 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 | + | * This will bring up the "Sales Order Retrieval" Screen with a list of all outstanding orders for the customer reference. |
− | *Press {{KeyPress|F5}} or click the {{Button|Tag}} button at the top of the screen to tag all the orders you wish to transfer. | + | * Press {{KeyPress|F5}} or click the {{Button|Tag}} button at the top of the screen to tag all the orders you wish to transfer. |
− | * | + | * Press {{KeyPress|F2}} or click {{Button|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?"'' | + | **A prompt will appear asking ''"Do you want to transfer tagged items to invoicing?"''. Click {{Button|Yes}}. |
− | * | + | * Check that the customer does not want to buy anything else. |
− | **On the "Document Control" screen | + | * Press {{KeyPress|F7}} or click the {{Button|Invoice}} button to complete the transaction as per a normal stock invoice. |
− | **If the {{DataPrompt|Invoice Total}} is positive select the correct {{DataPrompt|Payment Allocation}} and press {{KeyPress|F7}} or click {{Button|Post}} to complete. | + | **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. | ||
{{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