How do I Retrieve a Customer Parts Order?

Summary

This Article will guide you through retrieving a previously created in "Invoice and Customer Orders", once the items have been received into stock.

Go to " Stock Control Invoice and Customer Orders".

Make sure that the "Account :" is set to the customers account. Please see How do I Find a Customer?.
Press <Enter> to access "Invoice and Customer Orders".
Now press <Ctrl+F3> or click [Retrieve] at the bottom of the screen, to search for the customers backorder reference.
This will bring up a reference search.
- Either type in the "Search on:" and press <Enter> to do a specific search.
- Or select a reference that appears by pressing <Arrow Key Down (↓)>.
Then 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 backorders 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.
Now 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].
When ready, 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".