How do I Retrieve Selected Items from an Order?
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Summary
This article will explain how to retrieve selected items from an order. This method will be used when multiple items have been ordered and only a selection has been received and the customer does not wish to wait until all items have arrived before taking the items.
More Information
In order to select particular items to retrieve on an order follow the instructions on the How do I Retrieve a Customer Parts Order?. Once you get to the "Sales Order Retrieval" Screen, and have selected the particular order, you will need to:
- Either press <F7> or click the [Items] at the top of the page to see the items that make up the order highlighted.
- Either press <F5> or click the [Tag]button at the top of the screen whilst against the items that you wish retrieve.
- Once you have selected all the items to be retrieved press <Esc> or click [OK].
- This will tag the order automatically. Now press <F2> or click [Accept] to transfer the items to invoicing.
- A prompt will appear asking "Do you want to transfer tagged items to invoicing?" click [Yes].
As with How do I Retrieve a Customer Parts Order? you will complete the invoice, taking payment if needed.
 | Note: If you have ordered multiple quantity of a item and only a selected amount has arrived, in order to use the method in this article make sure you have previously split the quantity in the order. See How do I Split an Order Item?. |
 | If the item quantity has not been split then the quantity on screen will be both items received and items still outstanding. |
See Also
- How do I Retrieve a Customer Parts Order?
- How do I Find a Customer?
- How do I Order Parts for a Customer?
- How do I Split an Order Item?
- Processing a Purchase Order
- Receiving the Purchase Order
