How do I Retrieve a Customer Parts Order?

Summary

This article explains how to retrieve a customer order.

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".