How do I Retrieve a Customer Parts Order?

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Revision as of 14:53, 15 November 2011 by Charles Allison (talk | contribs) (More Information)
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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


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Keywords AND Misspellings
Retrieve, Order, Customer, Parts, Items, Back Order, creating, adding, Order, Back, Retrieving, Back Order