How do I Retrieve Selected Items from an Order?
From Catalyst
Summary
This article explains how to retrieve selected items from a customer order. Use this method when a number of items have been ordered but only some have been received and the customer wants to take those items that have arrived.
More Information
To select particular items to retrieve from an order in " Stock Control Invoice and Customer Orders", 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] button at the top of the page to see the items that make up the chosen order.
- Either press <F5> or click the [Tag] button at the top of the screen against the items that you wish to 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 can now invoice the chosen items, taking any payment left outstanding.
 | Note: If you have ordered a certain quantity of an item and only some have arrived, in order to use the method in this article, make sure you have previously split the quantity on 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
