Why can I not Retrieve a Customer Parts Order?
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Contents
Summary
This article will explain why you might not be able to retrieve a customer's parts order. As well as the steps on how to make it retrievable.
More Information
There can be multiple reasons why it is not possible to retrieve a parts order. However the usual suspects are as follows :
- The items have not been ordered.
- The purchase order has not been completed and received into stock.
- The order has already been processed.
As with the above examples the main one that will cause problems is the last one, "The Order has already been processed", we will go through how to know when this has occurred what has caused it and ultimately how to get around this so you can complete the process.
Order has already been processed
Essentially you will know when this has occurred when you go to retrieve your order via "Sales Order Retrieval" screen, the order you are wanting to retrieve is shown as pink. If you were to tag the item and retrieve the order you will get the following error message: "None of the items on this order can be transferred.".
The reason why this has occurred is because when the item has been received into stock and processed the system has a pop up screen called "Sales Order Link" which allows the user to complete the Sales Order. The reason why a user would do this is if you have a busy mail ordering side of your business this process can speed things up. For more details on "Sales Order Link" click here.
Now we know that the order it no available to retrieve and the reasons why this has has occurred all that is left is how to fully process the order.
Processing a Completed Order
There are now two methods that we can use in order to process the sales order or to the customer. The first is by completing the order in "Sales Ordering" and the other option is reversing the process that has been done in "Sales Ordering" and then processing it in the usual fashion.
Fully processing the completed order via "Sales Ordering"
The first thing we need to do is find out which order number the item is stored on. The reason for this step is that the customer might have multiple orders.
- Following the details on here you will need to access "Stock Enquiries" and find the Order number the item is on.
With this information you will need to go to: " Sales Ordering Add/Edit/Process Sales Order".
- On "Account :" enter the customers 'Account Code', and press <Enter>.
- <Arrow Key Down> to the order in question.
- Press <F2>
- Press <T> or click [Tag] on your item.
- Providing there are no more '*' present press <Alt+F5> to invoice the item.
- This will show the customers account code. Press <Enter>.
- The "Payments" screen appears which should show the "Previously Paid Deposits". As long as the "Invoice total" shows '£0.00' press <F7> or click [Post] to post the deposit to the invoice.
- Press <F5> or click [Invoice].
- Click [Accept] to save the invoice and compete the transaction.
Fully processing the Completed order via "Point of Sale"
As with the previous method you will need to use "Stock Enquiries" to find the order number. Then you will need to make your way to the order.
- As before press <F2> to process the order.
- Press <T> or click [Tag] against the item.
- This time round press <F7> or click [Complete].
- Press <Enter> against the "Tagged" option.
- A screen prompt will ask "Do you want to complete or un-complete the order item(s)?". to this click [Un-complete]. To which an '*' will appear under "Cp".
- Now go back to " Stock Control Point of Sale" or " Stock Control Invoice and Customer Orders" and try to retrieve the order it will now be in green and allow you to retrieve and complete.
See also
- How do I Retrieve a Customer Parts Order?
- How do I Order Parts for a Customer?
- How do I Find a Customer?
- Selling Stock at Point of Sale
- How do I Use the Sales Ordering Link?
- Using Stock Enquiries
