How do I Retrieve a Customer Parts Order?
From Catalyst
Summary
This article explains how to retrieve a customer order.
More Information
Go to " Stock Control Invoicing and Customer Orders".
- At "Customer", enter or search for the customer's account code.
- Press <Enter> to move onto the [Items] screen.
- Click [Retrieve] on the tool-bar at the at the top of the screen or <Ctrl+F3>.
- This will bring up a reference search.
- If the reference is not the correct one, type part of the customer name or telephone number and press <Enter>.
- Select the customer's reference and press <Enter>.
- This will bring up a list of all outstanding orders for the customer.
- The colour of the order will indicate if it is now in stock. Generally if it is in green, then it is all available; if it is red/pink, then not all the items are yet available.
 | Note: Where the order is red/pink, you can click on the [Items] button at the top of the screen to check whether all the items are still unavailable. You will see a screen with the items displayed in the same colours as for the order, i.e. green is available, red/pink is not. You can then tag individual items to transfer if you or your customer so wish. |
- Press <T> to tag all the orders you wish to retrieve.
| You can only retrieve an order once. You should only retrieve the orders/items which are available to invoice. |
- Click [Accept] or <F2> to transfer all the tagged orders or items to the Invoice and Customer Orders screen so you can continue adding items.
- When ready, click [Invoice] to get to the Delivery Address screen then click [Invoice] again.
- If payment has previously been taken, this will be shown in "Previously Paid Deposit". If you need to take payment, select the relevant centre and click [Post] to complete the transaction.
See also
- How do I Order Parts for a Customer?
- Processing a Purchase Order
- Taking a Parts Deposit
- Why can I not Retrieve a Customer Parts Order?
- Dealing with Backorders in Invoicing and Customer Orders
- How do I find a customer?
- Selling stock at point of sale
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Tags
SO03, ST09, ST17 ST94
