Difference between revisions of "How do I Retrieve a Customer Parts Order?"

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== Summary ==
 
== Summary ==
 
This article explains how to retrieve a customer order.
 
This article explains how to retrieve a customer order.
  
 
== More Information ==
 
== More Information ==
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Go to {{Menu|{{ST}}|Invoice and Customer Orders}}.
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Go to {{Menu|Systems\{{ST}}|Invoicing and Customer Orders}}.
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* Make sure that the {{DataPrompt|Account :}} is set to the [[How do I Find a Customer?|customer's]] account. ''Please see [[How do I Find a Customer?|How do I Find a Customer?]]''.  
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* At {{DataPrompt|Customer}} enter or [[How do I Find a Customer?|search]] for the customer's account code.
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* Press {{KeyPress|Enter}} to access {{Menu|Invoice and Customer Orders}}.
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* Press {{KeyPress|Enter}}. to move onto the {{Tab|Items}} screen.
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* From the {{DataPrompt|Stock Code}} field, press {{KeyPress|C-F3}} or click {{Button|Retrieve}} at the bottom of the screen to search for the customer's order reference.
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* Click {{Button|Retrieve}} on the tool-bar at the at the top of the screen or {{KeyPress|C-F3}}.
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* This will bring up the Reference Search.
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* This will bring up a reference search.  
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**Either type part of the customer's name or telephone number in the {{DataPrompt|Search on:}} and press {{KeyPress|Enter}} to do a specific search.
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**If the reference is not the correct one, type part of the customer name or telephone number and press {{KeyPress|Enter}}.
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**Or select the default reference by pressing {{KeyPress|Enter}}.
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** Select the customer's reference and press <Enter>.
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* Press {{KeyPress|Enter}} or click the {{Button|Choose}} button at the bottom of the page.
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* This will bring up a list of all outstanding orders for the customer.
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* This will bring up the "Sales Order Retrieval" Screen with a list of all outstanding orders for the customer reference.
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** 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.
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* Press {{KeyPress|F5}} or click the {{Button|Tag}} button at the top of the screen to tag all the orders you wish to transfer.
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* Press {{KeyPress|F2}} or click {{Button|Accept}} to transfer all the tagged orders to the "Invoice and Customer Orders" screen.
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{{Note|title=Note|text=Where the order is red/pink, you can click on the {{Button|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.}}
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**A prompt will appear asking ''"Do you want to transfer tagged items to invoicing?"''. Click {{Button|Yes}}.
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* Check that the customer does not want to buy anything else.
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*Press {{KeyPress|T}} to tag all the orders you wish to retrieve.
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* Press {{KeyPress|F7}} or click the {{Button|Invoice}} button to complete the transaction as per a normal stock invoice.
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**On the "Document Control" screen, check the {{DataPrompt|Invoice Totals}}, and press {{KeyPress|F7}} or click {{Button|Invoice}}.
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{{Note|text=You can only retrieve an order once. You should only retrieve the orders/items which are available to invoice.}}
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**If the {{DataPrompt|Invoice Total}} is positive, select the correct {{DataPrompt|Payment Allocation}} and press {{KeyPress|F7}} or click {{Button|Post}} to complete.
 
  
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{{Note|text=If payment has previously been taken as a deposit, this will be shown in {{DataPrompt|Previously paid deposit}}.}}
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*Click {{Button|Accept}} or {{KeyPress|F2}} to transfer all the tagged orders or items to the Invoice and Customer Orders screen so you can continue adding items.
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*When ready, click {{Button|Invoice}} to get to the delivery address screen then click {{Button|Invoice}} again.
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*If payment has previously been taken, this will be shown in {{DataPrompt|Previously Paid Deposit}}. If you need to take payment, select the relevant centre and click {{Button|Post}} to complete the transaction.
  
 
== See Also ==
 
== See Also ==
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{{KB_Tags|Retrieve, Order, Customer, Parts, Items, Back Order, creating, adding, Order, Back, Retrieving, Back Order}}
 
{{KB_Tags|Retrieve, Order, Customer, Parts, Items, Back Order, creating, adding, Order, Back, Retrieving, Back Order}}
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{{FAQ}} {{KB_ST}}
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{{FAQ}} {{KB_ST}}{{ZN_PartsCounter}}
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{{KB_Ref|ST09}}

Revision as of 09:29, 2 September 2015

 This article or section is under development.
Be aware: Content will change as the document progresses.

Summary

This article explains how to retrieve a customer order.

More Information

Go to " Systems\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


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

ST09

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