How can I retrieve a parts order in the workshop?

Summary

This article will explain how to retrieve a parts order in Workshop. This would occur if the customer has items that he has back ordered and has their unit in the workshop and has asked for everything to go on the same bill.

More Information

This is assuming that the back order has already been created by the parts department.

To retrieve a parts order onto a workshop job, go to " Workshop Workshop Diary".
Either search for a job using <Ctrl+F1> and click [Edit] or click [Add] to create a new job.

• Press <F6> or select the [Invoice Items] tab.
• Press <Ctrl+F3> to import a Sales Order.
• This will bring up the "Reference Search" screen, on "Search on:" there should be a reference for the customer.
  • 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.
  • If you know the order that you want to retrieve, press <F5> or click the [Tag] button against the order you want.
  • Click [Accept] or press <F2>.
  • Click [Yes] on the Confirmation screen asking "Do you want to transfer tagged items to invoicing?".
• Or, If you are not sure which order to retrieve you can:
  • Press <F7> or click [Items] at the top of the screen. This will display the items in the order.
  • Once you have reviewed the items either press <Esc> or click [OK] at the bottom of the screen.
  • If this is the correct order, tag it and process it using the instructions above or repeat the steps to review the items on the order.

Once you have confirmed that you want to transfer the items to the job, the system will update the [Invoice Items] tab on the "Job Properties" screen with the items from the order.

You can either save the workshop job as it is or you can process it and Invoice it off in the usual fashion.

See also

• How do I find a customer?
• Creating workshop jobs
• How do I Order Parts for a Customer?
• How do I check customer order status?
• How do I add parts to a workshop job?

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Keywords AND Misspellings

retrieve, parts, stock, order, p.o.s., customer, items, back order, creating, adding, back, backorder, workshop, job, jobcard, card