How do I Retrieve a Customer Parts Order?

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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Keywords AND Misspellings

retrieve, order, customer, parts, items, back order, creating, adding, back, retrieving

Tags

SO03, ST09, ST17 ST94