[Added Oct07, Revised Dec08]
New Orders
Processing of Invoices
- After pickup any new invoices will be displayed in the list of 'collected invoices'.
- If the price received back from the wholesaler differs from your local price for the item, when viewing the invoice, prices that have changed will have a '*' in front of them.
- You are free to change any of the price fields at this stage. To do this, simply mouse click on the cell that you wish to change.
- When an invoice for an order is received, the original order will be marked 'Acknowledged'.
If you hover the mouse over any of the cost and retail fields you will see the old cost and old retail.
Out of Stocks and orders:
- If an invoice contains out of stock information, a new order is created with supplier name of 'Reorder'. This order will include all the out of stocks from previous orders. These items will be removed from the original order/s.
To view Collected Invoices:
- Click on the 'Invoices' tab. Choose an invoice to open and either double click on the invoice with the mouse, or highlight the invoice and click 'Open'.
- By default the items in an invoice will be sorted by the order in which they were received on the electronic invoice.
- To sort by a different column, single mouse click on the column header that you wish to sort.
- To print an invoice click on the Print button when viewing the invoice.
To Delete an Invoice:
- To delete an invoice highlight the invoice on the 'Invoices' tab and click 'Delete'
To View Delivered Invoices:
- Click on the 'Invoices' tab.
- Go to menu View, Completed Invoices. To go back to current invoices, go to menu View, Current Invoices.
Notes:
- When editing an item, you can use P for pack when entering SOH.
- Delivered Interbranch transfers can be printed from the completed invoice screen
- Interbranch transfers will not be shown on the EOD or Staff & Sales report.
__________________________________________________________________________________________
Old Orders
[Revised Nov 06]
An order can be 'delivered' on any unit on the system. It does not have the be same unit on which the order was made up.
To 'deliver' an order.
1. Enter the orders section from Window then Orders.
2. If the order is not complete, edit it by highlighting the order, and press <enter>, and make any changes necessary to allow for short-sent, out-of-stocks etc. Once finished Ok will return to the list of orders.
3. To 'deliver' it highlight the order and Deliver. This updates the stock and deletes the order.
To partially 'deliver' an order.
- Highlight any items you want to add in to stock.
(Note that by holding down the CTRL key and clicking on items more than one item may be selected at one time).
- Select 'Deliver Highlighted Items' button.
Price stickers will be printed automatically for any stock with 'Labels' ticked on the stock-card.
Troubleshooting
If you don't deliver the answer back items as they turn up, the stock item may not re-order as it thinks it is already on order.
If some stock is not re-ordering, this can be because these items are on order, waiting to be delivered from the answer back.
_______________________________________________________________________________________________________
Related topics