Pull in an order
When to use this procedure
Use this procedure to bring an order for this customer forward into a sale invoice, layaway, approval, or delayed delivery when he or she picks up/purchases items that were ordered and received. The selected customer must have an order on file to complete this procedure.
Steps to complete
- On the Sales Invoice window, Layaway window, Approval window, or Delayed Delivery window, click Order. The Select Orders window displays.
- Highlight the appropriate order and click Select. The previous window displays and all items on the order that have been received are added to the grid. (If no items are brought forward into the invoice, none of the items have been received into inventory.) Any Bill To or Ship To address on the order is also brought into the invoice.
- If necessary, change any of the items added from the order.
- Repeat steps 1-3 for as many orders as necessary.
Did you know? You can right-click in the Items Sold grid on the Sales Invoice window and select Pull In Order to complete this procedure.
To view the order details
You may choose to view the details of an order before adding it to the invoice or approval. To do so, click View Order on the Select Orders window. The Order window displays with the details of the order. From there you can choose to reprint the order or packing slip or simply return to the Select Orders window.
Reprinting the order
- On the Order window, right-click in the Order grid and select Reprint order. The Select Output Destination window displays.
- Select your output format and click OK.
Reprinting the packing slip
- On the Order window, right-click in the Order grid and select Reprint packing slip. The Select Reference Number window displays.
- Select the appropriate invoice and click Select. The Select Output Destination window displays.
- Select your output format and click OK.
PDF Downloads