Once you have created an order you will need to save it, on the Order Header by clicking the Save button:
If the Quote option is not checked the system displays this message:
Click Yes and the order is stored as Invoiced and cannot be altered again. An invoice number is assigned and if configured, invoice Documents may be added to the order automatically.
Click No and the order details are saved with a status of “New”. The order can be further edited. If this is a new order and if configured, order Documents may be added to the order automatically.
Click Cancel and you will return to the Order Header screen.
Confirm Despatch
Confirm Despatch can be used to verify the actual quantities despatched before invoicing a sales order.
To get to this you will need to go to the Menu option, Tools > Sales orders > Confirm Despatch.
Double click on an order to view the details, alternatively single click the order then click:
On saving an entry the order will be stored as invoiced and cannot be altered again. An invoice number is assigned. If configured, invoice documents may be added to the order automatically.
| Open the Account Details screen. |
| Automatically enter the quantity and do Save/Next. |
| Save the current order, invoice and return to the list. |
| Save the current order, invoice and move to the next order in the list. |
| Move to the next order, without saving. |