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1. Click on the arrow and select Warehouse screen
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2. Click on the Dispatch Orders
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You will notice that the Packed column now has figures in it.
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Packing List (not mandatory)
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2. If you have the same customer in the sales order, this pop-up will appear asking whether you want to combine or separate the orders.
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For orders with different When you select either the 'Combine' or 'Separate' button, the 'Generating Invoices' pop-up screen will appear.
However, for orders with multiple customers, the pop-up will appear with this option
3. The following pop up window will appear. Select an option:
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3. Click Generate button. show Generating Invoices options. You must choose one of these options before proceeding with generating the invoices.
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3. Click Generate button.
The pop-up ‘Generate Invoice Status’ will display with multiple Sales Orders (SO) on the screen. You can review the orders and select the specific one to invoice or ‘Select All’. After selecting, click the 'Invoice Selected' button to begin processing the invoice.
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Once the process starts, the progress of the invoice will be shown. This includes the Invoice Number, Invoice Status, Log Status, Fulfillment Status, PDF Status, and Email Status.
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The invoices will be generated and will be shown in a preview window.
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Retrieve Invoices (not mandatory)
This feature allows you to retrieve invoices that were created at an earlier time and have them emailed to you.
1 Click OTHER then select ‘Retrieve Invoices Invoices’ button
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2. The following pop up will appear. Click on the email address‘Click here to enter Email’ label is clickable, and it will turn into a white text box where you can enter the email address for which you'd like the invoices to be sent.
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Hit the Enter/Return key on your keyboard.
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Check your email inbox and you will find an email with the invoices enclosed as an attachment.
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Close from Screen (mandatory)
This function changes the status of your order to closed. You will only click this button when you have already packed your goods and invoiced them.
1 Click the Remove Close from Screen button
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2. The following pop up will appear. Click Yes if you are about to deliver the selected orders.
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If you clicked Yes, you will notice that the orders have been removed from the screen. If you return to the sales order screen, and open the sales order, you will notice the status has changed to 'CLOSED.'
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