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The system allows you to quickly identify the Prebooks pending to be billed in units when creating an invoice.
There are two available options to postpone a Prebook: from the Add Order screen or from the Order Summary screen. Both options need to have the Sell by Units Only setting enabled.
1) Postpone a Prebook from the Add Order window:
The system allows postponing a Prebook from the Items Pending to be Filled window. This option will only postpone Prebook items in units still pending to be billed. The item will be postponed for the next day.
2) Postpone a Prebook from the Order Summary Window
This option applies for Prebooks having items in units but will postpone the entire Prebook. Users can Postpone a Prebook from this option as many times as they want.
Once you open the window Items Pending to be Filled and you want to change the day is not necessary to go back to the Add Order Window. Click on the shortcuts window and select the day you want to see the pending orders.
The system allows adding more than one item at once. To do that, click on the number of prebooks pending for a given day, select the Prebook item you want to invoice, go to the Actions column and click on Add to Order.
The system also allows to mark a Prebook as complete and it will no longer appear as pending to be billed. This action can also be executed from the Fulfillment View.
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Roles enabled to perform this action: Admin, Sales Manager, Cashier, Sales, Allocations.