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Retrieve Orders

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    Posted: 18-Apr-2007 at 08:27

          Retrieve Orders

This function allows you to see if there are any orders for the specific customer.

 
As you move down the left column, the parts on that specific order or quote will display on the right.

Locate the required order and double click, enter or press F10.

Press Esc or F9 to return to the Invoice screen without loading the order.

        Adjust Order Total

The total value of the order may be edited by clicking the Adjust Total button. The total will highlight and allow editing. This function only works where the system is set to have GST included in the selling prices.

Each line item will then reprice proportionately to reflect the change.

This is often useful when quoting a rounded down price for a range of products.

        Store/Recall Invoice

If a large transaction is being entered it is advisable to click Store/Recall to save the details to a temporary file. Should a problem arise the specific customer can be entered again and the Store/Recall button selected. All line items should then reload and the transaction can be continued.

If an error occurs during an update it is often possible to use the recall function, as the temporary file is first automatically stored when the F10 update commences.

The file is saved to the current workstation for the specific customer code, so restore should be done from the same workstation.

        Reprice Invoice

The reprice function is helpful when a number of parts have been entered, and it is discovered that the wrong customer was selected.

Simply enter the new customer and press the Reprice button. All products on the screen will be repriced with the pricing rules for that customer.

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