Page Comparison

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1. Double click on "Relationships"
2. Click on "Cards"
3. Search for Customer
4. Click on tab "Transactions"
5. Click on tab "Customer Transactions"
6. Click on tab "Orders" and button "New"
7. Tab to* Customer Order* and Enter Customer Order field
8. Tab twice to Product line and enter Rebate Product
9. Tab through line and key in* Quantity* and Value
10. Click "Save And Ship"
11. Click "Save and Close"
12. Highlight Order From the Sales Order click on tab "Shipments"
13. Highlight Shipment and Click on "Show in Report" click on "Backorders Including Picking Slips with AllocationsPicking Slip/Goods Return note"
14. Print out the Picking Slip and ask the Pickers to Pick it and return it back to you once they have completed it
15. Once you recieve the picking slip back select the order and Click go to "Customer Transactions then "Shipments"
16. Highlight the Shipment and click "Show Transaction"
17. If the Quanty picked different to the Qty ordered -  either:
    1. Phone customer and ask them to confirm they wish to back order the products that will be short supplied. If they do not want to back order the short supplied quantity. Change the quantity ordered for those products on the sales order. If they do want to back order the short supplied quantities leave the quantity ordered as is. When you click on the "Ship" button change the quantity on the shipment.
    2. Do not phone the customer. When you click on the "Ship" button change the quantity on the shipment.
18. The Sale Shipment will now appear
19. Make any adjustment to the shipment. i.e. change QTY on products
20. Click on "Complete"