Page Comparison

Creating Orders

1. Image Removed
2. Double click on "Relationships"
3. Image Removed
4. Click on "Cards"
5. Image Removed
6. Search for Customer
7. Image Removed
8. Click on tab "Customer Transactions"
9. Image Removed
10. Click on tab "Orders" and button "New"
11. Image Removed
12. Tab to* Customer Order* and Enter Customer Order field
13. Tab twice to Product line and enter Product
14. Tab through line and key in* Quantity* and Check price
15. Image Removed
16. Click "Save And Ship"
17. Image Removed
18. Click "Save and Close"
19. Image Removed
20. From the Sales Order click on tab "Shipments"
21. Image Removed
22. Highlight Shipment and Click on "Show in Report" click on "Picking Slip/Goods Return note"
23. Image Removed
24. Print out the Picking Slip close off the Sale Order tab, and ask the Pickers to Pick it and return it back to you once they have completed it.
25. Image Removed
26. Once you recieve the picking slip back go to "Customer Transactions then "Shipments"
27. Highlight the Shipment and click "Show Transaction"
28. Image Removed
29. If the Quanty picked In the Navigation panel, open Sales then click on Orders
30. Click on button New from the top panel to create a new sale shipment. 
31. Click in the Customer field and select the customer from the list. If the customer does not exist in Readysell, you can click Create Customer to create them.
32. Tab to "Customer Order" and Enter Customer Order field
33. In the Lines tab, enter products as follows:
    1. Click New
    2. In the Product column, search for and select the product you wish to add.
    3. Enter the quantity required.
    4. Make any necessary changes to pricing and discount information.
    5. Use the down arrow key on your keyboard to move you to the next line
    6. Repeat this process for all the products you wish to add to the order.
34. Click on button Ship
35. Click on button Pick 

36. 
    

    Warning

    (Note. The pick button is only for sites that are using stock allocation. Most sites use stock allocation, in which case you should press the pick button. If you are not using stock allocation at all you should never use the pick button. Best practice is to :  adjust your security roles to hide the pick button for all users change your workstation printing rules to automatically print picking slips when you press the ship button don't press the pick button just to trigger the workstation printing rule that automatically prints when you press the pick button

    
    

37. The system can be set so that when Pick is clicked on, it will automatically print a picking slip

38. Once you are ready to finish the picking slip, scan the barcode on the picking slip layout.  This will bring up the relevant shipment.

39. If the Quantity picked is 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. Hit Save & Close.  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 Change the quantity on the shipment.
    The Sale Shipment will now appear
40. Make any adjustment adjustments to the shipment. i.e. change QTY on products
41. Image Removed

42. Click on "Complete" - Note down shipment Number

    Image Removed

    Expand
    title Show me
    Image Added

    
    

43. Tender off the shipment

44. Image Removed
45. From the Customer transaction screen click on tab "Invoice"
46. Image Removed
47. Highlight the Invoice and click "Show In Report" select "Tax Invoice/Adjustment Note.
48. Print and Email Invoice

    Expand
    title Show me
    Image Added

    
    

49. Your customer's should be set to automatically print or email or both.  when you click on the OK button to finish the tender window the relevant appropriate actions will occur according to the settings on that customer's card.