- The 'SAVE & COMPLETE''/COMPLETE Buttons - Once a transaction has been entered you can Click on 'Save and Finalise' if there is nothing outstanding on the order.
- The 'Save &* Complete/Complete buttons creates a transcation called 'Shipment' for all or part of the order. If all the lines items are not allocated on the shipment, the remainder of the order will go to backorder.
- The Save & Complete'/Complete buttons (ships and invoices) the order in full.
- The Save & Complete/Complete buttons prompts you for 'A Complete Sale Shipment' Window where by you need to select a Tender to Complete the transaction. If the tender is already set on the Customers Card then you will not get prompted for a tendertype.
- Then click on OK
- The Save and Complete/Complete buttons generates a SALSHP (sales shipment) and a SALINV (sales invoice) by this one button process.
Example of using the 'SAVE & SHIP Button.
Entering a Sales Order
- Click on Relationships
- Click on Sales
- Click on Sales Orders
- Click on New
- Enter or change the date
- Select a Customer Card ID
- Enter a Customer Order
- Enter/select a Product
- Enter a quantity
- You can change the price if need be
- Click On 'SAVE & COMPLETE OR COMPLETE'. At this point the a SALSHP and SALNV is generated.