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Overview
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Confirm orders is one of the last steps in invoices management. This article explains how to do it. |
Instructions
In order to confirm the order, click on the Confirm button within the Add Order screen.
The system will display a Confirm pop up window for you to choose if you want to Send invoice via e-mail or Create a new Order. If you select "Send via E-mail", the system will send the confirmed invoice to the customer. If you select the "Create a new Order" option, the system will refresh the screen for you to be able to enter a new invoice order.
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Once the order is confirmed, the system will ask you for sending the invoice by email or create a new order.
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On the other hand, if you want to print or email before confirming the invoice, just click on the Print or Email buttons within the order screen.
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When the setting Ask Payment Upon Confirmation is enabled, the system will ask the user to enter the payment information and automaticallyapply automatically apply the payment. Salespersons will be able to avoid the payment by clicking on the Skip the Payment gray button. Image Modified
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The system allows you to reconfirm orders. Once you do that, a confirmation message will appear informing you that some of the orders are already confirmed and asking you if you want to reprint the orders already confirmed. If you want to reprint the orders, write PRINT in the blank field and click on Yes, Print button. |
Other options
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To confirm several orders at once go to the Order Summary, select the desired orders and click on the Confirm Order gray button. |
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The system allows warning users when confirming invoices which contain products with zero price. This warning message works either if you are confirming a single invoice or multiples at once.
Once this option is enabled the system will warn users when they try to confirm orders that contain items with zero price as follows: You must enter the word CONFIRM to proceed and click on Yes, Confirm. |
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To confirm orders from the Order Summary, click on the details icon in the Actions column for a given order and click on the Confirm Order green button. (Click on the image to see the detail).
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