The system allows to Split unconfirmed invoices in order to invoice the items within them on a different day.
Instructions to Split Invoices
This option works for units, boxes, and hard goods. You can split Orders from the Add Order tab. To split an already created order, follow the next steps.
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Go to Order Entry>>Order Summary.
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Use the available filters to find a given order and click on Edit in the Actions column.
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The system will take you to the Add Order tab, where you will be able to split order lines. Notice this Order has products in boxes and hard goods. In this case, we are going to split 10 QB of Agaphantus Komet Blue 60cm . Go to the Actions column for the product to split.
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The Split Line window will open. The system has three options to split this product: Split the number of boxes pending to be scanned (in case some boxes have Farm Shipped status), split the product on the same invoice (in this case you only will be able to choose the quantity to split) or finally split manually. For split manually the product we choose the customer, the ship date, and the quantity. Notice the customer will suggest the carrier base on the Ship Date and the. Click on Split to finish.
Important
If one of the boxes to split have already been scanned as Shipped Warehouse, the system will not allow split any box.
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Once the Split process is completed, a message will appear at the lower-right corner of the screen informing to which order the split products were added to. Notice the box quantity has been reduced.
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Products Added to an Order
The system will search for an order with the same information entered for the products split and will add them to this. Otherwise, the system will create a new order.
The split invoice feature will only be enabled for those users having the Delete Items from Orders option enabled. For further information readUser Options.
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Roles enabled to perform this action: Admin, Sales Manager, Cashier, Sales, Allocations.
